How it works

A timeline of growth, not a menu of tools.

The Assessment produces a readiness score and a roadmap. Every paid Assessment then includes 90 days of support: the Milestone Planner and Pipeline Readiness turn that roadmap into a dated plan, and the ROI Tracker measures results against your baseline through the 90-day window. After day 90 you keep read-only access to your reports and roadmap.

Readiness scorecard

Example of what your Assessment delivers

Example data

64/ 100
Data foundation72
Process definition58
Team capacity41
Pipeline hygiene66
Commercial case84

Every paid Assessment includes 90 days of support after your report is released: the Milestone Planner, Pipeline Readiness worksheets and ROI Tracker, plus live calls at day 30, 60 and 90 and a written outcomes report at day 90. No subscription, no renewal, no extra charge. After day 90 you keep read-only access to your reports and roadmap. Results depend on the actions you take.

01

Stage one — diagnose

Assessment

One session · One-time fee

A guided session with the assessment agent works through your operations, data, team and pipeline. Nothing is recommended before it is measured. You finish with a numeric readiness score across five dimensions and a roadmap that orders the opportunities by return, not by novelty. Every assessment is personally reviewed by Gale before the report is finalized, so the score and roadmap carry a consultant's judgment — not a model's first draft.

01

Readiness score

Five weighted dimensions scored out of 100, with the reasoning behind each figure written out.

02

Prioritised roadmap

The specific interventions worth making, sequenced by payback period and dependency.

03

Baseline capture

The current-state numbers every later ROI claim will be measured against.

Readiness scorecard

Example data

64/ 100
Data foundation72
Process definition58
Pipeline hygiene66
✓ 5 of 7 departments scored⚑ Risk flag: data silosBaseline captured

02

Stage two — sequence

Milestone Planner

Days 1–90 · Included with your paid Assessment

Your roadmap stops being a document and becomes a dated plan. Each milestone carries an owner, a decision gate, and the evidence required before the next milestone opens — which is what prevents a build from drifting into a permanent pilot.

01

Dated milestone chain

Every item from the roadmap placed on a calendar with dependencies made explicit.

02

Decision gates

Named criteria that must be met before spend moves to the next stage.

03

Review cadence

A standing cadence where slipping milestones are re-sequenced rather than quietly abandoned.

Milestone planner

Example data

Day 45 of 90
01Data source cleanup
On track
02Intake automation build
Gate pending
03Team handoff training
Slipping
Overall progress42%

03

Stage three — prepare

Pipeline Readiness

Included in your 90 days

Implementation meets a business that can absorb it. Data hygiene, process definition and handoffs are brought to the standard the plan assumes — the unglamorous work that decides whether the systems you build survive contact with your operation.

01

Data and record hygiene

The source records your systems will read, cleaned and given an owner.

02

Process definition

The steps a tool is meant to automate, written down before they are automated.

03

Handoff design

Where the system stops and a person starts — decided deliberately, not by accident.

Pipeline readiness

Example data

3 of 4 ready
✓Data & record hygiene
✓Process steps defined
!Handoff design — needs an owner
✓Access & permissions mapped
Ready to build1 open item

04

Stage four — prove

ROI Tracker

Included in your 90 days

Once systems are live, measurement continues through your 90-day support window. Hours recovered, cost displaced and revenue influenced are reported against the baseline captured in your Assessment — so the question of whether AI was worth it is answered with a figure rather than a feeling.

01

Return report

Movement against baseline, per intervention, with the calculation shown.

02

Drift detection

Systems that stop delivering are flagged before the saving quietly disappears.

03

Reinvestment guidance

Where the next increment of spend has the best case, based on what has already worked.

ROI tracker

Example data

Day 60 vs. baseline
Hours recovered+38 / mo
Cost displaced$4,200 / mo
Revenue influenced$11,000

Illustrative figures, not a client result or a promise of results.

Illustrative only

Stage one

Start with the Assessment

Your report comes with 90 days of support — the Milestone Planner, Pipeline Readiness, ROI Tracker, and calls at day 30, 60 and 90. After that you keep read-only access to your reports and roadmap. Results depend on the actions you take.