Approach - Wizadvisors.ai

We utilize a proprietary approach.

That turns your workflows into intelligent systems.

Our Three Step Approach

Define

Design

Deploy

At WIZ Advisors, we utilize a proven approach – DEFINE, DESIGN, DEPLOY. We start by understanding your goals, workflows, and tech stack. Then we recommend AI solutions from simple to complex, based on budget and timing needs, to transform your tasks into intelligent systems that drive significant impact.

Define

Developing the roadmap.

Objective

We start by gaining an understanding of your company’s goals, structure, and technology.

Activities

Deliverables

You will walk away from this phase with an understanding of where you are, where you want to be, and a custom roadmap of how you will get there.

Design

Architecting the solution.

Objective

Now that we know what we’re building, we design your AI solution(s) from the ground up.

Activities

Workflow Mapping – Map the processes from input to output, identifying where AI fits best.
Solution Design – Custom configuration of models, automations, and data tailored to your use case.
Tech Stack Design – Specific tools, platforms, and APIs that bring the solution to life.
Data Mapping – Identification of data sources, required formats, and gaps that need to be filled.
Human-in-the-Loop Checkpoints – Strategic points in the flow where human oversight adds value and mitigates risk.

Deliverables

A technical design to hand to the developers, ensuring what’s built is both technically sound and operationally executable.

Deploy

Transforming the business.

Objective

This is where your AI solution becomes a reality, and we focus on adoption and results.

Activities

Deliverables

By the end of phase 3, you aren’t just using AI, you are praising its benefits.

Frequently asked questions

What types of clients do you work with?

We specialize in working with B2B solopreneurs, founders, executives, and lean sales/marketing teams. If you’re growth-minded but resource or time-constrained, and you want to stop doing things manually, we are your ideal partner.

I'm not tech-savvy. Can I still use AI in my business?

Absolutely. We guide you every step of the way, from identifying the right tools to implementing automation that fits your current systems and comfort level. We make AI understandable and usable..

What kind of ROI can I expect from using AI?

Our clients typically save 20+ hours a month, reduce lead response time by up to 80%, and increase conversions by 15-30%. The result? More qualified leads, faster closed deals, higher efficiency, and growth that doesn’t require hiring a small army.

What services do you offer?

We offer AI services that correspond to our three-step approach:

Define: AI assessments, strategy roadmaps, and tool recommendations

Design: Workflow design, automation blueprints, and solutions architecture

Deploy: Tool setup, human-in-the-loop integrations, training, and optimization

What kinds of solutions do you implement?

Depending on your needs, we implement:

AI-powered chatbots
Custom GPTs and copilots
CRM automation and lead scoring
Prompt libraries
Sales outreach workflows
Data analysis tools
Internal AI agents

All tailored to your business model and growth goals.

How do you customize solutions for different businesses?

We start every engagement with an assessment of your team structure, workflows, and goals. From there, we build an AI roadmap prioritizing high-impact, easy-to-implement solutions – whether you’re a team of one or a team of ten.

How long does it take to get results?

Most clients start seeing time savings and productivity gains within two to four weeks of deployment. Larger or more complex implementations (like multi-step automations or custom GPTs) may take 6-8 weeks but deliver exponential ROI over time.

What if I already have tools like HubSpot, Mailchimp, or Notion?

Perfect. We don’t replace your tech stack, we supercharge it. We integrate AI tools with your existing platforms, adding automation, segmentation, and insights that unlock their full potential.

What is the difference between working with WIZ and just purchasing an AI "tool" or app?

Tools give you potential. WIZ gives you results. We help you choose, set up, optimize, and train you on the right tools for your business, ensuring that they are being utilized to their full extent to drive the highest ROI.

How do I get started?

Start with our AI Assessment, available in two tiers:

Solopreneur / Executive: 1:1 Interviews, Future Readiness & Implementation Assessment, Key Findings Report, and AI Roadmap – $2,500

Founder-Led Business / Sales & Marketing Teams: Up to 5 Stakeholder Interviews, Future Readiness & Implementation Assessment, Key Findings Report, AI Roadmap and Prioritized Solutions – $5,000

You’ll walk away with a practical, actionable plan to scale smarter with AI.

Ready To take The Next Step ?

Let’s uncover the untapped opportunities in your business. Whether you’re looking to accelerate revenue, streamline operations, or future-proof your strategy, AI will get you there faster.