Intake
Typically 1 to 2 weeks
We map your sales process, operations, and bottlenecks, then rank the AI opportunities by value and effort so you know exactly where to start.
- Leadership discovery session
- Process and bottleneck map across sales, service, and admin
- Revenue-opportunity review (lead handling, follow-up, conversion, upsell)
- Cost-opportunity review (admin load, support volume, rework, errors)