Entry offer
Capacity Bottleneck Sprint
A paid, fixed-price engagement over 7 to 10 business days focused on one recurring workflow. Identify where AI fits in your operations and leave with a workflow map, prioritized recommendations, practical materials, and an implementation roadmap. Continue with separately scoped custom implementation, an ongoing AI Advisor retainer, or both.
When this helps
- Senior people spend too much time on research, follow-up, intake, document chasing, handoffs, and status reporting.
- Tools and information are disconnected, leaving ownership and the next action unclear.
- The current process has no reliable baseline, so improvement claims are difficult to defend.
- The team needs a practical next step without committing to a new platform or a large build.
What you leave with
- Current workflow map. Inputs, owners, tools, decisions, handoffs, and the exceptions that slow work down.
- Bottleneck and evidence assessment. Where time and context are lost, what the evidence supports, and what still needs a baseline.
- Practical materials. Agreed samples such as an intake template, checklist, research brief, message draft, or reporting example.
- Solution recommendation. Identify where AI adds value and where it does not. Compare existing tools, process changes, integrations, and custom work.
- Prioritized implementation roadmap. A prioritized roadmap with next steps, owners, dependencies, and measures of progress, including options for custom implementation and an ongoing AI Advisor retainer.
Make the output tangible
From new inquiry to proposal and handoff.
Illustrative example. Not a client case study.
A workflow map makes the work, decisions, and ownership visible before anything is built.
Example current workflow
An inquiry lands in an inbox. Context moves into notes. A proposal is drafted from memory. Delivery receives only part of the commitment.
Questions to test: Where does the request get recorded? Who owns the next action? What happens when information is missing?
Proposed workflow to validate
Capture the inquiry
Commercial owner
Record the request, source, context, and next action in the existing CRM.
Qualify and decide
Account owner
Check fit and missing information. Escalate unclear requirements before promising a scope.
Prepare and review
Proposal owner
Use an agreed template. A person approves scope, capacity, price, and commitments.
Accept the handoff
Delivery owner
Confirm the brief, responsibilities, and open questions. Return incomplete handoffs for review.
30-day scorecard: a worked example
Worked example using hypothetical figures.
Track whether delivery receives a complete brief. This 30-day measurement example is separate from the 7 to 10 business day paid Sprint and does not promise a result. Unknown baselines stay unknown until measured.
Metric and definition
Incomplete handoffs: the share missing an agreed scope, delivery owner, or next action at the first delivery review.
Example baseline
Previous 30 days: 8 of 40 handoffs were incomplete (20%).
Example target
10% or fewer incomplete handoffs. At the same volume, that means no more than 4 of 40.
Example result at day 30
6 of 40 handoffs were incomplete (15%). Better than the example baseline, but the target is not yet met.
Evidence to use
CRM handoff records and a delivery review log. Apply the same completeness checklist in both periods and record the total handoffs reviewed.
Owner and review cadence
Delivery lead. Review exceptions weekly and compare the full period on day 30.
What to do next in this example: Review the six incomplete handoffs, identify which information was missing, and clarify the required fields and ownership before adding more automation. The scorecard informs the next decision; it does not, by itself, prove what caused the change.
Example engagement path
The paid Sprint is time-boxed to 7 to 10 business days. Agree the fixed price, scope, deliverables, required access, and delivery dates before kickoff.
01. Fit and scope
Choose one workflow, an accountable sponsor, and the evidence to review. Agree the fixed price, deliverables, and delivery dates for the 7 to 10 business day paid Sprint.
02. Map and assess
Trace the work and identify bottlenecks. Distinguish supported facts, assumptions, and missing baseline information.
03. Design and prepare
Develop the agreed practical samples and compare process changes, existing tools, AI, integrations, custom work, and doing nothing.
04. Decide the next move
Prioritize the roadmap and agree what should stay human. Define next steps for custom implementation or an ongoing AI Advisor retainer, with separate scope and responsibilities.
After the Sprint, only if useful
AI Advisor retainer
Ongoing fractional AI advisory after the Sprint: roadmap steering, vendor evaluation, and a monthly operations review. Keep priorities moving within an agreed scope and capacity.
Custom implementation
Put the Sprint roadmap into practice through separately scoped configuration, building, integration, or specialist coordination. Agree the fee, technical ownership, acceptance, and support before work begins.
Optional ongoing support
Adoption and operating support with defined responsibilities. No assumed managed service or round-the-clock coverage.
Frequently asked questions
- Does the Sprint include implementation?
- The paid, fixed-price Sprint covers diagnosis, practical solution design, agreed sample materials, and an implementation roadmap over 7 to 10 business days. It does not include production configuration, integrations, deployment, or a working tool. Custom implementation and the ongoing AI Advisor retainer are separately scoped.
- Can you help put the recommendations into practice?
- Yes. Custom implementation can include configuration, building, integration, or specialist coordination within a separate scope. The AI Advisor retainer provides ongoing fractional advisory through roadmap steering, vendor evaluation, and a monthly operations review. Agree responsibilities, fees, and support before either begins.
- Do we need AI or a new platform?
- No. We start with the work and compare process changes, existing tools and native features, lightweight integrations, AI, custom work, and doing nothing. Sensitive decisions and relationship judgment stay human-led.
- What does it cost and how long does it take?
- The Sprint is a paid, fixed-price engagement lasting 7 to 10 business days. We agree the scope, fee, required access, and delivery dates before kickoff. Custom implementation and an ongoing AI Advisor retainer are optional next steps under separate agreements. Business outcomes are not guaranteed.
- What if we cannot measure the baseline yet?
- Unknown stays unknown. The assessment identifies what evidence is missing and recommends a practical way to collect it. Illustrative templates are not evidence of client results.
Which workflow is worth changing first?
Start with a paid, fixed-price Sprint over 7 to 10 business days to identify where AI fits and leave with a clear roadmap. Continue with custom implementation or an ongoing AI Advisor retainer, scoped separately.