Strategic Technology & AI Audit for Q1 2025: Your Roadmap to Success

Hello,

I hope you had a good holiday weekend. As we gear up for the new year, I want to let you know about an opportunity to help your firm achieve greater clarity, control, and success.

The Milemarker 4-hour strategy session is designed to give your leadership team a comprehensive roadmap to transform your business. This is not just about creating a plan—it’s about priorities and achieving your real goals.

What’s Included in the Session:

1. Technology Audit:

• We’ll review the systems you’re using today to ensure you’re getting the most out of your tools.

• We’ll also help you assess any new vendors you may be considering, giving you clarity on the best path forward.

2. AI Readiness Plan:

• Gain insight into how ready your firm is for implementing artificial intelligence.

• We’ll help you prepare for AI’s role in your operations, ensuring you can harness transformative potential.

3. Comprehensive Strategy Plan:

• Receive a detailed, actionable plan tailored to your business, designed for ongoing use and updates. Please note that this report will highlight how we believe you should be structuring your technology stack and data model, but there is absolutely no obligation to work with our team. Your strategic plan will allow you to build, buy or partner on your own terms.

• More than a one-time deliverable—it becomes a central tool for decision-making, team alignment, and long-term success. Many firms who have been through this consultation use it weekly, even years after the engagement, to keep their teams focused and aligned, even the ones who are not active Milemarker clients.

Details:

• Who: Myself and a senior leader from my team will lead the session.

• What: Initial engagement call, a questionnaire to all key stakeholders, one prep call before the meeting and a 4-hour in-person session tailored to your firm’s needs. Following the meeting there is a deliverable call where our team walks you through your strategic plan.

• When: Due to the nature of this offer, our team only engages in two strategy sessions per month. Please reserve your spot soon as times will be assigned on a first come, first serve basis.

• Cost: This is a paid engagement for $24,000 due to the time and resources involved.

If you’re ready to take your business to the next level, reply to this email, and we’ll find the time that works best for you.

Looking forward to hearing from you,

Jud