Everything we get asked before someone books a session. If yours isn’t here, book a free 15-minute call and ask directly.
Leaders who know AI is becoming part of the business — but aren't entirely sure what's actually happening across the organization. Maybe you're just getting started. Maybe you've already reached the Wild Wild West — people experimenting, teams choosing their own tools, AI popping up in processes everywhere, and nobody with a complete picture of it. The Sweep gives you a structured look at where you actually stand, what's working, what's missing, and what deserves attention next.
We work through what's actually happening with AI across your business — what's being used, where it's being used, what's working, what's not, and where there may be gaps or overlap. It's a working session, not a presentation.
Start with the person who has the broadest view of AI across the business. If someone else has important context they don't — bring them too. You don't need a room full of people to make this useful.
Not much. You'll complete a short questionnaire before we meet so we can spend the session working on the important stuff instead of collecting basic information. Plan on about 15–20 minutes.
You'll receive a written assessment of what we found — including a clear view of your current AI landscape, what's working, where there are gaps or unnecessary overlap, what may need to stop, and what deserves a closer look. You'll also get a starter Reuse Catalog so useful AI work doesn't stay buried inside individual teams. Most importantly, you'll know where you stand and what makes sense to do next.
Within 3–5 business days after your session. You'll get access to scheduling immediately after purchase.
Because we're not starting with a maturity model and trying to figure out which box you belong in. We're looking at what's actually happening inside your business. The Sweep is intentionally focused: one working session, a practical assessment, and a clear point of view on what deserves attention next. No six-month engagement. No 80-page strategy deck. No manufactured roadmap full of AI projects you didn't ask for.
Absolutely. In fact, that's often when the Sweep becomes especially useful. AI tends to grow faster than the operating structure around it. Different teams experiment. Tools multiply. Good ideas stay isolated. Nobody has a complete picture. The Sweep helps you see the whole thing.
Yes. You don't need an AI program, a stack of pilots, or a dozen tools to benefit from the Sweep. Starting early gives you the opportunity to put some structure around AI before things get unnecessarily complicated.
That depends entirely on what we find. You may have a few things to clean up. You may uncover opportunities worth pursuing. You may need more structure around how AI gets managed. Or you may be in better shape than you thought. The Sweep tells us that. There's no predetermined next step — because recommending more work before we've looked under the hood would defeat the entire point.
No. The Sweep is designed to stand on its own. You'll leave with useful findings and clear next steps whether we ever work together again or not.
AI Operating Sweep purchases are non-refundable. You may reschedule once at no additional charge with at least 48 hours' notice. Changes within 48 hours of your scheduled session aren't eligible for a refund or complimentary rescheduling. If we need to cancel and can't find another time that works for you, you'll receive a full refund.
Book a free 15-minute Sweep Discovery Session with Julie — no pressure, no pitch, just a chance to ask before you commit.
Book your free 15-minute session →Book your AI Operating Sweep session, or talk it through first — no pressure either way.