An AI Strategy engagement is a short consulting project that decides which AI tools your company approves, sets a usage policy people can follow, and produces a phased Rollout Plan. It is the usual first step in AI Enablement, and the plan becomes the scope for whatever you do next.
One AI Approach for the Whole Company
Decide your AI tools, set the rules, and leave with a Rollout Plan you own.
What is an AI Strategy engagement?
Before and after AI Strategy
| Feature | After | Today |
|---|---|---|
| Everyone knows which AI tools are approved | ||
| Rules for what customer data AI may see | ||
| Someone owns AI | ||
| A phased plan with owners | ||
| You know which steps you can do yourself |
What your Rollout Plan looks like
Every phase is marked DIY-friendly or specialist recommended, so you decide who does what. Watch it get worked, or tap a card.
DIY-friendly3
Specialist recommended2
Done0
An example. Your plan reflects your company, your tools, and your priorities.
What you get
Tool decisions
Which AI tools are approved, which are not, and what each one is for.
An AI usage policy
Written for the people who follow it, including what data AI may see.
A Rollout Plan
Phases with owners, each marked DIY-friendly or specialist recommended.
Your plan, your call
Run it with us, in-house, with another partner, or a mix.
What does it cost?
It depends on your company size. We size it with you on the Intro Call, so there is nothing to pick here.
Smaller teams
$2,500
up to $3,000 · about 12–15 hours
Under about 50 people, one or two teams.
- Tool decisions
- AI usage policy
- Rollout Plan
Several departments
$5,000
up to $6,000 · about 25–30 hours
About 50 to 250 people.
- Everything above
- Department phases and owners
Larger organizations
$10,000
and up · 50+ hours
250+ people, several business units or systems.
- Everything above
- Business-unit and system planning
If the work trends over the estimate, we check in before going further. No fee credit; the Rollout Plan replaces separate scoping for what comes next.
How it runs
From Intro Call to Rollout Plan. Hover or tap a phase.
Intro Call
Discovery
Decisions
Rollout Plan
Hover or tap a phase to see what happens in it.
Illustrative. Larger organizations add department and business-unit planning.
Frequently asked questions
You own the Rollout Plan and decide who runs it. Plans often lead to AI Connect or an AI Quick Win next.
No. Each phase is marked DIY-friendly or specialist recommended, so you choose what to keep in-house.
It can. If Agentforce is the right tool for part of your plan, the plan says so. If not, it says that too.
No. AI Strategy makes the decisions and the plan. Building is delivered through the other AI Enablement services, scoped from the plan.
A few short conversations with the people who use AI today, and a working session to agree tools and policy.