AI Strategy & Advisory for Business Growth
Heed AI helps teams get clear on where AI fits in their operations—from discovery and roadmap development to automation planning and custom tool recommendations. If you don’t know what’s possible, this is where you start.
Clarity is your most valuable resource. We help you define, prioritize, and deploy the AI tools that make sense for your business—securely, profitably, and quickly.
What You Get in an AI Strategy Engagement
AI Opportunity Audit
Workflow review, time-leak analysis, AI use case identification
Technology & Tool Recommendations
Stack alignment: Claude, GPT, automation, CRM & ops tools
Compliance Mapping
PCI, HIPAA, ISO 27001 risk factors and security guardrails
3–6 Month Implementation Roadmap
Tactical priority plan with phased delivery milestones
Optional Blueprint Add-On
Custom LLM/GPT agent architecture & SOP conversion
5 Common Strategic Wins From Early AI Engagements
1. Expanded Perspective on Possibility
Clients often realize they’ve been thinking too small. Early sessions open up thinking beyond just time savings into systems thinking, client experience, and scaling.
2. Measurable Productivity Gains Within Days
Even before a full implementation, we identify 1–2 tasks or workflows that can be streamlined immediately—often freeing 5–10 hours per team member monthly.
3. More Opportunities Seized, Less Left on the Table
Clients unlock faster outreach, better follow-ups, and visibility into opportunities that were previously buried under manual steps.
4. Confidence with New Tools = Confidence in Growth
Teams stop hesitating and start executing. Once they see how to apply new AI tools like GPT, Claude, or Zapier in their real workflows, confidence grows—and with it, momentum and innovation.
5. Clearer Path From Idea to Execution
No more guessing or over-researching tools. You’ll leave with an actual plan, next steps, and a roadmap you can act on—even if we don’t build it for you.

Perfect For:
- Leaders exploring automation but unsure what’s real vs. hype
- Ops or marketing teams losing time to manual processes
- Teams with ChatGPT licenses but no structure or oversight
- Organizations exploring internal GPTs, Claude Agents, or Manus-style agents
- Teams required to meet HIPAA, PII, or SOC2 security standards
How Our Advisory Works
- Discovery Call – Understand goals, systems, and urgency
- Workshop or 1:1 Session – Diagnose workflows and define focus areas
- Audit + Recommendations – Tool fit, automation potential, integration needs
- Optional Blueprint – Technical scope for full AI stack build-out
- Follow-Up Call – Final Q&A and conversion into Sprint or Retainer
Let’s Build Your AI Strategy Together
Whether you’re overwhelmed with tools, unsure where to start, or facing pressure to move fast—we’ve got you. In just one session, we’ll break down what’s real, what’s valuable, and where to start based on your current workflows and goals. Secure. Compliant. Actionable.

Discover the Power of Custom LLM Solutions
Transform your operations with AI models tailored for your business. Drive insights, efficiency, and success.