Global B2B offer · reporting and research workflow ROI

Stop rebuilding the same client reports and research briefs every week.

The AI Workflow ROI Sprint is a 7-day productized audit for agencies and B2B teams that spend 3+ hours/week on repeated reporting, research-to-brief, proposal prep, or client-ready recommendations.

Pilot offer

US$1,500one workflow audit
7 daysdecision memo delivery
1 ownerclear workflow accountability
30-day KPIimplementation decision gate
PainCurrent costSprint output
Client reports take too long every weekManual export cleanup, narrative rewrites, QA delaysReporting workflow map, bottleneck diagnosis, and 30-day KPI
Research briefs are slow or inconsistentRepeated topic research, unclear handoffs, review churnResearch-to-brief workflow and safe AI usage boundary
AI tools are being added without payback proofMore subscriptions without reducing manual workKeep/cancel/test/implement decision memo
Automation feels riskyConcern about data, quality, adoption, and wasted setupOne low-risk workflow test using safe samples only

What the buyer receives

The paid product is a decision-ready workflow ROI package, not a vague AI recommendation.

Current workflow map

Inputs, data sources, manual steps, review points, outputs, ownership, and the real bottleneck.

Time and cost baseline

Weekly hours, rework cost, review delay, tool cost, and what has to change for payback to be credible.

AI improvement options

Two or three safe test options with tool fit, data boundaries, setup risk, and keep/cancel thresholds.

ROI memo and 30-day action plan

A keep, cancel, test, or implement recommendation with one KPI and the next implementation decision.

Who this is for

Best fit: teams that can point to one weekly workflow that is late, repetitive, hard to QA, or expensive to keep doing manually.

Marketing agencies

Weekly client reporting, campaign QA, repeated recommendations, and account-manager review loops.

AI automation consultants

Pre-sales discovery, intake-to-proposal workflows, and implementation scoping decisions.

B2B content teams

Research-to-brief workflows, content operations, expert-review handoffs, and performance summaries.

Operations teams

Manual reporting, spreadsheet cleanup, CRM updates, and quality-control workflows.

QuestionSprint outputWhy it matters
Why does this report or brief keep taking so long?Workflow map with bottlenecks and owner handoffsShows whether the real issue is data cleanup, review, rewriting, or tool choice.
Can AI safely reduce the workload?Risk-aware AI/tool shortlist and test methodAvoids adding subscription cost without workflow fit.
Is implementation worth paying for?Keep/cancel/test/implement memo with 30-day KPIPrevents custom work before the workflow proves value.