AI Strategy Assessment
AI Strategy Assessment for Mid-Market Companies
Find your highest-ROI AI opportunities in 1 to 2 weeks. You get a prioritized roadmap, ROI projections, and a working prototype. Not an 80-page slide deck that collects dust. Starting at $7,500.
30 minutes. No pitch. Just clarity on your best AI opportunities.
01—The Problem
Why Most AI Strategies Fail Before They Start
Traditional AI consulting follows a pattern that wastes time and money. You already know the playbook. Here is why it keeps failing.
3 to 6 months of “discovery” before you see a single recommendation. By the time the report lands, the AI landscape has already shifted.
80-page strategy decks full of quadrant diagrams and vendor comparisons that nobody acts on. You paid six figures for a PDF.
Junior analysts doing the real work while a senior partner shows up for the kickoff and the final presentation. The people building your strategy have never shipped an AI system.
No working proof of concept included. You get recommendations, not results. Then you spend another $100K to find out if the strategy even works.
An AI readiness assessment should give you clarity in weeks, not quarters. It should include something you can touch, test, and show your board.
02—A Different Approach
A Working Assessment, Not a PowerPoint
This AI strategy assessment is designed to move fast and deliver outcomes you can act on immediately. Here is what makes it different.
1 to 2 Weeks, Not 3 to 6 Months
You get a complete AI opportunity assessment in 10 business days. Fast enough to act on before the landscape shifts again.
Same Senior Consultant, Start to Finish
No bait-and-switch staffing. The person who interviews your team is the same person who builds your prototype and presents your roadmap. 25 years of enterprise experience on every call.
Working Prototype Included
Every assessment includes a functional proof of concept for your top opportunity. Not a mockup. A working system your team can test and evaluate.
Actionable Quick Wins from Day One
You will walk away with 3 to 5 quick wins you can implement immediately, before the full roadmap is even complete. Most clients see ROI within 90 days.
03—Deliverables
Assessment Deliverables
Every AI strategy assessment includes six concrete deliverables. No filler. No fluff. Each one is designed to drive a decision.
01
AI Opportunity Map
A prioritized list of 8 to 12 AI use cases ranked by ROI potential, implementation difficulty, and strategic fit for your business.
02
ROI Projections
Financial modeling for your top 3 opportunities with conservative, moderate, and aggressive scenarios. Real numbers your CFO can evaluate.
03
Working Prototype
A functional proof of concept for your highest-priority use case. Built with your actual data so you can test feasibility firsthand.
04
AI Readiness Scorecard
An honest assessment of your data infrastructure, team capabilities, and organizational readiness. No sugarcoating. Clear gaps and how to close them.
05
90-Day Implementation Roadmap
A week-by-week execution plan for your first AI initiative. Includes technology recommendations, resource requirements, and milestones.
06
Quick Wins Playbook
3 to 5 low-effort, high-impact AI improvements you can implement within 30 days using existing tools. No new infrastructure required.
04—The Process
How the Assessment Works
A structured, efficient process designed to move from discovery to deliverables in 10 business days.
Day 1 to 3
Discovery and Data Review
Stakeholder interviews with leadership, operations, and IT. Review of existing systems, data infrastructure, and current workflows. I identify where AI can create the most value with the least friction.
Day 4 to 7
Analysis and Opportunity Mapping
Deep analysis of your AI opportunity landscape. Each use case is scored on ROI potential, technical feasibility, and organizational readiness. Financial models are built for your top 3 opportunities.
Day 8 to 10
Prototype Build
A working proof of concept for your top-priority use case, built with your actual data. This is not a mockup or a demo with fake data. It is a functional system you can evaluate and show to your team.
Day 10 to 14
Readout and Roadmap Delivery
A 90-minute executive readout covering all deliverables. Live prototype demo. Prioritized roadmap. Quick wins you can start on Monday. Every recommendation includes specific next steps, not vague advice.
Follow-up
30-Day Support Window
After delivery, you get 30 days of email and Slack support to answer questions, help with vendor selection, and troubleshoot your quick wins. No extra charge.
05—Ideal Fit
Is an AI Strategy Assessment Right for You?
This AI audit for business works best for companies that are ready to move beyond exploration and into execution. The assessment is a strong fit if you match any of these profiles.
- Mid-market companies ($10M to $500M revenue) exploring AI for the first time
- Leadership teams who know AI matters but are not sure where to start or which opportunities to prioritize
- Companies that tried an AI initiative and it stalled, failed, or never got past the pilot phase
- Operations-heavy businesses (manufacturing, logistics, healthcare, financial services) with strong data but no AI strategy
- CEOs and COOs who need a board-ready AI strategy with real ROI projections, not just a vision statement
- Companies without a full-time AI or data science team who need expert guidance to make the right first move
06—Investment
How Much Does an AI Strategy Assessment Cost?
$7,500 to $15,000
Pricing depends on company size, complexity, and number of business units assessed. Most mid-market companies fall in the $7,500 to $10,000 range. Larger organizations with multiple divisions or complex data environments are typically $12,000 to $15,000.
Compare that to $150K or more for a Big Four AI strategy engagement that takes 4 to 6 months and delivers a PowerPoint. This assessment delivers more actionable output in a fraction of the time and cost.
90 days
Average time to positive ROI. Most clients recoup the assessment cost within the first quarter through quick wins alone.
40 to 50%
of assessment clients continue with a Fractional AI Director retainer to execute the roadmap. The assessment is designed to stand alone, but most companies want help implementing what we uncover.
100%
of assessment clients receive a working prototype. Not a slide. Not a concept. A functioning system built with your data.
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Ready to Find Your Best AI Opportunities?
Book a free 30-minute strategy call. We will discuss your business, your goals, and whether an AI opportunity assessment is the right next step. No pressure. No sales deck.
30 minutes. No pitch. Just clarity.