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AI Growth Plan

One number: the time and money your business can get back.

The AI Growth Plan digs into the six core functions of your business, finds where the hours and dollars are going, and hands you a ranked plan built from your own figures. You leave knowing what to do first and what it is worth.

$997
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The plan, then the number that runs it.

The Growth Plan starts with how your business actually runs. We learn it from the people who do the work, then read it back to you with the opportunities ranked and the defensible number on top. You leave knowing exactly what to do first, and why it is first.

The six core functions

We look across the six core functions of your business.

Every business runs on the same six core functions. The Growth Plan looks across all six, then goes deep where it matters most for you: the areas that are most urgent, and the ones you actually have influence over. For those, we find the opportunities, name the pain points, and lay out the tools and training that fix them.

01

Leadership

Goals, decisions, and alignment. Where AI supports clarity and follow-through at the top.

02

Sales

Lead generation, follow-up, proposals, and CRM hygiene. Where AI catches the deals slipping through the cracks.

03

Marketing

Messaging, content, and the top of your funnel. Where AI gives back the hours and shows you what is actually landing.

04

Operations

Scheduling, projects, admin, and internal communication. Where AI cuts the most hours with the least disruption.

05

Products

Delivery, service design, and which offers actually make you money. Where AI helps you serve more without adding headcount.

06

Finance

Invoicing, expenses, forecasting, and review. Where AI surfaces problems earlier and trims the errors.

A look inside

What's inside your Growth Plan.

Here is how an example plan is laid out, section by section. Every Growth Plan is built around your business, so the findings are yours, but the shape is the same one we hand every owner.

description Your AI Growth Plan Example table of contents
  1. 01
    The headline number

    The one figure the plan leads with: the time and money AI can give back, built from your own numbers and shown as a grounded range with the basis spelled out.

    Answers: "What is AI actually worth to my business?"

  2. 02
    Where your hours and dollars go

    A read of how your business runs today across the six core functions, with the one to three areas costing you the most pulled to the front.

    Answers: "Where is it costing me the most today?"

  3. 03
    The priority matrix

    Every opportunity plotted by impact against effort, so the order of operations is obvious at a glance. This is the judgment you are paying for, on one page.

    Answers: "What do we do first?"

  4. 04
    Quick wins

    The handful of moves that pay off right away, pulled off the matrix and spelled out as concrete first actions you can start on immediately.

    Answers: "What pays off before the big projects start?"

  5. 05
    The roadmap

    How the smaller moves build toward the larger projects, so you can see the path from the first quick wins to the bigger bets.

    Answers: "How does this build over time?"

  6. 06
    Your SWOT

    Strengths, weaknesses, opportunities, and threats, built on what we actually found inside your business.

    Answers: "Where do we honestly stand?"

  7. 07
    Decision-ready tool research

    The specific tools for each need, with what each one costs, how much setup it takes, what it saves, and how to use it, so you can act without going back to square one.

    Answers: "Which tools, exactly, and what do they cost?"

  8. 08
    An audio overview

    The whole plan as a spoken walkthrough, for when you want to take it on a drive.

    Answers: "When am I supposed to read all this?"

One $997 engagement. Every section above lives inside the plan you take with you.

See how your business shows up online, too.

The Growth Plan looks inward at how your business runs. The Public Visibility Assessment looks outward at how it shows up: your website, your social, and your Google Business Profile, with a step-by-step plan to sharpen all three. Add it to the Growth Plan for $197, or buy it on its own for $297.

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Three steps

How the Growth Plan works.

01

Tell us how your business runs.

A short questionnaire and a working session with the people who actually do the work. We learn where the hours go, from the people closest to it.

02

We map and rank.

We look across all six core functions, go deep on the one to three costing you the most, and put the opportunities in order by impact. The one defensible number gets built from your own figures: the time and money AI can give back.

03

You get the plan.

The full plan, the priority matrix, the quick wins, and the number, yours to act on.

In writing

The Growth Plan Guarantee

If you implement the steps in the plan and you are still not completely satisfied within 30 days, you get a full refund.

If you give us a clear look at how your business runs, the plan will hand you a ranked list of AI opportunities and one defensible estimate of what they are worth: the time and money AI can give back, built from your own numbers.

The same system we run on ourselves.

We build the Growth Plan with Kai, the AI system Kaizn built to run Kaizn. We use it on ourselves every day before we point it at your business. Three verifier agents, Skeptic, Red Team, and Simplifier, argue with everything Kai produces before any of it reaches you.

Out of more than 3,400 checks, they have flagged more than 1,600 issues, more than 170 of them outright failures, and sent the work back until it held. The system we hand you is the one we hold to that standard ourselves.

950+
Sessions Logged
2,500+
Strategic Decisions Logged
3,400+
Verification Reports Run
FAQ

Questions about the Growth Plan.

Owners and teams who know AI could help and want a ranked plan before they spend on tools or builds. You know your business; we map where AI fits inside it.

We look across all six so nothing gets missed, then go deep on the one to three costing you the most right now. You decide what to act on first based on where the impact is.

That is a custom build. The Growth Plan maps the opportunity; the build makes it real. Most owners do the Growth Plan first so the build is scoped to the right things, and the $997 credits forward into it. Custom builds are quoted to your scope, because no two are the same.

Yes. Everything runs over video, so location is never a barrier. For nearby Utah businesses we can meet in person when it helps. The process is the same either way.

You own it. You can run it yourself, hand it to your team, or build it with us. When you want execution, you choose the path that fits: an AI Employee for a single role, a full custom build, or ongoing strategy with a Fractional AI Strategist.

Implement the steps in the plan, and if you are still not completely satisfied within 30 days, you get a full refund. The full terms are in the guarantee above.

Find out where the hours are going.

The Growth Plan reads your business back to you with the opportunities ranked and one number on top. Six more months of guessing costs more than the plan. Book a call and we will tell you whether it is the right first step.

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Implement the steps in the plan, and if you are still not completely satisfied within 30 days, you get a full refund.

Want to see how your business shows up online too? Add the Public Visibility Assessment for $197.