Vision Automated · AI Consulting

AI Readiness +
Strategic Implementation
Partnership

A Framework for Safe, Intentional AI Adoption

Foundation Sprint → Implementation → Growth Partnership

Built for companies that want real, measurable results — not just access to AI tools.

The Goal

The goal is not access to AI.
The goal is measurable business improvement.

Before implementing anything, we need to understand how your business actually operates — what your team does well, where time is being lost, and what should exist but doesn't yet. That is where the real value of AI lives: not in the tool itself, but in applying it to the right problems.

01

What is already working — and should be amplified?

Workflows and systems already producing results that can be strengthened through AI, automation, and better reporting.

02

What is not working — and should be stopped?

Repetitive tasks, manual bottlenecks, and friction that drains time and creates operational drag across teams.

03

What should be happening — but isn't yet?

Missed opportunities in reporting, forecasting, visibility, and workflow automation that leadership knows should exist.

This is how we identify the highest-value opportunities — by solving business problems first, and selecting the right AI tools second.
Why Vision Automated

Most companies don't need more software.
They need clarity.

"AI is like a jetpack. Attached to the right workflows, it turbocharges what you're already doing and accelerates results. Attached to the wrong thing — without structure or strategy — it takes you very quickly in the wrong direction. That's why the strategy comes first."
Tiffany White — 20+ Years of Revenue Systems, Now Powered by AI.

Tiffany's background is in direct marketing, CRM development, and appointment generation — starting in hospital revenue recovery, where finding lost revenue without AI required building the systems manually. She has managed 2M+ leads across high-ticket legal, financial, and service industries over two decades.

Now those systems run on AI. The expertise behind them has not changed. That is the difference between an AI consultant and an operator who uses AI.
Proof of Concept

In one engagement, a client's dead lead list was reactivated using a conversational AI system. Zero additional ad spend. Zero new hires.

6,000 Leads Contacted
→
300+ Appointments Set
→
54 Clients Closed
→
$260K Revenue Recovered
The Method

Three phases. One clear path.

Every engagement follows the same progression. We start by building the foundation correctly — strategy, governance, and one working system. Then we scale it. Then we maintain and evolve it. Each phase has a defined scope, a fixed investment, and a clear outcome before the next phase begins.

1

Foundation Sprint

$10,000
Fixed fee · 30 days

Strategy, governance, AI Suite setup, leadership training, and one live workflow. You leave with a working operating system — not just a plan.

2

Implementation Partnership

$6,500 – $10,000/mo
90-day container

Weekly strategy sessions, weekly team training, workflow implementation, and technical team oversight. This is where the roadmap becomes real.

3

Continuous Growth Partnership

$2,500 – $3,500/mo
Ongoing · 3-mo minimum

Monthly leadership advisory, team training, AI evolution briefings, and workflow optimization. AI becomes a compounding advantage.

All engagements begin with Phase 1. Phases 2 and 3 are scoped after the Foundation Sprint is complete.

Phase 1 of 3
1

Foundation Sprint

Define the Vision. Build the Operating System.

The goal is not just to "start using AI." The goal is to create the operating system for how the company will safely and effectively use AI moving forward. This phase gives leadership clarity, team alignment, governance protection, and the first measurable workflow improvement — in 30 days.

1
Discovery + Opportunity Assessment
  • Evaluate the business through 3 lenses: what's working, what should stop, what should exist
  • Identify repetitive tasks, reporting bottlenecks, and manual workflows
  • Surface team inefficiencies and missed automation opportunities
  • Identify highest-value AI use cases
  • Produce the AI opportunity roadmap
2
AI Governance Framework
  • AI usage policy — what AI can and cannot touch
  • Human review checkpoints and approval workflows
  • Data handling rules and permissions structure
  • Leadership ownership and safe adoption standards
This is one of the highest-value parts of the engagement. It protects the business.
3
AI Suite Setup + Structure
  • AI platform setup and folder architecture (Claude for Teams, Gemini, or your preferred suite)
  • Projects configured per department, prompt systems, and starter prompt library
  • Team workflow structure and safe usage systems
  • Best practices for adoption built in from the start
4
Leadership + AI 101 Training
  • Leadership onboarding and AI 101 training
  • When to use AI and when not to
  • Safe usage training and governance adoption
5
One Live Workflow Implemented
  • Examples: leadership KPI dashboard, red/yellow/green reporting, marketing reporting, sales lead workflow, campaign planning
  • You leave with something live — not just strategy
6
Documentation + Roadmap
  • Implementation roadmap and workflow backlog
  • Next-priority recommendations
  • SOP documentation and repeatable workflow structure
  • Transition plan into Phase 2
Outcome Leadership has clarity. The team has alignment. The governance is in place. One workflow is live. The roadmap is ready to execute.
Alternative Entry Point

Discovery Intensive

$3,000

For companies that want the blueprint first. Includes leadership discovery, workflow analysis, AI opportunity assessment, governance recommendations, platform recommendation, and implementation roadmap. Does not include Claude setup, training, or workflow implementation.

★ Recommended Starting Point

Foundation Sprint

$10,000 · fixed fee

30 days. Full strategy + governance + Claude setup + training + one live workflow + roadmap. Most clients choose this. You leave with a working system, not just a plan.

Clients who move forward with the Foundation Sprint within 30 days of their Discovery Intensive have their $3,000 credited toward the $10,000 investment.
Phase 2 of 3
2

Implementation Partnership

Execute the Roadmap. Build What Matters.

The Foundation Sprint identifies what should happen. Phase 2 makes it real. This is where we execute the roadmap, implement the workflows, train the team week by week, and build the systems that will drive results for the next 12–24 months.

1
Weekly Strategic Implementation Sessions
  • Weekly leadership calls for workflow prioritization and implementation planning
  • Problem solving, roadmap decisions, and executive guidance
  • Adoption support and progress review
2
Weekly Team Training
  • One new AI skill per week — Claude best practices, prompt optimization, department-specific training
  • Workflow adoption and advanced usage training
This is where real adoption happens — not in Phase 1. Here.
3
Workflow Implementation
  • Reporting workflows, prompt systems, dashboards, approval systems
  • Agent logic and workflow optimization
  • Consultant-led implementation — not an outsourced dev project
4
Technical Team Oversight
  • For advanced builds: multi-source dashboards, deep automations, internal copilots, API integrations
  • Tiffany directs and QA's the technical work — she is strategist and architect, not the dev team
Premium positioning: you get senior strategic oversight without paying senior dev rates for every hour of build.
5
Private Member Portal + Academy
  • Weekly training recordings and implementation videos built for your team
  • SOPs, documentation, and best practices — organized and accessible
  • Your internal AI resource center — built during the engagement, yours to keep
Outcome The roadmap is executing. Workflows are live. The team is trained and building confidence. The systems compound.
90-Day Implementation Container
$6,500 – $10,000 / month

Scoped at the start of Phase 2 based on department count, workflow complexity, and integration requirements. Minimum 90-day engagement. Month-to-month available after the container completes.

Advanced technical builds (custom AI systems, API integrations, multi-source dashboards) are scoped and priced separately. Tiffany leads the strategy and architecture — the technical execution is handled by the appropriate team.
Phase 3 of 3
3

Continuous Growth Partnership

Stay Current. Keep Improving. Stay Ahead.

AI is not a one-time project. The tools evolve, the use cases expand, and the team's capability compounds over time. Phase 3 is the long-term maintenance model — lighter, cleaner, and high-value. This keeps the company current and improving without requiring a full implementation engagement.

1
Monthly Leadership Advisory
  • Strategy sessions, workflow reviews, and implementation planning
  • Problem solving and prioritization for what comes next
2
Monthly Team Training
  • Claude updates, new features, and new opportunities
  • Optimization recommendations and ongoing skill development
3
AI Evolution Briefing
  • What changed in the AI landscape — what matters, what to adopt, what to ignore
  • Monthly curated update so leadership stays current without having to track it themselves
4
Member Portal Updates
  • New training videos, updated SOPs, and refreshed documentation
  • Your internal AI resource center stays current
5
Workflow Optimization
  • Existing workflows refined and improved over time
  • New workflows prioritized and added to the backlog
  • Systems that compound — not systems that drift
Outcome AI becomes a compounding strategic advantage. The team keeps improving. The workflows keep getting better. You stay ahead of the market.
Continuous Growth Partnership
$2,500 – $3,500 / month

3-month minimum · Month-to-month thereafter · 30 days written notice to cancel.

Investment Summary

The full engagement ladder.

Most clients move through all three phases. Each phase has a clear outcome before the next begins. There is no pressure to commit beyond the current phase.

Phase 1 · 30 Days

Foundation Sprint

$10,000
Fixed fee · one time
Strategy · Governance · Claude Setup · Training · 1 Live Workflow · Roadmap
→
Phase 2 · 90 Days

Implementation Partnership

$6,500–$10,000/mo
90-day container
Weekly strategy · Weekly training · Workflow builds · Technical oversight
→
Phase 3 · Ongoing

Continuous Growth Partnership

$2,500–$3,500/mo
3-mo minimum, then month-to-month
Monthly advisory · Team training · AI briefing · Optimization
All pricing is estimated. Final investment is confirmed during the Foundation Sprint based on scope, department count, and complexity.
Advanced technical builds (custom AI systems, integrations) are scoped and priced separately.
Recommended Next Step

This is where the competitive
advantage begins.

AI is like a jetpack. Attached to the right workflows, it turbocharges what your team is already doing. Attached to the wrong thing — without structure, governance, or a clear strategy — it takes you very quickly in the wrong direction.

For most companies, the right starting point is the Foundation Sprint.

It creates clarity, protects the business, aligns leadership, and gives the team a measurable first win in 30 days.

Discovery Intensive

$3,000

The blueprint only. Leadership discovery, workflow analysis, AI opportunity assessment, governance recommendations, and implementation roadmap. Strategy without implementation.

Credited toward the Foundation Sprint if you move forward within 30 days.

★ Recommended

Foundation Sprint

$10,000

30 days. Strategy + governance + AI Suite setup + training + one live workflow + roadmap. You leave with a working system and a clear path forward. Most clients choose this.

Email contact@visionautomated.com to get started.

Tiffany White  ·  Vision Automated  ·  AI Consulting  ·  Workflow Design  ·  Strategic Implementation