Turn AI Hype Into Strategic ROI in Just One Week
$3,000 | Half-Day Workshop | 1 Week Delivery
The Challenge
Everyone’s talking about AI. Your team has ideas. But without a clear business case, you’re stuck:
- No internal buy-in — leadership needs ROI numbers, not hype
- Analysis paralysis — too many options, no clear starting point
- Budget uncertainty — what will AI actually cost vs. save?
- Risk of wasted investment — implementing AI that doesn’t deliver
You need concrete numbers and a practical roadmap—fast.
What You Get
Our AI ROI Business Case Workshop helps SMBs identify high-impact AI opportunities and build internal buy-in:
Pre-Workshop Discovery
AI Use-Case Survey:
- Distributed to key stakeholders (operations, sales, customer success, finance)
- Identifies pain points, time sinks, and automation opportunities
- Prepares team for productive workshop discussion
Half-Day Facilitated Workshop (4 Hours)
Virtual or In-Person (Travel Expenses Extra): We guide your team through a structured process to:
- Evaluate 10-15 potential AI use cases
- Score each on ROI potential, feasibility, and risk
- Identify 3-5 high-priority opportunities
- Align leadership on implementation approach
Participants typically include: Leadership/executive team, Department heads (ops, sales, CS, finance), IT/technology lead
Custom ROI Calculator Tool
Delivered Post-Workshop:
- Excel-based calculator customized for your business
- Input: labor hours, error rates, customer metrics
- Output: Cost savings, revenue impact, payback period
- Reusable for future AI evaluations
Prioritized Implementation Roadmap
Clear, Actionable Plan:
- Top 3-5 AI opportunities ranked by impact
- Implementation timeline (quick wins vs. longer-term projects)
- Budget estimates (tools, vendors, internal resources)
- Risk assessment and mitigation strategies
- Success metrics for each initiative
Executive Summary Deck
Post-Workshop Deliverable:
- Polished slide deck summarizing findings
- Business case for top AI opportunities
- ROI projections with assumptions
- Ready to present to board, investors, or senior leadership
Delivery Timeline
- Week 1: Survey distribution, workshop scheduling
- Day 1: Half-day workshop (4 hours)
- Week 2: ROI calculator, roadmap, and summary deck delivered
Who This Is For
- SMBs exploring AI but unsure where to start
- Leadership teams needing internal buy-in and budget justification
- Finance-driven organizations requiring concrete ROI projections
- Companies with competing priorities needing to identify highest-impact AI opportunities
- Businesses considering AI vendors and need objective evaluation criteria
Sample AI Opportunities We Evaluate
Operations:
- Invoice processing automation
- Inventory forecasting
- Workflow automation
Sales & Marketing:
- Lead scoring and prioritization
- Content generation (emails, proposals)
- Customer segmentation
Customer Success:
- Churn prediction
- Automated customer health scoring
- Chatbot and support automation
Finance & HR:
- Expense categorization
- Payroll anomaly detection
- Candidate screening
+ Your industry-specific opportunities
Why This Workshop Works
- Practical, not theoretical: focus on real tools and vendors
- ROI-first mindset: no AI for AI’s sake
- Cross-functional alignment: gets everyone on the same page
- Actionable output: roadmap you can execute immediately
- Vendor-neutral: we recommend solutions, not sell software
What Clients Say
“The workshop paid for itself in the first month. We identified a customer support automation opportunity that saved us 15 hours/week. The ROI calculator made it easy to get budget approval.”
“Finally, a clear answer to ‘Where should we start with AI?’ The roadmap gave us confidence to move forward strategically instead of chasing every shiny tool.”
“The workshop surfaced opportunities we hadn’t even considered. The executive summary deck was polished and ready to present to our board. Huge value.”
Your Investment
$3,000 project-based, one-time fee
Includes:
- Pre-workshop use-case survey
- Half-day facilitated workshop (virtual or in-person)
- Custom ROI calculator tool
- Prioritized implementation roadmap
- Executive summary presentation deck
Format Options:
- Virtual: Included (nationwide delivery via Zoom/Teams)
- In-Person (Travel Expenses Extra):
Add-On: Implementation support for your top AI opportunity—Package 4 (Customer Success AI Playbook) or custom project scoping available.
Frequently Asked Questions
Q: How long is the workshop?
A: Half-day (4 hours), typically scheduled as a morning or afternoon session. We recommend blocking the full 4 hours to allow for deep discussion.
Q: Who should attend?
A: Leadership team (CEO, COO, CFO) plus department heads who will be impacted by AI (operations, sales, customer success, finance, IT). Ideal group size: 5-10 participants.
Q: What if we’re not technical?
A: Perfect. The workshop is designed for business leaders, not technical teams. We translate AI capabilities into business outcomes—no jargon.
Q: Can you help us implement the roadmap?
A: Yes. We offer follow-on consulting for implementation, vendor evaluation, and change management. Many clients start with this workshop, then engage us for execution.
Q: What if we’ve already identified some AI opportunities?
A: Great! The workshop validates your ideas, adds new opportunities you may have missed, and provides ROI rigor to secure internal buy-in.
Q: Do we need to have AI tools already?
A: No. This workshop is designed for exploration and planning. If you’re already using AI, we’ll help optimize and expand usage.
Common Next Steps
After the workshop, clients typically:
- Implement quick wins (low-cost, high-impact AI tools)
- Engage vendors for larger automation projects
- Request governance support (Package 2) to manage AI risk
- Schedule quarterly reviews to track ROI and adjust roadmap