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For Tom Lee · Lee & Cates Glass · June 8, 2026
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You already know AI works. Now let's build the plan that makes it work across the whole company.
The proposal we discussed this morning — with the sample audit report linked inside so you can see exactly what you're getting.
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Tom,
Good talking today. As promised, here's the full proposal along with the sample audit report so you can see exactly what the final deliverable looks like.
We're aligned on what needs to happen — the audit gives us the structured process to map every function in the business, identify where the real opportunities are, and come back to you with a clear plan for what to build and in what order. Everything is laid out below.
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WHAT I TOOK AWAY
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🏗
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AI is already in your DNA — it's just not organized yet
You built a working plain-text query interface for Sage on your own. Your CFO is running financial analysis in Claude every day. One division head is already pushing to do more. That's not a company that needs to be convinced — it's a company that needs a coordinated strategy so all of that effort pulls in the same direction.
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📊
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Your CFO is ready to go deeper — he's just waiting
He was annoyed when you wouldn't hand him the percentage-of-completion report to play with. That's a great sign. The audit puts him at the table formally, maps what he actually needs built, and gives him something far more powerful than a chat window to work with every day.
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🎯
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Four divisions — four very different starting points
Black Glass is your most profitable division and has capacity to grow. Commercial Construction has the most upside over the next one to three years. Retail is flat but has real marketing potential. Surface CPR is early-stage and could benefit most from getting systems in early. The audit maps each one on its own terms — no one-size-fits-all approach.
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⚙
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Legacy systems are a constraint, not a dealbreaker
Sage's closed architecture and local ODBC dependency are real — you've already run into the ceiling of what you can build without a plan around it. The audit surfaces exactly which systems are addressable, where workarounds exist, and where cloud migration or API bridging makes sense down the road.
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💡
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Fire bullets before you fire cannons
You mentioned Jim Collins — that framing is exactly right. The audit is how you figure out which bullets to fire first. We identify 15 to 20 things that could be built, pick the three with the clearest ROI and the fastest path to impact, get those wins on the board, and then load the cannons from there.
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THE AI STRATEGY AUDIT
You don't need more experiments. You need a roadmap — and that's exactly what this builds.
The audit goes into your organization function by function, talks to the five people who run it, and maps where time, money, and momentum are leaking out. What comes back is a prioritized plan with quick wins, longer-horizon builds, estimated timelines, investment ranges, and a clear recommendation on where to start. Not a deck that sits in a drawer — a working decision board for you and your leadership team.
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HOW IT WORKS — THREE PHASES
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Leadership Interviews
One-on-one sessions with five key people — no AI talk, just their world
| • 60–90 minutes per session with Thomas, each division head, and the CFO |
| • Questions focus on their job — time, bottlenecks, what they rebuild from scratch repeatedly |
| • We don't mention AI — we let the function tell us where the opportunities are |
| • Every session is transcribed and analyzed — patterns across five conversations that no single person would see on their own |
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Analysis & Mapping
Everything synthesized into a complete organizational picture
| • Where manual effort is creating the most drag across roles and divisions |
| • Where revenue potential is sitting untouched because the right system isn't in place |
| • Which existing systems — including Sage — are addressable and where workarounds exist |
| • Which division leaders are positioned to move fast and which will need more runway |
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Strategic Roadmap Delivery
A working decision board — not a PDF that sits in a drawer
| • Prioritized AI opportunities across all five functional areas, ranked by ROI and feasibility |
| • Quick wins with measurable results achievable within 30–90 days |
| • Longer-horizon builds with estimated timelines, investment ranges, and projected returns |
| • Leadership readiness assessment — who moves first, where change management is needed, and how to build internal momentum |
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Morningside AI · One of the world's largest AI automation agencies — bringing enterprise-grade audit methodology and development resources to every engagement.
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SEE IT FOR YOURSELF
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Sample AI Audit Report
This is what the final deliverable looks like — the depth of analysis, how opportunities are categorized and prioritized, and what the roadmap format looks like in practice. Take a look before our next conversation.
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INVESTMENT
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$8,000
Inclusive of all leadership interviews, full analysis, and strategic roadmap delivery. Standard engagement investment is $10,000 — this reflects our relationship and what I see us building together long-term.
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NEXT STEP
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Tom — when you're ready to move forward
Take a look at the sample report, then let's schedule a kickoff call
On that call we'll align on the five interview participants, sequence the sessions, and get started. Everything after that runs on my end — your only job is making sure the five people are available for their sessions.
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Tom, I'm genuinely excited about this one. You've got the right setup — the curiosity, the leadership buy-in, and four distinct divisions with real opportunity sitting in each of them. The audit gives us the clarity to go after the right things first, and I'll be right there making sure we get them across the finish line.
Talk soon,
David Ortiz
Advisor AI Partners | Morningside AI
meetings.advisoraipartners.com
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