AI Advisory Battle Plan
Help Omni adopt AI the practical way: find each department's real bottleneck, then build a reusable workflow that fixes it. We are not here to sell AI tricks or push every tool on every person. Discovery first, then build.
The Diagnostic
One rule sorts every department
Don't start with the tool. Start by listening for the tell — the phrase a team says without thinking. Each tell points to one of three buckets. Click a card to see the tell and the response.
A creative-team revenue experiment — not Kerry + Carson's focus this round.
Tell Sorter
Click a phrase a department might say. We'll route it to the right bucket.
The Approach
Crawl, Walk, Run
Five steps, paced deliberately. Win small and visibly before we scale, and only graduate to harder builds once the easy wins are banked.
Interview every department at the July kickoff and classify each bottleneck with the rule above.
Handpick ONE department to start, deliberately, after discovery. Not 13 at once.
Build that department a skill set and teach the workflow. Bank a fast, visible win.
Replicate the same approach to the next department.
Graduate to agents + second brains only after skills are proven and data approvals are sorted.
Why skills first
Fast, safe, need no client-data approval, and they produce a repeatable template to copy to the next team. Agents are higher value but more technical and gated — so they come after momentum.
First Department
How we handpick the first department
Five scoring criteria. The first pick has to be a sure thing — the win that earns us the right to do the rest.
Repeatable output (clear skill fit).
No client-data approval needed to start (avoids the IT / data gate).
A willing department head.
Visible value leadership can see.
Low lift against our day jobs.
Scope Guardrails
The lines we hold
Three rules that keep the plan realistic, safe, and aligned with leadership's own ask.
One department at a time. This is Ken's own ask: baby steps, one win at a time.
Both have full-time jobs; the plan must fit around them.
Protect client data, brand quality, and compliance — including Honda's no-recording rule.
Next Action
What we need from Gail
Really just Gail's green light to proceed — three quick confirmations and we move.