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.
- 01
Find the leaks
Understand how the workflow works today and where value may be lost.
- 02
Measure the opportunities
Connect problems to revenue, employee time, customer experience, and business impact.
- 03
Prioritize what matters
Separate high-value opportunities from distractions.
- 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
| Workflow moment | What is leaking | What it costs |
|---|---|---|
| New lead arrives by phone or web form | No owner for follow-up. Replies take 1 to 3 days. | An estimated 4 to 6 lost jobs per month |
| Estimate is drafted | Details retyped from the call notes into two systems. | Roughly 5 staff hours per week |
| Estimate awaits owner approval | Approvals sit in a personal inbox, often over weekends. | 2 to 4 days added to every quote |
| Job is scheduled | Crew availability lives on a whiteboard photo in a group chat. | Double-bookings and callback visits |
| Invoice goes out after completion | Invoicing waits for the Friday admin block. | 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
| Opportunity | Impact | Effort | Speed to value | Readiness | Risk | Verdict |
|---|---|---|---|---|---|---|
| Lead follow-up | High | Low | Weeks | High | Low | NOW |
| Meeting administration | Medium | Low | Weeks | High | Low | NEXT |
| Recurring reporting | Medium | Medium | 1 to 2 months | Medium | Low | NEXT |
| Internal knowledge assistant | Medium | High | Months | Low | Medium | LATER |
| Custom company-wide AI platform | Unclear | Very high | A year or more | Low | High | DEFER |
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
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
- 01Lead arrives by phone or web form
- 02Whoever is free writes it on the intake pad
- 03Details typed into the CRM when someone has time
- 04Follow-up happens if the pad gets checked
- 051 to 3 days later, a reply goes out
Recommended
- 01Lead arrives and is captured in one place automatically
- 02An acknowledgment goes to the customer within minutes
- 03One named owner gets the lead with full context
- 04AI drafts the reply and estimate details for human review
- 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?
- Week 1
Understand
Leadership kickoff, stakeholder conversations, workflow discovery, and a review of your systems.
- Week 2
Identify
The Revenue Leak Map takes shape: opportunities identified, supporting analysis under way.
- Week 3
Prioritize
Opportunity Scorecard, business case, and the First Project Blueprint.
- 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.