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Advisory Services
Strategy & Use Case Definition
Your AI future starts with the right strategy
The Challenge
You know AI could transform your marketing and business development, but where do you start? Content creation? Lead generation? Proposal automation? Every vendor promises revolution, but you need evolution that fits your team, budget, and goals. Meanwhile, competitors are pulling ahead.

The Solution
Our Strategy & Use Case Definition service cuts through the AI hype to identify exactly where AI will drive the most impact for your marketing and BD efforts. We assess your current operations, uncover high-value opportunities, and create a prioritized roadmap that aligns with your business goals.

Our Strategy Development Process

Current State Assessment
What We Analyze
Existing marketing workflows and pain points, content creation bottlenecks, lead generation effectiveness, proposal win rates
What You Discover
Clear picture of where AI can eliminate friction and accelerate results

Opportunity Identification
What We Analyze
Quick wins vs. transformational changes, effort vs. impact analysis, competitive advantage potential, resource requirements
What You Discover
Prioritized list of AI use cases ranked by value and feasibility

Use Case Definition
What We Analyze
Detailed workflows for each opportunity, required tools and integrations, success metrics and KPIs, change management needs
What You Discover
Blueprint for implementing each AI use case with clear expectations

Strategic Roadmap Creation
What We Analyze
Phased implementation timeline, budget allocation recommendations, skill development requirements, risk mitigation strategies
What You Discover
Month-by-month plan showing exactly what to implement and when

Business Case Development
What We Analyze
Cost-benefit analysis for each use case, productivity gain projections, revenue impact modeling, competitive positioning
What You Discover
Data-driven justification to secure buy-in and budget from leadership

Executive Presentation
What We Do
Leadership-ready findings deck, budget justification metrics, quick win campaigns, competitive advantage analysis
What You Get
Everything needed to secure partner buy-in and marketing budget

Professional Services DNA
We've been in your shoes at law firms, consulting companies, accounting firms and agencies
Implementation Reality
Recommendations based on what actually gets adopted
Quick Value Focus
Identify wins you can achieve in 60-90 days
Partnership Approach
Your success metrics become our success metrics