For firms helping clients put AI to work
Give your clients a smart place to start with AI.
When a client asks what to do first, the AI Execution Plan gives you a paid engagement you can put in front of them. It reads the people, the systems around them, and the work itself. Then the room chooses one workflow and decides what success should look like in thirty days.
Talk through a client questionBring a real situation. We will see whether the plan gives your client a useful next step.
The Acme demo team's live AI Execution Plan workspace.
XI confirms the readings, calculates execution fit, and ranks the work from the team's own inventory.
Built to strengthen the work you already sell
You keep the client relationship and the work that follows.
Offer the plan on its own when the client needs a smaller first step, or use it at the front of a broader engagement. You set the client price. When the reading points to work your firm is qualified to deliver, your team carries it forward.
Who this works for
Your clients trust you with important work. Now they are asking where AI fits.
The fit is strongest when your firm has something valuable to deliver after the plan and wants a better way to decide what should come first.
You hear the question now
Clients already ask about Copilot, Claude, agents, adoption, governance, or which workflow they should tackle first.
You can act on the answer
Your firm can implement, advise, manage, train, govern, or lead the larger change once the need becomes clear.
You want an honest starting point
You are willing to let the client's evidence determine the first move, even when it points somewhere unexpected.
How partners use it
Start smaller, or make a larger engagement smarter.
01 · A useful first engagement
Give the client something worth doing now.
A client may have a real AI question without being ready for a large program. The plan gives them a focused engagement: read the team, choose one workflow, name what must hold, and agree what evidence will count at day thirty.
02 · A better start to larger work
Begin the larger engagement with a better read.
Run the three readings before you scope an implementation, platform decision, operating model, or change effort. You start the larger work knowing how the people execute, how the systems hold, and where the week actually goes.
What you walk in with
XI prepares the room, so you can focus on the client.
The client's three readings become the reports, slides, facilitator materials, and participant workbook for the AI Execution Day. Your team brings the relationship, the context, and the professional judgment.
- The team's AI opportunities ranked from the work people actually do
- The people and system conditions around the highest-ranked work
- A one-page First Move and the proof terms the room sets for day thirty
- The reports, presentation, facilitator guide, and participant workbook for the room
How the partnership develops
We stay close until someone on your team can carry the work.
On the first engagements, Unleash Epic helps plan the work and protects the quality of the room. We reduce that role after a named practitioner has shown they can prepare, lead, interpret, and return to the evidence with the client at day thirty.
01
Plan the first engagement together
You bring the client context and the work your firm can deliver. Unleash Epic helps shape the engagement and makes sure the right person owns the room.
02
Learn by doing the real work
Your practitioner takes a visible role in preparation, the session, the client decision, and the day-thirty return. We see what they can carry and where they still need support.
03
Earn independent delivery
Once a named practitioner can carry the method and professional responsibility on their own, they can run future client teams through the practitioner path.
Already an independent consultant? See the practitioner path.
Who owns what
The client should always know who is responsible.
Unleash Epic
We own the platform, the integrity of the three readings, the AEP method and materials, and our part of assisted delivery.
Your firm
You own the client relationship, verify the client's environment, deliver the work your expertise supports, and keep the continuing account.
The client
The client chooses the workflow, owner, baseline, proof terms, and the judgment at day thirty. The readings support that decision and leave it in human hands.
The operating rule
We read the client first. Then we decide what should follow.
Before the engagement, we learn what your firm can responsibly deliver. That may include implementation, governance, platform work, adoption, managed services, operating model, strategy, change, or another offer you know well.
After the session, we compare those offers with what the client's readings actually show. When the need matches your expertise, the handoff is clear. The reading remains useful either way, because the client leaves with a first move chosen from its own work.
Questions
Do we need an AEP-trained employee before we start?
You can start before someone on your team qualifies for independent delivery. We help shape the first engagement and put the right delivery owner in the room while your practitioner learns through the work.
Can we set our own client price?
Yes. You may sell the plan on its own or include it in a broader scope. You control the client price and own the continuing relationship. We make sure the scope and promises stay accurate.
Will the plan point every client toward our offer?
The client's readings determine the first move. Before the session, we learn what your firm can deliver. When the evidence reveals a need that matches your expertise, we prepare a clear handoff.
What makes someone a qualified practitioner?
We watch them do the work. A qualified practitioner can prepare the client, lead the room, explain the readings without overclaiming, establish the proof terms, and return at day thirty without Unleash Epic protecting the engagement.
What should we bring to the first conversation?
Bring one client AI question that is already live, the relationship context, and a plain description of what your firm could deliver if the need is there. You do not need a finished offer or a volume commitment.
The first conversation