AI & Automation Strategy Workshops
Discover where automation can make the biggest impact.
Overview
Most businesses know they should be using AI and automation — but they don't know where to start, what to prioritize, or how to measure success.
My AI & Automation Strategy Workshops are designed to cut through the noise and help your leadership team identify the highest-ROI opportunities for automation in your business. We'll map your current workflows, identify bottlenecks, and create a clear, actionable roadmap for implementation.
This isn't a generic presentation about AI trends — it's a hands-on, collaborative session tailored to your specific business model, industry, and operational challenges.
What You Get
1. Workflow Mapping & Bottleneck Analysis
We'll walk through your current processes — from sales and customer service to operations and fulfillment — and identify where manual work is slowing you down, creating errors, or limiting growth.
2. Opportunity Prioritization Matrix
Not all automation is created equal. We'll rank opportunities based on impact, effort, and ROI — so you know exactly what to tackle first.
3. Custom Implementation Roadmap
You'll leave with a phased implementation plan that outlines quick wins, medium-term projects, and long-term strategic initiatives — complete with estimated timelines and resource requirements.
4. Technology Recommendations
I'll recommend specific tools, platforms, and approaches based on your existing tech stack, budget, and team capabilities — whether that's no-code tools like Make and Zapier, or custom-built solutions.
How It Works
Pre-Workshop Discovery
Before the workshop, I'll conduct a brief discovery call to understand your business model, current challenges, and goals. This ensures we hit the ground running.
Half-Day Workshop Session
We'll spend 3-4 hours together (in-person or virtual) mapping workflows, identifying opportunities, and prioritizing initiatives. This is a collaborative, working session — not a lecture.
Deliverable Package
Within one week, you'll receive a comprehensive report including workflow diagrams, opportunity matrix, implementation roadmap, and technology recommendations.
Follow-Up Strategy Call
Two weeks after delivery, we'll reconvene to answer questions, refine priorities, and discuss next steps for implementation.
Ideal For
- ✓Mid-market companies ($10M–$100M revenue) looking to scale operations without proportionally scaling headcount
- ✓Leadership teams who know they need automation but don't know where to start
- ✓Operations managers drowning in manual processes and looking for relief
- ✓E-commerce and B2B businesses with complex workflows across multiple systems
- ✓Companies with existing tech stacks that aren't talking to each other
- ✓Organizations exploring AI but unsure how to apply it practically
Technology & Tools
Depending on your needs and existing infrastructure, we may explore:
Investment & Engagement
💡 Typical ROI: Most clients identify 3-5 automation opportunities that save 10+ hours per week — paying for the workshop within the first month of implementation.
* Pricing varies based on team size, complexity, and location. Travel expenses for in-person workshops billed separately. Payment plans available for multi-session engagements.
Not sure if this is right for you?
Schedule a free 30-minute consultation to discuss your specific challenges and goals. We'll help you determine if a strategy workshop is the right next step — with no obligation.
Schedule Free ConsultationThe best automation strategies don't start with technology — they start with understanding your business. Let's map the path from where you are to where you want to be.
Related Case Studies
See how strategic automation has transformed operations for other businesses:
Ready to Get Started?
Let's discuss how this service can help transform your business operations.