THINK BIG, START SMALL, ITERATE OFTEN.

Tech Start UP 

Sarah is a visionary founder of a fast-growing tech startup. She's passionate, driven, and brimming with innovative ideas—but is struggling to bring them to life due to team inefficiencies and unclear priorities.

Sarah's Challenges

• A junior team that works hard but lacks experience leveraging GenAI for high-impact execution
• Confusion around AI priorities and no clear roadmap to align AI use cases with business outcomes
• Difficulty understanding which AI investments provide real ROI

These roadblocks are stalling growth, creating stress, and hindering Sarah’s ability to scale.

The CP Solutions Approach

• Personalized Discovery: Assessed Sarah’s startup vision, team dynamics, and readiness to adopt AI tools.
• Strategic Alignment: Clarified GenAI use cases that directly support product development and customer value.
• AI-Enabled Planning: Introduced agile, AI-supported planning tools to clarify goals, track progress, and reduce rework.
• Targeted Coaching: Empowered team leaders with training and workflows to maximize GenAI tools and drive ownership.

Real Estate Agency 

Steve is a seasoned professional and owner of a successful real estate agency. With an expanding client base, Steve is struggling with business demands while maintaining the personalized service his agency is known for.

Steve's Challenges 

• Managing growing transaction volume and communication across agents and clients
• Inconsistent tools and processes, making it difficult to track performance and streamline operations
• Unclear where GenAI can improve workflows, from lead generation to property marketing

These issues are creating bottlenecks that prevent Steve from scaling sustainably and confidently.

The CP Solutions Approach

Tailored Assessment: Evaluated agency operations to pinpoint where GenAI tools could automate repetitive tasks and enhance service delivery.
• AI Strategy Alignment: Identified AI-driven solutions for lead nurturing, listing descriptions, client follow-up, and market analysis.
• Workflow Optimization: Streamlined task management using AI-assisted platforms to help agents stay organized and productive.
• Ongoing Support: Provided training, usage policies, and support to ensure responsible, secure AI adoption.

Legal Firm 

Sabrina is the COO of a regional law firm with 75 attorneys that handles corporate, real estate, and litigation matters. The firm is known for its personalized client service and professional integrity.

Sabrina's Challenges 

• Manual administrative work reducing billable hours and overloading staff
• Concerns about data privacy, confidentiality, and ethical use of GenAI tools
• Unclear pathways for evaluating, implementing, and managing AI initiatives internally 

These issues are limiting the firm's ability to scale efficiently and remain competitive.

The CP Solutions Approach  

• Personalized Assessment: Identified operational bottlenecks and AI opportunities within legal workflows.
• Strategic Planning: Developed a realistic roadmap for implementing GenAI in research and document creation.
• Targeted Enablement: Facilitated hands-on testing, stakeholder alignment, and process redesign.
• Continuous Support: Provided training, policy guidance, and leadership coaching to sustain progress.