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This compact high-impact package focuses on strategy alignment, priority use-case definition, and actionable AI roadmap and toolkit your team can start using right away
The FirstFlow Plan helps your business identify the best first use case for AI or automation before investing in tools, software, or custom builds*
What you get
30-minute consultation - no charge, no purchase necessary (phone/virtual)
90-minute kickoff session
Review business goals, current workflows, tools, data, constraints, key stakeholders, success measures and timeline
Current-state assessment
Condensed review of existing processes, data sources, tools, team skills and AI readiness
Priority use-case identification
Shortlist of 3–5 high-impact, realistic Gen AI use cases ranked by value, effort and risk.
Tech stack options
Evaluation of cloud vs. on-prem deployments, API vs. fine-tuning approaches, RAG/grounding methods and vendor fit
Governance/readiness checklist
Includes minimum viable data needs, risk areas and next steps
Handoff
60–90 minute session to review the AI roadmap and toolkit, answer questions and discuss next steps
The roadmap is designed to help you make a confident decision before investing in tools, software, or custom builds
By the end, you will know what to improve first, why it matters, what tools may help, and what steps to take next
You will leave with clarity on what to automate first, which tools to consider, what risks to avoid, and what steps to take next
AI Opportunity Roadmap
summary of your current workflow or process challenges
3–5 practical AI or automation use cases
ranked recommendation for which use case to start with first
tool and platform recommendations based on your current business needs
data readiness and governance considerations
key risks, limits, and human review points
30-day action plan with next steps
recommended options for implementation, automation or ongoing support
AI Quick-Win Toolkit
10–15 starter prompts
SOP, customer, and meeting summary prompts
AI use-case scoring sheet
data readiness checklist
AI use policy checklist
workflow intake worksheet
30-day action planner
*Custom automation builds or full AI solution development can be added to this package through the FlowDesign Sprint and GrowthFlow Build & Optimize packages, or scoped add-ons
This compact high-impact package focuses on strategy alignment, priority use-case definition, and actionable AI roadmap and toolkit your team can start using right away
The FirstFlow Plan helps your business identify the best first use case for AI or automation before investing in tools, software, or custom builds*
What you get
30-minute consultation - no charge, no purchase necessary (phone/virtual)
90-minute kickoff session
Review business goals, current workflows, tools, data, constraints, key stakeholders, success measures and timeline
Current-state assessment
Condensed review of existing processes, data sources, tools, team skills and AI readiness
Priority use-case identification
Shortlist of 3–5 high-impact, realistic Gen AI use cases ranked by value, effort and risk.
Tech stack options
Evaluation of cloud vs. on-prem deployments, API vs. fine-tuning approaches, RAG/grounding methods and vendor fit
Governance/readiness checklist
Includes minimum viable data needs, risk areas and next steps
Handoff
60–90 minute session to review the AI roadmap and toolkit, answer questions and discuss next steps
The roadmap is designed to help you make a confident decision before investing in tools, software, or custom builds
By the end, you will know what to improve first, why it matters, what tools may help, and what steps to take next
You will leave with clarity on what to automate first, which tools to consider, what risks to avoid, and what steps to take next
AI Opportunity Roadmap
summary of your current workflow or process challenges
3–5 practical AI or automation use cases
ranked recommendation for which use case to start with first
tool and platform recommendations based on your current business needs
data readiness and governance considerations
key risks, limits, and human review points
30-day action plan with next steps
recommended options for implementation, automation or ongoing support
AI Quick-Win Toolkit
10–15 starter prompts
SOP, customer, and meeting summary prompts
AI use-case scoring sheet
data readiness checklist
AI use policy checklist
workflow intake worksheet
30-day action planner
*Custom automation builds or full AI solution development can be added to this package through the FlowDesign Sprint and GrowthFlow Build & Optimize packages, or scoped add-ons