Built to order
AI Strategy Consulting
A focused workshop that ranks where AI pays off, ending in a 90-day plan.
What it produces
90-day plan: Tallis & Grey
| When | Project | Measure |
|---|---|---|
| Days 1-30 | Month-end pack | Hours to close the month |
| Days 31-60 | Proposal first drafts | Time to a first draft |
| Days 61-90 | Client onboarding flow | Steps done by hand |
Today
Vendor pitches, a chat assistant and no clear priorities.
With it
Three ranked priorities and a 90-day plan your team owns.
Watch it run
From interviews to a 90-day plan
Interview: operations lead
Jo
Every proposal starts with digging through old ones.
Us
How long does a first draft take?
Jo
Most of a day. And month-end reporting eats two more.
Short interviews with the people who know the exceptions, plus a look at the systems.
Why it matters
88%
88% of organizations now report regular AI use in at least one business function, but only about one-third say they have begun to scale their AI programs. Source
Control and data
A person decides
Leadership sets the priorities and owns every decision in the plan.
Your data stays yours
Interviews and read-only views. Nothing goes into an AI tool without approval.
Connects to
In your accounts
Workspace
- Microsoft 365
- Google Workspace
CRM
- HubSpot
- Salesforce
Finance
- Xero
Automation
- n8n
- Zapier
Named for reference. No endorsement implied.
In full
Your leadership team sets the priorities and owns every decision. The roadmap is yours, and it recommends off-the-shelf tools wherever they beat a custom build.
We work from interviews, process walkthroughs and read-only views of your systems. Nothing is put into an AI tool without your approval, and working notes fall under the same deletion terms as every engagement. How we handle data
Questions
Open one
Do we have to hire you to build the roadmap?
No. The roadmap is written so your team, another provider or an off-the-shelf tool can deliver it. If you want us to build part of it, that is a separate conversation.
Who should be in the room?
Someone who can make decisions, and the people who actually run the workflows you want to improve. Their knowledge of the exceptions is what makes the plan realistic.
In detail
Open one
What it does
- Reviews your current workflows, systems and data with the people who run them.
- Maps AI opportunities and ranks them by value, effort and risk.
- Recommends build or buy for each one, including off-the-shelf tools where they beat a custom build.
- Flags data, privacy and security questions to settle before anything is built.
- Delivers a prioritised 90-day roadmap your team owns.
How we deliver it
The engagement runs in 5 phases, and you see progress at every one.
- 01Pre-read and interviews. Short conversations with the people who run your key workflows, plus a look at the systems involved.
- 02The workshop. A working session with your leadership team to walk through the processes and test ideas against reality.
- 03Opportunities are scored. Each opportunity is ranked by value, effort and risk, with the reasoning written down.
- 04Leadership decides. Your team reviews the ranking and chooses the priorities; we adjust the plan to fit.
- 05The roadmap is delivered. A 90-day plan with the first projects, what each needs and how to measure it.
Spec sheet
- Function
- Advisory
- Status
- Scoped with you and built for your business, using the same delivery process as every engagement.
- Connects to
- Microsoft 365, Google Workspace, HubSpot, Salesforce, Xero, n8n, Zapier
- Research
- 88% of organizations now report regular AI use in at least one business function, but only about one-third say they have begun to scale their AI programs. McKinsey, The state of AI in 2025 (opens in a new tab)
Find out where AI will pay off first.
Bring the people who run the work. Leave with a plan.
Book a call (opens in a new tab)or email contact@strategicaiinnovations.com