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CLIENT RESULTS
LET'S WORK TOGETHER

ON-DEMAND DIAGNOSTIC + 1:1 SOLUTION SESSION

AI Readiness Heat-Map

Know exactly where AI will pay off — and where it will implode (and what to do to make your whole team ready).

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You've tried AI tools. But instead of saving time,
they just created more work. 

➡️ Your marketer asked ChatGPT to draft an email. But then it sat, waiting for you to approve it.

➡️ Your ops manager set up an automation. It kinda worked — but team members still pinged you for exceptions.

➡️ You bought an AI tool with promise, but it never quite landed. So it gathers dust in the sidebar.

It’s not that AI doesn’t work. It’s that your workflows, systems, and team habits weren’t ready for it.

Founders like you aren’t failing at AI.
You’re just trying to bolt it onto a business
that isn't ready to handle it.

Together, we determine exactly where AI can pay off first —
& what needs to change to get your whole team ready for
AI-first operations. 

Sound familiar?

🚧 You’ve spent time on AI — but haven’t seen time or cost savings

🚧 Your team drags its feet OR builds secret side-workflows you didn’t actually approve.

🚧 Your SOPs are thin (or depend on you), but you’re not sure where to rebuild first.

🚧 You suspect some AI wins are possible — but also know it could erode client trust if misapplied.

🚧 And you’re watching your peers claim wins and wondering if you're behind… or just smarter than the hype.

What you need now is clarity.

✅ Where AI *can* help — without blowing things up

✅ Where your current habits are getting in the way

✅ And what to fix first, without burning hours on another failed experiment

That's exactly what the AI Readiness Heat-Map delivers.

🚦 The Readiness Heat-Map is:

A one-page visual scorecard that maps each major business function (Marketing, Sales, Fulfillment, Operations, etc.) on two criteria:

1️⃣ AI ROI Potential (how much time/money could be saved)

2️⃣ Workflow & Habit Readiness (how brittle or bottlenecked the process is today)

Each department is color-coded and fully explained:

🟢 Green – High ROI & Ready
🟡 Yellow – Needs a tune-up before AI can make a positive impact
🔴 Red – Not ready (yet) & why

🔖 You'll also get custom notes for each function based on your tech stack, SOPs, and how you lead — so you know where to start, what to fix, and what to ignore for now.

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🏗️ How It Works

1️⃣ Pre-Work: Smart Intake (self-paced, 20–30 min)

  • A smart, low-lift survey that captures your workflows, tool stack, and where you’ve dabbled with AI so far.

2️⃣ Your Custom AI Readiness Heat-Map

  • Based on your intake I'll create my first draft of your one-page scorecard that maps each major business function on its potential for AI ROI and how ready the current workflows and management habits are for plugging into AI.
  • I'll note any clarifications I need, so we can cover this on our call.
  • I'll include specific, customized notes based on your tech stack, SOP maturity, and habit bottlenecks and friction points — so you know your next best moves.
  • Quick-win suggestions tied to your actual tech and team setup

3️⃣ Our 1:1 Strategy Session (60 min)

  • We review your map together, spotlight the areas that are good-to-go, and unpack any readiness gaps.
  • You’ll walk away knowing exactly where AI can immediately help — and what to do to make the rest of your business AI ready.
  • I'll send the final Heat-Map, the call recording and a Loom within 2 business days.
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📍Map the Risks. Spot the Wins.
⚒️ Know What to Fix First.

You’ll Walk Away With:

🌟 The first 5 hours/week you can realistically hand to AI

🌟 The specific founder habits creating the most drag on your operations

🌟 A checklist of red flag risks (plus how to de-risk them)

🌟 A prioritized path to make your business AI-ready

The AI Readiness Heat-Map +
60 Minute Strategy Session

Includes:

  • Instant access to the comprehensive pre-work
  • A 60 Minute Priorities Mapping Session with Karen
  • Your custom AI Readiness Heat-Map and all my notes
  • Ability to apply your $500 investment into follow-on work, if we mutually decide to do so.

$500

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Hi, I'm Karen Sergeant.

I'm an advisory COO to small businesses with growing teams. AI tools are evolving fast — but the real challenge is how we delegate, review and lead in an AI-native business.I help founders integrate AI in a way that's safe, strategic, and actually saves time — by fixing the bottlenecks and brittle workflows first.

I created the AI Readiness Heat-Map because I've seen firsthand how AI experiments fail not because the tools are bad, but because the foundation underneath (your workflows, team habits, and decision points) can't handle the pressure.

This diagnostic isn't about shiny tools. It's about surfacing the first moves that make AI safe to use, trustable by your team, and actually worth the effort.

The drum I beat? This isn’t about prompts. It’s about people — and the systems they need to do their best work.

You're in the right place if you're ready to lead a team that can grow with AI — not drown in it.

FREQUENTLY ASKED QUESTIONS

Are You Wondering…

Is this just a glorified audit?

Nope. It's a decision-making tool disguised as a diagnostic. You’re not getting a vague list of problems—you’re getting a map that shows where to invest effort, and what to leave alone.

How quickly can I book with you?

You'll be able to book your session within 10 days of purchase — frequently even sooner. (You will need to have completed the Pre-Work by 3 business days prior to call time.)

What exactly is included?

You get instant access to the pre-work. You'll also receive a link to my calendar to book a 60 minute call with me, when you're ready. On that call we will review your Heat-Map results and build a prioritize plan to address them. You will need to book the call within 60 days of purchase.

Will this help if I haven't really tried AI yet?

Yes. In fact, it’s a smart first step. This will show you where AI is most likely to help (and hurt) before you waste time and budget trying to force it.

What if everything comes back "Red"?

That’s actually valuable. It means we’ve identified risk before damage. You’ll walk away knowing exactly what to fix first—often it’s one or two habits or decisions you can change quickly.

Do you help with implementation?

Yes, if you want help beyond the Heat-Map, we can talk about working together through the an Intensive or a Pocket CAIO retainer. But this Heat-Map stands on its own — no upsell trap.