After Discovery • Route-led Packages • Clear Next Step

Choose the right AI package.
Not a vague proposal.

Every discovery call ends with a clear route, not a vague next step. SpendLens confirms whether the business needs AI Optimisation because AI is already in use, or AI Foundation because the priority is to start safely, practically and with the right roadmap.

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Discovery
to
Package
🔎 DiscoverUnderstand usage, goals, spend and maturity.
🧭 ClassifyConfirm Route 1 or Route 2.
📦 RecommendMatch the customer to a fixed package.
📈 GrowMove from assessment to monthly value.

Two routes. Practical packages. Clear commercial flow.

The goal is to avoid bespoke work at the start. Each customer leaves discovery with a clear recommendation and a simple path to paid work.

Route 1

AI Optimisation

For companies already using AI tools and needing stronger cost visibility, governance, adoption tracking and ROI reporting.

AI Visibility Assessment

One-off fixed-fee engagement

A focused assessment to understand current AI tool usage, cost, ownership, duplication, risk and quick-win savings.

  • AI tool and vendor inventory
  • Spend and licence review
  • Shadow AI and duplicate tool identification
  • Governance and ownership review
  • Executive findings report and quick wins

AI Optimisation

Monthly support package

Ongoing AI spend and usage monitoring for leaders who want continuous visibility and practical savings recommendations.

  • Monthly AI spend dashboard
  • Usage and adoption monitoring
  • Licence optimisation recommendations
  • Quarterly business review
  • ROI and savings tracking

AI Enterprise

Custom enterprise package

For larger organisations requiring deeper governance, procurement, integrations and board-level reporting.

  • Department benchmarking
  • AI policy and governance support
  • Vendor and procurement support
  • Custom Power BI dashboards
  • API and data integrations
Route 2

AI Foundation

For companies that know AI matters but need a safe, practical and structured way to begin using it across the business.

AI Kickstart

One-off fixed-fee engagement

A practical starting point for businesses that need an AI readiness assessment, roadmap and recommended first use cases.

  • Discovery workshop
  • AI readiness assessment
  • Priority use-case roadmap
  • Tool recommendations
  • Basic AI policy and guidance

AI Team Starter

Implementation package

Helps a team move from interest to practical usage with setup, training, prompt templates and department-level use cases.

  • ChatGPT or Copilot setup guidance
  • Prompt library and document templates
  • Department use-case mapping
  • Team training session
  • Productivity tracking framework

AI Growth

Monthly support package

Ongoing support for companies that want to keep developing AI use cases, improve adoption and measure outcomes over time.

  • Monthly coaching and support
  • New AI use-case development
  • Prompt and workflow updates
  • Quarterly roadmap review
  • ROI and adoption tracking

The commercial journey after discovery.

A simple ladder from free conversation to paid assessment, then implementation and recurring monthly support.

📨
Outreach / WebsiteProspect enters HubSpot and is invited to discovery.
🎧
Discovery CallUnderstand needs and classify Route 1 or Route 2.
🔍
Paid AssessmentVisibility Assessment or AI Kickstart depending on route.
🛠️
ImplementationOptimisation, Team Starter or Enterprise work.
📊
Monthly SupportOngoing monitoring, roadmap reviews and ROI tracking.

Add-on services for either route.

These can be added to assessments, implementation packages or monthly support where the customer needs more depth.

📜
AI Policy CreationPractical rules for acceptable AI use, data handling and ownership.
🛡️
AI Security ReviewReview risks around tools, users, data and vendor access.
🧩
Vendor SelectionHelp compare AI tools and select the right platform.
📊
Power BI DashboardExecutive reporting for spend, adoption and value tracking.
🪟
Copilot RolloutSupport with Microsoft Copilot planning and adoption.
💬
ChatGPT RolloutGuidance for ChatGPT Team or Enterprise adoption.
🎓
AI Staff TrainingPractical sessions for teams, leaders and operations users.
📈
Quarterly AI ReviewStrategic check-in to review progress, ROI and next steps.

Start with discovery. Leave with the right route.

SpendLens will identify whether the customer needs AI Optimisation or AI Foundation, then recommend the most practical package to move forward.

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