A focused half-day session that gives your leadership team a shared understanding of your AI exposure, aligns priorities, and produces an actionable strategic roadmap — all before lunch.
No pre-work required. No lengthy procurement. Just show up with your key stakeholders and leave with clarity.
You leave with
Prioritized AI roadmap + board deck
The Workshop works best when the right people are in the room. Here's who gets the most value — and what they leave with.
Leaves with a board-ready narrative on AI risk and strategy — no more winging the "what's our AI plan?" question.
Primary attendee
Gets a fully structured threat analysis and prioritized response framework they can hand to leadership immediately.
Primary attendee
Walks away knowing exactly which features need to move up the roadmap, which vendors to evaluate, and what the team needs to ship first.
Recommended attendee
Leaves with competitive battlecards, updated messaging for at-risk deals, and a pricing strategy that holds up against AI-native competitors.
Recommended attendee
Ideal group size: 4–12 people
Small enough for productive discussion, large enough to get alignment across functions. We recommend CEO/Founder + VP Strategy + CPO as the minimum core. Additional seats for revenue, CS, or board members are available at no extra charge.
No slides, no theory, no generic frameworks. Every segment of the Workshop is focused on your company, your category, and your specific competitive situation.
60 min
We open with a structured intelligence briefing tailored to your exact software category — prepared in advance. Your team hears about the AI entrants you haven't seen yet, the moves your known competitors are making, and the funding signals that predict what's coming next. No one in the room has seen this before.
60 min
We run your company through our AI Exposure Scoring framework live, with your team in the room contributing context. This creates shared ownership of the findings and eliminates the "we already knew that" dismissal. By the end of this segment, everyone agrees on the score — and why it matters.
15 min
Break — coffee, questions, informal discussion
75 min
Armed with a shared threat picture, the group works through realistic strategic response options. We present 3–5 potential moves — from defensive to aggressive — with trade-off analysis for each. Your team debates, challenges, and narrows down. We facilitate, not dictate. You own the outcome.
30 min
The session closes with a documented, prioritized action plan — who owns what, by when, and what success looks like. This isn't a vague "next steps" slide. It's a concrete 90-day roadmap your team can execute on immediately, plus a compiled written report delivered within 48 hours.
The Workshop produces tangible outputs — not just a "great conversation." Everything is compiled and delivered as a written report within 48 hours of the session.
Your full scored assessment across four risk dimensions — pricing vulnerability, feature displacement, competitive intensity, and timeline. Formatted for board presentation.
A visual map of every known AI actor in your category with funding stage, feature overlap percentage, pricing gap, and threat trajectory — your new competitive intelligence baseline.
The 3–5 strategic response options your team evaluated, with the trade-off analysis, resource implications, and the agreed-upon direction documented clearly.
A concrete, owner-assigned roadmap for the first 90 days — with clear milestones, dependencies, and success metrics your team can start executing on Monday morning.
A polished, ready-to-use slide deck summarizing your AI exposure, the competitive landscape, and your strategic response — ready to share with investors and board members.
A 45-minute check-in call 30 days after the session to review progress against the roadmap, answer new questions, and adjust priorities if the competitive landscape has shifted.
"The best alignment meeting we've had in two years — and we left with a real plan."
The output that matters most isn't the report. It's that your team leaves the room agreeing on what to do next.
The Workshop is available in three formats depending on your team size, location preference, and depth of engagement needed.
Delivered over Zoom or your preferred video platform. Full agenda, all deliverables. Ideal for distributed teams or when fast scheduling is a priority.
$5,000
one-time
We travel to your office. In-person facilitation dramatically improves group dynamics, decision velocity, and the quality of strategic debate. Recommended when alignment is critical.
$10,000
+ travel expenses
The full half-day session plus a full afternoon deep-dive — vendor evaluation, roadmap scoping, and a live Build-Out planning session. Essentially Phase 1 and 2 of the Build-Out compressed into one day.
$15,000
+ travel if on-site
Extended Workshop investment applies as a credit toward any Build-Out engagement started within 90 days.
Fill out the form and we'll respond within 1 business day to confirm availability and schedule your intake call.
Book your Workshop today. In one half-day session, your team will have the clarity, the alignment, and the roadmap to move forward with confidence.
Ready in 7–10 days
Remote workshops scheduled within 2 weeks of booking
Report in 48 hours
Written deliverables compiled and sent within 2 days
Counts toward Build-Out
Extended Workshop investment credits directly toward Build-Out