AI & Business Systems Strategy Session

Make AI useful in the business you already run.

You’ve heard about the possibilities of AI but knowing where to start can feel overwhelming.

This private 90-minute strategy session helps you identify practical ways to simplify your work, reduce repetitive tasks, and create a more organized business process.

Together, we’ll focus on one workflow that matters to your business and develop a manageable plan for improving it.

WHAT WE CAN FOCUS ON

• Turning ideas into a repeatable content-planning process.
• Organizing client inquiries and follow-up.
• Preparing first drafts of proposals, emails, or training materials.
• Creating reusable templates and business procedures.
• Improving client onboarding or routine administrative work.

We’ll select one priority based on your goals, current tools, and comfort with technology.

WHAT’S INCLUDED

• A brief pre-session assessment.
• One private 90-minute strategy session with Wendy.
• A review of your selected workflow and its biggest friction points.
• Practical recommendations for where AI, a reusable template, or a simpler process could help.
• Three starter prompts tailored to the workflow we discuss.
• A written workflow outline and prioritized 30-day action plan, delivered within three business days after our session.

HOW IT WORKS

1. Book your session and complete the intake questions.

2. Bring one recurring task or business process you want to improve, along with a nonconfidential example if available.

3. During our session, we’ll map how the work happens today, identify opportunities to simplify it, and explore a practical AI-assisted approach.

4. Afterward, you’ll receive your workflow outline, starter prompts, and action plan so you can begin implementing your next steps.

WHO THIS IS FOR

Coaches, consultants, trainers, speakers, and service-based business owners who want practical guidance for using AI and improving everyday business processes.

No technical background is required.

PACKAGE SCOPE

This is a strategy and guided learning session focused on one workflow. Custom software, completed automation builds, account integrations, ongoing technical support, and tool subscriptions are separate.

You’ll implement the recommendations in your own accounts. Any paid tools are optional purchases you approve separately.

We’ll also identify where human review is needed and what information should stay out of AI tools. Please use sample or anonymized materials during the session.

INVESTMENT: $297

Let’s make your next step with AI clear, practical, and useful.