For owners who want AI working without managing it
BusinessStrategySession.
Two hours of your time. We talk with your team, build the numbers, and sit down with you to decide where AI will pay. Your one page money map follows within 48 hours.
What it is
2 hours, one on one with Talia.
The Business Strategy Session is 2 hours, one on one with Talia McCarthy, virtually or in person. Before you sit down, Talia meets with your office manager and builds a draft money map from your numbers. Together you decide where AI could help attract or convert more customers, recover time or improve margins, and where it is unlikely to pay off. Every estimate shows its math and is labeled an estimate, not a promise.
2 hours of your time, one on one with Talia McCarthy, virtually or in person
For owners who want AI handled for them, and owners getting ready to sell
Identify where AI could help attract or convert more customers, then recover time or improve margins
Estimate potential financial return using your numbers, costs and realistic assumptions
Clarify what to do first, with no pressure to buy more
A practical, honest assessment, not a sales pitch
Step by step
How it works.
Step 1
Free audit
Your office manager, or whoever runs day to day operations, fills in the free AI Maturity Audit and a short numbers sheet. You don't have to.
Step 2
Free audit review call
We walk through your audit results together and decide whether the Business Strategy Session is the right next step.
Step 3
Staff call
Talia spends 1 hour with your office manager to learn how the work really gets done. You don't need to be on it.
Step 4
Your 2 hour session
One on one with Talia. We go through the draft money map built from your numbers and decide what to build first.
Step 5
Your one page money map, within 48 hours
Where AI will pay, where it won't, what it should earn back, and what to build first.
What you receive
After the session.
Full audit findings
After the session, review the complete AI Maturity Audit findings with Talia so you can see what is ready, what needs attention and what could affect your next decision.
Your one page money map
Your one page money map arrives within 48 hours. It puts customer growth opportunities first, gives a dollar range built from your own numbers, shows what it should earn back and when, and sets your first build priorities. It separates potential revenue from estimated profit. These are estimates, not promised returns.
If you want help implementing
Capabilities recommended after the findings.
After the Business Strategy Session, you choose how to put the money map to work. Build it yourself with my coaching, or have my team build it: custom apps, workflows, automation, integrations and support after launch. Anything after the session is scoped with you separately, before any work starts.
Custom apps and workflows
Custom business applications and workflow automation built for your work, scoped with you after the session.
Integrations
Integration across the systems you already use so data moves without reentry.
Guided implementation and training
Guided implementation, training and ongoing support so your team can run what gets built.
How we work together
You make the decisions. We handle the AI.
Most owners we meet don't want to become AI experts, and they don't want another vendor to manage. You stay the business decision maker. You don't become the AI implementation manager, and you don't have to chase us for updates.
What we handle
What you handle
Who it is for
Is the Business Strategy Session right for you?
- Owners who know AI could grow the business but don't want to learn it, manage it or manage another vendor.
- Owners who have already paid for AI tools, training or outside help and can't point to the return.
- Owners getting ready to sell in the next 12 to 36 months who want the business worth more and less dependent on them.
- Owners who want more customers or growth without adding headcount at the same pace.
- Owners who want real numbers and a clear plan, not a sales pitch.
Answers
Business Strategy Session frequently asked questions.
What is the Business Strategy Session?
Two hours, one on one with Talia McCarthy, virtually or in person, after a free audit and a 1 hour call with your office manager. You decide together where AI will make your business money, where it won't, and what to build first. Within 48 hours you get a one page money map built from your own numbers.
Do I need to complete the audit before the session?
Yes. You complete the free AI Maturity Audit before the session. Referrals and ready buyers may book a free audit review call first, but the audit must be complete before you attend the Business Strategy Session.
Is the session virtual or in person?
The Business Strategy Session can be held virtually or in person. You and Talia agree on the format that works best during your free audit review call.
What happens after the session?
Within 48 hours you get your one page money map. Then you choose: build it yourself with my coaching, or have my team build it. Anything after the session is scoped with you first.
How much of my time will this take?
About 2 hours, for the session itself. Your office manager handles the audit and a 1 hour call with Talia. If you have us build afterward, you name one point of contact and make the business decisions in a short monthly meeting.
Will I end up managing you too?
No. You don't want to manage AI, and you shouldn't have to manage us either. We own the work we agree to, and we bring you plain progress updates at each milestone without you asking.
Does Talia guarantee financial results?
No. Revenue, customer growth and ROI are not guaranteed. Financial estimates depend on your business numbers and stated assumptions. Actual outcomes depend on business conditions and how changes are implemented and adopted.
Know where to start.
Start with the free audit and a free audit review call. Referrals and ready buyers can book the review call first, then complete the audit before the session.