Week 1
Data Collection
100+ Docs + Team Survey
Week 2-3
Knowledge Staging
Ingestion & Processing
Week 4-6
Roadmap Delivery
Transformation Blueprint
Phase Zero is the foundation of successful AI activation. It's a structured 4-6 week engagement designed to understand your agency's unique landscape, identify high-impact opportunities, and deliver a financially quantified blueprint for transformation.
Why Phase Zero Matters
Most agency AI initiatives fail not because of technology, but because of poor planning. Teams jump into tools without understanding their existing processes, data assets, or where AI can have the greatest impact. Phase Zero solves this problem.
Week 1: Data Collection
The engagement begins with comprehensive data gathering:
- 100+ document collection - Playbooks, SOPs, case studies, and templates
- Team survey deployment - Understanding pain points, workflows, and opportunities
- Application audit - Mapping HubSpot, NetSuite, Slack, and other connected systems
- Stakeholder interviews - Deep-dive conversations with key leaders
Weeks 2-3: Knowledge Staging
During this phase, we process and structure your agency's intelligence:
- Document ingestion - Processing and chunking all collected materials
- Knowledge mapping - Identifying connections and relationships
- Opportunity identification - Analyzing where AI can have the greatest impact
Weeks 4-6: Roadmap Delivery
The engagement culminates in a comprehensive transformation blueprint:
- AI landscape assessment - Current state analysis by department and personnel
- GTM/Sales AI roadmap - Specific automation and agent activation opportunities
- Financial quantification - Expected ROI and capacity creation metrics
- ALM foundation - Design for your Agency Language Model
Built-in Safety & Observability
All roadmaps include provisions for verify answer protocols, guard rails against PII leakage, and human-in-the-loop workflows for complex decisions.
Investment & Timeline
Duration
4-6 Weeks
Investment
Fixed Fee