Thank You for the Conversation
I appreciate your time. Here is exactly what happens next.
Please review the recap email I send after our call. It includes a summary of what we discussed, the scope of your Discovery session, and your invoice.
Once your invoice is confirmed, please select a 90-minute window that works for you and your team.
I will send you a short onboarding package tailored to your firm. It includes the access and information I need to make our session as valuable as possible. It is designed to be brief and to respect your time.
We walk through your systems, workflows, and operations together. I listen, observe, and ask the questions that surface what is actually going on, not just the technology, but the business you are building.
I handle the documentation. You just talk to me the way you would talk to a trusted colleague.
Within five business days, you receive a comprehensive written report. A clear picture of where your firm stands, what is costing you time, and a phased roadmap to get where you want to go.
We schedule a brief walkthrough together so I can present the findings and answer any questions.
Your AIReady™ Discovery Report
A strategic blueprint built specifically for your firm. You own it regardless of whether we continue working together.
If you completed the AI Readiness Benchmark, think of that as the snapshot. The Discovery Report is the full picture: deeper analysis, specific recommendations, and a phased plan of action.
Executive Summary
Where your firm stands today, written in plain language for leadership and stakeholders
Scored Assessment
People, Process, and Technology pillar scores based on what we uncover in your session
Detailed Findings + Recommendations
Each finding mapped to a specific, actionable recommendation for your firm
Platform Utilization Audit
Every tool in your stack evaluated for what you are using, what you are not, and where the opportunities are
Phased Roadmap with Timelines
What to do first, second, and third, with realistic timelines and priorities
AI Usage Policy Framework
A draft policy tailored to your practice area and team structure
Once You Have the Roadmap
You decide how far you want to go. Some firms take it and run. Others want hands-on help building it out.
Your Discovery investment credits toward any of these.
Questions at any point? Please reach out.
amy@gaiaallies.com