Team WorkshopYour team is pulling in five directions on AI.
This is how you get aligned.
Most executive teams have the same problem: everyone agrees AI matters, but no one agrees on what to actually do about it. The CISO is worried about risk. The CFO wants to see ROI before approving anything. The COO is already using AI tools nobody else knows about. This workshop ends that conversation.
Who this is for- Leadership teams at $5M–$50M companies where AI strategy is still TBD
- Executive teams where different departments are running different (often conflicting) AI initiatives
- Companies that have received AI proposals from vendors and need an independent perspective before deciding
- Organizations where the CEO is pushing AI adoption but the team isn't moving together
How the 3 hours are structuredHour 1Where you actually standAn honest audit of your current AI usage, capabilities, and gaps — across every function. No assumptions, no pitches.
Hour 2Opportunity mappingWe identify the highest-impact AI opportunities for your specific business — operations, sales, service delivery, reporting. Prioritized by ROI and implementation effort.
Hour 3Decision framework and next stepsBuild, buy, or pilot? What to approve now, what to delay, and what to skip entirely. Leave with a written plan the whole team agrees on.
What you walk away with- A written AI strategy framework your team can actually execute against
- A prioritized opportunity list with ROI estimates and implementation complexity ratings
- A shared decision matrix for evaluating future AI proposals without starting from scratch
- Alignment — everyone in the room leaves pointing the same direction
Session length3 hours
ParticipantsUp to 5
FormatZoom
Investment$2,500
On-site facilitation available upon request.
Get your leadership team on the same page.
Reach out to discuss your team's situation before we schedule.
Get in touch →Looking for ongoing strategic support? See the AI Strategy Retainer.