Day 1 (Mon): Kickoff & Access
~75 min team time- 9:00–10:15 AM: Kickoff session with key decision-makers
- 10:30 AM: Data & stack access requests issued
- 2:00–2:30 PM: Confirm interview calendar for Week 1
You get a prioritized, ROI-ranked roadmap of exactly where AI, automation, and systems changes will pay back in your business, with enough technical depth to execute against, whether that’s with us or your own team.
Not sure where to start, or which initiative actually pays off first?
100% of this fee credits toward a Transformation Program, or your first quarter on any FTO tier, signed within 60 days.
Stakeholder interviews and workflow walk-throughs
Current-stack and data audit
AI/automation opportunity scan
3–5 initiatives ranked by impact and sequence
Executive readout session
Led by one accountable senior leader, not a rotating bench of juniors
Fixed scope and price. No hourly meter, no surprise invoices
Every deliverable lives in your systems. No vendor lock-in by design
Fixed calendar from kickoff. Most of the heavy lift sits with us. Your team typically spends 6–8 hours total.
Decision-ready artifacts you own outright.
A Discovery Chat is a zero-friction, no-pitch conversation about your business. We’ll confirm fit and answer any questions about scope and timing before anything is scheduled.