What Actually Happens in an AI Strategy Session?

Before the Session\n\nOnce you book, you'll receive a short pre-session questionnaire. It covers:\n\n- What your business does and who your customers are\n- Where you currently spend the most time manually\n- What tools and software you already use\n- What your biggest growth bottleneck is right now\n\nThis takes about 10 minutes to complete and ensures we don't waste time on basics during our call.\n\n---\n\n## During the Session (60 minutes)\n\nWe work through four areas:\n\n1. Operations Audit (15 min)\nI ask questions about your current workflow — from lead capture to delivery to follow-up. I'm looking for the highest-friction points: the things that are slow, inconsistent, or dependent entirely on you.\n\n2. AI Opportunity Map (20 min)\nTogether, we identify 5–10 specific places where automation could save you time or money. We rate each one by impact (high/medium/low) and complexity (easy/medium/hard).\n\n3. Priority Roadmap (15 min)\nWe narrow the list to the top 3 automations you should implement first — ordered by ROI, not complexity. The goal is wins you can see within 30 days.\n\n4. Tools & Next Steps (10 min)\nI recommend specific tools (n8n, Make.com, Zapier, custom solutions) for each automation, and we outline the build process.\n\n---\n\n## What You Walk Away With\n\nBy the end of the session, you have:\n\n- A written priority list of your top 3 AI automations\n- A recommended toolset for each\n- A rough time and cost estimate for implementation\n- A clear decision: DIY, hire someone, or have me build it\n\n---\n\n## Is This Right for You?\n\nThe AI Strategy Session is best for business owners who:\n\n- Are already running a business (not just an idea stage)\n- Are spending 10+ hours per week on tasks that feel repetitive\n- Want clarity on what to automate before investing in how\n\nIf you're earlier-stage, the free AI Quick Audit is the better starting point.\n\nBook your AI Strategy Session →