SERVICES
Turn AI potential into practical business value.
Refaris helps B2B technology companies identify where AI can create meaningful value, redesign the work around those opportunities, and build the capabilities required to put AI into practice.
We start with the business problem—not the technology. The goal is not to add AI everywhere. It is to determine where AI can improve decisions, remove unnecessary work, create new capabilities and strengthen the growth engine.
From strategy through implementation, Refaris helps organizations redesign how marketing works around what AI now makes possible.
01 / TRANSFORMATION
AI Transformation Advisory
Move from experimentation to a focused transformation agenda. We assess where AI can create the greatest value across marketing and revenue workflows, evaluate readiness and help prioritize opportunities based on business impact, feasibility and organizational requirements.
• AI opportunity assessment and prioritization
• AI readiness across people, process, data and technology
• Workflow and operating-model redesign
• Platform and technology evaluation
• Transformation roadmap and implementation planning
• Governance, human review and adoption considerations
A useful AI strategy must ultimately change how work gets done. Refaris maps existing workflows, identifies friction and unnecessary complexity, and redesigns processes around the capabilities now available through automation, AI and intelligent agents.
• Current-state workflow analysis
• Eliminate / redesign / augment / automate decisions
• Human-AI collaboration and approval points
• System and data requirements
• Workflow orchestration and implementation
• Testing, measurement and continuous improvement
02 / WORKFLOWS
AI Workflow Design & Implementation
03 / CUSTOM SOLUTIONS
Custom AI Agents & Solutions
Not every high-value opportunity fits a standardized product. Refaris can design custom agents and intelligent workflows around an organization’s specific processes, data, technology and business requirements.
Custom solutions may extend across demand generation, marketing operations, content, customer journeys, Sales enablement, analytics and other high-value marketing workflows.
Buyer discovery is changing. Refaris helps B2B organizations understand how their brands, products and expertise are represented across AI-powered answer and discovery experiences—and improve the content, structure and authority signals that influence visibility.
• AI visibility and discovery assessment
• Generative and answer-engine content strategy
• Content and site-architecture recommendations
• Entity, expertise and authority development
• Competitive visibility and citation-gap analysis
• Measurement and ongoing optimization framework
04 / DISCOVERY
AI Search & Discovery
How we work
Start with the business problem. Redesign the work. Build what creates value.
Understand
Start with the business objective, workflow, constraint or growth opportunity.
Assess
Evaluate the current process, data, technology, people and readiness.
Redesign
Determine what should be eliminated, redesigned, augmented or automated.
Build
Implement the workflow, agent, intelligence layer or operating model required.
05
Learn
Measure performance, refine the system and expand where value is proven.
Advisory engagement options
Some organizations need targeted expertise around a specific decision or initiative. Others need an ongoing partner as they build their AI transformation agenda. Refaris supports both.
Strategic Advisory
$250–$350/hour
For focused strategy sessions, evaluations, reviews, executive guidance and defined advisory needs.
Get experienced guidance when you need it without committing to a larger engagement.
Rates vary based on the nature, complexity and level of advisory support required.
Ongoing Advisory
$15,000/month
Up to 60 hours per month
Designed for organizations that need sustained strategic and hands-on support across multiple AI transformation priorities.
Maintain continuity across initiatives with dedicated capacity available as priorities evolve.
Retainer pricing reflects the ongoing commitment and reserved advisory capacity.
Custom Transformation Engagements
Implementation, custom agent development and larger transformation programs are scoped individually based on objectives, complexity, systems, data and implementation requirements.
Where could AI create the greatest value in your growth engine?
Start with the business problem. We’ll help determine what should change—and what it will take to make it real.
RESOURCES
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