Know where AI can actually help — before you spend money building the wrong thing.
A half-day, business-first workshop for owner-led firms. We map your workflows, identify 10–15 high-value AI opportunities, and leave you with a 30-day action plan you can execute — no consultants, no surprises, no hype.
Most businesses know AI matters. Almost none know where to start.
You've watched competitors talk about AI for two years. You've read the case studies. Maybe you've already paid for ChatGPT Team. And yet — nothing has changed in how the work gets done.
Meanwhile, the people lining up to "help" want $20,000 to scope a project, $50,000 to build it, and a 12-month roadmap nobody can defend.
You don't need a transformation. You need to know what's worth doing first.
Get the roadmap before you spend the money.
The AI Opportunity Workshop is a half-day working session built for business owners and operators — not engineers. We map every place AI can save time or make money across your business — usually 10–15 — then focus you on the highest-ROI moves to start. You leave with a 30-day action plan your team can run Monday: specific tools, named owners, and a clear definition of done.
The plan is yours. Run it with your existing team, hand it to any agency for a clean quote, or have us build it for you. Either way, the workshop pays for itself by preventing the wrong $20k bet on the other side.
We pressure-test every part of the business where AI typically pays back fastest.
Sales follow-up
Closing the gap between hot lead and human reply.
CRM usage
The cleanup, automations, and habits that actually stick.
Lead response
Instant-draft replies, missed-call text-back, inbound triage.
Admin workflows
Meeting notes, scheduling, expense, invoicing.
Client communication
Recurring updates, status reports, recap automation.
Proposal & email workflows
Drafted from your discovery notes in minutes, not days.
Content & marketing
Repurposing, drafts, AI-search visibility.
Internal knowledge & SOPs
Search and surface what your team already knows.
Tool recommendations
Primary plus alternative for each opportunity.
30-day action plan
Week-by-week, named owners, definition of done.
Built for owners and operators who want clarity, not slideware.
Owner-led businesses
Doing $1M–$50M and ready to put time back on the calendar.
Professional services firms
Law, CPA, advisory, fund services, wealth management.
B2B service providers
Relationship-driven sales and a real CRM.
Sales-driven teams
Knowing follow-up is leaking deals.
Fund services & finance-adjacent firms
Want AI without compromising compliance.
Local service businesses
Steady lead flow and a too-busy owner.
If you've already spent $20k on the wrong AI consultant — this is the workshop you wish you'd run first.
Three packages. One outcome: clarity.
AI Opportunity Workshop
The right starting point for solo operators and very small firms.
- Half-day working session (4 hours)
- AI education for owners and team
- Workflow review and pain-point mapping
- 10–15 AI opportunities identified
- Priorities ranked by ROI and effort
- Tool recommendations
- 30-day action plan you can run
AI Sales & Operations Workshop
Everything in the Opportunity Workshop, plus a deeper dive on the workflows where service firms feel the most pain.
- Everything in the Opportunity Workshop
- Sales follow-up workflow audit
- CRM cleanup recommendations
- Proposal and email template improvements
- Marketing and content workflow review
- Lead response recommendations
- Post-session summary document (PDF + editable)
AI Workshop + Implementation Blueprint
For firms ready to move. The deliverable is a vendor-grade blueprint you can hand to any agency or developer for a clean quote.
- Everything in the Sales & Operations Workshop
- Full AI use-case map
- Recommended tech stack
- Workflow diagrams
- Sample prompts for each top use case
- SOPs for top 3 workflows
- Implementation priority matrix
- Vendor cost estimate (build vs buy vs hire)
Larger or more complex business? We'll scope a custom engagement — and if you'd rather not run the plan yourself, we can build it for you, not just hand it over. See how we work together →
Start with the plan. Take it as far as you want.
The Workshop
Half-day. Know exactly where AI fits and what to do first. You leave with a roadmap that's yours to keep.
Implementation
Don't want to run it yourself? We build your priority workflows with you — scoped straight from your roadmap.
Fractional AI
Optional and ongoing. We keep building and optimizing as the business grows.
No lock-in. The roadmap works with your team, your agency, or us — your call. Larger or more complex business? Let's scope a custom engagement.
Will Fordyce · Workshop facilitator
A business operator first — not a tool vendor.
I spent 13+ years in business development and sales leadership in fund services and alternative assets, where every deal is relationship-driven, every CRM is messy, and every proposal takes too long. I've sat across the table from the same problems your team is wrestling with — and implemented the systems that actually fixed them.
Before that, eight years in IT and cybersecurity. I'm not going to recommend something that leaks your client data or trips your compliance posture.
Today I build AI applications and tools — so I know which products actually work in production, which break, and what custom builds genuinely cost. That combination — sales leader, operations implementer, AI engineer — is rare. It's why this workshop is business-first, not tool-first.
You're not hiring an agency. You're hiring an operator who's already done the job.
A practical, working-session format. Not a slide deck.
Run remote (Zoom + shared whiteboard) or in person. 3–6 attendees is ideal.
AI opportunity overview — where AI helps, where it doesn't
Workflow and pain-point mapping
Sales / admin / client communication use cases
Prioritization and ROI scoring
Tool recommendations and implementation roadmap
30-day action plan and next steps
Specific, observable outcomes within 30 days.
- 01Inbound leads get a reply within the hour — not the next morning.
- 02Sales follow-up runs on a system, not on memory.
- 03Repetitive admin tasks lose 40–60% of their weight.
- 04Client communication becomes proactive instead of reactive.
- 05The CRM finally gets used — by the whole team.
- 06A prioritized AI roadmap replaces the to-do list of half-formed ideas.
- 07The risk of spending five figures on the wrong AI project drops to near zero.
Common questions, plainly answered.
No. The workshop runs in business language. Sales leads, ops leads, and owners are the right attendees. Bring a tech lead if you have one — but it's optional.
No. Most clients are using ChatGPT here and there. The point is not adoption — it's direction. We tell you where to point the team next.
No. Training teaches your team to use a tool. This workshop tells you which tools, applied to which workflows, return the most time and money — and in what order.
Yes — if you'd rather not run the plan yourself, I'll build your priority workflows with you, scoped from the workshop roadmap, and can stay on in a fractional capacity for ongoing help. It's entirely optional: the deliverable is vendor-agnostic, so your team or any agency can run it just as easily. The workshop never locks you into a build.
Owner / CEO, sales lead, ops lead. 3–6 people is ideal. More than 8 starts to slow the working session.
Yes. Most workshops run on Zoom or Teams with a shared whiteboard. Equally effective as in-person.
Within 3 business days: a written workshop summary, an opportunity map, a priority matrix, a tool recommendation list, and a 30-day action plan. The Sales & Operations and Blueprint packages include additional artifacts (workflow diagrams, sample prompts, SOPs, vendor cost estimates).
Book your workshop.
Tell me a little about your business, then pick a 15-minute call directly on my calendar. We'll confirm the right package and a date for your session.
Tell me about your business.
Two minutes of context, then you'll pick a 15-minute call directly on my calendar — no back-and-forth. The details below mean we can skip the basics and get straight to where AI would help you most.
Prefer email? Reach me at will@henosis.solutions.