Strategy & Transformation

AI Strategy and Roadmap, Tied to Revenue.

AI strategy, roadmap, and revenue transformation consulting for the owners and leadership teams of growing SMB and mid-market companies. We map where AI should change how you sell, serve, and operate, rank it by revenue, and hand back a roadmap, an adoption plan, and working demos of the top ideas. Phoenix-based, remote across the US. Custom quote.

01

For the leadership team, not one department

Owners and leadership of growing SMB and mid-market teams who want AI to change how the business sells, serves, and operates, not a pilot in a corner. We interview leadership and the people closest to the leads and the work.

02

A roadmap ranked by revenue

An AI opportunity map across sales, marketing, service, and operations, every item priced by the revenue it adds or protects and the effort to ship it. One clear call on what to build first.

03

Demos, not decks

The top one or two ideas come back as working demos your team can click through. The decision gets made on evidence, and the first build starts with its scope already written.

What you get

Everything leadership needs to say yes.

Five deliverables, each one written so the people who run sales, service, and operations can act on it the week it lands.

  • 01

    AI opportunity map across sales, marketing, service, and operations

  • 02

    Prioritized roadmap, every item tied to revenue

  • 03

    Change and adoption plan for the people who run the work

  • 04

    Vendor and tool decisions, made with you

  • 05

    Working demos of the top one or two ideas

Formats

An intensive to decide. A seat to keep deciding.

Both are a custom quote, agreed before work starts. Both end with something your team can use, not a document to file.

Fixed scope · a few weeks01

Strategy intensive

Interviews with leadership and the people closest to the leads and the work. You get the opportunity map, the roadmap, the adoption plan, and working demos, then a readout where the decision gets made.

Custom quote

Fractional AI lead · monthly02

Ongoing advisory

Santos owns the AI roadmap alongside your leadership team: vendor and tool calls, the build queue, adoption, and what ships next. Runs beside Sprints and Engineering, or on its own.

Custom quote

Ready to decide

See what's worth building first.

Fifteen minutes on where AI should change how you sell, serve, and operate. We show a working demo and say whether Strategy & Transformation or a single Sprint is the right first step.