Schedule Your Free Consultation

We are excited to discuss how AI can help your business and are 100% confident that we will make you successful. During our free initial consultation, we will discuss many of the topics below. But do not worry if you do not have this information yet or do not know the answers to these questions, that is our job, to help you.

Consultation Topics

During our discussion, we will go through one or more of the following topics. Please scroll to the bottom of the page to schedule the consultation.

Motivation

  • What brought you here today?

  • Did you read about something another company was doing?

  • Is there an offering you heard about that sounded like it would help?

  • Do you have a specific problem you are trying to solve?

  • Are you looking to educate yourself on what AI solutions are available, and how you can implement them?

Where Are You in Your Process

  • Are you just starting?

  • Do you already have an idea what you are looking for?

  • Have you and your team already invested time researching how AI can help your firm?

AI Use Cases and Potential Applications

  • Using data from your existing enterprise systems, being able to ask questions to an AI chatbot that has expert knowledge of up-to-the-minute data about your operation.

  • AI powered chatbots and virtual assistants

  • Automation and workflow optimization

  • Document summarization

  • Predictive analytics and forecasting

  • Sales-lead generation and augmenting sales personnel

  • Customer support optimization

  • Fraud detection and security monitoring

  • Content creation and editing

  • Employee and project monitoring

  • Voice and speech recognition

Business Goals

  • Is the primary motivation to cut costs, grow the business, make your teams more efficient, gain a competitive advantage, or all of the above?

  • What are your key business challenges you believe AI can help solve?

  • Have you already tried an AI solution, and if so, was it successful or were there issues?

Current Technology and Data Infrastructure

What existing enterprise systems are you already using? Based on your answers, we can provide insight how the data from those systems can help your AI project. Examples of systems include the following:

  • Sales CRM: Salesforce, Hubspot, Microsoft, GoHighLevel, etc.

  • File storage: Google Drive, Dropbox, SharePoint, OneDrive, Box, etc.

  • Email: Microsoft Exchange, Gmail, ProtonMail, etc.

  • Team Collaboration & Messaging: Teams, Slack, Zoom, Google, etc.

  • Content management and creation: Wordpress, Drupal, Notion, Adobe, etc.

  • Project Management and Workflow Automation: Monday.com, Asana, Trello, Jira, ClickUp, Smartsheet, etc.

  • Data Analytics & Business Intelligence (BI): Tableau, Power BI, Looker, Google Data Studio, Domo, etc.

  • Help Desk and Knowledge Base: Zendesk, Feshdesk, ServiceNow, Jira, Hubspot, Salesforce, etc.

  • HR Systems: Workday, SAP, Oracle, ADP, Ceridian, Ultimate, Learning Management, Talent Management, etc.

Your Team and Resources Available

  • How much time do you or your team have to work with us to gather requirements?

  • Are there any projects you are doing at the same time which we need to work around to minimize disruption?

  • Do you have internal IT or development resources that can support AI implementation?

  • Are you looking for a fully managed AI solution where we take on all of the maintenance, do you prefer a model where your team runs everything post-project, or a hybrid approach.

Your Team and Resources Available

  • How much time do you or your team have to work with us to gather requirements?

  • Are there any projects you are doing at the same time which we need to work around to minimize disruption?

  • Do you have internal IT or development resources that can support AI implementation?

  • Are you looking for a fully managed AI solution where we take on all of the maintenance, do you prefer a model where your team runs everything post-project, or a hybrid approach.

Implementation Timeline and Budget

  • Are you looking for a quick AI prototype, typically implemented in weeks, or are you comfortable taking on a larger project that may span months and provide more functionality?

  • Do you have a budget range? That can be helpful to limit the scope of discussion and streamline the implementation process.

Select a Date and Time Below for Us to Meet!