We help growing midsize agencies solve these problems:
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Client Acquisition is Draining Profits
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Projects Run Late & Over Budget
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Data Isn’t Driving Results
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You’re Falling Behind on AI
If your agency has what it takes to level up, we will:
✅ Cut acquisition costs (CAC) up to 32% in under 6 months.
✅ Unlock data-driven decision-making with AI analytics.
✅ Boost team efficiency by 40% with automated workflows.
✅ Help you adopt AI faster with a strategy that works.
“We did 3 workshops and uncovered over $300,000 in cost savings for the company. The value was there before we even left the first workshop.”
- Jonathan G., CEO
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“Every part of the AI Workshop was incredibly useful! Mapping out how all the work gets done in our agency was never done before as a team.”
- Bill M., Senior Leadership
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“Amazing AI automation experts! They asked the right questions, worked quickly, and drastically improved our workflows. They saved us both time and money with their work. we highly recommend them.”
- Lincoln T., Co-founder
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“The big problem we had was that project managers would receive a request and it often got delayed—sometimes by 12 hours or even a day. Now, we’re receiving all the requests, they’re no longer falling through the cracks, and we’re processing them much faster. The support on the back end has also been excellent.
- Dylan A., Operations Director
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"They were a great help. They walked me through how the automation and AI agent they built worked. His attention to detail is out of this world. Thank You!"
- Ranson B., Owner
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“Lucas Petty created a custom AI Discovery workshop that was our highest rated event for the year.”
- Deborah M., Managing Director
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During our 1-day AI Discovery Workshop we will map your agency’s current client acquisition process, identify inefficiencies, and design an AI strategy tailored to your needs.
After the workshop you will be ready to take action yourself or have our team of experts do it for you. Regardless of what you choose, you'll be ready to implement, optimize, and lead with artificial intelligence.
Frequently Asked Questions:
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What is the AI Strategy Workshop?The AI Strategy Workshop is a focused, one-day, hands-on session specifically designed for Midsize Marketing Agencies aiming to significantly reduce client acquisition costs. We dive deep into your current acquisition process, pinpointing inefficiencies and bottlenecks. The outcome is a tailored AI-Driven Lead Generation Framework and a clear implementation roadmap to boost lead quality and lower costs using AI.
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What are the outcomes of the Workshop?You’ll receive a comprehensive package designed for action: During the Workshop: A detailed Process Map of your current client acquisition workflow and a thorough Pain Point & Inefficiency Analysis. After the Workshop (within 2-3 weeks): A customized AI-Driven Lead Generation Framework. A step-by-step Implementation Roadmap with recommended tools, integration steps, and timelines. Clear ROI Projections forecasting cost savings (typically aiming for a 30% reduction in client acquisition costs within 6-12 months). An Executive Summary Presentation for stakeholder alignment and buy-in. BONUS: A 1-hour consultation with our AI automation expert to discuss initial implementation steps. Many clients anticipate significant improvements in lead quality, reduced cost-per-acquisition, shorter sales cycles, and ultimately, increased profitability as a result of implementing this strategy.
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What if I’m not quite ready to do a workshop?If the full $25,000 workshop feels like too big a step right now, start by booking a free consultation. We'll discuss your agency's specific goals, client acquisition challenges, and determine if this focused AI approach is the right fit for you. This is a no-obligation call to help you assess the potential impact and ensure alignment before committing. Book a call here: https://www.aidaddy.com/calendar
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Where will the workshop take place?We offer flexibility. The workshop can be hosted at our headquarters in Phoenix, AZ, or we can travel to your location. Most (around 80%) of our workshops take place on-site at our client's office or a nearby conference space, allowing your team to engage comfortably in a familiar environment. International clients are welcome – we have experience facilitating workshops globally. (Please note travel is paid by the client). In select circumstances, the workshop can be hosted online.
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How long is the workshop?The workshop is a full-day session, typically running for 8 hours, including breaks. This ensures we have sufficient time for deep dives into your acquisition processes while keeping the energy and focus high for your team.
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Who should attend?This workshop is designed for key decision-makers and team members within Midsize Marketing Agencies who are directly involved in or impacted by the client acquisition process. This typically includes marketing heads, sales managers, business development representatives, and relevant operational staff focused on growth and efficiency.
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How much is a workshop?The investment starts from $5,000 for your team and can be tailored to your needs. For the AI Roadmap: We can create AI policy, teach AI security, include AI ROI calculations, and more. For the Process Map: We can calculate workflow demand, customer success points, identify data opportunities, and more.