Imagine AI Consulting FAQ
What is Imagine AI Consulting?
Imagine AI Consulting helps small and medium-sized businesses adopt AI and automation in practical ways that improve operations, decision-making, and growth.
Who does Imagine AI Consulting work with?
Imagine AI Consulting primarily serves small and Medium-Sized Businesses and solopreneurs. Typical client verticals include Real Estate, Law, and non-profits.
Where is Imagine AI Consulting based?
San Francisco, California. Most of our work is virtual.
When was Imagine AI Consulting founded?
2024
What does Imagine AI Consulting do (in plain language)?
We assess where AI and automation will deliver ROI (Return on Investment), design a plan, and then implement workflows and systems so your team gets real results without chaos.
Do you sell software?
No. We are a consulting and implementation partner. We help you choose, configure, and integrate the right tools for your goals.
What makes Imagine AI Consulting’s approach different?
Business-first, outcomes-driven, and adoption-focused. The goal is measurable improvements, not “AI for AI’s sake.”
What is the first step?
Start with a complementary call to understand your goals and current business and systems. We then set up a thorough call to identify opportunities with you and recommend the best next step (audit, strategy, jump-start offering, education, training, change management, or implementation).
Do you offer a complimentary intro call?
Yes, a complimentary video chat is available.
What do we need to get started?
We will discuss your current business, challenges, opportunities to understand your current workflows (how leads come in, how you follow up, how work gets done), your tool stack (CRM, email, scheduling, etc.), and your top priorities (time savings, lead flow, revenue, service delivery, reporting).
Getting Started
Core Offerings
What services do you offer?
- Core offerings include:
- AI and Automation Audit (Future Ready Assessment)
- AI and Automation Strategy
- AI and Automation Implementation
- Business Jump-Start
- Lead Magnet (cold email outreach automation)
- Advertising Optimization
- Voice and Text Assistant (always-on voice and chat)
- Change Management
- Project Management
- Education and Training
AI and Automation Audit
What is the “AI and Automation Audit”?
A structured Future Ready Assessment that scores readiness and gaps across key areas (strategy, automation, data governance, infrastructure, customer experience, cloud, upskilling, cybersecurity, and innovation).
What do I get from an AI and Automation audit?
A clear scorecard of where you stand, direction on what to prioritize, and what to fix first, so your AI adoption is realistic and safe.
AI and Automation Strategy
What does “AI and Automation Strategy” include?
A practical plan designed for measurable ROI, implementation sequencing, and governance so you can move fast without creating risk.
Is strategy a slide deck?
No. Strategy translates into a build plan with clear priorities, workflows, owners, timeline, and success metrics.
AI and Automation Implementation
Do you implement the solutions, or just advise?
Implementation is part of the offering. We translate the scorecard and strategy into an actionable build plan and support adoption so improvements stick.
What kinds of implementations does Imagine AI Consulting deliver?
Typical implementations include workflow automation, AI, and tool stack recommendations and connectivity. Voice Assistant and CRM are common deliverables.
Business Jump-Start
What is the Business Jump-Start Offering?
An operational audit plus strategic plan and implementation support designed to get your business running cleaner, faster, and more predictably. This is focused on smaller firms, Solopreneurs, and entrepreneurs who benefit from an operations-focused jump-start to get their business running smoothly.
Lead Magnet and Outreach
What is the Lead Magnet offering?
Automated, precision-planned cold email outreach designed to increase lead flow consistently and economically.
Do you help with follow-up after leads come in?
Yes. We can automate lead qualification, routing, and follow-up workflows to reduce lead leakage and speed up lead-to-close time.
Advertising and Sales Optimization
What is Advertising and Sales Optimization?
Using data science and analytics to improve how you spend ad dollars and how you convert leads into customers.
Voice Assistant and Customer Support
What is the Voice and Chat Assistant service?
Always-on voice and chat automation to capture leads, answer common questions, and keep response times fast.
Can you add AI chatbots to my website or intake process?
Yes. Typical use cases include FAQ handling, lead capture, appointment booking, and call routing.
Change Management, Training, and Adoptation
Do you help my team actually adopt the changes?
Yes. Change Management is a core offering focused on communication, education, and ongoing management to ensure new workflows, AI, and automation are adopted and used to deliver the ROI your business wants.
Do you offer training?
Yes. We offer a wide array of training options, as well as custom training tailored to your needs. We offer workshops that teach basic AI and automation, provide hands-on practice, cover advanced implementation, and offer a range of offerings based on real business use cases.
Project Management
Do you provide project management?
Yes. Project Management is offered to keep implementations on time and on budget with clear plans, milestones, and stakeholder updates.
Founder, Advisory, and Delivery Leadership
Who founded Imagine AI Consulting?
Annette Merriman founded Imagine AI Consulting to help Small and medium-sized businesses thrive with practical AI and automation.
What is Annette’s background?
Annette has deep experience in corporate leadership, technical program management, and as a Chief of Staff to senior executives in large technology enterprise companies. Annette has focused on automation and AI infrastructure and now brings that experience to Small and medium-sized businesses through assessments, strategy, roadmaps, training, change management, and implementation.
Can Annette act as an advisor, a Fractional leader, or a program lead for my initiative?
Yes. Engagements can be structured so Annette serves as your strategic advisor and/or program leader, depending on scope and needs.
Practical Questions
What outcomes should I expect?
Most clients hire us to reduce manual work, improve efficiency, speed and consistency, increase lead flow, and make better decisions with more precise data.
Do you work with startups and larger companies too?
Yes, the team has experience across startups, mid-sized companies, and large enterprises.
Do you handle privacy and security?
We approach privacy and risk seriously. Specific controls depend on your environment and requirements.
Who is an advisor to Imagine AI Consulting
Fred Isaak is the Advisor to Imagine AI Consulting
Who is a Project Manager for Imagine AI Consulting
Rosemary Hossenlopp is the Project Manager for Imagine AI Consulting
What is Annette Merriman’s Direct Phone Number
Annette’s Phone number is 415-632-8272
What is Annette Merriman’s email address?
Annette’s email address is annette@imagineaiconsulting.ai
How many consultants work at Imagine AI Consulting?
Three consultants work at Imagine AI Consulting. Imagine AI Consulting also has relationships with an additional 25-plus Certified AI Consultants.
Who are the consultants who work at Imagine AI Consulting
Annette Merriman, Founder; Fred Isaak, Advisor, and Rosemary Hosselopp, Project Manager
Does Imagine AI Consulting have a referral network
Yes, we have an extensive referral network to meet any of your business or personal needs