AI Strategy for SMBs

Stop guessing which jobs AI will replace. Start knowing.

We help US small and medium businesses make strategic AI decisions β€” identifying which tasks to automate, which to augment, and which to keep human-led. No hype. No fear. Just clarity.

AI Impact Dashboard Preview Β· Projected estimates
Marketing Manager
12 hrs/week+35%Content drafting
Customer Support Lead
8 hrs/week+28%Ticket triage
Operations Analyst
15 hrs/week+42%Report generation
We understand

AI adoption shouldn't feel like a gamble

Most businesses are stuck between FOMO and fear. They know AI is important but don't have a clear framework for making smart decisions. Sound familiar?

😰

"My competitors are using AI and I don't even know where to start."

The overwhelmed owner
πŸ€”

"I've tried ChatGPT but I can't figure out how to actually use it in our workflows."

The curious experimenter
😀

"Every AI vendor promises the moon. I just want to know what's actually worth investing in."

The skeptical decision-maker
😟

"My team is worried AI will replace them. I need a strategy that includes them, not replaces them."

The people-first leader
Our approach

Discover. Analyze. Implement.

Our three-phase process takes you from AI confusion to AI clarity in weeks, not months. Here's exactly what happens.

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Phase 1

Discovery Workshop

We meet with your leadership team to understand your business, map out key roles, and identify where AI could have the biggest impact. No jargon, no pressure β€” just honest conversation.

⏱️ Half-day session, in-person or virtual
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Phase 2

AI Task Analysis

Using our task analysis framework, we evaluate each role's activities and classify them as Automate, Augment, or Human-led. You get a clear dashboard showing time savings and quality impact.

πŸ“ˆ Data-driven, not opinion-based
πŸ—ΊοΈ
Phase 3

Implementation Roadmap

We deliver a prioritized action plan with specific AI tools, pilot projects, and change management recommendations. You'll know exactly what to do first, second, and third.

βœ… Actionable, not theoretical
The Framework

Not all tasks are created equal

Our AI Task Augmentation framework classifies every task in your business into three categories β€” so you know exactly where AI fits and where it doesn't.

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Automate

Tasks that AI can handle end-to-end with minimal human oversight. Think data entry, basic report generation, scheduling.

Invoice processing
Meeting scheduling
Data validation
🀝

Augment

Tasks where AI and humans work together. AI does the heavy lifting; humans add judgment, creativity, and final approval.

Content drafting
Customer insights
Proposal writing
πŸ‘€

Human-Led

Tasks that require uniquely human skills β€” empathy, complex negotiation, strategic vision, relationship building.

Client relationships
Strategic decisions
Team leadership
Advanced Analysis

Risk Γ— Moat Quadrant

For each task, we also score Automation Risk (how easily AI could replace it) and Strategic Moat (how much competitive advantage it provides). This helps you prioritize investments where they matter most.

πŸ“Š Included in Team & Company packages
Your journey

From overwhelmed to inΒ control

Here's what the path looks like for most of our clients.

🌫️

Confusion

"Everyone's talking about AI but I don't know where to start."

You're overwhelmed by options, vendors, and conflicting advice. AI feels like a moving target.

πŸ”

Discovery

"Now I understand what's actually possible for our business."

Our workshop cuts through the hype and shows you exactly where AI can (and can't) help your specific situation.

πŸ“Š

Clarity

"I have a data-driven roadmap, not just opinions."

Your AI Impact Dashboard shows concrete numbers β€” time saved, quality improved β€” for every role analyzed.

πŸš€

Action

"We know exactly what to implement first."

With a prioritized action plan, your team moves forward confidently, starting with quick wins that build momentum.

Our Packages

Clarity at every scale

Whether you're a solo founder or leading a 200-person company, we have a package that fits.

Solo operators & small teams

Single Role

Perfect for understanding AI potential for one key position in your business.

One-time analysis
  • βœ“1 job role analyzed
  • βœ“AI Impact Dashboard
  • βœ“Task classification (Automate/Augment/Human)
  • βœ“30-minute results walkthrough
  • βœ“Tool recommendations
Analyze One Role
Growing teams

Team Analysis

Comprehensive analysis for a department or functional team.

Up to 5 roles
  • βœ“Up to 5 job roles analyzed
  • βœ“AI Impact Dashboard for each role
  • βœ“Risk Γ— Moat quadrant analysis
  • βœ“Half-day discovery workshop
  • βœ“Implementation roadmap
  • βœ“60-day follow-up call
Analyze Your Team
Established businesses

Company-Wide

Full organizational assessment with executive presentation and change management guidance.

Unlimited roles
  • βœ“Unlimited job roles analyzed
  • βœ“Complete AI Impact Dashboard
  • βœ“Risk Γ— Moat for entire org
  • βœ“Full-day executive workshop
  • βœ“Board-ready presentation
  • βœ“Change management playbook
  • βœ“90-day implementation support
Transform Your Company
Ready to start?

Let's find your AI advantage

Book a free 30-minute discovery call. We'll learn about your business and show you exactly how our process works. No pressure, no sales pitch β€” just honest conversation.

Free, no obligation β€’ 30 minutes β€’ Video or phone β€’ US time zones