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B2BSeries A/B companies ($3M-$50M ARR) needing AI strategy without big-4 consulting budgets

AI Strategy Roadmap for Boston, MA Companies

AI adoption at Series A is 68% and climbing. Only 30% of AI experiments get scaled. The difference is strategy — use case prioritization, vendor selection, ROI modeling, governance. Big-4 consultants quote $150K-$500K for this. We deliver it in 30 days at a flat fee. Free AI opportunity audit.

Series A and B companies in Boston are under board pressure to show an AI strategy — but most lack the internal expertise to build one. Big-4 consultants charge $150K–$500K for this. We deliver a 30-day AI roadmap covering use case prioritization, vendor selection, ROI modeling, and governance, at a flat fee built for Boston's growth-stage market.

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68%
of Series A companies are actively using AI — yet only 30% scale their pilots
Cubeo Startup AI Statistics 2026
95%
of enterprises aren't getting meaningful ROI on their AI investments (MIT, August 2025)
MIT via TechCrunch VC Survey
7%
of organizations piloting AI are very confident they could pass a governance audit (Grant Thornton)
Grant Thornton 2026 AI Impact Survey
The Problem

Does this sound familiar?

You're running a Series A or Series B company. AI is no longer optional — your board expects a plan, your competitors are shipping AI features, and your team is using ChatGPT daily with inconsistent results. But you're stuck. Deloitte's 2026 State of AI report shows only 34% of companies are truly reimagining the business with AI — the rest are running pilots that never scale. 95% of enterprises aren't getting meaningful ROI from AI investments (MIT, 2025). The reason isn't model access — it's strategy. You need a prioritized roadmap that ties AI investments to specific business outcomes, a governance framework that lets you deploy safely, and a vendor selection process that avoids the $100K wasted-pilot trap. McKinsey, Deloitte, and Accenture will sell you all three for $150K-$500K and 6 months. You don't have either.

Too many AI use cases, no prioritization

Every department wants AI. Marketing wants copywriting tools. Sales wants lead scoring. Product wants AI features. Operations wants automation. Without prioritization, you scatter budget across 15 pilots and none reach production. Only 30% of AI pilots scale, per Deloitte.

Big-4 consulting prices you out

Deloitte, McKinsey, Accenture, and PwC quote $150K-$500K for AI strategy engagements aimed at Fortune 500. A $10M-$50M ARR growth-stage company can't absorb those rates but faces the same strategic decisions — and worse, a tighter runway.

Governance gaps kill deployments

Grant Thornton's 2026 AI Impact Survey: only 7% of organizations piloting AI are very confident they could pass a governance audit. Organizations with stronger governance adopt AI faster — yet most Series A/B companies have none. You can't scale what you can't defend.

Only 34% of organizations are truly reimagining the business with AI. The rest are running pilots that never scale.

Deloitte, 2026 State of AI in the Enterprise
The Solution

AI Strategy Roadmap Service

A 30-day AI strategy sprint that audits your current AI usage, maps 15-25 potential use cases across functions, prioritizes based on ROI and feasibility, builds your vendor selection framework, drafts your governance policy, and delivers an investor-ready AI operating plan. Flat fee. Written deliverables. Owned by you after handoff.

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  • AI use case audit across all functions

    We interview your leadership across product, engineering, marketing, sales, ops, CS — map every potential AI use case, then score each on ROI potential, implementation effort, and data readiness. Output: prioritized matrix of 15-25 use cases.

  • Top-3 use case deep dive with ROI model

    For your three highest-priority use cases: detailed implementation plan, vendor recommendations (build vs buy vs fine-tune), unit economics model, 90-day pilot structure, success metrics. Ready to execute.

  • AI governance framework

    Risk classification, human-in-the-loop protocols, audit logging requirements, vendor due diligence checklist, employee AI usage policy. Built for your specific compliance profile (SOC 2, HIPAA, GDPR if applicable).

  • Vendor selection + build-vs-buy framework

    For each priority use case: which vendors to evaluate, which to skip, when to build custom vs use off-the-shelf. Avoid the 12-month wasted-pilot trap. Covers OpenAI, Anthropic, Google, AWS Bedrock, plus vertical specialists.

  • Investor-ready AI operating plan

    18-month AI roadmap with milestones, budget, hiring needs, risk mitigation. Written in the format VCs actually read — ready for your next board deck or Series B pitch.

Our Process

How it works

1

Free AI Opportunity Audit (60 min)

We review your current AI usage, stack, business goals, and any existing pilots. Within 5 business days you get a written preliminary assessment: whether a 30-day strategy sprint fits your scope, what the highest-value use cases likely are, and honest assessment of whether you're ready (some companies aren't).

2

Cross-Functional Interviews (Week 1)

30-min interviews with 6-10 team members across leadership and function heads. We map pain points, existing AI usage, data quality, and strategic priorities — the signal that shapes use case prioritization.

3

Use Case Matrix + Prioritization (Weeks 2-3)

Written analysis: 15-25 mapped use cases scored on ROI, effort, data readiness. Top 3 get detailed implementation plans. We're brutal — if a use case doesn't have clear ROI, it gets cut.

4

Governance + Vendor Framework (Week 3)

AI governance policy drafted for your compliance profile. Vendor selection framework for your top-3 use cases. Build-vs-buy recommendation per use case.

5

Operating Plan + Handoff (Week 4)

18-month AI operating plan. Final read-out with leadership. Documentation handoff. Optional quarterly check-ins through Ongoing Advisory tier.

Expert Perspective

Here's Uplifted Consulting on why this matters:

AI strategy consultancy specialized in mid-market AI implementation roadmaps

Transparent Pricing

Simple, clear pricing

If the free audit reveals you're too early for a strategy sprint (no dedicated AI budget, no executive alignment, or pre-PMF), we'll say so and recommend simpler next steps. About 15% of audit conversations end this way. We're not trying to sell every prospect.

Audit + Roadmap

$7,497

  • 30-day strategy sprint
  • AI opportunity audit
  • Use case matrix (15-25 use cases scored)
  • Top-3 detailed implementation plans
  • Vendor selection framework
  • 1 executive read-out
Book Strategy Sprint
Most Popular

Full Strategy + Governance

$19,997

  • Everything in Audit + Roadmap
  • AI governance framework drafted
  • Compliance-aligned policies (SOC 2, HIPAA, GDPR)
  • Build-vs-buy analysis per priority use case
  • Investor-ready 18-month operating plan
  • 2 executive workshops
  • 30-day post-sprint support
Most Popular

Ongoing Advisory

$5,997/mo

  • After Full Strategy engagement
  • Monthly strategic sessions (90 min)
  • Quarterly roadmap refresh
  • Vendor evaluations for new use cases
  • Board prep support
  • Async Slack access
  • 3-month minimum
Discuss
Zero Risk. Zero Pressure.

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15 minutes. We'll diagnose exactly what's holding you back and tell you whether we can help — no pitch, no pressure.

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Frequently asked questions

How is this different from hiring a fractional CTO or AI consultant?
Fractional executives run operations 20-30 hours/week for $15K-$30K/month ongoing. We deliver the strategy in 30 days as a one-time sprint. Most clients engage a fractional or full-time AI lead AFTER our sprint to execute the roadmap. Different scope: strategy + framework (us) vs execution (them).
What size company is this right for?
B2B companies with $3M-$50M ARR, post-Series A, 25-250 employees. Below that you likely need AI tactics (see our AI Prompt Engineering service) not strategy. Above that you've probably got a VP Strategy / CTO who does this internally. Sweet spot is Series A-to-mid-Series-B.
What industries work best?
B2B SaaS, fintech, vertical SaaS, agencies scaling past $10M revenue, professional services firms ($20M+), DTC brands with operational complexity. Weaker fit: hardware companies, deep-tech research orgs, healthcare providers (needs specialized compliance expertise beyond our scope).
Will you recommend specific vendors / tools?
Yes — we're vendor-neutral and name names. Claude vs GPT-5 vs Gemini decisions. Build custom vs use Hex, Glean, Harvey, Clay, etc. We document our reasoning and show tradeoffs so you can challenge any recommendation. No affiliate fees, no vendor partnerships influencing advice.
Do you help with implementation?
Strategy tier: no — we hand off the playbook and your team or a specialist implements. Full Strategy + Governance tier: 30 days of post-sprint support for implementation questions. For full execution, we refer you to specialist implementation partners or recommend hiring patterns.
What if we're already invested in a specific AI vendor/stack?
We work with your existing stack. If you're on Azure OpenAI + Databricks, we don't recommend a rip-and-replace to AWS Bedrock unless there's a compelling reason. We optimize what you have before suggesting new investments. Part of our value is saving you from expensive platform migrations.
How do we know which use cases will actually deliver ROI?
We score each use case against 6 factors: revenue impact, cost savings, time savings, strategic moat, implementation effort, data readiness. Only use cases with clear ROI paths make the priority list. The others get documented for later but aren't funded. About 60% of initially-suggested use cases get cut during prioritization — that's the point.

Free Resource

Free AI Opportunity Audit

60-minute audit where we review your current AI usage, business goals, and team structure. Within 5 business days you get a written preliminary report: the 5-7 highest-probability use cases for your business, rough ROI estimates, and honest assessment of whether you're ready for a full strategy sprint.

Get it free

AI Strategy Determines Whether Your Next 18 Months Compound or Scatter

68% of Series A companies use AI. Only 30% of pilots scale. The gap is strategy — and 30 days of focused work closes it. Audit is free and honest — we'll tell you if you're not ready yet.

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