AI Consulting → Strategy
AI Strategy &
Implementation
Not sure where AI fits in your business? We analyze your operations, identify the highest-impact opportunities, and create a roadmap you can actually execute.
The AI Overwhelm Problem
Everyone's talking about AI. ChatGPT, automation, voice agents, machine learning—the noise is overwhelming. As a Dallas business owner, you know AI could help, but you're stuck on the same questions:
"Where do I even start?"
Too many options, too little clarity on what actually matters for your specific business.
"What's actually worth the money?"
Some AI tools are game-changers. Others are expensive toys. Hard to tell the difference.
"Will this work with what I have?"
You already use ServiceTitan, QuickBooks, Google Calendar. Does AI fit in, or is it another system to manage?
"Who can I trust?"
Everyone claims to be an AI expert now. How do you find someone who actually understands service businesses?
What You Get
A clear plan—not a generic report. Specific recommendations for your business, your tools, and your budget.
Business Process Audit
We document how work actually flows through your business—calls, scheduling, dispatch, invoicing, follow-up. We find the bottlenecks and time sinks.
Opportunity Assessment
Every process gets evaluated: Can AI help? How much? What's the ROI? We rank opportunities by impact and feasibility—not by what's trendy.
Implementation Roadmap
A phased plan: what to implement first, what can wait, what to skip. Includes timelines, budgets, and dependencies.
ROI Projections
Conservative estimates of time saved, revenue recovered, and cost reduction for each recommendation. Real numbers, not hand-waving.
Integration Analysis
How AI fits with your existing tools. What connects easily, what needs custom work, what might need to change.
The Process
Two weeks from kickoff to finished roadmap. Here's how it works.
Discovery Call
60-minute deep dive into your business. How you get customers, how jobs flow, what tools you use, where you're losing time and money. We ask the questions most consultants miss.
Process Mapping
We document your current workflows in detail. Sometimes this involves shadowing your team, reviewing your systems, or analyzing your data. We find the gaps you've stopped seeing because you're too close to them.
Opportunity Analysis
Every process gets scored: automation potential, implementation complexity, expected ROI, integration requirements. We research specific solutions and validate feasibility.
Roadmap Development
We build your custom implementation plan. Phased approach, realistic timelines, budget ranges, and clear next steps. No fluff—just actionable recommendations.
Strategy Presentation
90-minute walkthrough of findings and recommendations. You'll understand exactly what to do, why it matters, and what it will cost. Bring your questions—we'll answer all of them.
What You Walk Away With
📄 Strategy Document
20-30 page detailed analysis including:
- • Current state process maps
- • Identified opportunities (ranked)
- • Recommended solutions
- • Implementation phases
- • Budget estimates
- • ROI projections
📊 Implementation Roadmap
Visual timeline showing:
- • Phase 1: Quick wins (0-30 days)
- • Phase 2: Core automation (30-90 days)
- • Phase 3: Advanced AI (90-180 days)
- • Dependencies and prerequisites
- • Resource requirements
- • Key milestones
💵 ROI Calculator
Customized spreadsheet with:
- • Current cost baseline
- • Projected savings per solution
- • Implementation costs
- • Break-even analysis
- • 12-month and 36-month projections
🎯 Action Plan
Clear next steps including:
- • Immediate actions (this week)
- • Vendor/tool recommendations
- • Build vs. buy decisions
- • Team requirements
- • Success metrics to track
Investment
AI Strategy & Roadmap
$1,500 - $2,500
Based on business complexity. Most Dallas service contractors fall in the $1,500-2,000 range.
100% credit toward implementation.
If you move forward with building, the strategy fee applies to your project cost.
Is This Right for You?
✓ Great Fit
- ✓You know AI could help but don't know where to start
- ✓You're spending 10+ hours/week on tasks that feel automatable
- ✓You've tried tools that didn't work and want expert guidance
- ✓You want a plan before committing to implementation
- ✓You value strategy over random experimentation
✗ Not the Right Fit
- ✗You already know exactly what you want built (go straight to Custom Automation)
- ✗You're looking for a quick fix, not strategic thinking
- ✗Your budget for implementation is under $3,000
- ✗You're not ready to make changes based on recommendations
Common Questions
Do I have to implement with you after the strategy?
No. The strategy is valuable on its own—you could take it to any developer or even implement parts yourself. But if you do work with us, the strategy fee credits toward your project.
What if you find that AI isn't right for my business?
We'll tell you. Honestly, some businesses don't need AI yet. If that's the case, you'll get a clear explanation of why and what would need to change. No wasted money on premature implementation.
How is this different from a free consultation?
A consultation is a conversation. This is a comprehensive analysis with documented deliverables. You get a strategy document, roadmap, and ROI projections you can reference for years.
Can you work with my existing IT person/team?
Absolutely. We often collaborate with internal teams or other vendors. The strategy document is designed to be actionable by anyone.
What industries do you specialize in?
Dallas service contractors: HVAC, plumbing, electrical, general contractors. We understand the seasonal patterns, the dispatch challenges, and what customers in DFW expect.
Ready for Clarity?
Stop guessing about AI. Get a clear strategy from someone who understands Dallas service businesses. In two weeks, you'll know exactly what to do.
Schedule Strategy CallFree 30-minute call to see if we're a good fit. No obligation.