SOP: AI Growth Sprint Workshop

One-liner: Run a structured, low-pressure AI workshop that moves a client from “not now” uncertainty to a practical 90-day execution plan.

Last updated: 2026-04-07

Domain / Service line: AI / Workflow Automation

Tech anchors: Client workflow stack (Slack, CRM, analytics, data warehouse as applicable), shared scoring matrix, planning board

How to use this doc

Use this playbook when a prospect is not ready for full implementation but is open to a focused working session. This SOP covers preparation, live facilitation, and post-workshop conversion follow-through.

Scope & configuration

Default bundle (free 1-hour format):

Pre-read intake and workshop prep
60-minute facilitated session (Audit → Plan → Execute)
Post-session summary with prioritized use cases and immediate next steps

Optional add-ons:

Half-day working session (deeper backlog and KPI design)
Follow-up roadmap review with additional stakeholders
Conversion into paid implementation sprint

Prereqs

Data & access: No system credentials required for the free format; artifacts are discussion-based
Environment: Shared workshop board or doc where use cases and scoring are captured
SMEs: Client sponsor plus at least one operator from the highest-friction workflow

Phase 0 — Pre-Workshop Intake

Duration: 2-5 business days
Outcome: Right people in room, clear target workflow, prep context assembled

Confirm workshop objective and target workflow
Collect light intake: current blockers, goals, and known constraints
Confirm participants and decision-maker attendance
Prepare scoring template (impact, feasibility, time-to-value, confidence)

Gate: Sponsor confirms attendees and objective before live session.

Phase 1 — Live Workshop (Audit → Plan → Execute)

Duration: 60 minutes (free format) or half-day (expanded format)
Outcome: Prioritized opportunity set and initial 30-60-90 plan

Segment A: Audit (what’s broken?)

Map current workflow and failure points
Identify constraints (data quality, process, tooling, ownership)
Capture where time and decision latency are highest

Segment B: Plan (what’s possible?)

Generate candidate AI use cases
Score and rank top opportunities by impact and feasibility
Select quick wins and one strategic bet

Segment C: Execute (how to get there?)

Assign owners and first actions
Define initial success signals and checkpoints
Align on a 30-60-90 sequence

Gate: Sponsor agrees on top priorities and next-step owner.

Phase 2 — Post-Workshop Conversion Follow-Up

Duration: 3-10 business days
Outcome: Decision on next engagement path

Deliver workshop recap (prioritized use cases + owner/timeline plan)
Run short follow-up to clarify sequencing and dependencies
Propose right-sized next step (implementation sprint or advisory extension)
Track accept/decline reasons to improve TOFU conversion play

Deliverables (standard)

Artifacts: Ranked use-case list, scoring matrix, 30-60-90 action plan
Recommendations: Quick-win shortlist and strategic sequencing recommendation
Handoffs: Summary doc plus recommended next engagement path

Success metrics

Execution KPIs: Workshop held with decision-maker present, recap delivered within SLA
Adoption KPIs: Percent of workshop actions started within 30 days
Business KPIs: Workshop-to-paid-conversation rate and workshop-to-deal conversion rate

Risks & mitigations

Risk	Mitigation
No decision-maker in room	Require sponsor attendance before scheduling
Workshop stays too abstract	Force scoring and owner assignment in-session
No post-workshop momentum	Schedule follow-up and deliver recap within 48 hours

Delivery notes (internal)

Squad & roles: Facilitator (lead), operator/SME (co-facilitator optional), note owner
Definition of done: Client receives ranked opportunities and a named 30-60-90 owner map
Change log / version: v1.0 initial offer package

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