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Your 90-Day AI Plan, with a starter AI policy, written for your business.

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AI·PotentialSample
Your 90-Day AI Plan
Month 1Take weekly reporting off the teamMap how the report is built todayAI drafts it from your own dataA person checks it before it goes out
Month 2Answer customer questions fasterYour ten most common questionsReplies drafted in your toneSent only after a person approves
Month 3Measure, keep, expandHours saved, tracked weeklyKeep what worked, drop what didn’tChoose the next three to tackle
Starter AI policy
Customer data stays out of public AI tools
New tools are approved by a named person
Anything sent to a customer is checked by a person
Also inside: what you told us · where your team’s time goes · is AI right for you now · what we couldn’t see

Where should we send your plan?

Next, seven quick questions about your business.

Free. Just your answers and your website. We never touch your data.

Your answers are only used to write your plan, and a person checks it. No calls unless you ask.

If AI isn’t quite right for you yet, your plan will say so.

15 hours saved in a week

“I automated ten nightly reports into a single leadership dashboard that lands at 6:30am. It saved me 15 hours in a week.”

Scott Draughn, Integrity First Installations

What your plan shows you

The job to hand to AI first

The task eating most of your team’s week, and the simplest, safest way to take it off their plate.

The time you’d get back

We’ll put a number on it for your business: the hours each week, and what that could mean, from more time with customers to more time on strategy and higher-value work.

Your next 90 days, step by step

What to do first, what comes next, and how you’ll know each step is working.

Bonus: your starter AI policy. So your team can use AI safely from day one: what it must never touch, who approves new tools, and what always stays with a person.

What clients say

15 hours saved in a week
“I automated ten nightly reports into a single leadership dashboard that lands at 6:30am. It saved me 15 hours in a week.”
Scott Draughn, Integrity First Installations
Hours back, every week
“What used to take two or three hours a job is now almost instant. We close around thirty jobs a week across our offices. We’re getting hours back, every single week.”
Carrie Wade, ServicePros Group
A mindset shift
“I had the tools already. What I needed was a mindset shift to understand what was possible with AI. This session did that.”
Matt Stephens, BTS Manager Europe, global pharmaceutical company