A working AI roadmap for your department, built with your team

Find the work that needs changing

Through interviews and process reviews with your marketing and BD teams, we map how the high-volume work gets done today: pitches and RFPs, client alerts, and rankings submissions. Each one gets scored with VERDICT, our framework for deciding what to build first. You get a ranked list: the tasks you can change in a week and the ones that need IT and a quarter. We document the current-state process and requirements for each one, so nothing depends on what one person remembers.

Build the skills and workflows on the tools you already have

We translate the top use cases into clear functional requirements, then evaluate what your existing technology can support: the approved AI platforms, the CRM, the experience database. We work with you to build draft workflows or skills (the prompts, templates, and sign-off steps) that your team can run on real pitches and client alerts before anyone commits budget. Where IT needs to be involved, we prepare the documentation their review asks for and coordinate the hand-off, so implementation keeps moving.

Get the whole team using the same workflows

AI workflows stall when the people who draft pitches and alerts are asked to change how they produce them. We deliver demonstrations and hands-on workshops, write the standard operating procedures, and support your team through rollout with training, communications, and ongoing check-ins. The goal is one documented way the whole department drafts these materials with AI, so the quality of a pitch or an alert does not depend on which person wrote the prompt.

Who advisory fits

Advisory fits departments that are past experimenting and short of a standard: a few people using AI well, everyone using it differently, and no documented workflows the whole team can run. It also fits the CMO who has been asked to speak for marketing and BD on the firm's AI committee and wants a written plan to present there.

How engagements are structured

Engagements are scoped to the department, from a focused assessment over a few weeks to ongoing fractional advisory alongside your team. Every engagement produces documentation the department keeps: the ranked list of use cases, written procedures for each workflow, and a roadmap leadership can read on one page.