A.I.RTM Assessment
An online assessment that scores your readiness across 6 pillars and names the areas to fix first. Most companies start here.
Services
Diagnose. Decide. Execute.
The A.I.RTM Assessment tells you where you stand on AI and where to start. The AI Sprint puts it to work, one person at a time, with the dollar value agreed up front and measured at the end. Most clients start with the assessment. Pricing is a conversation.
A.I.RTM Framework · AI Readiness
Start with the assessment. We'll earn the next step.
A.I.RTM stands for AI Readiness. A scored look at your data, tech, process, people, governance, and strategy, so you know where to start before you spend.
AI Workshop · Training
Built around your business. Your team leaves using it.
The Hands-On Claude Workshop is a half day working session, customized to how your company runs. You build your own quote: pick the demos your team will see, choose on site or virtual, and add the services you want.
Half day
Hands-On Claude Workshop
Every workshop opens with the AI overview and the 8/40 demo, where Claude works through a sample distributor's 8 hour day in 40 minutes. Then your team sees the demos you picked, run live on sample data shaped like your business. Everyone leaves with workflows they can point at their own files the next morning.
- Your own private quote page, where you pick the demos, the format and any added services, and see the total before you send a request
- Demos from our standard library, premium demos built around a business like yours or a BYO demo of a process your team brings
- Added services when you want them: expert setup before the session, the Premium A.I.RTM Assessment upgrade and AI Sprint seats for anyone who wants to keep going
- The Standard A.I.RTM Assessment and a 10 day follow up, included with every workshop
- Runs on our sample distributor data, so none of your files have to move
The AI Sprint · Build. Scale. Lead.
Coaching on the work your people already do. Measured in what it saves.
Every seat is coaching with Pete Messina on that person's own work, in Claude. Before we start, we agree what that work is worth in dollars. At the end, we measure it.
Build runs 4 weeks, and Scale and Lead run 8. The participant does the building, with private 1:1 coaching from Pete and answers between sessions. Buy as many seats as you need and pick a level for each by what you want working at the end: their own job with Build, their team's work with Scale, or the company's AI program with Lead. The scope for each seat is set with you in the engagement agreement.
Build 4 weeks
Their own work, in Claude Chat and Cowork
Scale 8 weeks
Scaling the power of Claude across teams and organizations
Lead 8 weeks
The company's AI program and its first internal app
The result
Claude is how they do their daily work, and they can show the before and after in hours and dollars. Their recurring tasks take less time, and one project tied to money is done.
Other people use what they built every day, and the savings show up in every team that runs it. Each tool has an owner, guardrails for safe use and a way to request changes.
1 person runs the company's AI program, on a plan and first scorecard leadership approved. The processes and applications they build provide more value to your customers, which shows up as higher margins to your bottom line.
Tools
Claude and Cowork
Claude, Projects, Skills, Cowork and other reusable assets
Everything in Build and Scale, plus Claude Code
Who it's for
Anyone ready to get started with AI: owners, senior executives and the C-suite, plus inside sales, customer service, purchasing and regulatory staff.
The manager or team lead who wants what one person built in Claude used by a whole team, or by the whole company.
The person who will run the company's AI projects and build its AI solutions, often a systems director or a sales or operations leader.
What's included
- Claude Chat and Cowork set up around their job
- Their recurring tasks moved onto Claude, measured before and after
- One targeted project on a task tied to money
- What they built in Claude packaged so anyone on the team can run it
- Shared projects, instructions and guardrails, so people use it safely
- An owner for each tool, a way to request changes, and the savings tracked by team
- The Standard A.I.RTM Assessment, included
- An AI plan tied to leadership's goals, built from an A.I.RTM Assessment
- A ranked project list, the adopted AI policy and a rollout plan
- The first internal app, built with Claude Code and in use
- The Premium A.I.RTM Assessment, included
Build 4 weeks
Their own work, in Claude Chat and Cowork
Build 4 weeks
Their own work, in Claude Chat and Cowork
The result
Claude is how they do their daily work, and they can show the before and after in hours and dollars. Their recurring tasks take less time, and one project tied to money is done.
Tools
Claude and Cowork
Who it's for
Anyone ready to get started with AI: owners, senior executives and the C-suite, plus inside sales, customer service, purchasing and regulatory staff.
What's included
- Claude Chat and Cowork set up around their job
- Their recurring tasks moved onto Claude, measured before and after
- One targeted project on a task tied to money
Scale 8 weeks
Scaling the power of Claude across teams and organizations
Scale 8 weeks
Scaling the power of Claude across teams and organizations
The result
Other people use what they built every day, and the savings show up in every team that runs it. Each tool has an owner, guardrails for safe use and a way to request changes.
Tools
Claude, Projects, Skills, Cowork and other reusable assets
Who it's for
The manager or team lead who wants what one person built in Claude used by a whole team, or by the whole company.
What's included
- What they built in Claude packaged so anyone on the team can run it
- Shared projects, instructions and guardrails, so people use it safely
- An owner for each tool, a way to request changes, and the savings tracked by team
- The Standard A.I.RTM Assessment, included
Lead 8 weeks
The company's AI program and its first internal app
Lead 8 weeks
The company's AI program and its first internal app
The result
1 person runs the company's AI program, on a plan and first scorecard leadership approved. The processes and applications they build provide more value to your customers, which shows up as higher margins to your bottom line.
Tools
Everything in Build and Scale, plus Claude Code
Who it's for
The person who will run the company's AI projects and build its AI solutions, often a systems director or a sales or operations leader.
What's included
- An AI plan tied to leadership's goals, built from an A.I.RTM Assessment
- A ranked project list, the adopted AI policy and a rollout plan
- The first internal app, built with Claude Code and in use
- The Premium A.I.RTM Assessment, included
Highly recommended: the weekly executive report. We email a short report on the work and where the project stands, written for your senior executives and sponsors. Reporting to them gets easier, and the project is documented from beginning to end.
Virtual Staff · Waitlist open
We build the agents. Your team directs them.
AI agents with names, job descriptions, and a human sign-off, on a monthly subscription. We coach your people on directing them and keep the agents current month to month. We open a few spots at a time, so there's a waitlist.
What we work on
3 areas where the work earns its keep.
AI on the Data You Already Have
Your systems hold years of orders, quotes, and pricing that nobody looks at. We put AI to work on that data where it sits. No replacement project, no migration, no waiting on IT. Useful answers in the first week.
Outcome: Answers in minutes, hours of manual work gone
Sales Calls and Account Growth
AI working on your sales data: briefs before every call, wallet share analysis, prospecting research, and product expansion by account. Your sales team learns to build and run these tools themselves.
Outcome: More doors opened, more margin captured
Adoption That Sticks
Training, internal champions, guardrails, and agents your team runs on their own. We get AI into the daily work in weeks and it stays there after we leave the room.
Outcome: AI as part of how the company works, in weeks
All 6 areas of focus
Where AI Pays Off First
- Where AI earns its keep in your operation and where it doesn't
- An owner for AI and a plan leadership signs off on
- Practical tools grounded in how distributors and manufacturers actually work
The Systems You Already Run
- Put AI to work on the data your systems already hold
- No system replacement, no migration project, no waiting on IT
- Which AI tools to pay for, based on what your team actually uses
Sales Calls and Account Growth
- Customer buying patterns, wallet share, and expansion opportunities, surfaced by AI
- Margin trends, product mix shifts, and churn signals
- Briefs before each call and account research your reps run themselves
Getting Your Team to Use It
- Leadership alignment on what AI will and won't do for the business
- Champions with the time and the authority to lead the change
- Hands on training on our sample data, so nothing waits on an export
Manual Work and Handoffs
- 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
Rules and Rollout
- 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
- A monthly scorecard so leadership sees the dollars saved and who is using what
Get started
Not sure which one fits? Let's figure it out together.
No pitch. We figure out together which step is the right place to start, and which Sprint level fits each person. If we're not the right fit, we'll tell you.