Proactive AI PartnersBook a Discovery Call

    Business improvement · Useful technology · Practical training

    BusinessPossibilityDay

    One working day together to identify where AI could help attract or convert more customers, estimate the potential financial return using your business numbers before implementation, and prioritize what to do first.

    For owners of $1M to $10M businesses preparing for growth or a sale in 12–36 months, with documented systems that depend less on you. One on one with Talia McCarthy, virtually or in person.

    Talia McCarthy smiling in a navy blazer with a blue dashboard background.
    A clear pathFrom audit to action.
    Built around your businessClear scope, ownership and handover.
    Support for your teamTraining and guidance.

    Start with what matters

    Stronger today. Better prepared for tomorrow.

    Start with the work that matters to your business. Not everything needs AI. Sometimes a process fix or a simpler tool is the right answer.

    Lead follow up

    Customer service

    Scheduling

    Repetitive admin

    Your challengeWhat we can build
    Missed inquiriesA documented follow up workflow
    Disconnected toolsConnected systems and a shared view
    Repeated manual tasksAutomations with clear team instructions

    What we recommend depends on your business and the findings.

    Prepare for growth

    Document the systems and processes your team needs for the next stage of growth.

    Adapt with confidence

    Understand where AI can help, then get support putting useful changes into practice.

    Prepare for a future sale

    Preparing for a sale in 12–36 months? Document processes and organize business information so less depends on you.

    One clear view

    See your business in one place.

    A clear view of your priorities, workflows and next steps, all in one workspace.

    Illustrative dashboard · sample data SAMPLE
    Workspace
    Overview
    Workflows
    Plan
    Team
    Open workflows
    3
    2 building
    Next step
    Discovery
    ready
    Owners assigned
    5
    clear

    Recent activity

    NewLead follow up workflow documented
    LiveCustomer intake connected to your CRM
    DraftScheduling reminder added to plan

    Your next steps

    Audit preparationStep 1
    Required discoveryStep 2
    Business Possibility DayStep 3
    Findings and plan afterwardStep 4

    Illustrative dashboard · sample data, not customer results.

    01Know what needs attention.Your priorities surfaced and ranked, not buried in a list.
    02Give every task a clear owner.Responsibilities and next steps in one place.
    03Track progress against your plan.A practical plan you can actually follow.

    Leadership

    Experienced leadership. Specialist support.

    Talia McCarthy is the founder of Proactive AI Partners. She spent 16 years leading business and technology implementations, including 5 years of hands on AI implementation for Fortune 500 companies at Ernst & Young.

    Independent AI specialists support each engagement according to your business needs.

    Workflow Design

    Repetitive steps documented and automated inside your tools.

    Systems Integration

    Your existing tools connected so data moves without reentry.

    Training & Adoption

    Documentation and guidance so your people can run it.

    How it works

    Your path to a clearer business.

    Start with audit preparation and a required discovery conversation, then attend Business Possibility Day. Afterward, receive your full findings, written business money map and 120-day implementation plan.

    01

    Complete AI Maturity Audit preparation

    Answer questions about your business and your current use of technology. This gives Talia a clear picture of where you stand before you meet.

    02

    Have a discovery conversation

    A required call to talk through your business, your goals and what you want to get out of the day. Referrals and ready buyers can start here, but audit prep must be complete before the day.

    03

    Attend Business Possibility Day

    One working day, one on one with Talia McCarthy, virtually or in person. Identify where AI could help attract or convert more customers, recover time or improve margins, and where it is unlikely to pay off. Estimate potential financial return using your business numbers and realistic assumptions, then prioritize what to do first.

    04

    Receive your findings and plan

    After the day you receive the full audit findings, a written business money map with numbers and first build priorities, and a 120-day implementation plan.

    Referrals and ready buyers may book discovery first, but audit preparation must be completed before Business Possibility Day.

    After your findings

    Support available when you are ready to build.

    Business Possibility Day gives you the findings and the plan. If you want help putting it into action, these capabilities are available, scoped to your business after the day.

    Custom apps and workflows

    Custom business applications and workflow automation built for your work, scoped after the findings.

    Integrations

    Integration across the systems you already use so data moves without reentry.

    Guided implementation and training

    Guided implementation, training and ongoing support so your team can run what gets built.

    Before you begin

    A few questions before you begin.

    Do we need AI to improve?

    Not always. A process fix or a simpler tool may be the right answer. Proactive AI Partners recommends AI only where it actually helps your business run better. Business Possibility Day helps you find out where that is.

    Who do you work with?

    Owners of $1M to $10M businesses seeking more customers, growth without headcount rising at the same pace, or preparing for a sale in 12–36 months, with documented systems that depend less on the owner. Everyone is welcome, and the work is women-first to help close the AI adoption gap.

    Where do I start?

    Start your audit prep, then book a discovery call. If you are a referral or a ready buyer, you can book discovery first, but audit prep must be complete before Business Possibility Day.

    What happens after Business Possibility Day?

    You receive the full audit findings, a written business money map with numbers and first build priorities, and a 120-day implementation plan. The plan is yours to keep. If you want help implementing it, Talia can recommend custom apps, workflows, automation, integrations, training or ongoing support.

    Know where to start.

    Start your audit prep, or book a discovery call if you are a referral or ready buyer. Audit prep must be complete before Business Possibility Day.

    Start your audit prepBook a Discovery Call
    Ask about Business Possibility Day, audit prep, or booking a discovery call.