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AI Revenue Leak Sprint

Find the leaks. Know what to fix first.

In 30 days, we'll identify where inefficient processes, missed follow-up, repetitive work, and broken handoffs may be costing your business time or revenue. Then we'll determine where AI and automation can create the most value, and give you a prioritized 90-day action plan.

30 days · Fixed fee, quoted before you commit

You will not leave with another generic AI report. You will leave knowing where the opportunity is, what it may be worth, what deserves your attention, and what to do next.

The real problem

You probably do not have an AI problem.You have a prioritization problem.

  • Are leads slipping through?
  • Is the team spending too much time on repetitive work?
  • Are employees copying information between systems unnecessarily?
  • Are handoffs creating delays your customers can feel?
  • Are the tools you already pay for being underused?
  • Which AI ideas are actually worth pursuing?
  • Which should be ignored?

The expensive mistake is not failing to use enough AI. It is spending time and money solving the wrong problem.

How the Sprint works

We start with the business,not the technology.

  1. 01

    Find the leaks

    Understand how the workflow works today and where value may be lost.

  2. 02

    Measure the opportunities

    Connect problems to revenue, employee time, customer experience, and business impact.

  3. 03

    Prioritize what matters

    Separate high-value opportunities from distractions.

  4. 04

    Build the plan

    Turn the findings into a practical 90-day roadmap.

AI is not the strategy. Improving the business is the strategy. AI is one of the tools.

Deliverable 01

Revenue Leak Map

See where revenue, customer opportunities, employee time, and productive capacity may be falling through the cracks.

  • The current workflow, step by step
  • The people and systems involved
  • Delays, manual work, and broken handoffs
  • Each leakage point and its business consequence
  • New lead arrives by phone or web form

    What is leaking

    No owner for follow-up. Replies take 1 to 3 days.

    What it costs

    An estimated 4 to 6 lost jobs per month

  • Estimate is drafted

    What is leaking

    Details retyped from the call notes into two systems.

    What it costs

    Roughly 5 staff hours per week

  • Estimate awaits owner approval

    What is leaking

    Approvals sit in a personal inbox, often over weekends.

    What it costs

    2 to 4 days added to every quote

  • Job is scheduled

    What is leaking

    Crew availability lives on a whiteboard photo in a group chat.

    What it costs

    Double-bookings and callback visits

  • Invoice goes out after completion

    What is leaking

    Invoicing waits for the Friday admin block.

    What it costs

    6 to 9 extra days of unpaid receivables

Deliverable 02

AI Opportunity Scorecard

Know what deserves attention first and what should wait. Every opportunity is scored, then sorted into now, next, later, or defer.

  • Lead follow-up

    NOW
    Impact
    High
    Effort
    Low
    Speed to value
    Weeks
    Readiness
    High
    Risk
    Low
  • Meeting administration

    NEXT
    Impact
    Medium
    Effort
    Low
    Speed to value
    Weeks
    Readiness
    High
    Risk
    Low
  • Recurring reporting

    NEXT
    Impact
    Medium
    Effort
    Medium
    Speed to value
    1 to 2 months
    Readiness
    Medium
    Risk
    Low
  • Internal knowledge assistant

    LATER
    Impact
    Medium
    Effort
    High
    Speed to value
    Months
    Readiness
    Low
    Risk
    Medium
  • Custom company-wide AI platform

    DEFER
    Impact
    Unclear
    Effort
    Very high
    Speed to value
    A year or more
    Readiness
    Low
    Risk
    High

Deliverable 03

Business Case and ROI Ranges

Understand why an opportunity deserves attention before you invest in it. We use your available business information and reasonable assumptions to connect each opportunity to employee hours, labor cost, lead volume, customer value, process volume, response time, and administrative workload.

Opportunity: Lead follow-up

New leads per month
40
Leads currently answered within a day
About half
Average job value
$1,800
Close rate when follow-up is same-day
Assumed 25%
Close rate after 2 or more days
Assumed 10%
Revenue at stake per month
$5,400 to $10,800
Admin hours recoverable per week
4 to 6 hours
We show our assumptions and do not manufacture giant ROI numbers to make AI look exciting. Real ranges come from your baseline, and we would rather understate than oversell.

Deliverable 04

90-Day AI Revenue Roadmap

Know what to do now, next, later, and not yet.

  • NOW

    Days 1 to 30 · First priority

    • Lead follow-up ownership and response process
  • NEXT

    Days 31 to 60 · Second priority

    • Meeting administration
    • Estimate approval handoff
  • LATER

    Days 61 to 90 · Third priority

    • Recurring reporting
    • Invoicing cadence
  • DEFER

    Not yet · Should not consume attention

    • Internal knowledge assistant
    • Company-wide AI platform

You will not leave with twenty ideas and another prioritization problem. You will leave with a sequence.

Deliverable 05

First Project Blueprint

Turn your highest-priority opportunity into something concrete. Your top recommendation gets deeper planning, so the first project is real before anyone builds anything.

  • The business problem and the desired outcome
  • The current workflow and the recommended future workflow
  • The people and systems involved
  • Where AI or automation may fit, and what should remain human
  • Dependencies, risks, and success measures
  • Recommended next steps

Lead follow-up, before and after

Today

  1. 01Lead arrives by phone or web form
  2. 02Whoever is free writes it on the intake pad
  3. 03Details typed into the CRM when someone has time
  4. 04Follow-up happens if the pad gets checked
  5. 051 to 3 days later, a reply goes out

Recommended

  1. 01Lead arrives and is captured in one place automatically
  2. 02An acknowledgment goes to the customer within minutes
  3. 03One named owner gets the lead with full context
  4. 04AI drafts the reply and estimate details for human review
  5. 05The owner sends a same-day response

The judgment calls stay human: pricing, exceptions, and every message a customer receives is reviewed before it goes out.

The goal is to give you more than a bullet point telling you to automate something. You should understand what the first project should actually look like.

Deliverable 06

Executive Findings Session

We do not email you a report and disappear. The Sprint ends with a working session for your leadership team, not an attachment.

  • The findings and the major leaks
  • The priorities and the business case behind them
  • The 90-day roadmap and the First Project Blueprint
  • What we recommend deferring, and why

Your leadership team should leave understanding not only what we recommend, but why.

Where most clients start

AI Revenue Leak SprintEverything included.

Engagement

30 days

Investment

Fixed fee. Defined scope.

Fixed fee, quoted before you commit

Core deliverables

  • Revenue Leak Map

    A picture of one critical workflow: the people, systems, delays, and handoffs where value is lost.

  • AI Opportunity Scorecard

    Every opportunity scored on impact, effort, speed to value, readiness, and risk. Ranked, not listed.

  • Business Case and ROI Ranges

    Honest ranges connecting each opportunity to hours, cost, and revenue. Assumptions shown, never inflated.

  • 90-Day AI Revenue Roadmap

    A sequence: what to do now, next, later, and not yet. Not another list of ideas.

  • First Project Blueprint

    Your highest-priority opportunity planned in depth, so the first project is concrete before anyone builds.

  • Executive Findings Session

    A working session with your leadership team. You leave understanding what we recommend and why.

Also included

  • AI Tool Stack Sanity Check

    What to keep, use better, connect, consider, and avoid in the software you already pay for.

  • Responsible AI Starter Kit

    Practical guardrails so your team can use AI without creating unnecessary risk or confusion.

  • 30-Day Executive Roadmap Review

    We reconnect a month after the Sprint to review progress and confirm the next move.

The questions that come next

We have also addressed the questionsthat usually come next.

  • “Are we going to have to buy a bunch of new software?”

    AI Tool Stack Sanity Check

    Probably not. We review what you already pay for and sort it honestly: keep, use better, connect, consider, avoid.

  • “How do we let employees use AI without creating unnecessary risk or confusion?”

    Responsible AI Starter Kit

    Practical starting guidance for your team: handling sensitive information, human review, appropriate use, and employee responsibility.

  • “What happens after we get the roadmap?”

    30-Day Executive Roadmap Review

    We reconnect with your leadership team about 30 days after the Sprint to review progress, changed priorities, and the recommended next move.

The 30 days

What happens during the 30 days?

  1. Week 1

    Understand

    Leadership kickoff, stakeholder conversations, workflow discovery, and a review of your systems.

  2. Week 2

    Identify

    The Revenue Leak Map takes shape: opportunities identified, supporting analysis under way.

  3. Week 3

    Prioritize

    Opportunity Scorecard, business case, and the First Project Blueprint.

  4. Week 4

    Plan

    The 90-Day Roadmap, your Executive Findings Session, and the final handoff.

Most of the digging is on us. Your team's time goes where it matters: context, decisions, and the findings session.

Your part

What we'll need from you

You do not need an AI strategy, technical specifications, or a perfectly documented process before we begin.

  • One decision-maker
  • Up to two people who know the workflow
  • Reasonable access to relevant information
  • Honest explanations of how the process really works

Scope, honestly

What the Sprint is not

The Sprint is deliberately focused on one critical area so we can go deep enough to produce useful recommendations without turning the engagement into a sprawling consulting project.

  • A company-wide digital transformation
  • Software implementation
  • Custom software development
  • An open-ended AI consulting retainer
  • A cybersecurity assessment
  • A full technology audit
  • An excuse to recommend AI everywhere

Our commitment

Actionable Roadmap Guarantee

By the end of the Sprint, you will know where the most important opportunities are, which ones deserve attention first, and what we recommend doing over the next 90 days. If we have not given you enough clarity to confidently prioritize your next moves, we will continue working with you at no additional consulting fee until we have.

We guarantee the clarity and quality of the work we control. We do not make inflated promises about revenue results that depend on future implementation.

Sample deliverables

See what you'll receivebefore you hire us.

Each deliverable above is shown in the format you receive. Yours are built from your workflows and your numbers.

Why a Sprint first

Why start here instead ofimmediately building something?

Because businesses waste time and money in predictable ways:

  • Automating a broken process
  • Solving a low-value problem
  • Buying unnecessary software
  • Choosing something employees will not adopt
  • Pursuing AI because it is interesting rather than economically useful
  • Building before the data or systems are ready

The Sprint is designed to make the next investment smarter.

Is this you?

The Sprint is probably a good fit for you if:

  • You have an established operating business
  • Employees perform meaningful repeatable workflows
  • Leadership believes time or opportunities are being lost
  • You are considering AI or automation
  • You do not know what deserves priority
  • You want clarity before making a larger investment

AI Revenue Leak Sprint

Stop guessing where AI belongsin your business.

Spend 30 days determining where the real opportunities are before you spend months implementing the wrong ones.

30 days · Fixed fee, quoted before you commit

We'll use the conversation to understand what you're trying to improve and determine whether the Sprint is the right starting point.