AI Strategy + Implementation

Strategy first. Then the tools, if they earn their place.

AI that earns its place.

We diagnose where AI fits in your business, design the workflow, and stay until your team uses it without thinking about it. The technology is the easy part. Knowing what to build, and what not to, is the work.

Intro call Free Intro call + written follow-up — before you commit a dollar.
Pilot to result 30days From "we should try AI" to a first measurable result.
Pilot, fixed fee $5.6–10.5k Scoped, no retainer. See full tier pricing.
How we work

We don't lead with the tool. We lead with the problem.

Most AI consulting works backwards. They start with what AI can do and look for places to plug it in. We start with what's costing you time, money, or sleep, and figure out whether AI is the right answer.

Sometimes it's not. Sometimes the workflow itself is broken and AI would just speed up the mess. That's a recommendation we make often.

When AI is the answer, we design the system around your team, not around the technology. The workflow has to be one your people can actually run, on a Tuesday, when you're not in the room.

What we build

Three kinds of work.

INTELLIGENCE · 01

Know what's actually happening in your business.

Pull data from the tools you already use into a place where decisions can happen. Live dashboards, threshold alerts, weekly digests, all built around your decision cycle, not ours.

See: PDF to CRM workflow
DESIGN · 02

Design the workflow before you write code.

Most AI consulting starts with the tool. We start with the workflow. Map who does what, where time leaks, what can be automated without breaking the human handoffs that actually matter.

See: Inquiry filter funnel
EXECUTION · 03

Build it, ship it, stay until your team runs it.

AI projects fail when consultants hand off and leave. We don't. We stay through rollout until your team runs the system without thinking about it.

See: Customer question router
The process

Diagnose. Design. Build. Measure.

A compass, not a line. Measure feeds back into Diagnose — that's why our engagements compound.

Diagnose

Map the work before the tooling.

Input Interviews with your team + workflow walkthroughs
Move Cost-of-status-quo math + bottleneck mapping
Output A one-page workflow audit

Design

Workflow on paper before code.

Input The audit + your existing tech stack
Move Workflow design + paper-prototype validation
Output A workflow blueprint (1 page, 1 diagram)

Build

Pick what fits, not what is trendy.

Input The blueprint + your team's actual stack
Move Hand-coded or off-the-shelf + handoff training
Output A working system + runbook

Measure

Real numbers. Honest assessment. Re-orient.

Input Live system + baseline metrics
Move Outcome measurement + retrospective
Output A measured-result memo + next bearing
Part of The W&W Compass — our four-phase methodology, applied to every engagement.
In practice

Workflows AI handles fast.

Three patterns we see across SMBs that AI consistently handles well. If any of these are eating hours in your business, that's likely where we'd start.

WORKFLOW 01
INQUIRIES IN AI QUALIFIED FILTERED

Filter inquiries. Qualify leads.

Most service businesses lose 30% of inquiry time to triage. AI handles the filtering. Your team only sees the leads worth a discovery call.

WORKFLOW 02
PDF AI CRM

Read invoices, contracts, forms.

If your team types data from PDFs into systems, that's the first thing to automate. AI reads, extracts, drops the fields into your CRM. Hours to minutes, and the typos disappear.

WORKFLOW 03
CUSTOMER ? AI 80% INSTANT 20% TEAM

Handle the common. Route the complex.

Eighty percent of customer questions are versions of fifteen common ones. AI handles those instantly. The rest get routed to your team with full context pulled.

Who this is for

Built for firms like yours.

Yes, we're an AI consulting firm telling you to be skeptical of AI. It won't replace your judgment, and it won't fix a broken process — it'll just make the brokenness faster. Here's where we land best.

Good fit
  • Professional services firm (accounting, law, consulting, architecture)
  • 15–75 employees with real operational complexity
  • Leadership knows AI matters but hasn't found the right partner
  • Ready to rethink how you work, not just patch one process
  • Wants to see results before committing to more
Not our thing
  • Enterprise teams with dedicated AI or IT departments
  • Solopreneurs or very early-stage startups
  • Looking for someone to just install a chatbot
  • Wants a strategy deck, not a working system
  • Needs a full-time CTO — we're consultants, not employees
Packages

Flat-fee. Scoped before we start.

We don't bill by the hour. Every engagement is scoped, priced, and delivered as a fixed project. Most clients land in Pilot: one workflow, thirty days, a measurable result before you commit to more.

Founding Cohort · 30% off · 5 slots First five clients get 30% off in exchange for a written case study. List price returns once the cohort fills.

Discovery Sprint

$1,750–$3,500 $2,500–$5,000 list
1–2 weeks · audit + roadmap

A focused diagnostic. We map your workflows, find where AI fits (and where it doesn't), and deliver a prioritized roadmap you keep. Paid because it has real value; free intro call before you commit.

  • Includes
  • Workflow + process review
  • Tooling audit — what you have and what fits
  • Prioritized opportunity map
  • Written assessment document
  • No commitment to next tier
Most popular

AI Pilot

$5,600–$10,500 $8,000–$15,000 list
30 days · one workflow · built + deployed

One workflow, scoped from discovery, built and deployed inside your team. The fastest path from "we should try AI" to a measurable result.

  • Everything in Discovery, plus
  • One workflow built + deployed
  • Team training and rollout
  • 30 days post-launch support
  • Measured outcome by day 30

Full Implementation

$14,000–$31,500 $20,000–$45,000 list
8–16 weeks · 2–3 workflows

Two or three connected workflows, scaled across teams. For when the pilot proved it out and you want to roll the model out properly.

  • Everything in Pilot, plus
  • 2–3 connected workflows
  • Cross-team rollout + change mgmt
  • Integration with existing tools
  • Custom dashboards + reporting
  • 60 days post-launch support
No surprise invoices. No "strategy sessions" billed at $300 an hour. You can also continue project-by-project, no retainer — roughly 15% faster on repeat work because we already know your tools and team.
The part most consultants skip
If AI isn't the answer, we'll tell you. That's the part most consultants skip.
Wargo & Wolford · the operating principle
Ready?

Ready to find your first workflow?

Tell us about your business. We'll diagnose what's eating the most time. If AI is the answer, we'll quote a 30-day pilot. If it isn't, we'll tell you what is.