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Mid-Market AI Strategic Blueprint

Stop piloting. Start funding what works. We deliver a vendor-neutral, decision-grade AI blueprint for mid-market leadership—so you move from experimentation to audit-ready ROI with a clear investment model, governance, and a 3-year roadmap.

About  SK² AI Solutions, LLC

SK² AI Solutions, LLC helps mid-market leaders make AI investment decisions with financial governance—so budgets, risk controls, and accountability are built in from day one.

Founded 2024 | Headquartered in Mesa, AZ | Covering Maricopa County

Mid-Market AI Strategic Blueprint is carefully curated for each individual client using our Proof-to-Plan Framework™.

Snapshot Proof-Audit-Ready ROI

Sprint Plan-AI Direction

Blueprint Roadmap

Sherry K. Kotvis, MS CAIO

As a Certified Chief AI Officer (CAIO), I help mid-market leaders adopt AI with strategy-first execution—starting with a roadmap, governance, and measurable outcomes before selecting tools. The result: practical AI that improves productivity, reduces risk, and delivers ROI your team can sustain..

“When AI fails, it’s rarely the tech. It’s the missing roadmap.”

OUR SERVICES

Strategy, Financial Precision, and C-Suite Governance

We specialize in the $5M–$50M mid-market where scaling requires governance, not hype—turning manual operations into measurable AI-supported workflows with executive accountability.

Financial Precision

We close the “strategic budgeting chasm” by delivering a decision-grade investment model: budget allocations, ROI gates, and metrics leaders can defend.

Delivering the Vendor-Neutral Strategic Blueprint

The Mid-Market AI Strategic Blueprint is a fixed-scope engagement (typically 4–6 weeks) that produces:

  • a 3-year roadmap,

  • an investment model with ROI gates, and

  • governance + executive ownership for adoption

Solving Organizational Readiness Barriers

  • Close the capability gap with executive enablement + knowledge transfer

  • Remove adoption friction with roles, cadence, and change management
    Result: a plan that survives execution, not just a strategy deck.

Addressing the Talent Deficit: We directly address the critical talent deficiency, where a striking 74% of mid-market executives report a severe lack of in-house AI expertise

Proof-to-Plan Framework™
Audit Snapshot → Sprint → Blueprint

How the Snapshot, Sprint and Blueprint Work

Snapshot-Proof Audit

Start with a fast, fixed-scope “test the waters” diagnostic (typically 3–5 business days) establishes a baseline, defines KPIs, sets guardrails, and ranks your top 3 opportunities. Ends with a clear recommendation to Proceed / Pause / Prepare.

Investment: $6,500 (fixed-scope)

Key Outcomes:

  • Baseline + KPI starter set for one workflow

  • Top 3 opportunities ranked (impact/feasibility/risk)

  • 1-page “Allowed / Not Allowed” AI + data rules (draft)

  • Investment framing (Innovation / Transformation / Operations)

  • Recommendation: Proceed / Pause / Prepare

Best for: Leaders who need proof and clarity before committing to a full roadmap.

Sprint Plan

A rapid 3-page, 12-month roadmap designed to align leadership, create clarity, and de-risk your next AI investment decision.

Investment: starting at $12,500

Key Outcomes:

  • 12-month roadmap (90-day detail)

  • Ranked opportunity shortlist (impact, feasibility, risk)

  • Budget ranges (Innovation / Transformation / Operations)

  • KPI scorecard + success definitions

  • Data, security, and tool usage guardrails

  • Clear recommendation: Proceed / Pause / Prepare


Best for: CEOs/CFOs/C-suite needing swift direction before significant capital commitment.

Blueprint Roadmap

A fixed-scope, decision-grade blueprint (4-6 weeks) transforming AI into a governed investment plan, built for mid-market realities ($5M–$50M).

Investment: Starting at $49,000

Key Outcomes:

  • Ranked opportunity portfolio + sequencing

  • Vendor-neutral 3-year strategic roadmap

  • Structured financial investment model

  • Data readiness + governance assessment

  • Executive ownership + adoption plan





Best for: Leadership ready to scale beyond pilots, demanding financial controls and governance.

100% credit to ROI Blueprint if Snapshot or Sprint are upgraded within 45 days. Pricing is based on complexity (number of business units/locations, systems involved, data governance requirements, and stakeholder count). We confirm the final scope after a short discovery call.

CAIO Executive Oversight (Optional Add-On | $7,500–$15,000/month, 3-month minimum): For leadership teams that want the Blueprint to turn into real execution, we provide vendor-neutral governance and decision support—running a monthly executive cadence, tracking KPIs and ROI against the agreed baseline, managing risks and exceptions, and keeping vendors accountable—so initiatives stay aligned, on budget, and measurable.

Add-on Options: Engage the Governance Authority

Executive training and keynotes are available. Leverage our expertise to secure B2B mindset share and drive executive literacy across your leadership team. We provide high-impact training and keynotes focused on productizing financial precision.

This is for you if you need a keynote speaker or customized corporate training to equip your senior leaders to manage, lead, and invest with confidence. Our sessions focus on verifiable financial models and budget frameworks, not just high-level inspiration.

FAQS

What types of companies do you work with?

Mid-market businesses are the sweet spot—typically $5M–$50M in annual revenue and ready to tie AI to measurable business outcomes (revenue, cost, risk).

What are your core offerings?

Our Proof-to-Plan Framework™ gives you options. Anywhere from a Snapshot Audit all the way to a comprehensive full-immersion Blueprint Strategy. You can start at the level that matches your readiness. Pick either the Snapshot or Sprint and if you choose to upgrade to the Blueprint within the first 45 days 100% of the fee goes towards the Blueprint strategy.

Snapshot Audit for a (fast diagnostic; Proceed / Pause / Prepare)

Sprint Roadmap (clear direction + priority plan)

Blueprint-A comprehensive AI strategy (full roadmap + governance + budget model)

What deliverables will we actually receive?

Depending on the option, deliverables can include: executive summary, prioritized use cases, a 90-day action plan, a 3-year roadmap, governance + data readiness findings, budget framing, and a training/adoption plan

How do you handle AI risk, compliance, and “what data is off-limits”?

We define boundaries early—what’s allowed, what’s not, and what must stay internal—before anyone starts experimenting. Governance is not optional.

Can we “test the waters” before committing to a bigger engagement?

Yes—Audit-Ready ROI Snapshot is designed for exactly that, and it ends with a clear recommendation: explain whether you should Proceed / Pause / Prepare

What happens after the Blueprint? Do you implement?

Unlike other AI agencies that sell a strategy as a lead hook than lock clients into high priced tech solutions, our core offering is a foundational strategy that can be used no matter what direction you choose. We remain vendor neutral. You have complete control on how you want to proceed with the implementation, whether that is done through your own internal team, your current vendors, or new partners. Our team can stay involved as an oversight/advisory role to keep execution aligned to your roadmap—without turning into a biased implementer.

Training Services Add-Ons

Who is this training add-on for?

Leadership teams that want employees using AI correctly—fast. Ideal for leaders, managers, and staff who need practical workflows they can apply immediately.

Is the training add-on customized to our business?

Yes. We tailor examples, exercises, and workflows to your roles, processes, and industry—so it fits how your team actually works.

How do you keep AI use safe (privacy + compliance)?

Through discovery calls, we provide clients a clear AI usage policy up front —what tools are approved, what data is off-limits, and how employees should use AI responsibly to reduce risk.

Secure Your Uncompromised Master Plan

Ready to stop piloting and start funding ROI? Schedule a consultation to choose the Snapshot Audit, Sprint or the Blueprint based on urgency, complexity, and budget governance needs.

This is for you if you are a CEO, CFO, or CxO seeking immediate, customized tactical rigor to integrate AI with existing legacy systems or overcome the 74% lack of in-house AI expertise.

www.Sk2AISolutions.com