Assessment + First Implementation
Get quick wins while mapping your long-term strategy. Full assessment plus implementation of your highest-priority solution in 4-6 weeks.
4-6 weeks
Start With Quick WinsBuild Momentum with Proven Results
Most firms need to see results before committing to larger investments. This package delivers a working solution while giving you the strategic roadmap for what comes next.
Get a working solution deployed in 4-6 weeks. See real time savings and ROI before deciding on larger investments.
Quick wins create momentum and help get partner or leadership approval for larger AI operations initiatives.
Your team learns how AI solutions work in practice, building confidence and capability for future projects.
What You Get
Everything from the Assessment, plus a working solution deployed and your team trained.
Full AI Opportunity Assessment, detailed report with 5-8 opportunities, interactive chatbot, and debrief call. You get the complete strategic roadmap.
I build and deploy your highest-priority Level 1 or Level 2 solution. Could be email automation, document generation, meeting prep workflows, client communication, or data processing. You choose the priority from the assessment.
Team training on the new workflow, documentation for ongoing use, and 30 days of support and optimisation. Your team is ready to use the solution independently.
Implementation Timeline
Complete the AI Opportunity Assessment. Review the report together and select the highest-priority solution to implement. Finalise scope and requirements.
Build the solution, integrate with your existing systems, and test with your team. Refine based on feedback and ensure it works with your workflows.
Train your team on the new workflow, provide documentation, and launch the solution. Ensure everyone knows how to use it effectively.
Monitor usage, gather feedback, and optimise the solution. Address any issues and ensure it's delivering the expected value. Plus 30 days of ongoing support.
Example Possibilities
Types of implementations we can build together. These are illustrative, not past client results.
Typical challenge: Manual client onboarding taking 2-3 hours per new client, with frequent follow-ups and document collection delays.
Approach: Automated client onboarding emails with document collection integrated with the firm's CRM. New clients receive welcome emails, onboarding checklists, and automated reminders.
Possible outcome: Could save 8+ hours/week across the team and reduce onboarding time from 2-3 hours to around 30 minutes.
Typical challenge: Creating client proposals takes 4 hours each, pulling information from past projects, references, and rate sheets manually.
Approach: AI-powered proposal workflow that pulls from past projects, formats references, and generates customised proposals based on client needs.
Possible outcome: Could cut proposal time from hours to under an hour and help the team respond to RFPs faster.
Typical challenge: Partners spending 2 hours before each client meeting reviewing case history, previous communications, and preparing talking points.
Approach: Meeting prep automation that summarises client history from CRM, extracts key points from previous communications, and generates meeting briefs.
Possible outcome: Could save 2+ hours/week per partner and improve preparation with briefs in minutes instead of hours.
What Happens Next?
After your first implementation, you have clear options:
Use the assessment report to implement additional opportunities yourself or engage me for more implementations.
Move to the full AI Operations Implementation to build internal capability, train AI Operators, and deploy multiple solutions systematically.
The assessment and implementation investments are credited toward any larger engagement.
Frequently Asked Questions
Ready to See Quick Wins?
Get your assessment and first implementation in 4-6 weeks. See real results before committing to larger investments.