Diagnose stage · 3 to 4 weeks · $15k to $25k
RoboCFO Sprint
A diagnostic plus directional roadmap for finance teams ready to commit to AI.
Three to four weeks. Stakeholder interviews, a maturity read across seven dimensions, three to five candidate use cases sized directionally, and a recommended 90-day path. You walk away with a deliverable your board, your CFO, or your PE sponsor can act on.
Best for
Who this is for
Finance teams of 5 to 50 who know AI matters, have executive sponsorship, and need a structured first step before committing to a build.
If you've already done a self-serve assessment and want to go deeper, this is the next step. If you haven't, the $149 Scorecard is a faster on-ramp.
What's in the box
Five concrete deliverables
Quantities matter, so they are stated.
- AI maturity diagnostic across 7 dimensions (data, talent, process, governance, technology, leadership, change capacity), scored on a 1 to 5 scale per dimension with narrative.
- 3 to 5 candidate AI use cases identified, described directionally, and sized at order-of-magnitude ROI.
- Recommended 90-day path with a prioritized first move and clear go/no-go criteria.
- Working session readout with finance leadership at the end of week 3.
- Executive summary deck designed for board, audit committee, or PE sponsor consumption.
Optional add-on at no extra charge if selected during the engagement: deeper-dive scoping for the recommended Pilot use case.
How it runs
A four-phase structure
Default cadence is weekly with an asynchronous check-in mid-week.
- Phase 01
Week 1: Discover
Six to ten stakeholder interviews across finance, IT, and adjacent functions. Document review of current systems, recent AI experiments, and existing governance. Baseline assessment of data and tooling readiness.
- Phase 02
Week 2: Diagnose
Maturity scoring across the seven dimensions. Use case identification workshop. Directional ROI sizing for each candidate. Initial prioritization based on impact, feasibility, and time-to-value.
- Phase 03
Week 3: Decide
Prioritization workshop with finance leadership. Recommended 90-day path locked. Working session readout delivered. Draft of executive summary deck shared.
- Phase 04
Week 4 (if extended)
Refinement based on feedback. Final executive summary deck delivered. Optional deep-dive scoping for the Pilot use case.
What you bring
What we need from your team
The Sprint runs faster and produces sharper output when these are in place at kickoff. We can adjust if some are missing, but it changes scope and timing.
- Executive sponsor (CFO, VP Finance, or equivalent) committed to the four weeks.
- Stakeholder list of 6 to 10 people for interviews, with calendar coordination support.
- Access to current systems documentation (ERP, BI, data warehouse, any existing AI tools).
- Recent strategic context (board materials, OKRs, transformation initiatives) so recommendations align with what's already in motion.
- One internal point person for logistics and document gathering, typically a finance ops lead or chief of staff.
How we know it worked
Success criteria, locked in week 1
Measured in week 4.
- Maturity baseline established with consensus from finance leadership on the scores.
- At least three viable candidate use cases documented and ranked.
- A 90-day path the team will actually execute (validated by the executive sponsor explicitly committing to the first move).
- Executive deck delivered in a format the sponsor can present without modification.
We document these in the Sprint charter at kickoff. Disagreement on any of them in week 4 is a sign the engagement missed, not a sign to lower the bar.
Pricing
Investment and what changes it
Investment
$15k–$25k
Payable in two installments (50% at kickoff, 50% at delivery).
What changes the price
- Number of stakeholders interviewed (default 6 to 10; more adds cost)
- Multi-entity or multi-region scope
- Accelerated timeline (compressing four weeks into three adds 15 to 30 percent)
- Inclusion of a competitor or vendor scan as supplemental analysis
- Regulated industry context (SOX, examiner review, etc.) adds 30 to 60 percent for the additional documentation rigor
We scope and quote on the kickoff call. The published range is the floor.
Where this fits on the spectrum
Before and after the Sprint
Starts with
AI Readiness Scorecard ($149) recommended but not required. Buyers who have already taken the Scorecard get a more efficient Sprint because we start with their results.
Leads to
RoboCFO Pilot in most cases. The Sprint's recommended 90-day path becomes the Pilot's charter. Other natural next steps: Governance Pack if a policy gap surfaces during the diagnosis, or Operations Essentials if the team is already running AI in production and needs ongoing support around the pilot recommendation.
FAQ
Common questions
How is this different from the $149 Scorecard?
The Scorecard is a self-serve diagnostic that produces a personalized report in 15 minutes. The Sprint is a four-week engagement with stakeholder interviews, working sessions, and an executive readout. Same dimensions, much deeper output, and a recommended path the team commits to executing.
Will I get a fully ranked use case portfolio with full ROI models?
No. That's intentional. The Sprint produces directional sizing and a recommended first move. Full prioritization with ROI modeling happens during Pilot scoping for the use case you choose to pursue. Keeping the Sprint directional protects the timeline and the price.
Can we run this remotely?
Yes. Most Sprints are fully remote. On-site working sessions are available for an additional travel and time fee, typically used for the week 3 readout when in-person dynamics matter.
What if our team is bigger than 50 people?
Larger finance organizations often need a Transformation rather than a Sprint. The Sprint can still work as a first step for an enterprise team, but the four-week format will compress what should be a more thorough discovery. Schedule a scoping call and we'll recommend the right starting point.
What if we already know our use case and just want to start building?
Skip the Sprint and go directly to Pilot scoping. The Sprint exists for teams who want a structured assessment first. If you already have executive alignment on a use case, the Pilot kickoff covers the scoping work without the broader maturity assessment.
Who delivers the work?
Glenn Hopper leads the engagement directly. The Sprint is small enough that it does not require an embedded implementation team. Production work in subsequent engagements brings in finance technologists, data engineers, and AI specialists as needed.
What if the recommended path changes our existing roadmap?
That's a feature, not a bug. The Sprint exists to surface where current plans don't match where AI value lives. If the recommendation conflicts with an existing initiative, we document the tradeoff explicitly so leadership can make the call with full context.
Ready to start the Sprint?
Schedule a 30-minute kickoff call. We'll confirm scope, lock the four-week calendar, and align on the success criteria before any work starts. If the Sprint isn't the right fit after the call, we'll point you to the one that is.
Explore other engagements
Other stages on the spectrum
RoboCFO Governance Pack
$25k–$45k·4–6 weeks
Defensible AI policy, vendor review, rollout plan
RoboCFO Academy
Starting at $30k·8 weeks
Cohort program for finance teams, two tiers
RoboCFO Pilot
Starting at $60k·8–12 weeks
Ship one AI use case end-to-end with measured ROI
RoboCFO Transformation
Starting at $500k·6–18 months
Multi-workstream AI program for finance at scale
Operations Retainer
Starting at $5k/month·Monthly recurring
Three tiers: Essentials, Standard, Embedded
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