
A two-day customized strategic consulting session where you’ll receive a personalized business diagnostic, a 12-month pivot plan, and a peer advisory group of C-Suite leaders facing the same decisions you are.
2-Day On-Site Working Session
PLUS: 1 Hour Private Follow-Up Consultation
September 22 - 23, 2026
Chicago, Illinois
Insights agency CEOs have invested heavily in AI training — but the ROI isn’t keeping pace. The problem was never individual capability. It’s the firm’s direction.
Clients are self-serving with AI-enabled DIY platforms, pulling work in-house that used to come to you.
Synthetic data is filling sampling gaps and reshaping what clients are willing to pay for.
Internal insights teams are given AI tools and told to eliminate outside-vendor spend.

A Preliminary AI Business Strategy Assessment and an Organizational AI Readiness Team Assessment, prepared from your pre-audit data before you walk in the door. You start from a baseline, not a blank page.
A verdict on your AI pivot business strategy, a 12-month transition action plan, and a private one-hour follow-up consultation with Kristi and Heidi to discuss execution once you’re back in the office.

C-suite leaders of mid-sized market research firms ($2M–$30M revenue) who are ready to make strategic decisions about their firm’s future but haven’t had the protected time, the right peers, or the strategic framework to figure out exactly what to do next. Bring your second seat: this can be powerful when the CEO and the COO, or the partner who will execute the plan, are in the room together.
Walk in with a personalized pre-audit diagnosis, including an Organizational AI Readiness Assessment
A scored diagnostic that maps your firm to the right strategic future.
Your confidential playbook: value proposition, pricing, talent, tech stack, and positioning.
Three committed next steps, witnessed by your peer group before you leave the room.
Accountability groups of C-Suite leaders facing the same decisions to keep you on track and navigate the unexpected.
A post-workshop consultation with Kristi and Heidi to discuss your execution plan back at the office.
"The AI Transformation workshop reshaped how I think about strategy and value creation. Heidi and Kristi helped me shift from an operational mindset to a broader, more visionary perspective — one that strengthens the strategic impact we bring to our clients."
"This workshop gave me the framework, tools, and confidence to take my business in a more future-proof, AI-integrated direction. Very few people are actively helping leaders work through how these changes will affect their businesses. Be proactive. Make change on your own terms."
"As a small business owner, this was exactly what I needed. Being in a room with like-minded executives in my industry — all navigating the same questions about AI — created a level of honesty you just don’t get in larger settings. I walked away with a plan and the support to execute it."
"I had already embraced AI, but was drowning more than swimming amidst all the information out there. This workshop was like a fast pass to help me filter through what matters most for my business. I came away with immediate actions and a more confident vision for future positioning."
Commonly Asked Questions about Attendee Profile, Venue, Hotel, Agenda, etc.

Kristi Zuhlke is a consumer insights and strategy expert who now coaches leaders on how to put generative AI to work. She began on Procter & Gamble's insights team across brands like Always and Gillette, then founded KnowledgeHound, the search-driven analytics platform that helps Fortune 1000 companies turn survey data into fast, self-serve answers. Today she brings that blend of insights depth and technology vision to strategic coaching on generative AI, helping firms decide where it belongs in their business.
Heidi Dickert is the founder of Heidi Dickert Consulting, where she coaches research leaders and their teams to lead with AI rather than chase it. Her work centers on AI fluency coaching, hands-on AI training, Organizational AI Readiness Assessments, and AI strategic planning that turns scattered capability into a clear roadmap. She brings two decades of insights leadership to that work, with global account and research roles at Kantar, The Evolved Group, and Clorox, delivering for brands including Google, Meta, Levi's, and Del Monte
Future Proofing Your Firm — AI Strategic Workshop (pdf)
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