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2 to 4 Week AI Opportunity Assessment

  • Writer: Thanos Athanasiadis
    Thanos Athanasiadis
  • Oct 6
  • 3 min read

Updated: Oct 17

Tactical roadmap to unlock efficiency & growth with AI


Adopting AI isn’t about jumping on the latest trend: it’s about making smart, strategic decisions that drive measurable business value. 


Too many companies rush into AI projects without a clear plan, wasting time and resources on tools that don’t deliver. This is why 80% of AI project initiatives in companies fail today.



Why an AI Opportunity Assessment first?


Most businesses lose 20 to 40% of productive time on manual, repetitive tasks. Jumping straight into AI tools without a plan often wastes money and creates more chaos.


Our AI Opportunity Assessment is designed to cut through the noise. In just two to four weeks (depending on the size of your business), we help you understand what’s possible, what’s practical, and what’s profitable for your business. You’ll walk away with a clear picture of where AI can have the greatest impact, backed by ROI estimates and cost/effort analysis.


It consists of a 2 to 4 week structured process designed to:

  • Map your core business processes and workflows

  • Identify your biggest inefficiencies and automation gaps

  • Pinpoint 2–5 high-ROI AI opportunities that truly move the needle

  • Provide a 90-day roadmap with at least one “quick-win” automation ready to implement


Here is how a 2-week AI Opportunity Assessment works


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Week 1: Discovery

  • Stakeholder Discussions: We meet with 3–5 key team members across departments to understand workflows, pain points, and goals. This helps us uncover repetitive tasks, decision bottlenecks, and areas where automation could drive measurable improvement.

  • Pain points identification: we pinpoint the main challenges that your business faces and needs to resolve to scale, and we match them with the strategic goals that you have also identified for the future. Our consultation services and suggested solutions are always aligned with your strategic roadmap.

  • Process Analysis and Operations Canvas (tech stack, workflows, bottlenecks): We review your current tech stack, data flows, and operational processes to identify inefficiencies and overlaps. Simple process maps are created for your core business functions. Below there is an example of a mapped out Leads Conversion process of one of our partners before any AI implementation:

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Deliverables: 

✅ Main Processes Mapping

✅ Pain Point Preliminary Report

✅ Opportunity & Prioritization Matrix



Week 2: Solution Design


  • Opportunity & Prioritization Matrix: We evaluate the top opportunities from Week 1 using an Impact vs. Effort Matrix and create ROI estimates for each. You’ll see which AI initiatives are quick wins and which are strategic long-term bets. 

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  • Validation & Roadmap: Together, we test key assumptions and finalize the 90-day action plan. You’ll get a prioritized roadmap including one “quick win” solution you can implement immediately.


Deliverables: 

✅ Top 3 Opportunity Briefs

✅ ROI Analysis

✅ 90-day Implementation Roadmap

✅ Opportunity Matrix

✅ Executive Presentation



At the end of the Assessment you will have: 


  1. A clear understanding of if and where AI fits in your business

  2. A ROI-backed list of top automation opportunities, marked as Quick Wins

  3. A 90-day actionable roadmap with the quick-wins with which you can start immediately

  4. Confidence and clarity before investing in any AI tool or partner


Here is how the Leads Conversion process transformed for one of our clients after completing the assessment and reconfiguring and streamlining operations:

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The implementation of this heavily automated and AI empowered process resulted to a short term Return Of Investment of 6.75 in just 3 months, because of this system to keep serving more leads and converting them to customers way easier than before.

This ROI is based only of the first deals that our client was able to close, excluding the total lifetime value of these new leads plus the time saved for their sales reps.


Who It is For


  • Small & mid-sized businesses looking to scale operations

  • Enterprise teams exploring AI transformation

  • Business & operations leaders who want clarity before committing to AI initiatives



Next Step


We never recommend or implement an AI solution without clear ROI validation and a step-by-step roadmap.

Let’s first discover where AI can save you the most time and money.


Book a free consultation call here.


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