Intake: find where AI actually pays.
A structured assessment that turns vague AI ambition into a prioritised, costed shortlist of workflows worth building.
The question this answers
“Which parts of this business will make more money, save money, or simply get easier if we apply AI here first?”
We map your sales process, operations, and bottlenecks, then rank the AI opportunities by value and effort so you know exactly where to start.
What you get
- 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)
- Prioritised use-case shortlist scored by value and effort
- High-level deployment recommendation and indicative budget
- Written summary you can circulate internally
How it runs
- 1
Discovery session
A working session with the people who own the outcome — not a sales call.
- 2
Process walkthrough
We follow the real path of a lead, an order, and a support request through your business.
- 3
Opportunity mapping
Every friction point is tagged as a revenue, cost, or effort opportunity.
- 4
Scoring and shortlist
Opportunities are ranked by business value against build effort and data readiness.
- 5
Readout
We present the shortlist, the recommended first build, and the indicative cost.
This is for you if
- You know AI matters but cannot yet name the first project
- You want a decision you can defend to a board or partner
- You would rather spend a small fixed fee than guess at a big one
This is not for you if
- You already have a scoped workflow signed off — start at Build instead
- You want a generic AI strategy deck with no implementation path
Our guarantee
If the intake does not produce a prioritised, actionable shortlist, we keep working until it does.
Pricing shown is a starting point. Final scope and fee are agreed in writing before any commitment. How we price this
What happens next
Step 2: Build — Build the top-ranked workflowWant to know what intake looks like for your business?
Book a discovery call and we will tell you honestly whether this stage is where you should start.
Meet with us