Sample AI Direction Plan
This is the kind of written plan an owner keeps after an AI Direction Session. It is built around a made-up but realistic example so you can see the shape of the deliverable, not a real engagement.
Illustrative sample
Illustrative sample. Not a real client, company, or result. It shows the kind of plan the AI Direction Session produces, using a composite example.
AI Direction Plan · Illustrative sample
A small retailer with three locations and a light online store. The owner runs operations day to day, with a few long-tenured staff and steady seasonal swings. The team is curious about AI but has been adding tools faster than anyone can keep track of, and nobody owns the decision.
A point-of-sale system across the stores, a separate online store, an email and SMS marketing tool, a shared inbox for customer questions, and a spreadsheet that tries to reconcile inventory. Two of these already include AI features that are switched on but not configured.
Inventory numbers disagree between the POS, the online store, and the spreadsheet. Customer follow-up depends on whoever remembers during a busy shift. Review responses pile up. The same questions get answered by hand every day, and the marketing tool is paid for but barely used.
The realistic wins are narrow and boring in a good way: drafting replies to common customer questions for a person to approve, turning the existing help content into something staff can search mid-shift, and using the marketing tool's built-in features to schedule follow-ups that currently fall through the cracks.
Described by capability, not brand: the review-response and follow-up features already inside the marketing tool the business pays for, a simple assistant grounded in the store's own policies for the shared inbox, and the POS reporting features that are included but unused. The theme is using what is already owned before buying anything new.
A standalone AI chatbot bolted onto the website before the inbox and policies are in order. Inventory automation built on top of numbers nobody trusts yet. Any tool that overlaps something already paid for. Pasting customer or order details into public AI tools that have not been approved.
Pick one workflow, customer follow-up, and run it for a month with one person and the features already included in the marketing tool. Write a short page of rules for what is allowed and what customer information must never be pasted into a public tool.
Inventory automation waits until the counts are trustworthy. A custom website assistant waits until the inbox and policies are organized. New subscriptions wait until something already owned is proven not to cover the need. None of this is urgent, and trying to do it all at once is what creates the mess.
Most of this first phase is configuration and habit, not a build, so the owner and staff can do it themselves with the plan in hand. If a later phase calls for connecting systems or a private assistant over the store's own data, that would be a separate, quoted engagement that the owner approves before any work starts. Implementation is never bundled into the session.
Optional. If the owner wants a second set of eyes as tools and needs change, a monthly advisor plan keeps the decisions on track. It is only worth it if it keeps paying for itself, there is no lock-in, and the plan above stands on its own without it.
No guaranteed revenue, savings, or specific results. No claim that AI replaces staff. No compliance certifications. The plan is honest advice and a clear order of steps. The owner stays in charge of the business and decides what to act on.
This is a composite example, not a real engagement. A real plan is written around your own business after a $750 one-time AI Direction Session. Implementation is always quoted separately. See the pricing for how it fits.
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