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The Discovery Day

A Deep Dive Into Your Business—
And a Strategy You Own

Every engagement begins with understanding. One day. Two senior partners. A comprehensive AI strategy roadmap that is yours to keep, whether you choose to work with us or not.

The Problem

Most AI Investments Start Wrong

Most companies waste months and thousands of dollars on unfocused AI experiments—picking tools before understanding problems, chasing trends instead of ROI, and deploying pilots that no one pays attention to after launch.

The Discovery Day replaces guesswork with a proven methodology built by operators who have run businesses like yours. We start with your workflows and growth objectives, not with what AI can do.

95%
of AI pilots fail without ongoing human stewardship.

Not because the technology doesn't work—but because no one pays attention after the consultants leave. The Discovery Day ensures you start with a clear strategy and a realistic path to sustained results.

Who Shows Up

Operators, Not Career Consultants

Both senior partners—Jon Sheedy and Mike Daniel—lead every Discovery Day personally. We built and ran businesses before we advised on them.

Jon Sheedy

Jon Sheedy

Managing Partner & CTO

Built and scaled businesses across multiple industries. Applies operational pattern recognition to AI implementation—knowing which processes to automate, which to leave alone, and how to measure real ROI.

Mike Daniel

Mike Daniel

Managing Partner & COO

Deep expertise in change management and process optimization. Understands how organizations actually adopt new tools—the human side of technology transformation that determines whether AI investments stick or stall.

How It Works

Three Phases, One Day

PHASE 01 — PRE-WORK
Before We Arrive

We do our homework so we hit the ground running. Before we set foot in your facility, we review your financials, org chart, process documentation, and systems inventory. We distribute stakeholder questionnaires so every voice is heard—not just leadership.

PHASE 02 — ON-SITE DEEP DIVE
The Full Day

Both partners spend the full day with your owners, department heads, and key staff. We observe daily workflows firsthand, conduct cross-functional interviews, and map pain points and opportunities across every functional area. We learn your business by watching how work actually gets done—not through a slide deck.

PHASE 03 — YOUR DELIVERABLE
A Strategy You Own

You leave with a comprehensive AI strategy roadmap: prioritized use cases, ROI projections for each opportunity, an implementation timeline with sequencing, and resource and budget recommendations—including quick-win opportunities you can act on immediately.

What's Included

→Financial review and org chart analysis
→Process documentation and systems inventory
→Stakeholder questionnaires distributed in advance
→Full day with owners, department heads, and key staff
→Direct workflow observation across functional areas
→Cross-functional interviews and pain point mapping
→Prioritized AI opportunity roadmap
→ROI projections for each use case
→Implementation timeline and sequencing
→Resource and budget recommendations
→Quick-win opportunities for immediate impact
Typical Outcomes

What You Walk Away With

3–8
Prioritized AI Opportunities

Ranked by ROI potential and implementation complexity so you know exactly where to start.

Clear ROI
Projections Per Initiative

Not generic benchmarks—specific projections based on your workflows, volumes, and labor costs.

Quick Wins
You Can Act On Immediately

Low-effort, high-impact opportunities you can implement right away—before any larger project begins.

Confidence
To Move Forward—Or Not

A phased implementation plan you can execute on your own timeline, with or without us.

The Journey

How a Typical Engagement Unfolds

The Discovery Day is step one. Everything after is based on what we find together.

01

Intro Call

We learn about your business, goals, and challenges. You decide if a Discovery Day makes sense.

Today
02

Discovery Day

Full-day on-site deep dive with both partners. You leave with an AI strategy roadmap you own.

Week 2–3
03

Deploy AI

Implement AI agents across your priority workflows with measurable benchmarks.

Month 2–4
04

Agent Manager

Ongoing stewardship ensures your AI investments keep delivering and improving.

Month 5+
05

Sustained Growth

Documented EBITDA gains that compound over time—whether you're scaling, optimizing, or preparing for a future exit.

Ongoing

No commitment beyond the Discovery Day. If the roadmap reveals opportunities worth pursuing, we'll discuss next steps together. If not, you walk away with a comprehensive AI strategy you can execute on your own timeline.

Common Questions

About the Discovery Day

No. Most clients have zero AI in place when we start. The Discovery Day assesses your operations from scratch and identifies where AI creates the most value for your specific business.

We work with owners, department heads, and key staff across functional areas. Pre-work questionnaires ensure every stakeholder's perspective is captured—even if they can't be present the entire day.

The roadmap we deliver is a standalone strategic asset—yours to keep and act on with us, with another partner, or entirely on your own. There is no obligation to continue. Many companies find the roadmap alone is worth the investment.

We work with lower middle market companies generating $10M to $300M in annual revenue—whether family-owned, PE-backed, or investor-led. We work across industries and serve companies focused on growth, operational efficiency, or preparing for a future transition.

Typically within 2–3 weeks of our initial conversation. We need about a week for pre-work—reviewing your financials, distributing questionnaires, and preparing so we maximize the time on-site.

Ready to see what AI can do for your business?

The Discovery Day gives you clarity, a plan, and a strategy asset you own—regardless of next steps.

Schedule a Discovery DayCall (765) 534-8448