AI Opportunity Diagnostic
Put AI to work inside your business, in half a day.
A private working session for your leadership team, run by the consultancy that already knows your Pipedrive.
Not a seminar. Your leadership team leaves with working AI assistants configured on your own files, one custom agent running a real workflow of yours, and a ranked map of where AI moves your numbers, priced in your own hours and dollars. A written opportunity report follows within five business days.
Deliverables
What your team leaves with.
- A configured AI workspace for each executive: durable memory, a master prompt the AI interviewed them to write, and a living to-do ledger.
- One working agent with a defined purpose, identity and rules, built live on a real workflow of yours.
- Your top three AI opportunities, each with an owner, an approval gate and a 30-day measure.
- A written opportunity report with a 90-day roadmap, and two to four quick wins you can act on the same week.
- An AI use policy skeleton your firm can adopt on the Monday.
- The Day-30 review: a scheduled call where we look at real results and decide to stop, standardise or expand.
A deeper, full-day program, the AI Executive Masterclass, extends this same workspace and adds a second capability: a writing-voice guide built from your own correspondence. Ask us about it during your intake call.
How it works
Five steps, one of them free.
- Intake: free, 30 minutes. Your ambitions, your workflows, where your data lives.
- Desk review: I study your Pipedrive and your workflows before arriving. You receive a one-page pre-read of the five places I believe AI moves your numbers.
- The half-day: four hours, at your office or remote. Executive frame, your AI workspace, the agent build, the diagnostic, scaling up, commitments.
- The report: within five business days. The full opportunity map and roadmap.
- The Day-30 review: included.
Who it is for
Built for owner-led businesses.
Designed for firms of roughly 10 to 50 employees: the owner plus two to six leaders, ideally including whoever runs operations. No technical background is required. If you can describe your business, you can do everything in this session.
Price
The price is on the page.
C$3,500, all-inclusive: discovery, the half-day session, the written report and the Day-30 review.
And an honest commitment to go with it: every roadmap I deliver carries kill criteria. If an experiment is not working at day 30, I will tell you to stop.
Why me
Three reasons, and no slide deck.
- I run my own practice this way. The methods in this session are the ones I operate on daily, not theory.
- Your data, your numbers. I arrive already knowing your CRM, so the diagnostic starts from your real workflows rather than a generic deck.
- A price on the page. No "contact us for pricing".
Led personally by me, Joseph Valenti. Ten years and more of Pipedrive CRM consulting, ten years of business automation, and two years of hands-on work with AI systems. Beaconsfield, Québec. Sessions are delivered in English or French.
Common questions
The three I am asked most.
Do we need technical people in the room?
No. This session is for the people who run the business.
What do we need to prepare?
About 20 minutes per attendee: an AI account, one app installed, and one recurring task in mind. I send exact instructions beforehand.
What happens to our data?
That question is a module of the session. You will leave with a data traffic-light your whole firm can use, and nothing sensitive is used in the room.
Next step
Start with the free 30-minute intake.
Thirty minutes to hear your ambitions and your workflows, and to tell you honestly whether this session would earn its fee at your firm.
Prefer email? ServiceProvider@PipedriveExperts.com