Your AI Priorities, Mapped and Sequenced in One Session.
You don't need another strategy document that sits in a drawer. This is a facilitated process, built with you and your team, that turns "AI matters" into a plan you can actually execute, starting with what to do in the first 30 days.
A Roadmap Nobody in the Room Helped Build Is a Roadmap Nobody Executes.
You know AI matters. What you don't have is a year to spend figuring out the right order to do anything in, or the confidence that a plan built without your team will survive contact with your actual business.
Plans built without the people who run the business
A roadmap written after a couple of interviews with leadership rarely survives contact with the people who have to deliver it. This is built in the room, with the people who actually do the work, not handed down afterwards.
Generic frameworks dressed up as strategy
A roadmap pulled from a template is really a roadmap of someone else's priorities. Yours is built from your workflows, your team's capability, and your actual data, not a framework that could belong to anyone.
No sense of what to do first
Most business owners can list ten things AI could help with and have no real way to sequence them. This session ends with clear priorities: what to do now, what to pilot carefully, and what to leave for later.
Not a Slide Deck. A Plan You Can Actually Run.
None of this is handed to you on the day. We build it from what comes out of the session, then walk you through the finished plan together in a follow-up meeting shortly after.
A Quick-Win Plan for the First 30 Days
The priorities you can act on immediately, scoped clearly enough that there's no ambiguity about where to start.
A Scoped 90-Day Plan
The next tier of priorities, mapped out in real detail, not just a rough idea of what's coming.
A Longer-Term View for the Rest of the Year
A directional estimate of what comes after the first 90 days, so you can see where things are heading without locking in specifics too early.
A Grounded ROI View
Time and capacity saved as the honest baseline, with revenue impact only added where the numbers genuinely hold up. No inflated business case that falls apart once you try to deliver it.
Four Steps From First Conversation to Finished Plan.
This isn't a drawn out discovery phase. It's a short, focused process, with your team involved where it actually matters.
Pre-Work and Alignment
A short, lightweight step to confirm your objectives and non-negotiables, and gather the minimum you need to give us before the session, not a long discovery phase.
The Facilitated Session
Around 2 to 3 hours, depending on your business and how complex the issues are. We map how work actually happens, surface where AI genuinely fits, and prioritise it together with your team in the room, not just leadership.
Roadmap Build and Validation
After the session, we turn what came out of it into a structured plan, then check our assumptions before it's finalised. This happens after the workshop, not during it.
Follow-Up Presentation
Shortly after the session, in a separate follow-up meeting, we walk you through the finished plan and agree what happens first. Implementation itself is scoped and quoted separately, only once you've approved the plan.
What This Actually Looks Like in a Trades Business
Estimation role replaced by AI
Previously handled by one estimator
For the same volume of work
"So far, we have replaced the $150,000 estimation role. The estimator was able to achieve $2,500,000 of accurate estimation work per month. Our GPT model does just as good a job and can achieve that in three days if an experienced GPT manager and electrician monitor its output."
Greg Hamill, GMH Solutions (Electrical Contracting)
What People Actually Ask Before Booking
How is this different from just hiring a consultant, or the AI Capability & Adoption Program?
A consultant typically hands you a strategy document built from a handful of interviews. This is built with your team in the room, so it earns real buy-in rather than resistance. The Roadmap Workshop produces the plan. The Adoption Program is the work of actually embedding it in your business afterwards. If you don't have a plan yet, start here.
Who from my business needs to be involved?
This works best with a genuine cross-section of your team, not just leadership. Think decision-makers, the people who own the day-to-day processes, and anyone who'll actually be living with the changes. The people who help build the plan are the people who make it work.
What do we actually receive at the end?
A quick-win plan for your first 30 days, a scoped plan for the next 90, and a longer-term view for the rest of the year, plus scope-ready write-ups for each priority and an honest ROI view grounded in time and capacity saved. Delivered in a follow-up meeting shortly after the session, not handed to you on the day.
Does this include building the automations or systems themselves?
No, and that's deliberate. This engagement covers the workshop and the roadmap itself. Implementation, whether that's automations, integrations, or custom builds, is scoped and quoted separately once you've approved the plan and know what you actually want to prioritise.
Why is this delivered with Steve Macfarlane from Syfre.ai?
Steve brings the technical delivery side, so the plan is grounded in what's realistic to build, not just strategically nice on paper. You get both perspectives in the room at once, rather than a plan that looks great until someone tries to build it.
What does it cost?
From $2,000. The session runs around 2 to 3 hours depending on your business size and how complex the issues are, so pricing scales with that rather than being fixed. Get in touch and we'll talk through what that looks like for you specifically.
What happens after the roadmap is delivered?
You leave with a clear next-step plan. From there, you can bring the priorities to your own team, engage Discover Your Edge and Syfre to help deliver them, or hand the roadmap to another delivery partner. There's no obligation to continue working with us to make use of the plan.
Stop Guessing at the Order. Get a Plan You Can Actually Run.
Built with you and your team, not handed down. Get in touch and let's talk about what this looks like for your business.