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Step 1 · Listen
Sit down and listen.
We run 2–4 short interviews plus one working session to see how work actually gets done.
READINESS.
AI Readiness · AI Game Plan
Not sure where AI fits in your business? Let's figure it out.
We sit down with your people, walk through a normal day, find the practical wins, and come back with a clear plan. No hype. No pressure. If it's not a fit, we'll tell you.
01 / THIS IS FOR YOU IF
AI feels useful, but unclear.
Any of these sound familiar? Then this is probably the right starting point.
01
You're copying and pasting the same info over and over.
02
Your inbox is chaos and requests slip through.
03
Reporting takes too long and always feels rushed.
04
The same questions get asked again and again.
05
You tried AI tools, but they didn't stick.
06
You know AI should help — you're just not sure where to start.
02 / HOW IT WORKS
Three simple steps.
Light lift from your team. Clear plan at the end. Plain-English throughout.
02
Step 2 · Map
Map workflows & filter the noise.
We spend a week offsite mapping workflows and filtering opportunities down to what matters.
03
Step 3 · Readout
Bring back the AI game plan.
You get a 60–90 minute readout with a clear plan and next steps.
03 / DELIVERABLES
What's inside the game plan.
Four documents. Plain-English. Designed for your team to actually use, not file away.
Top AI Opportunities
Doc 01
- Sorted by impact, effort, and risk
- Clear notes on what's realistic now vs. later
- Estimated hours saved per opportunity
- Recommended starting point
30/60/90-Day Plan
Doc 02
- What to do first, next, and last
- Owners, timelines, and quick wins
- Dependencies called out up front
- Clear decision points at each milestone
Simple Rules for Safe AI Use
Doc 03
- What data can be used and what should stay private
- Easy do-and-don't guidance for staff
- Tool-specific configuration notes
- Incident response checklist
Rollout & Training Plan
Doc 04
- Training steps that fit your team's schedule
- Lightweight change support so habits stick
- Cadence for internal office hours
- Measurement plan for impact
04 / WHERE AI HELPS FIRST
Patterns we see everywhere.
These show up in nearly every engagement. Yours probably has at least two.
Triage
Email and request triage
Route, sort, and draft responses so nothing gets buried.
Notes
Meeting notes to action items
Turn notes into clear follow-ups and next steps.
Docs
Document handling
Pull key details from forms, PDFs, and intake docs.
Knowledge
Searchable knowledge base
Make internal answers easier to find and repeat.
Reports
Reporting drafts
Get first-pass summaries your team can refine quickly.
Replies
Consistent responses
Keep replies steady across sales, support, and ops.
Optional funding
Optional funding
Funding may be available through the CyberSecure program. It's time-limited and eligibility isn't guaranteed. Either way, the outcome and plan stay the same.
Check funding eligibilityReady when you are
Plain, practical, honest.
A 15-minute fit call to see if readiness is the right next step for your team. If it's not, we'll say so.