Start with an idea
AI Opportunity Workshop
1 day
Find the right first move.
- Choose one business opportunity
- Map the workflow and data needs
- Define the pilot and success measures
- Explore a small demo where practical


COMMUNITY SUMMIT · NASHVILLE · OCT 11–15, 2026
You’ve seen what AI can do. Let’s put it to work in your business.
Bring an idea for Copilot, Cowork, or an AI agent. I’ll help you choose a practical use case, build a focused pilot, and lead the work with your team.
One day. One business opportunity. A clear next step.
START WITH THE WORK
You don’t need a finished specification. Bring a task you want to improve.
AN EXAMPLE OPPORTUNITY
Prepare for meetings, find account insights, and turn conversations into CRM next steps.
More preparation. Less administration.
Illustrative use cases. We’ll choose the approach around your systems, data, and team.
FOUR WAYS TO START
A free workshop, a focused pilot, or fractional leadership to move the roadmap forward.
Start with an idea
1 day
Find the right first move.
Build something focused
2 weeks · total engagement fee
Test one use case with your team.
Bring it into daily work
1 month · total engagement fee
Build, test, and learn with users.
Own the path forward
3 months · total engagement fee
An accountable lead for your AI roadmap.
We agree on scope, access, and success measures before delivery. The free workshop defines the pilot, with a small demonstration where practical. Paid engagements cover the agreed work; Microsoft licensing, usage, and third-party costs are separate. The three-month engagement is fractional leadership.
YOUR FRACTIONAL AI LEAD
I connect the business goal to the technology, then help your people put it to work.
I’m Jason Wickman, founder of Agilidy. I bring 25+ years across sales, marketing, and technology, including Microsoft CRM experience and executive sales leadership.
I work alongside your leadership team, administrators, and Microsoft partners to choose useful opportunities, deliver the agreed work, and build lasting ownership inside your business.
LET’S TAKE THE NEXT STEP
A sentence or two is enough to start.
Tell me what you’d like to improve and who would use it. We’ll discuss the fit, the first step, and the right engagement for your business.
A FEW PRACTICAL QUESTIONS
No. Bring a task, a workflow, or something your team spends too much time doing. We’ll work together to define a useful first step.
We focus on one opportunity, map the workflow and required data, and define a practical pilot and its success measures. A small demonstration may be possible depending on access and complexity. Workshop timing is agreed with Jason.
The campaign is for the Microsoft business applications community, but the right approach depends on your existing tools. We’ll discuss Dynamics, Microsoft 365, and any other systems involved.
No. It is the total engagement fee for three months of fractional AI leadership over an agreed scope and roadmap. It is not a full-time staffing arrangement.