Align leaders, pick one use case, and scope one workflow—leave with a 90-day plan in 1–2 days. Add a Build Sprint to ship a v1 by Day 14.
Real outcomes from a focused Retreat (+ optional 10-day Build Sprint).
Based on composite outcomes across B2B SaaS teams (50–300 FTE).
Agents overloaded with repetitive "where is my…" tickets.
Intake triage + knowledge-base GPT with safe escalation; SOP + guardrails; QA lane.
30–55% deflection on repetitive tickets; response time down; QA pass ≥95%.
Sluggish hand-offs across GTM tools; missed first-touch SLAs.
Make/Zapier orchestration, enrichment, ownership rules, real-time alerts, SLA dashboard.
40–60% faster first-touch; materially fewer dropped leads.
Manual document drafting for proposals and reports.
RAG-based drafting with review lanes, red-flag prompts, and audit logging.
2–3× faster first drafts; reviewer satisfaction ↑ with fewer rewrites.
Legal/security stall GenAI rollouts; unclear risk ownership.
Acceptable use, data & access matrix, human-in-the-loop (HITL) checkpoints, DPIA starter; review cadence.
Clear go/no-go lanes; approvals unblock build and ongoing iteration.
Bay Area venues near short hikes. Morning deep work, afternoon walk-and-talk.
We come onsite. Same outcomes, zero travel time.