This Executive Diagnostic pressure-tests feasibility and ROI assumptions so you don’t waste cycles on the wrong pilot, especially when IT bandwidth is tight.
Request Your Executive Diagnostic Call30 minutes • No system access required • If we’re not a fit, we’ll tell you.

Before committing to a full engagement, executive teams need a clear picture of where they stand. In this 30-minute Executive Diagnostic, we’ll clarify readiness, surface the blocker to ROI, and recommend the lowest-risk next step.
This brief call clarifies your organization’s starting point and the most effective next step. You’ll gain actionable insight, not a sales pitch.

Identify goals, challenges, and AI opportunities.

Assess technical, financial, and operational readiness together.

If there’s alignment, we’ll suggest the most relevant paid engagement for deeper progress.
This call confirms whether collaboration makes sense before any paid engagement.

Susan has spent 25 years facilitating executive alignment on technology and transformation initiatives. Her approach bridges business strategy and technical execution, helping teams decide faster and deliver measurable outcomes.
Executives consistently praise this session for its realism, transparency, and practical value. You’ll leave knowing where you stand and what to do next.
"This call gave us a clear readiness snapshot and next-step direction”
"Finally, ROI and feasibility discussed together — it set the right expectations."
"They understood both our data challenges and business goals."
"It felt like a strategic marketing conversation, not a sales pitch"
It takes just 60 seconds to reserve your spot. Each request is personally reviewed by a senior AI strategist to ensure it’s the right fit and to maximize your 30-minute session.
Tell us a bit about your organization so we can tailor your diagnostic.
🕒 Only 5 Executive Diagnostics available each week.
📩 You’ll receive a confirmation with scheduling options within 24 hours.
The Executive Diagnostic Call is complimentary. It’s designed to give you clarity before any investment. If we’re a fit, we’ll recommend the right starting engagement: briefing, validation, or a focused pilot (based on your blockers).
Includes a 20-minute discussion, a short written readiness summary, and personalized recommendations for next steps.
Based on faster strategic prioritization, avoided rework, and reduced opportunity cost from misaligned initiatives.
Please Note: ROI examples are based on prior client outcomes and may vary depending on organizational context.
Most teams recover their investment by preventing a single low-impact or redundant AI project, freeing time and resources for higher-value initiatives.
You’ll only invest when a clear business case and readiness are confirmed.
Perfect. That’s exactly when to book. We’ll identify your clearest, lowest-risk ROI starting point.
No Problem. We’ll assess readiness and show what must be in place before investing further, so you only move forward when success is measurable.
Think automation, reporting efficiency, customer enablement, or working-capital recovery (real ROI, not theory).
We’ll show how to align AI initiatives with your existing workloads, focusing on efficiency, not added strain.