A.I.RTM Assessment
An online assessment that scores your readiness across 6 pillars and names the areas to fix first. Most companies start here.
Services
Diagnose. Decide. Execute.
The A.I.RTM Assessment tells you where you stand on AI and where to start. The AI Sprint puts it to work, one person at a time, with the dollar value agreed up front and measured at the end. Most clients start with the assessment. Pricing is a conversation.
A.I.RTM Framework · AI Readiness
Start with the assessment. We'll earn the next step.
A.I.RTM stands for AI Readiness. A scored look at your data, tech, process, people, governance, and strategy, so you know where to start before you spend.
AI Workshop · Training
Built around your business. Your team leaves using it.
The Hands-On AI Workshop is a half day working session, customized to how your company runs. One fee covers the session, the setup, the last hour and the 10 day check in, and you build your own quote: pick the demos your team will see and choose on site or virtual.
Half day
Interactive, Hands-On AI Workshop
Every workshop opens with the AI overview and the AI Orchestra, our framework for which tool to use for each kind of work. Then your team sees the 3 demos you picked, run live on sample data shaped like your business. In the last hour each person writes down one workflow from their own job and the hours a week it takes, and the room sees its own number on the whiteboard. Everyone leaves with that one job picked out and started.
You build your own quote on a private page: pick the demos, choose on site or virtual, and see the total before you send a request.
One fee covers
- The last hour: one workflow from each person's own job and the hours a week it takes, on the whiteboard, with the room's own number
- The AI overview and the AI Orchestra, run live with your team
- 3 demos your team picks from our library, standard or custom built for your business
- The workshop expert setup before the session, for everyone at a keyboard
- The Standard A.I.RTM Assessment: your readiness for AI, scored in 6 areas
- A license to run the same environment again inside your company
- A 10 day check in against your team's own board
Options on your quote page
- Bring your own demo: one of your own processes, scoped with you first
- The Premium A.I.RTM Assessment upgrade
- AI Sprint seats for anyone who wants to keep going
The AI Sprint · OwnTM. ShareTM. DeployTM.
One workflow, done by a date. Measured in the hours it gives back.
Each sprint takes one named workflow in one named person's job and has it done by a set date, with our guarantee behind it. We take the workflow off the workshop board, or we write it down with you in week 1, along with the hours it takes each week today and how we will both measure it at the end. Pete Messina coaches each person 1-on-1, and each person builds it themselves.
Three levels carry that workflow from one person to the whole floor. The OwnTM level puts it to work in one person's job. The ShareTM level has their manager spread it to everyone on the team, with a written way to run it. The DeployTM level runs it every night for the whole floor with your IT team, without anyone starting it, and leaves the company with the setup for the next workflow. Each level proves the case for the next.
Every seat ends with 3 things in hand: the workflow running in the job, a before and after in writing, and a one page "how I do it" so the work keeps going when someone is out of the office for a week. Sales call prep is the first track: a rep's 25 calls a week, each prepared in 5 minutes. Purchasing and Customer Service tracks are built the same way, each with a named role, a named workflow, a number and the guarantee. Your proposal shows the timing for each seat, and we set the scope with you in the engagement agreement.
Results guaranteed Attend every session and do each week's build. If your goals aren't reached by your last session, we keep coaching you at no charge, for up to 4 more weeks, until they are.* *Terms and conditions apply.
OwnTM
One workflow from their own job, running
ShareTM
That workflow running for the whole team
DeployTM
The same workflow, running overnight for the whole floor
The result
On the Sales track: their 25 calls a week prepared in 5 minutes each, on their own keyboard, every morning, by the fourth week, in writing.
On the Sales track: the sales manager has every rep on the team running the call prep, with a written way to run it, and the team's before and after in writing.
On the Sales track: every rep's calls are prepared every night without anyone starting it, and the company has the setup for the next workflow.
Pick it when
One person has one workflow from their own job that AI should be doing for them. On the Sales track, it is a rep's own calls.
A working workflow should reach the whole team, and the manager will carry it there.
The workflow should run on its own for everyone on the floor, and your IT team will own it.
Who it's for
One person and one workflow. On the Sales track, a sales rep. Owners and executives take an OwnTM seat too, on a workflow of their own.
The manager of the team. On the Sales track, the sales manager.
Your IT lead, with the owner. On the Sales track, the person who will run it for the whole sales floor.
What's included
- Week 1: the workflow from the board written down as the goal, with the hours a week it takes today and how we will measure it
- The workflow running in their job, on their own keyboard, every morning
- A before and after in writing: the hours a week it took, and the hours it takes now
- A one page "how I do it", so the work survives a week out of the office
- The Standard A.I.RTM Assessment, included
- The working prep from a finished OwnTM seat, or built by the manager in the first 2 weeks when no OwnTM seat came first
- Every person on the team running it, with the manager spreading it and us coaching the manager
- A written way to run it, so a new hire gets it on day one
- The team's before and after in writing
- The Premium A.I.RTM Assessment upgrade, included automatically
- The prep running every night for the whole floor with your IT team, without anyone starting it, so every rep opens the folder in the morning
- The setup to put the next workflow on, owned by your IT team
- A written way to run it and to add to it
- The floor's before and after in writing
- The Premium A.I.RTM Assessment upgrade, included automatically
Results guaranteed Attend every session and do each week's build. If your goals aren't reached by your last session, we keep coaching you at no charge, for up to 4 more weeks, until they are.* *Terms and conditions apply.
OwnTM
One workflow from their own job, running
OwnTM
One workflow from their own job, running
The result
On the Sales track: their 25 calls a week prepared in 5 minutes each, on their own keyboard, every morning, by the fourth week, in writing.
Pick it when
One person has one workflow from their own job that AI should be doing for them. On the Sales track, it is a rep's own calls.
Who it's for
One person and one workflow. On the Sales track, a sales rep. Owners and executives take an OwnTM seat too, on a workflow of their own.
What's included
- Week 1: the workflow from the board written down as the goal, with the hours a week it takes today and how we will measure it
- The workflow running in their job, on their own keyboard, every morning
- A before and after in writing: the hours a week it took, and the hours it takes now
- A one page "how I do it", so the work survives a week out of the office
- The Standard A.I.RTM Assessment, included
ShareTM
That workflow running for the whole team
ShareTM
That workflow running for the whole team
The result
On the Sales track: the sales manager has every rep on the team running the call prep, with a written way to run it, and the team's before and after in writing.
Pick it when
A working workflow should reach the whole team, and the manager will carry it there.
Who it's for
The manager of the team. On the Sales track, the sales manager.
What's included
- The working prep from a finished OwnTM seat, or built by the manager in the first 2 weeks when no OwnTM seat came first
- Every person on the team running it, with the manager spreading it and us coaching the manager
- A written way to run it, so a new hire gets it on day one
- The team's before and after in writing
- The Premium A.I.RTM Assessment upgrade, included automatically
DeployTM
The same workflow, running overnight for the whole floor
DeployTM
The same workflow, running overnight for the whole floor
The result
On the Sales track: every rep's calls are prepared every night without anyone starting it, and the company has the setup for the next workflow.
Pick it when
The workflow should run on its own for everyone on the floor, and your IT team will own it.
Who it's for
Your IT lead, with the owner. On the Sales track, the person who will run it for the whole sales floor.
What's included
- The prep running every night for the whole floor with your IT team, without anyone starting it, so every rep opens the folder in the morning
- The setup to put the next workflow on, owned by your IT team
- A written way to run it and to add to it
- The floor's before and after in writing
- The Premium A.I.RTM Assessment upgrade, included automatically
Which level fits?
3 questions. Your starting level.
Answer for the work one person will take on. The level follows how far that work reaches.
Your starting level
We confirm the level with you on the call before anything is signed.
Included with every seat: the weekly executive report to your sponsor. Every week of the sprint we send the executive who sponsored the seat a short summary of what we are learning, what we are targeting next, where AI is already working better for them, and the week's accomplishments. It keeps your sponsor in the loop, and we write it for you.
Virtual Staff · Waitlist open
We build the agents. Your team directs them.
AI agents with names, job descriptions, and a human sign-off, on a monthly subscription. We coach your people on directing them and keep the agents current month to month. We open a few spots at a time, so there's a waitlist.
What we work on
3 areas where the work earns its keep.
AI on the Data You Already Have
Your systems hold years of orders, quotes, and pricing that nobody looks at. We put AI to work on that data where it sits. No replacement project, no migration, no waiting on IT. Useful answers in the first week.
Outcome: Answers in minutes, hours of manual work gone
Sales Calls and Account Growth
AI working on your sales data: briefs before every call, wallet share analysis, prospecting research, and product expansion by account. Your sales team learns to build and run these tools themselves.
Outcome: More doors opened, more margin captured
Adoption That Sticks
Training, internal champions, guardrails, and agents your team runs on their own. We get AI into the daily work in weeks and it stays there after we leave the room.
Outcome: AI as part of how the company works, in weeks
All 6 areas of focus
Where AI Pays Off First
- Where AI earns its keep in your operation and where it doesn't
- An owner for AI and a plan leadership signs off on
- Practical tools grounded in how distributors and manufacturers actually work
The Systems You Already Run
- Put AI to work on the data your systems already hold
- No system replacement, no migration project, no waiting on IT
- Which AI tools to pay for, based on what your team actually uses
Sales Calls and Account Growth
- Customer buying patterns, wallet share, and expansion opportunities, found by AI
- Margin trends, product mix shifts, and churn signals
- Briefs before each call and account research your reps run themselves
Getting Your Team to Use It
- Leadership agreement on what AI will and won't do for the business
- Champions with the time and the authority to lead the change
- Hands on training on our sample data, so nothing waits on an export
Manual Work and Handoffs
- Manual handoffs that eat time and margin, handed to AI
- Quote to order and order to cash automated where it pays
- Document work processed without rekeying
Rules and Rollout
- What's sanctioned, what's off limits, and what never goes into a model
- Rolling a win in one team out across locations and departments
- A monthly scorecard so leadership sees the dollars saved and who is using what
Get started
Not sure which one fits? Let's figure it out together.
We figure out together which step is the right place to start, and which Sprint level fits each person. If we're not the right fit, we'll tell you.