AI READINESS BLUEPRINT
From AI chaos to prioritized Blueprint in 90 minutes
Where do we start? Talk biz goals, core IP, productivity, and team in 90min. You leave with clarity on whether AI and humans could move the needle for your business goals. You get a Blueprint PDF, 3 prioritized projects with economic impact, and clear 45 and 90 day next steps.
GET CLEAR ON YOUR BUSINESS GOALS
Step 1: 90min Deep-Dive
AI Blueprint Session
Align Company Goals with Core IP, Operations, and Team. AI to Boost LTV, Decrease CAC, and Know COGs. $500 Flat Fee
Sound familiar about your AI company strategy?
You're overwhelmed and most tasks are still manual
- You see AI 600 times a day online, but figuring out AI stays permanently on your to-do list
- You feel lost and unsupported with no clear direction
- Things are scattered. Sales is still manual. Someone tried Claude, a coworker tried ChatGPT, nothing got implemented
- You now have 5+ subscriptions and a nagging feeling you're one data breach away from a very bad day
Wasted money on bandaids
- You paid $5,000 for AI 101 certificates for your team and saw no results
- Generic bootcamp tools aren't compliant for your industry
- Most AI content is theoretical and doesn't connect to your actual business
- No one is tracking whether any of it is working
No team alignment
- Not deciding is still a decision, and while you're stuck, competitors move forward
- Your AI optimist and AI skeptic won't resolve their differences on their own
- Tasks pile up while goals get pushed back by months and quarters
- You stay busy doing manual work that AI could handle quickly and well
COMPREHENSIVE
90min Blueprint Session: What We Cover
1Business Goals Alignment: Board, Investor, and PE
Review goals, milestones, and actions aligned with your north star
2Core IP: Data, AI, and ML Infrastructure
Hone your internal core value. What is your proprietary data moat? Can AI infrastructure make it more valuable? HIPAA compliant? Clinically viable? Build it, buy it, partner with other companies
3Productivity: Operational Efficiencies
What is crucial for humans to do? Where can AI workflows and tools help? Case studies: 20% to 200%+ productivity + QUEST framework
4Team: Training Pathways
Current team skill sets: AI tools, prompt engineering, and workflows
METHOD
Work Smarter, not HarderWhy Start with Strategy? 90min & $500
Interested in saving $30k+ and several months of time? Yeah, same. Some firms "just do the project." Yet, over the years we've found with just 90min of strategy has resulted in finding low-hanging fruit projects to maximize speed and helping you hit your goals faster. Blueprint is $500 and 90min with leadership
RESULTS
Outcomes & Deliverables: Confidence, Clarity, PDF, 3 Projects, and Debrief
Executive Blueprint PDF
Clear overview of company and next steps. Investor-ready for data rooms.
3 Projects: Prioritized & Scoped
Tied directly to your business goals, not generic best practices.
Debrief Call
To answer follow-up questions after the session.
The $500 fee for the Blueprint applies toward any project we do together that moves forward within 30 days.
HOW IT WORKS
Simple. Delivered in 1 week.
Book
Schedule the 90-minute session.
90-min Blueprint Session
We facilitate a deep dive into your goals, stack, and priorities.
Debrief
Receive your Blueprint PDF, see the 3 prioritized projects, and debrief together.
PRICING
One Flat Rate. No Surprises.
AI Readiness Blueprint
90-minute session · 1-page PDF deliverable · Delivered in 1 week
$500Your $500 applies toward any follow-on engagement if you move forward within 30 days.
BOOK 30 MIN FIT CALLWe only work with a few customers a month. Availability is limited.
Dr. Kerry M. Reeves
CEO, Founder, EyeCoin
FEATURED TESTIMONIAL
“The Blueprint session gave me something every founder needs but rarely gets, a clear, objective view of my business from above.
- It helped to identify strengths, expose blind spots, and clarify where to focus next.
- I left with practical actions I could implement immediately, instead of just more ideas.
- The AI-enabled sales capabilities were particularly compelling because they show how businesses can scale personalized outreach and customer engagement without simply adding more people.
If you’re serious about growing your business, the Blueprint session is well worth it.”
Case Studies
Customer Results: Clarity AI Case Studies
10x Post-Money Valuation
With a credible data and AI technical infrastructure and hiring plan, investors in an early-stage company 10x'd the post-money valuation for a startup raising capital. A real plan. Messaging and visuals. Hiring plan to match. The technical video made investors drool. It's still on our customer's website and getting views.
Credible AI infrastructure and hiring plan helped a startup 10x its post-money valuation.
$12M Revenue Boost Annually
Company goal? Increase revenue. Reviewed their technical sales infrastructure. Their sales team could use support. We recommended boosting conversion, a LOT. Enterprise-grade AI tool with 10%-20% increased sales closing. Tons of case studies. Projecting an at least $12M ARR boost with 1 AI API call. Talk about a low lift and high ROI.
Sales infrastructure review + AI tool projected a $12M ARR boost with one API integration.
Saved $100k+/yr Tech Costs
We're all busy. $30/month subscription you forgot to cancel. But as we reviewed technical stack and realized there were overlapping costs as well as no proactive notification system to prevent unnecessary costs. Over $100k/yr in technical stack costs saved.
Stack review uncovered overlapping costs and missing notifications. Saved $100k+/yr.
Bolstered Investor Conviction
Been on a Zoom call with a billionaire? We have. One of our customers was getting crickets from investor groups. With updated materials and messaging, intros began rolling in. Folks made intros to customers, connectors, and fellow investors, high-net-worth individuals who could close the round with one check.
Updated materials and messaging helped a customer get warm investor intros and momentum.
TESTIMONIALS
What Clients Say
Dinesh Kumar, PhD, MBA
CEO, Blend Health
DELIVERED EXACTLY WHAT WE NEEDED
“Joan's team delivered exactly what we needed for FDA clearance and fundraising. We left with practical actions.”
Sarah Dillingham
CEO & Founder, Grace & Able
A DELIGHT TO WORK WITH
“Joan helped us gain clarity on goals and KPIs. Smart, delightful, and knows business AI.”
William Layton
CEO, 3 Ridge Technologies
MATERIALS BLEW INVESTORS' SOCKS OFF
“Joan helped me see AI's potential for my business. The investor materials blew people away.”
Peter LePore
CEO, Scarole Enterprises
READY TO WIN
“Top marks for knowledge, business acumen, and execution. We were ready to win.”
Crystal Patterson
CEO, WMG
IMMEDIATELY PUT TO USE
“I walked away with information I immediately put to use.”
Shana Cordon
CEO, Moxy Labs
ENGAGING AND FUN
“Joan's energy and hands-on approach made it engaging and fun.”
FAQ
Frequently Asked Questions
NEXT STEPS
Let's talk about your goals
No salesy pressure stuff. Seeing if we can help you with your goals.
