What to Expect from an AI Consulting Session

Most business owners I talk to are curious about AI. They've heard the hype. They've seen the headlines. But when it comes to actually sitting down with someone and figuring out what AI can do for their specific business, they have no idea what the conversation looks like.

I get it. The term "AI consulting session" sounds vague. Maybe even intimidating. So I want to pull back the curtain completely. This is exactly what happens when you book a session with me at King Intelligence. What you should prepare beforehand, what we actually talk about, and what you walk away with at the end.

No surprises. No upsell traps. Just a clear picture of the process.

Why I Structured It This Way

Before I get into the details, some quick context. I spent 16 months at Ohio Health Benefits advising business owners on employee benefits. During that time, I was constantly automating my own workflows with AI. Scheduling, follow-ups, data entry, reporting. The more I automated, the more clients and colleagues started asking me how I was doing it.

That's what led me to start King Intelligence. And when I designed the consulting session, I wanted it to solve the number one problem I kept seeing: business owners knew AI was important, but they had no idea where to start.

So the session is built to give you clarity. Not a sales pitch for a $50,000 engagement. Not a generic overview of what ChatGPT can do. A specific, honest assessment of your business and where AI will actually make a difference.

The session costs $249. It lasts about 90 minutes. And within 24 hours, you get a written action plan you can use whether or not you ever work with me again.

Before the Session: What to Prepare

You don't need to do a ton of homework. But a little preparation makes the session significantly more valuable. Here's what I recommend.

Write down your biggest time sinks

Think about the tasks in your business that eat up the most hours every week. The stuff you or your team does over and over. Don't worry about whether AI can fix them. That's my job. Just make a list. Five to ten items is plenty.

Common things I see on these lists: manually entering data into spreadsheets, chasing down invoices, responding to the same customer questions over and over, creating social media posts, scheduling appointments back and forth over email, following up with leads who went cold.

Know your tools

I'll ask what software you currently use. Your CRM, your email platform, your project management tool, your accounting software. You don't need to prepare a formal list. Just be ready to tell me what you use day to day. This matters because the best automations connect tools you already have. I'm not going to recommend you rip out your entire tech stack and start over.

Think about what frustrates you

This is the most underrated preparation step. What are you sick of dealing with? What makes you say "there has to be a better way"? Sometimes the best automation opportunities come from the things that annoy you the most, not the things that take the most time.

Have a rough idea of your budget

You don't need an exact number. But it helps if you've thought about whether you're open to investing in implementation after the session. Some business owners just want the roadmap and plan to implement it themselves. Others want me to build everything. Both are fine. Knowing where you stand helps me tailor the recommendations.

During the Session: What We Cover

The session runs about 90 minutes over a video call. Here's the structure I follow, though the conversation is natural. It's not a rigid script.

Part 1: Understanding your business (20-25 minutes)

I start by asking questions. A lot of them. I want to understand how your business actually works, not how you think it should work or how it's described on your website. The real, day-to-day operations.

What does a typical day look like for you? How do leads come in? What happens after someone becomes a customer? Who does what on your team? Where do things get stuck or fall through the cracks?

I'm listening for patterns. Repetitive tasks, bottlenecks, manual handoffs between people or systems, things that happen the same way every time. Those are automation opportunities.

Part 2: Identifying opportunities (25-30 minutes)

This is where it gets interesting. Based on what you've told me, I start mapping out specific opportunities where AI or automation could help. I'm not vague about this. I'll tell you exactly what I'd automate, what tools I'd use, and roughly how long it would take to build.

For example, if you tell me your team spends three hours a day responding to the same customer questions, I might recommend building an AI chatbot trained on your specific knowledge base. I'll explain how it works, what it costs to run, and what kind of results you can expect.

Or if you tell me you're manually following up with every lead via email, I'll walk through how to set up an automated follow-up sequence that personalizes messages based on where the lead came from and what they're interested in.

I typically identify five to ten opportunities in a session. Not all of them are worth pursuing. Some will save you an hour a week. Others might save you 20 hours. Part of my job is helping you figure out which ones to prioritize.

Part 3: Prioritizing and planning (25-30 minutes)

We take the full list of opportunities and rank them. I use a simple framework: impact versus effort. Which automations will save you the most time or money relative to how difficult they are to build?

This is where I'm completely honest with you. If something would take 40 hours to build and only save you 2 hours a week, I'll tell you it's probably not worth it right now. If something takes 4 hours to build and saves you 10 hours a week, that goes to the top of the list.

We'll also talk about quick wins. Things you can implement yourself in the next week without hiring anyone. I always try to give you at least two or three of these. Maybe it's setting up a free Zapier automation, using ChatGPT with a specific prompt I'll write for you, or configuring a feature in your existing software that you didn't know existed.

Part 4: Questions and next steps (10-15 minutes)

I leave time at the end for you to ask anything. About the recommendations, about AI in general, about what implementation would look like if you wanted to move forward. There's no pressure here. Some people book a session, get the action plan, and handle everything themselves. That's a perfectly good outcome.

After the Session: The Deliverable

Within 24 hours of our call, you'll receive a written action plan. This isn't a generic PDF template I send to everyone. It's a custom document based on everything we discussed.

What's in the action plan

The plan includes several sections.

Executive summary. A one-paragraph overview of the biggest opportunities I identified and my top recommendation for where to start.

Opportunity breakdown. Each automation opportunity we discussed, written up with details. What it does, what tools are involved, estimated time to build, estimated time saved per week, and a rough cost estimate.

Priority ranking. The opportunities ranked from highest impact to lowest, with my reasoning for the order.

Quick wins. Two to three things you can implement right away on your own. Step-by-step instructions included.

Implementation roadmap. If you decide to move forward with building the automations (with me or on your own), this section lays out the recommended order and timeline.

The action plan is yours. You own it. You can hand it to another consultant, give it to your IT person, or use it as a reference for the next two years. It's designed to be useful regardless of what you do next.

What the Session Is Not

I want to be upfront about what this session doesn't include, because managing expectations matters.

It's not implementation. We're not building automations during the session. The session is about identifying and prioritizing opportunities. Implementation is a separate engagement if you want to go that route.

It's not a sales pitch. I'm not going to spend 90 minutes trying to convince you to buy a $10,000 project. If I think you need one, I'll say so. If I think you can handle everything yourself, I'll say that too. My goal is to give you an honest assessment, not to maximize my revenue from one session.

It's not a tutorial. I won't teach you how to use ChatGPT or walk you through how to set up a Zapier account. The session is about strategy and planning, not hands-on training.

It's not one-size-fits-all. Every session is different because every business is different. The roofing company session looks completely different from the insurance agency session, which looks completely different from the accounting firm session.

Who Gets the Most Value from a Session

Not every business owner needs this. Here's who typically gets the most out of it.

Business owners spending 10+ hours per week on repetitive tasks. If you or your team are doing the same things over and over, there's almost certainly a way to automate some of it. The session will tell you exactly which tasks and how.

Companies with 2 to 50 employees. This is the sweet spot. Big enough that inefficiencies actually cost you real money. Small enough that you don't have an IT department figuring this out already.

People who know AI matters but don't know where to start. If you've been thinking "I should probably be using AI for something" but you're overwhelmed by the options, that's exactly what the session is for.

Business owners who've been burned by vague advice. If you've read ten articles about AI and still have no idea what to actually do, the session will give you a concrete plan with specific steps.

Who Should Probably Skip It

I'm honest about this too. The session isn't for everyone.

If you're a solopreneur doing less than $100k in revenue and you're mainly looking for free tools, you'd be better off spending the $249 on a ChatGPT subscription and watching some YouTube tutorials. I'll even point you to the good ones if you ask.

If you already have a clear AI strategy and you just need someone to build it, skip the session and go straight to an implementation conversation. No need to pay for planning you've already done.

If you're looking for someone to promise that AI will 10x your revenue overnight, I'm not your guy. I give realistic assessments. Sometimes the honest answer is "AI can save you 5 hours a week." That's valuable, but it's not a moonshot.

Common Questions

"Do I need to be technical?" Not at all. Most of my clients aren't. I explain everything in plain language. If I catch myself using jargon, call me out.

"What if AI isn't right for my business?" Then I'll tell you that. It's happened before. I'd rather give you an honest "not yet" than take your money and waste your time. If AI isn't the right move right now, I'll explain why and what would need to change.

"Can I bring my team?" Absolutely. In fact, having your operations manager or whoever handles the day-to-day processes in the room usually makes the session more productive. They know the details I need to hear.

"Is it over Zoom?" Video call, yes. If you're in Northeast Ohio and prefer to meet in person, we can make that work too.

"What happens if I want to move forward with implementation?" We'll schedule a follow-up conversation to scope the project. Implementation projects typically range from $2,500 to $10,000 depending on complexity. But there's zero pressure to commit to anything during or after the consulting session.

Book a Session

If this sounds like what you need, reach out here. Tell me a little about your business and what you're hoping to get out of the session. I'll get back to you within 24 hours to schedule a time.

$249. 90 minutes. A written action plan within 24 hours. That's the deal.