AI Roadmap for Small Teams
Get clarity before complexity
You're curious about AI, but don’t want the hype—you want clarity. This strategy sprint meets you where you are and helps chart a course using what you already have (Microsoft 365, QuickBooks, Google Workspace).
We assess your goals, tech, and team readiness. You leave with a clear, jargon-free roadmap—and confidence in your next move. Perfect for solo professionals, nonprofit leads, and service managers who want clarity before commitment.Most small teams know they should explore AI—but don’t know where to start. This package cuts through the noise with a clear, human-first strategy. We assess your current systems, uncover what’s possible, and deliver a focused roadmap that balances ambition with practicality. No jargon. No overwhelm. Just clarity, direction, and first moves that make sense.
Who's This For?
• Mission-driven small teams who want to use AI wisely, not wastefully
• Leaders wearing many hats—looking to modernize responsibly without the overwhelm
• Founders of service-based businesses navigating digital transformation
• Operations-minded managers ready to improve workflows without becoming tech architects
• Nonprofit directors and small healthcare teams seeking clarity before making costly tech decisions
Includes
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Intro Call
Complimentary consultation to assess project fit and provide direction.
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Discovery session
Initial session to assess and align AI integration goals and readiness.
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Readiness audit
Assessment of AI readiness and preparation for implementation.
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30-day action plan
Short-term roadmap for prioritizing tasks and identifying immediate actions in AI strategy development.
Timeline:
2 weeks