Find the three AI projects worth building first.
In 14 days, ClearStone maps how work moves through your business, identifies the automation opportunities most likely to save time or increase revenue, and turns them into a build-ready AI Opportunity Blueprint.
For 10-100 employee companies with manual workflows and no internal AI team.
Your team already has AI tools. The work still runs manually.
ChatGPT. Zapier. A CRM. Spreadsheets. Project management software. Maybe a few half-built automations.
But the work still runs through people.
- Leads still get copied by hand.
- Reports still take hours.
- Follow-ups still depend on memory.
- Customer data still lives across too many systems.
- The same information still gets retyped into the same places every week.
The problem is not that you need more tools. The problem is that nobody has mapped where automation fits in the operation.
Most AI projects die between the demo and the workflow.
They usually break in one of four places:
Too many ideas. Everyone has a use case. Nobody knows which one is worth building.
No workflow map. The team talks about automation before understanding how the work actually happens.
No owner. The project sounds exciting, but nobody is accountable for getting it live.
No build path. The company gets strategy, but not the sequence of decisions needed to implement.
ClearStone exists to fix that gap.
The AI Opportunity Blueprint
A focused 14-day sprint that turns scattered automation ideas into three build-ready projects.
We study how your business actually runs, identify the workflows where automation can create measurable leverage, and package the best opportunities into a clear implementation roadmap.
At the end, you know:
- What to build first
- Why it matters
- What workflow it improves
- Which tools or systems are involved
- What data is needed
- Who should own it
- What the implementation path looks like
- What tradeoffs to expect
The Blueprint is a decision document your team can use to decide what to build, what not to build, who owns it, what it requires, and what happens next.
Sample outputs from a Blueprint
These are the kinds of projects we might identify:
Lead intake automation
Reduce response time by routing inbound leads, enriching company records, assigning owners, and drafting first replies.
Weekly ops report
Replace manual reporting with an automated summary of sales, service, and operational exceptions.
Customer follow-up system
Trigger follow-ups based on missed replies, stale opportunities, completed jobs, or customer status changes.
Why only three?
Because focus beats AI theater.
A business does not need fifty automation ideas. It needs the few that deserve time, money, and operational attention.
We score every opportunity by:
Impact
Will it save time, reduce cost, increase revenue, or remove operational drag?
Feasibility
Can it be built with your current systems, data, and team?
Speed
Can it reach a useful first version quickly?
The goal is not to prove automation can be used everywhere. The goal is to find where it should be used first.
What you get inside the Blueprint
Workflow Map
Answers: Where is time being lost?
A clear map of the workflows, handoffs, bottlenecks, repeated tasks, and manual decisions inside the business.
Opportunity Scorecard
Answers: Which ideas are actually worth considering?
A ranked list of opportunities scored by impact, feasibility, speed, risk, and dependency.
Three Priority Projects
Answers: What should we build first?
The three highest-confidence projects, with the business case and reasoning behind each recommendation.
Recommended Stack
Answers: What tools and integrations are needed?
The recommended tools, integrations, data sources, and technical approach for each project.
Implementation Roadmap
Answers: How do we get this live?
A phased plan with owners, dependencies, risks, and next steps.
What happens in 14 days
Kickoff
Define goals, collect context, review current tools, and choose the workflows worth studying.
Inputs collected: tools, workflows, goals, team structure.
Workflow discovery
Interview key operators, review current processes, and map how work actually moves.
Output: current-state workflow map.
Opportunity scoring
Identify possible automation projects, remove weak ideas, and rank the strongest opportunities.
Output: ranked opportunity scorecard.
Blueprint development
Turn the top opportunities into detailed project plans with workflow logic, tools, dependencies, and implementation paths.
Output: top three project plans.
Review and decision
Walk through the Blueprint, explain the tradeoffs, and help your team decide what to build first.
Output: final Blueprint and recommended next step.
If we cannot find three real opportunities, you do not pay.
If we cannot identify at least three projects with a clear workflow, business case, owner, and implementation path, the Blueprint is free.
That keeps the incentive simple: We only win if we find work worth doing.
Without the Blueprint vs. With the Blueprint
Without the Blueprint
- Dozens of scattered automation ideas
- Tool-first decisions
- Unclear ownership
- Generic strategy
- Risky implementation
With the Blueprint
- Three ranked priorities
- Workflow-first decisions
- Clear owners and dependencies
- Build-ready roadmap
- Sequenced implementation path
Built for companies with real operations.
ClearStone is a fit if you have:
- 10-100 employees
- $2M-$25M in annual revenue
- Repeatable workflows across sales, admin, operations, service, or support
- Manual work that still depends on spreadsheets, inboxes, CRMs, forms, calls, or internal docs
- No internal AI transformation team
ClearStone is not a fit if you want:
- A generic AI training session
- A list of trendy tools
- A chatbot demo
- Strategy without operational detail
- Automation before workflow discovery
Built by an operator, not a deck shop.
ClearStone is led by Stan Sedberry, a technical founder and operator who builds AI systems, workflow automations, and software products.
That matters because the Blueprint is designed for implementation, not presentation.
Every recommendation is judged by practical questions:
- Can this be built?
- Can the team use it?
- What data is required?
- What breaks when this touches real operations?
- What should be built now, later, or never?
Why the Blueprint costs less than guessing.
The expensive part of AI is not the software. It is building the wrong thing.
A bad automation project can waste months of internal time, create fragile systems, confuse the team, and still fail to change the operation.
The Blueprint exists to answer the most expensive question first: What should we build?
For most companies, one wrong build costs more than the Blueprint.
Pricing
AI Opportunity Blueprint
For companies that want clarity before investing in implementation.
Includes:
- Workflow discovery
- Operator interviews
- Current-state workflow map
- Opportunity scorecard
- Three priority project plans
- Recommended stack
- Implementation roadmap
- Final Blueprint review
If you hire ClearStone to implement one of the recommended projects, $5,000 of the Blueprint fee is credited toward the build.
Implementation
For companies that want ClearStone to help build one or more projects from the Blueprint.
Includes:
- Automation design
- Tool setup
- System integrations
- Workflow buildout
- Testing and rollout
- Team handoff
Scoped separately based on complexity, integrations, data requirements, and timeline.
Frequently asked questions
No. The Blueprint is a practical implementation plan: workflows, priorities, stack, dependencies, owners, and next steps.
Because builders usually build what you ask for. The Blueprint determines what is actually worth asking for.
Good. We evaluate them against your workflows and rank them against other opportunities.
No. Part of the Blueprint is identifying what data exists, what is missing, and what needs to be cleaned or connected.
Usually the owner or executive sponsor, plus the people closest to the workflows being studied.
Usually a kickoff call, a few focused interviews, async document sharing, and a final review. The process is designed to avoid dragging your team through endless discovery.
Yes. Implementation is scoped separately after the Blueprint.
You do not pay. If we cannot identify three specific opportunities with a clear workflow, business case, and implementation path, the Blueprint is free.
Still have questions? Email us.
Know what to build before you spend money building.
Book a 30-minute Blueprint Fit Call. We will learn how your business runs, determine whether the Blueprint is a fit, and recommend the next step.
Book a Blueprint Fit Call30 minutes. Free. No pitch.