AI Roadmap for Professional Services

You Know AI Should Be Part of Your Business — But You're Not Sure What to Actually Build, Buy, or Ignore

2026-05-07 CS Labs Strategy Call VSL

Clear Priorities

We'll identify your highest-leverage AI opportunities right now — what to adopt, what to build over time, and what to ignore entirely.

Honest Assessment

You'll get a straightforward picture of where your firm stands, what your realistic options are, and what most firms get wrong.

Actionable Next Steps

We'll close with specific recommendations tailored to your firm, your clients, and the competitive dynamics of your market.

Let's Start on Your AI Roadmap, ASAP

About Chad Perry

With over two decades as a software engineer, CTO, and startup advisor — and four years on the front lines of enterprise AI — I help professional services leaders cut through the noise and develop a technology roadmap they can actually execute.

I've co-founded multiple B2B software companies, one acquired and another approaching acquisition. Now through Capital Strategy Labs I work with CEOs and partners who know AI matters but need a trusted technical voice to help them prioritize and move.

Chad Perry Fractional CTO | Capital Strategy Labs

Frequently Asked Questions

Who is this call for?

CEOs and partners at professional services firms — consulting, advisory, agencies, and similar — who know AI should be part of their business but aren't sure where to start or what actually makes sense for their situation.

What happens on the call?

We spend 45 minutes on your specific situation. I'll ask about your business, your clients, and your goals — and give you a clear picture of your AI options, quick wins, and what to avoid. No pitch, no obligation.

What does it cost to work with you after the call?

If it makes sense to work together, I charge a flat monthly retainer with no long-term commitment. Many clients work with me for a year or more as I become a trusted technical advisor.

What kind of outcomes should I expect?

That depends on where you are and what you're trying to build. Some of my clients want internal automation and efficiency gains. Others are working toward productized services or a longer-term software play. The roadmap tells you which path makes sense and what it takes to get there.

How much of my time will this require?

The strategy call is 45 minutes. Beyond that, engagement is flexible and designed around the reality that you're running a business. Most of my clients allocate a few hours per week.

Is my industry a good fit?

If your business is built on expert knowledge, methodology, or advisory relationships — and you're wondering how AI changes that — yes. I've worked with clients across consulting, legal, financial services, healthcare advisory, marketing, and more.