By Rick Elmore, Founder · Updated
AI strategy consulting decides where AI belongs in a business, in what order, and what each step should return before anything is built. FullStackCloser's AI strategy work for B2B companies begins with the $997 AI Strategy Session: in 60 minutes we audit your business and funnel and hand back a map of AI and automation opportunities with an implementation roadmap. Deeper work covers readiness, build vs buy, ROI, guardrails and a prioritized plan.
We list where AI could help across sales, marketing and operations, then score each idea on time saved, revenue impact and effort.
A check of your data, processes, tools and team, so you know what needs fixing before AI can do useful work.
For each priority use case, a call on whether an off-the-shelf product, an automation platform such as n8n, Zapier or Make, or a custom build fits best.
Cost, hours saved and expected impact for each use case, worked out from your own numbers before you spend.
Baseline rules on approved tools, what data can go into them, and where a person reviews AI output before it reaches a customer.
A sequenced plan with an owner, a budget and a success measure for every step.
Strategy is the planning stage of an AI program. An AI strategy consultant helps leadership settle three questions: which problems are worth solving with AI, whether the company is ready to solve them, and in what order. The output is a set of decisions and a roadmap, not software.
Our AI consulting service covers the whole path from plan to build to ongoing improvement. This engagement is the strategy piece on its own, for teams that want priorities and a business case before committing budget. Because the same team builds AI agents, automations and integrations, each recommendation is checked against what it takes to ship.
Deeper strategy work is part of our Fractional CRO / Growth Partner engagement, which includes AI implementation strategy. It covers the Diagnose and Design steps of our Diagnose, Design, Build, Optimize process, usually in this order:
| Working it out in-house | Strategy-only consultancy | FullStackCloser | |
|---|---|---|---|
| Who writes the plan | A manager, alongside their day job | Consultants who hand off the plan when the project ends | An operator team that also builds agents, automations and integrations |
| How practical the plan is | Depends on in-house AI experience | Can be thin on integration and data details | Each step checked against the tools, data and effort it needs |
| What you get | Notes and a list of tools to try | A report or presentation | Opportunity map, ROI model, usage policy and roadmap |
| What happens next | Pilots compete with daily work | Implementation goes to another vendor | Your team builds it, or the team that wrote the plan does |
| Cost model | Staff time | Project or retainer fees | $997 AI Strategy Session; deeper work within the Growth Partner engagement |
Audit your pipeline, sales process, tools, automations, CRM and AI opportunities.
Map the system your company actually needs, from acquisition to follow-up to reporting.
Implement the agents, automations, integrations and processes, with fixed deliverables.
Track performance, improve workflows and compound results over time.
AI Strategy Session $997 (60-minute audit + roadmap) · Custom Build from $3,500 per project · Fractional CRO / Growth Partner from $13,500/month · Full Revenue Team from $13,500/month plus revenue share. Prices are minimums, confirmed in a written proposal before work begins. See every package.
AI strategy consulting helps a company decide which problems to solve with AI, whether its data, processes, tools and people are ready, and in what order to act. It typically produces prioritized use cases, a build-vs-buy call for each, a simple ROI model, usage guardrails and a roadmap.
An AI roadmap is a sequenced plan for adopting AI: which use cases come first, what each needs in data and tools, who owns it, what it costs and how success is measured. In a FullStackCloser engagement the roadmap is kept short enough to act on and is revised as results come in.
Score each candidate on time saved, impact on sales or margin, and effort, including any data cleanup and training it needs. Good first picks are high-volume, repetitive tasks close to the customer, such as follow-up emails or proposal drafts. Ideas that need data you don't collect yet move down the list.
Buy when the task is common across companies and an existing product handles it well, such as meeting notes. Build, or connect tools with n8n, Zapier, Make or custom code, when the workflow is specific to how you sell or operate, or needs your own CRM data. Most companies end up with a mix.
A basic AI usage policy lists the approved AI tools, what company and customer data may go into them, when a person must review AI output before it reaches a customer, who owns each AI system, and how staff report a problem. A page or two is enough, and people will actually read it.
Enterprise AI strategy adds governance to the same core questions: a usage policy, data access rules, approval steps for customer-facing output, and clear ownership across departments. The basics hold at any size: choose a few high-value use cases, confirm the data is ready, and fund a short roadmap before a broad rollout.
The entry point is FullStackCloser's one-time $997 AI Strategy Session: a 60-minute audit of your business and funnel, after which you have a map of AI and automation opportunities and an implementation roadmap. Deeper strategy work, such as an ROI model, usage policy and full roadmap, is part of the Fractional CRO / Growth Partner engagement from $13,500 per month. Prices are minimums, confirmed in a written proposal.
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