AI Strategy
AI where it earns its keep.
We help you find the AI use cases that will actually pay off in your business, choose tools that fit your data and your risk appetite, and bring your people along, so AI becomes part of how work gets done rather than a pilot that quietly dies.
You are probably here because
- Everyone is talking about AI and you need a plan that is more specific than “we should look into it”.
- You have tried a tool or two and nobody uses them.
- You are worried about putting customer data into systems you do not control.
What you get
- A readiness assessment in plain language. Where your data, systems and skills stand today, what is realistic in the next twelve months, and what should wait.
- A ranked list of use cases, with numbers. Each candidate scored on value, effort and risk, so you start with the two or three that pay back fastest.
- A vendor and architecture decision you understand. Hosted service, self-hosted model or a feature already inside your CRM or marketing platform; we explain the trade-offs on cost, privacy and lock-in.
- Pilots that connect to real work. Small, measured pilots inside existing workflows rather than a separate “AI project”.
- People who adopt it. Guidelines on acceptable use, training by role, and a change plan that treats resistance as information, not an obstacle.
How we approach it
We are technology consultants who use these tools daily in our own operations and products, and we are deliberately unexcited about them. The question we ask about every use case is the same one we ask about a CRM: what changes in the business if this works, and how will we know? The assessment takes a few weeks and produces a roadmap of ranked use cases with cost, data requirements and risks. Pilots are built inside the systems your team already uses, measured against a baseline, and either scaled or stopped on the evidence.
Common questions
Do we need a data scientist?
Usually not for the first use cases. Most early wins come from configuring existing tools well and connecting them to your data.
Is our data safe?
It depends on the tool and the contract. We evaluate each option on where data is processed and stored, and we favor options that keep your data under your control.
Can AI live inside our CRM?
Often yes; HubSpot, SugarCRM and our own Hawk-Ai each offer or allow AI features, and we can integrate others through their APIs.
What if the pilot fails?
Then you have learned something for a small cost. We set the stop criteria before we start.
Tell us what is not working
A 30-minute call, no pitch deck. We will tell you what we would do first, and whether we are the right people to do it.
