Services

Diagnose. Decide. Execute.

The A.I.RTM Assessment tells you where you stand on AI. The A.I.R Roadmap turns that into a prioritized implementation plan. The advisory gets it running fast. Most clients start with the A.I.R Assessment. Pricing on every paid engagement is conversation-first, not list-price-first.

01
A.I.RTM Framework · AI Readiness

Start with the assessment. We'll earn the next step.

A.I.R stands for AI Readiness. Start with the Assessment, then move into the A.I.R Roadmap when you're ready to turn your scores into a plan.

01
A.I.RTM Assessment

Walk away with a clear picture of where to start.

What's included
  • Online self-assessment
  • Six-pillar readiness score
  • Auto-generated summary report
  • Priority focus areas
02
Most popular
A.I.RTM Roadmap

Starts with the Assessment, then turns your scores into a prioritized AI implementation plan your leadership team can act on.

What's included
  • Assessment completed as pre-work (included)
  • Discovery interviews with leadership (executive sponsor required; cross-functional interviews where useful)
  • Six-pillar score with written commentary
  • A prioritized, sequenced action plan organized by priority, with named owners
  • A 90-day quick-win plan
  • The RDS workstreams and training that deliver each priority
  • Executive deck for the leadership team
  • Live readout with leadership, plus follow-up call
What we work on
Six areas of focus
01 AI Strategy and Implementation
  • Where AI earns its keep in your operation and where it doesn't
  • Internal capability building without creating compliance exposure
  • Practical tools grounded in how distributors and manufacturers actually work
02 AI on Your Existing Systems
  • Put AI to work on the data your systems already hold
  • No system replacement, no migration project, no waiting on IT
  • AI tool and vendor evaluation, so you buy what you'll actually use
03 AI for Sales
  • Customer buying patterns, wallet share, and expansion opportunities, surfaced by AI
  • Margin trends, product mix shifts, and churn signals
  • Pre-call briefs and account research your reps run themselves
04 People and Change
  • Leadership alignment on what AI will and won't do for the business
  • Commission plans, incentives, and role design as the work changes
  • Training and capability building so the team owns the new tools
05 Workflow Automation
  • Manual handoffs that eat time and margin, handed to AI
  • Quote-to-order and order-to-cash automated where it pays
  • Document work processed without rekeying
06 AI Governance and Scale
  • What's sanctioned, what's off limits, and what never goes into a model
  • Rolling a win in one team out across locations and departments
  • Executive reporting so leadership sees the savings, not just the activity
02
AI Training · Senior Management

Leadership alignment is the first AI advantage. Everything else depends on it.

Before your company can use AI well, your leaders need to understand it. The mechanics, the real use cases, and what it means for a business in your industry.

Half day
AI Literacy for Executives

A structured presentation built for owners and C-suite, not IT teams. We cover what AI is, what it's actually doing in distribution today, and how to evaluate it as a business decision. You leave the room able to lead the conversation inside your own company.

What's included
  • Tailored to your industry segment and company size
  • Real use cases from chemical distribution and manufacturing
  • How to evaluate AI tools and vendors without getting burned
  • Q&A with your leadership team built into the agenda
Half day · Add-on
Hands-On Claude Workshop

After the literacy session, your team goes hands-on in Claude, plus Claude Cowork and Claude Code where they fit. Everyone works real problems on our sample distributor data and leaves with workflows they can point at their own files the next morning. Built for people who have never opened it and for the ones already using it a few times a week.

What's included
  • Live, guided sessions in Claude, plus Claude Cowork and Claude Code where they fit
  • Use cases tailored to your role: sales, ops, finance, procurement
  • Runs on our sample distributor data, so none of your files have to move
  • If your company standardized on another tool, we teach on what you own
  • Private session: your team only
90 days
Everyday AI Sprint

Training is a day. Adoption is a habit. The Everyday AI Sprint is the 90 days after the workshop where the habit either forms or dies: internal champions, a ranked list of use cases, weekly office hours, and an adoption readout for leadership at the end. For teams past the basics, our Virtual Staff subscription on realdata.solutions puts named agents on the standing work.

What's included
  • Internal champions trained deeper, so your people have someone on the team to ask
  • A ranked backlog of use cases scored on time saved
  • Weekly office hours while the habit forms
  • An adoption readout for leadership, with what to do next
03
Advisory Services

The hard part isn't finding the problem. It's doing the work to fix it.

You don't pick a package based on what services you want. You pick a tier based on how deeply you want us involved.

Ignite
Best for

Distributors and manufacturers who have the team in place and want 25 years of industry experience on call to keep AI projects on track.

  • An experienced AI advisor on call, so projects stay on track and time and money go where they should.
  • Direct access by phone and email, so questions get answered before they turn into problems.
  • We review decisions, talk through assumptions, and help you adjust course while you still can.
  • We help keep your A.I.R Roadmap moving between bigger pushes.
  • You bring the questions, and we provide the answers.
Talk about Ignite
Accelerate
Most popular
Best for

Companies who would rather have an advisor working alongside them than one on the outside. Someone who knows this industry and helps them avoid costly missteps. Take your business from Start-Up to Scale-Up.

  • You make the bigger AI decisions with someone alongside you who has made them before.
  • We're in the room for the decisions that are costly to get wrong: AI vendor conversations, tool selection, and demo evaluations.
  • We help turn your A.I.R Roadmap into decisions that move forward, not a document that sits on a shelf.
  • We help you stand up an internal AI committee and sit on it with you, so AI decisions have a home and a steady cadence.
  • Senior leadership gets a weekly executive summary, so ownership stays informed without sitting in every meeting.
Talk about Accelerate
Transform
Best for

Organizations that need the role filled, not the seat. Private Equity firms, multi-location distributors, and businesses going through a change they don't have the internal expertise to lead.

  • The contribution of a senior AI leader, without full-time hire costs.
  • We help guide your AI strategy day to day, not just at the big moments.
  • We establish and chair your internal AI committee at the leadership level, keeping it focused on outcomes and accountable for results.
  • Executive reporting to leadership and/or the board, so those accountable for results see them.
  • A multi-year AI action plan, so you have the direction and not just the next step.
  • A plan for scaling AI across locations, departments, and teams, so a win in one corner of the business doesn't stay there.
Talk about Transform
Get started

Not sure which one fits? Let's figure it out together.

No pitch. We figure out together which service is the right starting point. If we're not the right fit, we'll tell you.