AI Strategy Consultant for Founder-Led Firms

An AI strategy consultant who runs the Discovery and hands you a prioritized plan tied to where your firm stands, with the first projects named, sequenced, and assigned to owners.

You get a roadmap based on interviews and supporting evidence, with proposed priorities, estimated costs and potential benefits.

The problem you showed up with

You've got pilots running in three corners of the company and no one can say if any are working. Your leadership team is asking what your AI plan is, and you don't have one that survives contact with how the business runs. The vendors all promise the same thing. You're stuck because nobody handed you a plan that fits your firm.

In PwC's 29th CEO Survey, 56% of CEOs said AI hasn't delivered a significant financial benefit yet. In the firms we have worked with, the ones seeing a return redesigned one workflow first and bought tools to run it second.

What you get

A prioritized roadmap tied to where your firm stands with AI.

Your roadmap brings together the six-dimension profile, proposed priorities and the evidence behind them. It sets out work for the next 90 days, what could come after, and the costs and potential benefits to examine with your leadership team.

The methodology: Pacemark

In a full engagement, we bring together interviews and supporting evidence to assess the firm across six dimensions: Strategy & Leadership, People & Culture, Data Readiness, Workflows & Operations, Technology Infrastructure, and Governance & Ethics. We use five levels to describe the profile, from Ad Hoc and Pilot through Integration, Acceleration and Transformation.

The model is built from published research on more than 400 named firms and organizations (evidence and limitations).

People & Culture carries the same weight as the technology. Most models score the tech and skip the part that decides whether anyone uses it.

See the model at pacemark.ai, or take the free Signal Scorer, about 8 minutes, to see your Pacemark score and how your firm rates on each of the six dimensions.

Free · 8 min

See where your firm stands with AI

Twenty-five questions give you a reported profile across six dimensions and an area to examine with your team, in about 8 minutes. To see your result, you provide contact and firm details at the end and sign up for follow-up emails. Each email includes an unsubscribe link.

Start the assessment →

Free assessment

Find out where you are with AI

In about 8 minutes, you can see your reported profile across six dimensions and a proposed experiment. To see your result, you provide contact and firm details at the end and sign up for follow-up emails. Each email includes an unsubscribe link.

Take the assessment →

Free · 8 min

Where does your firm stand with AI?

In about 8 minutes, you can see your reported profile and an area to discuss with your team, shown on screen. To see your result, you provide contact and firm details at the end and sign up for follow-up emails. Each email includes an unsubscribe link.

See your score →

What working together looks like

AI Roadmap. We run the Discovery, score your firm, and build the prioritized plan. You walk away with a sequenced set of projects, the maturity picture behind them, and a first 90 days you can start on Monday. Most firms start here, because the plan decides what gets built next.

Build. We do the work in the plan with you, designing the new workflow, standing up the tools, and getting your people using them. The hours come back in this phase, because the new workflow is running on your team's real work. More on the AI implementation consulting page.

Retainer. We stay on as the work spreads across the firm: measuring adoption, adjusting the plan, and keeping the next projects moving.

Proof

At Keller Associates, a mid-market civil engineering firm, I ran a seven-week Discovery: interviews with almost a third of the firm, a Pacemark score across all six dimensions, and a read on what was happening with AI, office by office. From that I built the prioritized roadmap (the first 90 days, then the next eighteen months) and presented it to all 33 owners at their shareholder meeting. The first move I recommended cost nothing new: get more out of the tools they already paid for, where only about one in ten people were really using them.

Larry Rupp

"He talked with almost a third of the firm before he recommended anything, then handed us a clear, prioritized plan: what to do first, what to do later. He told us to get more out of the tools we already pay for before spending on anything new. He's not selling us software. The roadmap Dan has provided is what we needed to accelerate our AI journey."

Larry Rupp, PE

President & CEO, Keller Associates

Read the full engagement: how Keller Associates got its AI roadmap.

Who this is for

This fits architecture, engineering, and construction firms, and professional-services firms, in the $20–100M range, led by a founder or CEO who can make the call.

If you're below that, the free Signal Scorer is the right place to start.

Engineering or construction firm? Start at our E&C page— same method, your language.

Questions

What does it cost?

We give you a number on the call once we know firm size and how many offices we would interview. Build and Retainer are scoped after, against the plan.

How long does the roadmap take?

Most Roadmaps take four to six weeks from first interview to delivered plan; Keller's took seven across twelve offices. The Discovery interviews and scoring are the bulk of it, and you get the plan while the conversations are still fresh.

Do you do the work, or just advise?

Both. The roadmap is the plan. The Build is where my team and I do the work with you. Plenty of firms have a plan and no one to run it, and that's the part we stay for.

What industries do you work with?

Mostly AEC (architecture, engineering, construction) and professional-services firms. The methodology travels across sectors, but that's where most of the work lives.

What happens after the roadmap?

You own the plan, whether or not we build it together. Most firms move into Build on the highest-value project first, then into a Retainer as the work spreads.

Book a call

Book a 30-minute call. We'll talk through where you are, what's getting in the way, and whether the AI Roadmap is the right next step.