
Focused Services.
Lasting Results.

Phase 1: Discovery & Assessment
Find clarity, identify opportunities, and choose the right tools before you invest.
Service Description
Not sure where to start with AI? You’re not alone. With thousands of platforms claiming to solve every problem, it’s easy to feel overwhelmed and hard to know what’s truly right for your business. Applied AI: Phase 1 – Discovery & Assessment helps you cut through the noise. We evaluate your workflows, team structure, and goals to pinpoint where automation and AI can drive measurable impact. Then, we recommend a lean, scalable stack of tools built for your specific needs — not someone else’s idea of “AI transformation.” You’ll walk away with clarity, confidence, and a plan you can actually use — whether or not you move forward with later phases. Deliverables -Business & Workflow Audit: Review your current systems, tasks, and inefficiencies. -Tool & Data Assessment: Identify underused or redundant apps and automation gaps. -AI Readiness Scorecard: Evaluate opportunities across Marketing, Sales, Operations, and Productivity. -Custom Tool Stack Blueprint: Up to 5 recommended tools with clear use cases and ROI potential. -Integration Overview: Visual roadmap of how new tools would connect to your existing systems. Perfect For You If... You haven’t selected your AI tools yet and need expert direction. You’ve experimented with a few apps but aren’t sure what’s working. You’re ready to explore automation but want to start smart — not expensive. You want a clear plan before committing to any big tech changes. Benefits Stop wasting time researching tools that don’t fit. Get clarity on how AI can actually support your business goals. Make smarter, faster decisions with a prioritized action plan. Build the foundation for successful implementation and team adoption. Package Details Duration: 2-hour live consultation + follow-up summary report Delivery: Online via Zoom (with post-session presentation with findings and PDF report) Add-Ons: Champion Training (1 Tool) – $750 Prompt Library Setup (1 Tool) – $500 ROI Projection Report across all Tools– $1,000 Notes Implementation is not included but can be added in Phase 3: Implementation & Integration. Platform subscriptions are the client’s responsibility. This package is perfect if you’re just getting started with AI. You can book Phase 1 as a standalone service or continue through all four Applied AI phases for full implementation.
Cancellation Policy
This policy outlines our terms and conditions, refund practices, deliverable acceptance, and project engagement rules. By purchasing a plan, package, or custom engagement, you agree to the following terms: Engagement and Project Start Monthly Plans: Work begins immediately following the scoping meeting and is delivered on a rolling basis throughout the month. Clients may select their preferred start date. One-Time Packages: These engagements are billed as a one-time fee. Delivery timelines are agreed upon in advance during project scoping. Custom Engagements: Timelines, deliverables, and milestones are defined and mutually agreed upon before work begins. Right to Refuse CTCX Digital reserves the right to decline or discontinue work if a project falls outside of our scope, conflicts with our values, or cannot be delivered to our quality standards. Nature of the Work Creative Deliverables: Our work involves creative strategy and execution. Because creative work is often subjective, we scope each project carefully and ask the right questions to align with your expectations. Revision Policy Each creative deliverable includes up to three (3) rounds of revisions. Additional revisions beyond this may require a separate agreement and additional costs. KPI Accountability While we design campaigns and deliverables to meet agreed-upon objectives, marketing outcomes depend on multiple factors outside our control (e.g., client implementation, market conditions, competitor actions). Therefore, CTCX Digital cannot guarantee specific results and should not be held responsible if KPIs or desired effects are not achieved 100%. Deliverables & Acceptance Deliverables will be submitted according to the agreed-upon scope and timeline. Once deliverables are provided, the client has 5 business days to request revisions (if included in the scope). If no revision request is made, the deliverables are deemed accepted and final. Refunds & Cancellations - Monthly Plans: Billed monthly in advance. Clients may cancel at any time; services already rendered or currently in progress are non-refundable. Cancellations will apply to the next billing cycle. -One-Time Packages & Custom Engagements: Non-refundable once work has begun. If a project is canceled before kickoff or delivery of initial materials, a full refund may be issued. Digital Products (e.g., templates, toolkits, reports): All sales are final and non-refundable once access or delivery has been provided.
Contact Details
407-385-0020
info@ctcxdigital.com
Melbourne, FL, USA
