AI value Prioritisation Workshop
Knowing AI could help your business is one thing. Knowing exactly what to build, how to do it, and in what order is another.
Most businesses prioritise AI based on what's loudest, what vendors are pushing, or what competitors appear to be doing. Six months later, they have tools that didn't deliver and a team that's sceptical about the next initiative.
This workshop goes beyond identifying where AI creates value. We map your business end-to-end, build the business case for each opportunity, and give you a complete, executable investment plan - what to do, how to introduce it, and in what sequence.
CAD $3,500–$6,000
The expensive problem this solves
Most businesses don't fail with AI because the technology doesn't work.
They struggle because:
the wrong problem was chosen
the underlying process wasn't understood first
value was assumed instead of tested
tools were bought before priorities were clear
The result? Slow value leakage - time, money, and focus spread thin across initiatives that never quite delivered what was promised.
Even a few wasted hours per week across a small team quietly adds up to tens of thousands a year. And that's before you factor in the cost of rebuilding team confidence after an initiative that didn't land.
This workshop exists to prevent that.
AI is expensive when you guess. It's manageable when you decide deliberately.
What You Get
Everything is built around how your business actually runs - your services, your customers, your team, your constraints. Nothing here is off the shelf.
By the end of the engagement, you'll have:
1. A ranked, defensible AI investment plan
Before you can fix where value is leaking, you need to see it clearly. Most businesses have never mapped their core workflows end-to-end-they operate on assumptions about how things work rather than how they actually work.
We change that. Together, we map one or two critical parts of your business in detail:
Where work slows down or stalls between people or teams
Where effort is being duplicated or wasted
Where decisions create bottlenecks that ripple downstream
Where clients experience friction - even when your team doesn't see it
Where handoffs break down, and things fall through the cracks
Where your highest-cost people are spending time they shouldn't need to
This process consistently surfaces issues that weren't visible before we started and reframes where the real AI opportunity actually lies. Often it's not where people assumed.
2. A clear picture of how value really flows through your business
We map one or two critical workflows end-to-end:
where work slows down,
where effort is wasted,
where decisions bottleneck,
where clients feel friction
This alone often surfaces issues that weren't visible before.
3. A quantified value case for each opportunity
For each top priority, we estimate:
Time saved - hours recovered per person per week
Cost avoided - operational waste eliminated
Friction removed - where client or team experience improves
Revenue unlocked - opportunities currently being missed
Not fantasy ROI - directional, conservative ranges that let you sanity-check the investment before you make it. Most businesses never do this rigorously. This workshop does it for you.
4. Clarity on what not to do
Just as valuable as what you pursue. You'll know:
Which AI ideas are unlikely to pay off in your specific context
Where automation would add complexity instead of removing it
Where fixing the underlying process matters more than any technology
Where the timing simply isn't right yet
That clarity alone prevents expensive mistakes.
5. A concrete implementation roadmap
For each priority:
The type of solution required - AI, automation, process change, or a combination
What to test versus what to build
Who needs to be involved and when
How to introduce it successfully so your team actually adopts it
What must be true for it to succeed
No vague next steps. A plan you can actually execute.
What’s Included
This engagement is thorough, focused, and built entirely around your business. Here's exactly what you get:
Discovery Call (45 min)
Before anything else, we spend 45 minutes understanding how your business actually operates - your goals, constraints, priorities, and where you've already been with AI. This ensures every minute of workshop time is relevant to your specific situation.
How your business operates day-to-day
Your immediate goals and constraints
Early barriers - data, systems, team readiness
What success looks like for you specifically
Tailored Workshop Design
No two workshops run the same way. Before the sessions begin, we customise the entire structure to your business model - which workflows to examine, which functions to focus on, who needs to be in the room, and what success criteria actually matter for your context.
Two Days of Facilitated Workshops
Delivered as two full days or four half-day sessions to minimise disruption to your operations.
This is hands-on decision work - not presentations or slide decks. We:
Map workflows as they actually happen, not as they're assumed to happen
Surface friction, bottlenecks, and value leaks in real time
Pressure-test AI ideas against measurable impact and readiness
Align your team around real business goals - not technology for its own sake
Compliance & Data Readiness Assessment
Before committing to any opportunity, we assess:
What data you have and what's missing
Integration readiness with your existing systems
Operational, privacy, and implementation risks
Where early barriers exist and how to address them before they become problems
This is what larger AI strategy firms do upfront to prevent expensive downstream surprises. You get it built into the engagement.
Prioritised Opportunity List (with KPIs)
A ranked list of your 1–3 highest-impact AI opportunities, each with:
A clear value hypothesis - time saved, cost avoided, revenue unlocked
Estimated impact ranges and effort level
Quantifiable metrics to track progress
Explicit rationale for why each made the cut
No vague backlogs. Real priorities tied to measurable business value.
Executive Decision Report
A concise written document you can use as a reference for the next 6–12 months:
Prioritised opportunities with full rationale
Estimated value for each
Recommended next steps and implementation triggers
A clear "do not pursue" list - protecting you from future distraction
Ownership and success criteria for execution
This doesn't sit in a folder. It becomes the document your team refers back to every time an AI decision comes up.
Follow-Up Decision Support
One follow-up working session after the workshop to pressure-test decisions as you begin execution - so momentum doesn't stall when the real world pushes back.
Tool & Vendor Comparison analysis
We evaluate relevant tools and platforms against:
your priorities
budget constraints
existing workflows and systems
ease of adoption and integration
This saves you time - and prevents buying tools that don’t fit or don’t deliver.
Team Enablement Session (Optional Add-On)
A focused session that brings your team to a shared, practical understanding of:
What AI will and won't be used for in your business
Why certain decisions were made
What changes for them - and what doesn't
This reduces resistance, accelerates adoption, and builds the internal buy-in that makes implementation actually stick.
Our approach: the V.A.L.U.E. Method
Every workshop is structured around the V.A.L.U.E. Method™ - a five-step framework developed from 15+ years of CX transformation, service design, and AI implementation across enterprise and SMB businesses.
It's what keeps the work grounded in operational reality rather than AI hype - ensuring every decision is tied to measurable business value, not technology for its own sake.
You don't need to understand the method to benefit from it. That's our job.
Investment
CAD $5,500 – $7,500
(Pricing depends on business size, complexity, and workshop format)
What's included:
Discovery call (45 min)
Tailored workshop design
Two days of facilitated working sessions (or four half-days)
Data and risk assessment
Prioritised value opportunity list with KPIs
Executive decision report
Tool and vendor comparison
Team AI enablement session
Follow-up working session
Consider what misplaced AI investment typically costs - $20K–$60K in tools, builds, and wasted time before most businesses find their footing. This workshop is designed to prevent exactly that, before you spend a cent on implementation.
Who This Is For
This workshop is for business owners and senior leaders who are past the "should we do AI?" question and ready to make serious, strategic decisions about where to invest. This workshop works best for:
This is ideal if:
You run a service business doing $500K+ in annual revenue with a real team behind you
You're ready to commit to AI strategically - not just experiment with tools
You have a sense that AI could create significant value, but aren't sure where to focus or in what sequence
You've tried AI tools before and want to make sure the next investment actually delivers
You need a plan your team can execute, and you can defend - not just a list of ideas
This is NOT for:
Businesses still in early exploration - the AI-Ready Diagnostic is a better starting point
Solo operators without the operational complexity to warrant a full workshop
Anyone looking for a quick answer rather than a rigorous process
Businesses not yet ready to commit time and resources to getting this right
Not sure if the workshop is the right next step?
15 minutes. No pitch. Just an honest conversation.
We'll look at where your business is right now, what you're trying to solve, and whether this workshop is genuinely the right investment at this stage - or whether something else makes more sense first.
You'll leave the call with a clear recommendation. Not a sales pitch.
Prefer to start in writing?
If you’re not ready for a call yet, send us a short note, and we’ll get back to you.
FAQs
Is this only for firms already using AI?
1
No. Most clients are already experimenting in some way but that's not required. The workshop adapts to where you are - whether you're starting from scratch or trying to make sense of what you've already invested in.
What if we're already using AI tools?
2
That's a common and useful context. The workshop helps you decide what to keep, what to improve, and what to stop. In many cases, the most valuable outcome is refocusing existing investment rather than adding more tools.
What makes you different?
3
Most AI consultants start with tools and work backwards. I start with your business - where value is being created, where it's leaking, and where AI creates genuine leverage. The V.A.L.U.E. Method™ makes that process rigorous rather than instinctive. And because I work with a small number of clients at a time, you get my full attention - not a junior team member running a templated process.
Will this work for my industry?
4
If you run a service business where people are your primary delivery mechanism - professional services, healthcare, technology, or similar - yes. The value leaks this workshop identifies exist across all of these. The specific opportunities differ, but the methodology works regardless of sector.
How technical does my team need to be?
5
Not technical at all. The focus is on business judgement, workflows, and practical decision-making - not building models or writing code. If your team understands how your business operates, they have everything they need.
Do you implement the solutions?
6
The workshop stands on its own as a complete deliverable. Afterwards, you can implement internally, work with an existing vendor, or engage us for implementation support. There's no obligation to continue working together - though many clients do.
How much preparation is required from our side?
7
Very little. We guide the entire process. You bring knowledge of how your business actually operates - that's it. No pre-work, no documentation required upfront.
Who should attend the workshops?
8
Typically, the business owner or a senior leader, plus one or two people who understand day-to-day operations. You don't need a large group - just the right people in the room.
How long does the whole engagement take?
9
From first call to final report, typically 2–4 weeks, depending on scheduling.
The workshops themselves total two days (or four half-days).
Is this confidential?
10
Yes.
Everything discussed stays private.
We don’t reuse your examples, workflows, or data elsewhere.
Our value Commitment
I want to be direct: I only take on this workshop when I'm confident it will deliver a clear, actionable outcome for your business. That's why the AI Clarity Call comes first - to make sure this is genuinely the right investment before you commit.
But if you complete the workshop and can't clearly point to:
Where AI creates genuine value in your business
What to prioritise and in what sequence
What to avoid - and why
A concrete plan your team can actually execute
I'll continue working with you at no additional cost until you can.
No small print. No conditions. If the work doesn't meet that standard, we fix it.
