AI Enablement Package · Trust Insights
You Have the Strategy. You Have the Pilots. You Don’t Have the Roadmap.
No More Pilots — Just a Focused Roadmap of Measurable Action
You already know AI should save time, cut cost, and become part of how your team works. You’ve run the pilots. You have champions in place. Everyone’s been trained. What you don’t have is the next move — a way to turn all of that groundwork into a focused, sequenced roadmap instead of another round of experiments.
The AI Enablement Package doesn’t start you over. It takes the work you’ve already done and turns it into a task-level, role-by-role roadmap — the hard decisions made, in writing: what to automate now, what to build next, and what stays human. Fixed fee. Fixed scope. 90 days.
Book Your Intake Call
$25,000 fixed fee · 90 days · 4 deliverables + 1 walkthrough call
Why this isn’t just another AI assessment
You Already Have the Job Descriptions. We Already Have the Engine.
Most “AI readiness” engagements start from a framework and end with a slide. This one starts from your actual job descriptions and role data, and ends with a task-by-task score of how much of the real work AI can already do.
This isn’t a new methodology built for your sales cycle — it’s the job-to-AI / TRIPS© Framework by Trust Insights (Time, Repetitiveness, Importance, Pain, Sufficient Data) / use-case-prioritization engine we already run in production for real clients. This engagement repositions proven work for any operating company, not just M&A deal teams. We’re not guessing at your org chart; we’re reading it.
“It’s not clear to me what implementation means, and I think until we do the analysis, that’s not clear either — let’s not get ahead of ourselves.” — Katie Robbert, CEO, Trust Insights
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Why This Lands on Your Desk Now
The timing isn’t random. If any of this sounds familiar, that’s usually the signal it’s time to run the analysis instead of debating it further:
- —Leadership is asking why the pilots haven’t turned into results yet — and someone just inherited that question.
- —Budget planning season is here, and “what do we do about AI” is on the table for the first time.
- —Headcount pressure — a freeze, a restructuring, or a board asking for efficiency — and leadership wants evidence before cutting or hiring.
- —You already work with Trust Insights on something else, and this is the harder question you haven’t asked yet.
Inside the Analysis: One Pipeline, Four Deliverables
Each stage’s output is the next stage’s input — so nothing in your final plan is asserted without a task-level source behind it.
1. AI Opportunity Analysis — Every Task, Scored
From your job descriptions, we decompose every role into its component tasks and score each one on time spent, repetitiveness, importance, and how much AI-ready data already exists behind it — plus a 0–10 AI-likelihood read. You get an interactive report and the underlying task-level data, not a black box.
AI Transforms This: The analysis itself is AI-native — it’s how we can decompose dozens of roles into hundreds of scored tasks inside a fixed 90-day scope instead of a year-long manual study.
Ask yourself: If your board asked which of your team’s work AI could already do, could you answer task by task — or would you be guessing?
2. TRIPS Role-Task Decomposition Report — The Per-Role Exposure Picture
Task scores roll up into a per-role AI-exposure matrix — a branded report that tells you, role by role, whether to augment, redeploy, protect, or reduce, and where your biggest reclaimable capacity actually sits.
AI Transforms This: It turns “AI will change work” from an abstraction into a role-by-role decision lens leadership can act on this quarter, not someday.
Ask yourself: Do you know which roles should be augmented versus redeployed — or are you cutting first and asking questions later?
3. Use-Case Prioritization Framework — Score, Sequence, Build
Every AI use case you’re considering — or should be — gets scored on impact, feasibility, strategic fit, and risk, then sequenced into build waves. You get a live-formula register plus an executive-ready deck.
AI Transforms This: It replaces the whiteboard list of “AI ideas” with a scored, sequenced backlog — the same rigor you’d expect from a product roadmap, applied to AI investment.
Ask yourself: How many AI use cases are sitting in a slide deck right now because nobody scored which one to build first?
4. AI Implementation Master Plan — One Roadmap, No Guessing
The role-exposure picture and the use-case register get synthesized into a single narrative: do this first, this next, and here’s why — delivered as a branded plan, plus a live walkthrough call where we present it and answer questions.
AI Transforms This: We don’t scope or price implementation before this document exists to justify it — until the analysis is run, “implementation” is a guess, not a line item.
Ask yourself: If your board asked “what’s our AI plan,” could you hand them one document — or would you have to stitch together six?
See What You’d Actually Get
Before you book a call, look at the real shape of the deliverables — built end-to-end for a fictional company (Meridian Trades Alliance) so you can see the format and depth without any real client’s data.
Meridian Trades Alliance is a fictional company — no real client data appears in these samples.
Who This Is For
Association & Member-Organization Leaders
Executive Directors, COOs, and CHROs running lean staff against growing member-service expectations, who need a task-level answer to “where do we point AI first” they can defend to a board.
B2B Tech & Martech Operations Leaders
Heads of Ops, CMOs, and CHROs scaling headcount deliberately, who want a task-level case for where AI changes a role before they hire or restructure.
Newly-Named AI Owners
Whoever just inherited “figure out our AI strategy” — a Chief AI Officer, a fractional lead, or an ops director wearing a new hat — and needs a rigorous first answer, fast.
Mid-Market Knowledge-Work CEOs & COOs
Leaders whose board or ownership is asking “what’s our AI strategy” and there’s no rigorous answer yet — just opinions, vendor pitches, and pressure.
Marketing & Ops Leaders Already Running AI Adoption
You already have a champions council, recurring office hours, and Copilot- or ChatGPT-Enterprise-class tools rolled out — what you’re missing is a rigorous, task-level view of where to prioritize next. This isn’t AI 101; it’s the evidence layer underneath the infrastructure you’ve already built.
Anchored in the 5P Framework by Trust Insights™
Every Trust Insights engagement — including this one — is grounded in the 5P Framework by Trust Insights™ (Purpose, People, Process, Platform, Performance), created by CEO Katie Robbert. It keeps the analysis tied to a real business objective and accountable outcomes, so the master plan tells you what to do because of your data — not because AI is trending.
Why Trust Insights
We own the engine behind this analysis — the same job-to-AI / TRIPS© Framework by Trust Insights / use-case-prioritization methodology already running in production, including the M&A/PE-specific version of this pipeline (AI Workforce Diligence). This is repositioning proven work, backed by a data and AI consultancy that can carry implementation forward once the analysis says what it should be.
Questions Before You Book
What if the analysis says we’re not ready for a bigger AI investment yet?
Then that’s the finding — and it’s a useful one. You keep the per-role exposure matrix and the scored use-case register either way: real operational documents, not a wasted $25,000 line item. Knowing where you’re not ready is exactly the kind of evidence that keeps you from a worse, more expensive mistake.
What happens to our job description and role data?
It’s used only to run this analysis, stays confidential, and is covered by a standard mutual NDA before anything changes hands. We don’t reuse your data for another client or retain it beyond the engagement.
What’s the intake call actually like?
A working session, not a pitch — we scope which roles and job descriptions to pull from, confirm timeline and milestones, and set expectations for what the first deliverable will look like. Bring whoever owns the roles you want analyzed.
Could we just do this ourselves?
If you have the TRIPS methodology, a validated AI-likelihood scoring model, and the bandwidth to decompose dozens of roles into hundreds of tasks in 90 days — maybe. Most leadership teams don’t have that in-house, which is the entire reason this is a fixed-scope engagement instead of a framework you download.
What if most of our workforce isn’t knowledge work?
This is built for organizations where a meaningful share of roles involve task, reporting, analysis, or content work — not primarily physical or transactional labor. If that’s not most of your org, the fit and the fee won’t make sense, and we’d rather tell you that on the intake call than after.
What if we’re a much larger organization — does the $25K still apply?
This service caps the job descriptions at 500. Above that, we can talk about options.
How do we talk about this internally without triggering panic?
The analysis explicitly separates augment, redeploy, protect, and reduce — most roles land in augment, not reduce. We’d rather you walk into your organization with a defensible, role-by-role answer than let the rumor mill fill the silence.
The Moral of the Story
You don’t need another pilot. You need to know, task by task, where the work already changes — and where it doesn’t. The AI Enablement Package gives you that evidence in 90 days, for one fixed fee, before you commit a dollar to a program you can’t yet justify. The analysis is the foot in the door; the plan is what makes the next decision easy.
Turn Your Pilots Into a Roadmap You Can Execute
Book your intake call and see what the AI Enablement Package can show you.
$25,000 fixed fee · 90 days · AI Opportunity Analysis, TRIPS Role-Task Decomposition Report, Use-Case Prioritization Framework, and an Implementation Master Plan — plus one live walkthrough call. No recurring office hours in this phase.
Book Your Intake Call
Still deciding? See a sample deliverable first.
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