Transform Your Business with Tailored AI Solutions
Our experts will analyze and optimize your operations through 1, 3, or 5-day consultations, tailored for local businesses.
Schedule a Discovery AppointmentOur Consultation Offerings
1-Day Fact-Finding Consultation
Gain valuable insights with our intensive 8-hour in-house session.
1-Day Fact-Finding Consultation Details
Gain valuable insights with the One-Day Fact-Finding StrategixAI Consultation. This intensive, 8-hour in-house session is designed to analyze and understand your business operations, providing actionable recommendations tailored to your specific needs. Perfect for businesses seeking a quick, yet thorough assessment, this consultation offers a comprehensive report and strategic options for AI-driven automation.
Key Features:
- Focused Analysis: 8-hour hands-on evaluation of your business operations.
- Custom Agenda: Tailored questions and observations to understand your unique needs.
- Detailed Report: Comprehensive findings and actionable recommendations.
- Follow-Up Presentation: Strategic options for AI solutions, presented the next day.
3-Day Fact-Finding Consultation
Enhance your business operations with our 3-day in-house assessment.
3-Day Fact-Finding Consultation Details
Enhance your business operations with the 3-Day Fact-Finding StrategixAI Consultation. Over three days (24 hours), our experts will conduct a hands-on, in-house assessment tailored to your unique needs.
Key Features:
- In-Depth Analysis: Comprehensive observation and analysis of your business operations.
- Hands-On Engagement: 24 hours of direct interaction with your team.
- Customized Agenda: Tailored questions and insights specific to your business.
- Detailed Report: Compilation of findings and actionable recommendations.
- Follow-Up Presentation: Options for a la carte AI solutions or full-scale automation.
5-Day Fact-Finding Consultation
Optimize your business with our intensive 5-day assessment.
5-Day Fact-Finding Consultation Details
Optimize your business with the 5-Day Fact-Finding StrategixAI Consultation. Our five-day (40 hours) intensive assessment offers an in-depth, hands-on evaluation of your business operations.
Key Features:
- Thorough Analysis: Extensive observation and analysis of your business processes.
- Hands-On Engagement: 40 hours of direct interaction with your team.
- Customized Agenda: Tailored questions and insights specific to your business.
- Comprehensive Report: Detailed findings and actionable recommendations.
- Follow-Up Presentation: Options for a la carte AI solutions or full-scale automation.
Why Choose Our Fact-Finding Consultation?
Discover unique strategies to excel in your industry with our expert AI-driven consultations.
Expert Analysis
Seasoned AI professionals provide in-depth insights into your business.
Tailored Solutions
Custom strategies designed specifically for your unique business needs.
Immediate Insights
Actionable recommendations to drive immediate success and growth.
Comprehensive Playbook
Detailed roadmap for sustainable, long-term business growth.
Pioneer YOUR Future
Stay ahead in the local area with more effective business strategies against competitors.
We Promise TIME
Become so effective that you can return hours back to your personal life each day.
Our Consultation Process
Step 1: Initial Consultation
- Meet with the client to discuss their chosen fact-finding duration (one, three, or five days).
- Overview of available products and services.
- Schedule the fact-finding days.
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Step 2: Onsite Analysis
- Conduct an immersive observation of the business operations.
- Identify pain points, inefficiencies, and areas for improvement.
- Observe without interfering with day-to-day activities.
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Step 3: Playbook Development
- Create a detailed playbook with recommendations for improving business processes.
- Provide instructions for self-implementation or offer a proposal for our services.
- Include access to a platform for implementing the solutions.
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Step 4: Follow-Up Session
- Host a follow-up meeting to present the playbook and recommendations.
- Ensure clarity on the next steps, whether self-implementation or contracting us.
- Provide ongoing support options.
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Our Success Stories
Golf Course and Country Club
See how we transformed their operations and financials.
River Bend Golf Course and Country Club
Golf Course and Country Club
Challenges:
- Operational inefficiencies
- Financial losses averaging $46,000 monthly
- Employee HR issues
Solutions Implemented:
- Fact-Finding Consultation: Comprehensive review of operations
- New Integrations and Automations:
- Online golf tee time booking system
- Email marketing to members, prospects, and employees
- Online e-commerce store with automation
- Employee resource integrations and automations
- New website with AI-driven inquiry responses and follow-on actions
- Streamlined inquiries about membership, events, and amenities
Results:
- Financial turnaround from $46,000 monthly losses to $92,000 profit over six months
- Significant improvement in business management, operations, logistics, and human resources
Mortgage Broker
Discover how we boosted their business efficiency and growth.
Independent Mortgage Broker, New Bern, NC
Mortgage Brokering
Challenges:
- Needed tailored CRM solutions and enhanced automation
- Wanted to improve business operations and client interactions
Solutions Implemented:
- Fact-Finding Consultation: Detailed analysis of business pipeline and stages
- Tailored CRM Solution:
- Step-by-step automation of business pipeline stages
- Automated actions, reminders, and tasks for team members
- Task-Driven Dashboard:
- Access to all client information
- AI assistance for client-related queries and business operations
- AI Lead Magnet Application:
- Custom-built application for real estate agents
- Integrated automatic conversation AI to engage new partners
- Automated scheduling of coffee appointments with real estate agents
Results:
- Seamless and automatic business operations
- Significant increase in efficiency and reduction of manual tasks
- Enhanced referral network with more real estate agent partners
- Revenue growth of over 200%
Frequently Asked Questions
What is a fact-finding consultation?
A fact-finding consultation is an in-depth analysis of your business operations. We evaluate various aspects such as administration, logistics, HR, and marketing to identify pain points and inefficiencies. This helps us develop tailored solutions to optimize your processes.
What are the differences between the one, three, and five-day consultations?
The one-day consultation offers a focused eight-hour analysis, providing a quick overview and immediate actionable insights. The three-day consultation includes a comprehensive 24-hour analysis, with more detailed recommendations and a tailored report. The five-day consultation provides an extensive 40-hour evaluation, including team workshops and a comprehensive playbook for long-term growth.
What types of businesses can benefit from these consultations?
Our fact-finding consultations are designed to benefit a wide range of businesses, including golf courses, country clubs, mortgage brokers, and other service-oriented businesses. Any business looking to optimize its operations and improve efficiency can benefit from our services.
How are the consultations conducted?
Consultations are conducted on-site, where our experts immerse themselves in your day-to-day operations. This allows us to observe and identify areas for improvement firsthand. We also provide a pre-consultation playbook to help you prepare.
What kind of recommendations can we expect?
You can expect recommendations across various business areas, including process automation, marketing strategies, customer relationship management, and employee resource management. Our goal is to provide actionable insights that drive efficiency and growth.
Will the recommendations be tailored to our specific needs?
Yes, all our recommendations are tailored to your specific business needs. We take a personalized approach, ensuring that the solutions we provide align with your business goals and objectives.
What happens after the consultation?
After the consultation, we provide you with a detailed playbook containing our findings and recommendations. You can choose to implement these solutions yourself or contract us to help with the implementation. We also offer ongoing support to ensure your business continues to thrive.
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