The AI Advisory Battle Plan
discovery first → then build
Help Omni use AI where it actually helps: identify each department's real bottleneck, then build reusable workflows that handle repetitive tasks and give time back to the team.
Discovery first, then build.
The diagnostic
Find the pattern before choosing the tool
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.
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 choose the first department
Before we pick the first department, we run it through five simple checks. The best first department is useful, low-risk, easy to explain, and light enough to actually start.
Is the task repeated often? Same input, same kind of output, happening again and again.
Can we start without sensitive client data? Use safe examples first so nothing gets stuck behind approvals.
Does the department head want the help? We need someone willing to try it, react to it, and help shape it.
Will the win be easy to show? Leadership should be able to see the before and after quickly.
Can it fit inside the normal workday? The department should save time, not create a second job.
Next action
What we need from Gail
Really just Gail's green light to proceed — three quick confirmations and we move.