Tier 1 — Audit & Consultation

Consultation.
Clarity Before Commitment.

A focused advisory session with Lisa Warren to shape your AI direction. You bring your audit results, current challenges, and goals. We map the opportunities, prioritise what matters most, and define clear next steps — so you move with confidence, not guesswork.

What a consultation covers:
✓Current-state review of your AI, sales, marketing and ops
✓Opportunity mapping — where the biggest wins are
✓Prioritisation framework — what to do first
✓Next-step recommendation — a clear path forward
Contact Us See How It Works ↓

Where Consultation Fits

YOU ARE HERE
Tier 1
Audit & Consultation
Diagnose what's broken and where the opportunity is. No commitment required.
Tier 2
Strategy & Transformation
Build the roadmap and prepare the organisation to execute it.
Tier 3
Build & Implementation
Deploy HALU™ and Zonar OS™ — agentic AI running in your business.

Most clients move through all three. Consultation is deliberately low-commitment — it exists to earn the next step, not sell it upfront.

The Process

What actually happens, step by step.

Click any stage to see exactly what happens, what we need from you, and what you walk away with.

Click each stage to explore

Stage 1 of 5
📞

Discovery Call

A direct, unscripted conversation with Lisa Warren — not a sales rep, not a junior associate. We talk through your business, what's prompting you to look at AI now, and what "success" would actually mean for you.

What we cover

Your business model, department structure, existing tools, past AI attempts (if any), and the specific pressure points pushing you to act.

Duration

30–45 minutes, by video or phone. No slides, no pitch deck.

Stage 2 of 5
🔍

Current-State Review

We go through your existing systems, workflows and (if you've run one) your Zonar™ audit results together — line by line, not a generic checklist. This is where we find out what's actually happening versus what you assume is happening.

What we look at

Sales pipeline handling, marketing attribution, operational handoffs between teams, finance reconciliation, and any AI tools already in use.

What you bring

Whatever you have — a free Zonar™ audit report if you've run one, or just your honest description of where things feel broken.

Stage 3 of 5 · The Core of the Session
🗺️

Opportunity Mapping

Every department gets scored against three questions: where is revenue leaking, where are teams duplicating effort across silos, and where would agentic AI create the fastest, safest win. This becomes a visual map of your business, not a vague list.

Output

A ranked map of opportunities across Sales, Marketing, Operations, Finance and Leadership — see the live version below.

See the opportunity map ↓
Stage 4 of 5
🎯

Prioritisation

Not every opportunity should be tackled first. We rank what we found against effort, risk and business impact — so you know exactly what to do first, what to do next, and what to deliberately leave for later.

Framework

Impact vs. effort scoring, weighted by how exposed the current process is to failure and how quickly a fix would show measurable results.

Stage 5 of 5
📋

Roadmap Delivery

You leave with a written, plain-English roadmap — not a 40-page slide deck nobody reads. It names the top opportunities, the recommended order of attack, and whether Strategy & Transformation (Tier 2) or a direct HALU™/Zonar OS™ build (Tier 3) is the right next step for you.

No obligation

You're free to take the roadmap and implement it yourself, hire someone else, or come back to us. Nothing is bundled or forced.

Opportunity Mapping, Live

Where we typically find the biggest wins.

This is a real map, built from patterns we've seen across client consultations — not a generic department list. Click a department to see what usually turns up.

Click a department

💰

Sales

The single most common finding across consultations: leads sit for hours or days before anyone follows up, and by then the buyer has often already engaged a competitor. Pipeline visibility is usually fragmented across a CRM nobody fully trusts.

What agentic AI typically fixes

Instant lead scoring and first response, automated nurture sequences for stalled deals, and a live pipeline view leadership can actually trust.

📣

Marketing

Spend decisions are frequently made on last-click attribution alone, with no cross-channel view of what's actually driving revenue. Campaigns keep running past their useful life because nobody's watching closely enough to cut them.

What agentic AI typically fixes

Cross-channel attribution, automated budget-reallocation alerts, and content/campaign performance monitored continuously instead of in a monthly report.

⚙️

Operations

Work gets handed between teams manually — a form, an email, a Slack message — with no system tracking whether it actually landed. This is where silos cost the most and get noticed the least, because nothing visibly "breaks," it just slowly leaks time.

What agentic AI typically fixes

Automated workflow handoffs with full audit trails, anomaly alerts before a bottleneck becomes a crisis, and one shared view of what's actually in progress.

📊

Finance

Reconciliation between sales, ops and accounting data is usually done manually at month-end, which means problems are discovered weeks after they happened — too late to act on, only possible to explain.

What agentic AI typically fixes

Continuous reconciliation instead of month-end scrambles, and anomaly flags the moment numbers stop lining up — not four weeks later.

🧭

Leadership

Every department has its own version of "the numbers," and by the time it reaches leadership it's been filtered, summarised and delayed. Decisions get made on last month's picture, not this week's reality.

What agentic AI typically fixes

One live intelligence layer every department reports into, so leadership sees the same real-time truth everyone else is working from.

Who This Is For

Built for three kinds of leaders.

🌱
First-time evaluators
You know AI matters but haven't touched it yet, and don't want your first move to be an expensive guess.
🔧
Stalled implementers
You've tried an AI tool or two — they didn't stick, or didn't move the numbers you actually care about.
📈
Scaling operators
Revenue is growing but the systems underneath it aren't — and you can feel the cracks before you can name them.

FAQ

Consultation questions, answered.

Is the consultation actually free, or is there a catch?+
It's free, with no obligation attached. You leave with a written roadmap whether or not you ever engage us again. We do this because most people who go through it choose to continue — not because we lock you in.
Do I need to have run a Zonar™ audit first?+
No, but it helps. If you've run the free Zonar™ audit, we use it as the starting point for the current-state review. If not, we'll build that picture together during the call — it just means the session covers a bit more ground.
Who runs the consultation — is it actually Lisa Warren?
What happens after the roadmap is delivered?+
You decide. Some clients take the roadmap and run with it internally. Most move into Tier 2 (Strategy & Transformation) to build out the plan properly, or go straight into a HALU™/Zonar OS™ build if the opportunity is clear enough. There's no pressure either way.
How is this different from a generic AI strategy call?+
Most "AI strategy calls" are thinly disguised sales pitches for a specific tool. This is a diagnostic — we're mapping where your business actually leaks time and revenue first, and only then talking about what (if anything) should be built to fix it.
⚡

Ready to see your opportunity map?

30–45 minutes with Lisa Warren. No pitch deck, no pressure — just clarity on where AI would actually help your business.

Book Your Consultation →

Free · Direct & personal · UAE, MENA & global clients welcome

Nova

Your AI Innovation Guide

Hello! I'm Nova, your AI innovation guide at Neural Horizons AI. 👋

How can I help you today?

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