Consulting Practice
Stage intake before proposals
The team wants a full AI suite, but should first prove source quality and intake review.
Roadmap
Free Canadian small business workbook
AI-Native Roadmap Builder
A worksheet for turning template findings into a staged 30/60/90-day AI-native operating architecture roadmap.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Sequence first workflow, enabling infrastructure, governance, evaluation, adoption, operating cadence, and next-system dependencies into a practical roadmap. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Prospects and operators after downloading several templates.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Days 0-30
What must be assessed, scoped, cleaned, or decided first?
Days 31-60
What workflow, context, tool, or governance layer becomes real?
Days 61-90
What measurement, adoption, and operating cadence proves value?
Dependency
Which data, owner, integration, or permission could block progress?
Next system
What becomes possible after the first workflow is stable?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Stage stock insight before ordering
Better inventory visibility is needed before tool-driven purchase recommendations can be trusted.
Accounting Practice
Stage internal summaries before client use
The firm needs evaluation and signoff evidence before client-facing output expands.
- AI-supported role
- Organize proven priorities, dependencies, control gaps, and measures into a staged plan.
- Human authority
- Leadership approves sequencing, resources, stop gates, and the next architecture decision.
- What to measure
- Track milestones met, unresolved dependencies, pilot evidence, and benefit against cost.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.