SMB AI Readiness Discovery
& Adoption Roadmap
AESOP Transformation OS — turning operational context into actionable AI strategy
A free, self-service intake form that captures deep operational context from small and medium businesses and generates a personalized, phased AI adoption roadmap — without consultants, without guesswork, and with full transparency about what the system knows and doesn’t know.
Don’t know where to start
AI tools like ChatGPT, Claude, and Copilot are everywhere. SMB owners hear the noise but have no framework for deciding which workflows to automate first, which tools to pick, or what’s realistic for their size. The result: analysis paralysis.
Generic advice doesn’t fit
Blog posts and vendor pitches say “just use AI for customer support” — but they don’t know your 3-person team, your compliance requirements, your tool stack, or the unwritten knowledge living in your lead engineer’s head. One-size-fits-all fails every time.
Consulting is too expensive
Traditional AI consulting engagements start at $10K–$50K and take weeks. For an SMB with a $500/month technology budget, that’s not viable. They need a starting point that’s credible enough to act on, not a six-figure deck.
AESOP Transformation OS Intake
For organizations entering the full AESOP six-stage pipeline — Discover → Design → Build → Evaluate → Repair → Track. The intake form populates the organization profile, department structure, project portfolio, and operational context.
TBG Standalone
The Bradbury Group shares a link. An SMB fills the form in under 10 minutes. Behind the scenes, AESOP Transformation OS generates a complete adoption roadmap. TBG reviews it, approves it, and the SMB receives a credible, personalized AI strategy — low-friction lead generation with real value delivery.
Six steps that capture what matters
The wizard is designed around one idea: context density over question volume. Each step asks for narrative, not just checkboxes.
graph LR
A["SMB receives intake link"] --> B["Step 1: Business Snapshot"]
B --> C["Step 2: Goals & Ambition"]
C --> D["Step 3: How Work Gets Done"]
D --> E["Step 4: Constraints & Guardrails"]
E --> F["Step 5: Departments & Team"]
F --> G["Step 6: Current Projects"]
G --> H["Submit: Generate Roadmap"]
H --> I["Processing 30-60s"]
I --> J["Results: Adoption Roadmap"]
When the SMB clicks Generate My Roadmap, the following pipeline runs asynchronously. The user sees a loading screen for about 30–60 seconds while four AI agent passes synthesize the roadmap.
graph TD
SUBMIT["Form Submitted by SMB"] --> CREATE["Create Organization + org_context"]
CREATE --> CONF["Compute Heuristic Confidence Score"]
CONF --> READY{"Org Readiness Assessment exists?"}
READY -->|No| GEN_READY["Run Org Readiness Agent"]
READY -->|Yes| PRIO["Build Strategic Prioritization"]
GEN_READY --> PRIO
PRIO --> AGENT["Run Adoption Roadmap Agent"]
AGENT --> VALIDATE["Validate Roadmap"]
VALIDATE -->|Errors| AGENT
VALIDATE -->|Pass| POST["Post-Process + Source Manifest"]
POST --> SAVE["Persist Roadmap"]
SAVE --> NOTIFY["Send Admin Notification"]
NOTIFY --> REVIEW["Held for Admin Review"]
REVIEW --> APPROVED["Admin Approves"]
APPROVED --> RESULTS["Results Page Visible to SMB"]
Creates an organizations row, writes 4 org_context documents from form data. Creates departments, team members, and backlog projects if provided.
Each wizard step weighted. Each field scored for presence. Outputs 0–100 score, level, and specific gaps with impact statements.
Runs Org Readiness Agent if needed. Identifies gatekeepers, key person risks, and prioritized action items across dimensions.
Builds prioritized project list. Each project scored by effort, ROI, and strategic alignment. Quick wins flagged.
Claude Sonnet 4.5 at temp 0.2 synthesizes all context. Produces phased roadmap with projects, milestones, capability targets, risk mitigations, and exclusion lists. Up to 2 validation retries.
Every roadmap held in pending_review. TBG admin approves before SMB sees results. Human quality gate on every deliverable.
Every roadmap comes with a honesty label
Most AI-generated strategy documents present recommendations as if they’re certain. We do the opposite: the roadmap ships with a confidence score that quantifies exactly how much the system is extrapolating versus grounding in provided data.
High Confidence
Well-grounded. Most fields across all steps are filled. Strategic choices are data-supported. The roadmap is ready to act on.
Medium Confidence
Directionally sound. Key context is present but gaps exist. Project sequencing may shift as missing information is filled in.
Low Confidence
Conversation starter. Significant context is missing. The roadmap is a starting point for discussion, not a finalized plan.
Quality gated before delivery
Generated roadmaps are held in pending_review status. A TBG admin reviews and approves before the SMB can see results. This quality gate ensures every roadmap that reaches a client has been vetted.
A narrative synthesis of where the business is, where it could go with AI, and the strategic themes that emerged from their context.
The 0–100 score with level, plus specific gaps — both heuristic and LLM-detected.
3–5 phases with projects, milestones, capability targets, and risk mitigations. Projects tagged as existing or AI-suggested.
Cross-cutting themes like “Knowledge Capture First” and “Compliance-by-Design.”
Prompt to create a free AESOP account for deeper customization and access to the full pipeline.
TypeScript (strict mode)
Tailwind CSS v4
Deployed on Vercel
Python 3, Pydantic
Async background tasks
Deployed on Fly.io
Row-Level Security
JSONB for roadmap data
Managed Supabase
Temperature 0.2
8,192 max tokens
Anthropic API
| Database Table | Role | Key Fields |
|---|---|---|
organizations | Org record for each intake submission | org_type: smb, name, slug |
org_context | 4 structured docs from wizard data | company_profile, strategic_goals, smb_operations, smb_constraints |
smb_intake_submissions | Tracks each form submission | token, status, confidence, review_status |
departments | Optional department structure | name, description, leader_name, leader_role, goals |
team_members | Optional team roster | name, email, department, title, role_type |
projects | Optional project portfolio | project_name, description, status, archetype, ai_score |
org_readiness_assessments | Auto-generated readiness eval | verdict, overall_score, dimensions, gatekeepers, key_person_risks |
org_readiness_action_items | Prioritized readiness gaps | title, severity, dimension, owner_role, becomes_true_when |
adoption_roadmaps | The final deliverable | phases (JSONB), strategic_themes, source_manifest, confidence |
source_manifest JSONB field that records every input used at generation time — full provenance. If someone questions a recommendation, you can trace it back to the exact input that informed it.
AESOP Transformation OS · SMB AI Readiness Discovery & Adoption Roadmap · June 2026