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    • Home
    • AI Workshops
      • AI Workshops Main
      • AI Pivot Workshops
    • White Papers
    • Adhoc Services
      • Services Overview
      • Strategic Integration
      • Selection of AI Tools
      • Training & Development
      • Executional Support
    • About Heidi
    • Contact
  • Home
  • AI Workshops
    • AI Workshops Main
    • AI Pivot Workshops
  • White Papers
  • Adhoc Services
    • Services Overview
    • Strategic Integration
    • Selection of AI Tools
    • Training & Development
    • Executional Support
  • About Heidi
  • Contact

Upcoming Workshops

Future Proofing Your Insights Agency

Insights AI PIVOT September Workshop (Chicago)

Insights AI PIVOT June Workshop (SF/Bay Area)

Find out more here and request an invitation for one of 10 CEO Spots available.

Learn More

Insights AI PIVOT June Workshop (SF/Bay Area)

Insights AI PIVOT September Workshop (Chicago)

Insights AI PIVOT June Workshop (SF/Bay Area)

Sign up here to receive an announcement in late April 2026. No Registration Fee Required at this time.

Pre-Register

Insights AI PIVOT September Workshop (Chicago)

Insights AI PIVOT September Workshop (Chicago)

Insights AI PIVOT September Workshop (Chicago)

Sign up here to receive an announcement in late July 2026. No Registration Fee Required at this time.

Pre-Register

Private Enterprise Workshops

An AI Strategic Pivot for Your Leadership Team

Most insights agencies are currently stuck in a cycle of "efficiency hunting"—using AI to do the same old tasks slightly faster. But while your team learns to prompt or build custom AI Agents, your ROI is likely failing to keep pace with the AI disruption.


Your clients aren't just looking for faster reports; they are already using AI-enabled DIY platforms, LLM research, and synthetic data to bypass traditional vendors entirely. To thrive, your firm requires a fundamental shift in its business model, not just a marginal improvement in productivity


Custom-Built for Your Firm’s DNA

This is not a presentation-heavy seminar. This is a private, multi-day intensive workshop customized entirely around your specific organization:


  • Your Product Portfolio: We analyze how AI devalues your current offerings and where it creates "blue ocean" opportunities for new, high-margin services.
  • Your Talent Mix: We move past basic tool training to determine the specific skill shifts and structural changes your team needs to stay indispensable.
  • Your Tech Stack: We cut through the noise of AI tool-vetting to identify the specific architecture required to support your new revenue model.
  • Your 12-Month Pivot: You leave with a concrete transition plan, a business model verdict, and a 30-60-90-day action card for each of your executives to begin the evolution immediately.

Ready to move from efficiency to evolution?

If you lead a mid-sized market research firm ($2M–$30M), you don't need more AI demos—you need a survival strategy. 


We work directly with CEOs and their executive teams to pressure-test their current model and build a personalized 12-month transition roadmap

Pick Your time to Talk

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