AI STRATEGY SESSION

Identify where AI will deliver most value to you.

A three-phase diagnostic for credentialed professionals and executives. Bot intake, AI deep dive, and 90 minutes with Romesh — delivering a written workflow map and action options in five business days.

BOOK THE SESSION — CAD $1,500 SEE WHAT YOU RECEIVE

DIAGNOSTIC — NOT A SALES CALLWRITTEN DELIVERABLE IN FIVE BUSINESS DAYS$1,500 CREDITED IF YOU PROCEED TO IMPLEMENTATION

HOW IT WORKS

Three phases. One written deliverable.

The analysis is done before you meet with Romesh. The 90 minutes is focused on validation, refinement, and working through your options — not starting from scratch.

Bot Intake

15–20 minutes, on your own schedule

A structured interview via a customized bot. You describe your practice or operation — workflows, current tools, the work filling your time, the problem that brought you here. Your responses are structured into Part 1 of your deliverable: a written workflow map with your delegation opportunities flagged within it. Romesh reviews this before the session.

AI Deep Dive

Automated — delivered before your session

Before you meet with Romesh, an AI analysis runs against your workflow map. It assesses where AI has practical fit for each workflow — which tools are realistic, which integrations make sense, and where automation is premature given your stack and professional context. Both you and Romesh receive this before the session. The 90 minutes starts with the analysis already done.

90 Minutes with Romesh

Scheduled after intake and payment are confirmed

A working session, not a pitch. Both parties arrive informed — you have the deep dive in hand, Romesh has reviewed it. The session is focused on validation, clarification, and judgment calls. Romesh refines the analysis against what you know about your practice and works through your Action Options with you. The written deliverable follows within five business days.

Already completed the Delegation Gap Assessment? Contact Romesh to apply your credit.

WHAT YOU RECEIVE

Two parts. One PDF.

Delivered within five business days of the session. Written, not verbal. Yours to keep and act on — regardless of what comes next.

Part 1

Your Practice Map

Generated from your bot intake

A written map of how your practice or operation actually works — based on what you described in the intake. Your delegation opportunities are flagged within each workflow: where work is consuming time that does not require your judgment, and where the gap is largest. Most professionals have never seen their own workflows documented. This is the foundation the rest of the analysis builds on.

Part 2

Your Path Forward

Romesh's analysis from the session

Where AI fits your specific workflows — and where it does not. Tool recommendations grounded in your actual stack and professional context. A set of prioritised Action Options: multiple paths forward, some involving Romesh, some you or another provider can act on directly. Each option includes enough detail to act on independently. If you proceed with Romesh, the $1,500 Session fee is credited in full against implementation.

Most professionals don't know what their options actually are. This session produces that clarity.

WHO IT'S FOR

High-judgment professionals who carry the risk.

Credentialed solo and small practices — lawyers, accountants, mortgage agents, specialist advisors — where the professional carries regulatory or professional liability, and generic AI tools create more exposure than they remove.

And executives managing high-judgment operations — C-suite and VP-level leaders where the wrong AI fit introduces risk at scale. The diagnostic works the same way: map the workflows, find where AI delivers most value, surface the options.

Law · Accounting · Mortgage · Real Estate · Specialist Advisory · Executive Operations

QUESTIONS

Before you book.

Is this a sales call?

No. The session is a diagnostic — you arrive with the analysis already done. The 90 minutes is focused on validation and options. The written deliverable is yours regardless of what you decide. Some clients use it to brief internal staff or another provider. Some proceed to implementation with Romesh. Neither outcome is assumed.

Who is this for?

Credentialed professionals — lawyers, CPAs, mortgage agents, realtors, specialist advisors — who carry regulatory or professional liability and want AI built around that reality, not generic use cases. And C-suite or VP-level executives managing high-judgment operations where the wrong AI fit introduces risk at scale.

What if I've already completed the Delegation Gap Assessment?

Your $49 Assessment is credited in full against the Strategy Session. Your Part 1 is already done — the session moves directly to the AI deep dive and the 90-minute session with Romesh. No repeated intake.

Does Romesh give advice during the session?

The session is focused on validation and judgment calls against an analysis that is already complete. Romesh refines, corrects, and works through your options with you. The formal recommendations and Action Options are documented in the written deliverable — not left as a verbal conversation you have to reconstruct afterward.

What if the deliverable recommends a path that does not involve Romesh?

That is a legitimate outcome. Part 2 surfaces multiple paths — some involving Romesh for implementation, some that you or another provider can act on directly. The value of the session is knowing what your options are and having enough detail to choose between them.

What happens if I want to proceed to implementation with Romesh?

Your $1,500 Session fee is credited in full against implementation. Part 2 of your deliverable already contains the project scope — implementation can begin without a separate scoping phase. The credit is valid for 30 days from the date the deliverable is delivered.

AI STRATEGY SESSION

CAD $1,500. Written deliverable in five days.

The full $1,500 is credited against implementation if you proceed within 30 days. Already completed the Delegation Gap Assessment? Your $49 is credited in full.

BOOK THE SESSION START WITH THE $49 ASSESSMENT

Secure checkout · Payment required to schedule · Refund policy in session terms