The problem this solves
AI spend accumulates instead of compounding: overlapping tool subscriptions, a custom build where an off-the-shelf feature already existed, licenses bought before the data was ready to use them. Without a roadmap, every purchase is a one-off decision made under sales pressure, and the budget conversation restarts from zero each quarter with little to show for the previous one.
How I work
We start from your prioritized use cases, whether they come from our prioritization module or your own list, and map each to a decision: buy, build, or configure what you already own. That last option matters more than most teams expect; we check what HubSpot Breeze and your existing licenses already cover before any new vendor enters the conversation.
Then we sequence the investments into a phased roadmap with dependencies made explicit: data readiness before agent deployment, governance basics before customer-facing AI, pilot evidence before scale spend. Each phase gets a budget envelope and a governance checkpoint with defined kill and scale criteria.
The result is a plan finance can hold you to, which is precisely what makes the next budget conversation easier.
Deliverables
- Buy, build, or configure decision per use case
- Phased roadmap with explicit dependencies
- Budget envelope per phase
- Governance checkpoints with kill and scale criteria
- Vendor and licensing recommendations
- Risk register for the investment plan
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