Client PortalStep 00 · where every AgileAI engagement begins
AgileAI Discovery Session
A 60-minute advisory conversation about AI, Microsoft Copilot, and what your business needs to know before taking the next step.
What it is
Start with a clear conversation
Most business leaders know AI is relevant. Fewer know where to start, what the real risks are, or whether their team is already using AI tools without the business knowing about it.
The AgileAI Discovery Session is a paid, structured advisory session designed for business owners and senior leaders who want a clear, practical conversation about AI adoption before committing to anything.
We meet with you at your office or on Microsoft Teams. No slides, no sales pitch, no jargon. Just a direct conversation about your business and what AI adoption actually looks like for a team your size, including the parts most people skip over.
You leave with a clear picture of where you stand, what the realistic first steps are, and what to be careful about.
Who this is for
Business owners taking AI seriously
- Business owners, managing directors and senior leaders running teams of 10 to 50 staff
- Businesses already on Microsoft 365, or considering it
- Teams where staff are already experimenting with AI tools, with or without the business knowing
- Leaders who want to understand AI properly before making decisions, not after
The agenda
What we cover
Where AI fits in your business today
A plain-English overview of what Microsoft Copilot for M365, ChatGPT and Claude can realistically do for a business your size. No hype, no buzzwords. We focus on the tasks your team does every day and where AI removes real effort.
Microsoft Copilot, what it is and what it is not
How Copilot works inside Outlook, Teams, Word, Excel and PowerPoint. What it can see, what it cannot, and why it is the natural starting point for businesses already running Microsoft 365. We explain the licensing, the permissions model, and what business-grade AI actually means in practice.
Security, privacy and shadow AI
What happens to your data when your team uses AI tools. The difference between consumer AI accounts and properly configured business accounts. Why permissions and data access matter more than the AI itself. And what happens when staff use personal or free AI tools for business work without the business knowing.
Policy and governance
What a practical AI acceptable use policy looks like for a business your size. What your obligations are, what your staff need to understand, and how to set clear rules without shutting down innovation.
Your readiness for the next step
An honest assessment of whether your business is ready to move into the AI Readiness Assessment, or what needs to happen first. If AI is not the right priority for you right now, we will tell you.
The output
What you receive after the session
A written summary
- Plain-English notes on the key points discussed
- The risks and opportunities relevant to your business
- Yours to share with your leadership team
Tailored next steps
- A recommended next steps document for your business
- What to prioritise, and what can wait
- A clear indication of readiness for the AI Readiness Assessment
Format
How it is delivered
60 minutes, at your office or via Microsoft Teams. Fixed fee, confirmed at booking.
The Discovery Session is the starting point of the AgileAI service. It gives you the context to make an informed decision about the next step, the AI Readiness Assessment, with full clarity on what is involved and why it matters for your business.
- 60 minutes
- At your office or via Microsoft Teams
- Up to three attendees from your business
- Fixed fee, confirmed at booking
- Written summary and next steps document included
- No ongoing commitment attached to the session itself
The AgileAI service flow
What happens next
The Discovery Session sits at Step 00 of the AgileAI service. It is the conversation that determines whether the rest of the steps are right for your business, and at what pace.
Discovery Session
A 60-minute advisory conversation about AI, your business, and what needs to happen before you go further.
AI readiness assessment
We review your current AI tool usage, data access permissions, and identify any risks before deployment begins.
Copilot deployment
Microsoft Copilot for M365 is licensed, configured, and rolled out with permissions aligned to your environment.
Policy and training
Your AI acceptable use policy is documented, your team is trained, and role-specific enablement begins.
Book your Discovery Session
Fill in the form and we will confirm your session within one business day
Tell us about your business and we will confirm a time, fee and format. The Discovery Session is delivered at your office or via Microsoft Teams.
Common questions