Move from Copilot usage to CFO-ready ROI.
Build Your AI ROI Pipeline in 30 Days
Led by Lisa Ann Edwards, Microsoft Partner and AI Hackathon Winner
A 30-day accelerator that turns adoption into business cases, agents, and a pipeline of what to scale next.
For VPs of AI, Heads of AI Enablement, and enterprise leaders accountable for proving ROI on AI investment.
PROVEN CLIENT RESULTS:
426% ROI · $2.5M in cost savings · 188% revenue growth
FOR IN-HOUSE COHORTS | BUSINESS UNITS | SMALL GROUPS & TEAMS
Why this Matters Now
Your dashboard says adoption is up. Your CFO is asking where the ROI is.
You have Copilot licenses deployed. You have usage data. You have champions. What you don't have is a defensible business case or a pipeline of agents to build next.
Most enterprises are stuck at Level 2: prompts. The real ROI lives at Level 4 and 5: workflows and agents. Without a system to bridge that gap, adoption plateaus and budget gets questioned.
The real question your CIO and CFO are asking:
"What did this investment actually return, and what's next?"
This Accelerator answers that with proof.
What this Program is
The AI ROI Accelerator is a 30-day enterprise engagement, not another AI training program.
It delivers:
2–3 validated, high-value AI use cases
ROI-backed business cases ready for finance
A pipeline of next agents to build and scale
A scalable AI Impact Platform to apply across business units
Format: 30-day accelerator with AI champions and business unit leaders
Focus: Workflows and agents, not prompts
Outcome: Documented ROI, board-ready reports, and a clear scale plan
Most AI vendors sell licenses. Most consultancies sell decks.
This accelerator ships proof.
The Method: The AI Leadership Maturity Map™
The accelerator is built around the AI Leadership Maturity Map™ a five-stage progression that moves enterprises from messy prompts to high-impact agents.
Most organizations are stuck at Level 2. The ROI lives at Level 4 and 5.
Level 1 — Exploring: Personal experimentation. No measurable impact.
Level 2 — Aligning: Prompts and templates. Where most enterprises plateau.
Level 3 — Systematizing: Reusable prompt packs across recurring tasks.
Level 4 — Integrating: Agents performing real work inside workflows. ROI starts here.
Level 5 — Optimizing: AI systems improving performance across business units.
We meet your champions where they are and move them up the curve — with documented ROI at each stage.
This is how you stop reporting usage and start reporting return.
FUTURE-PROOF YOUR IMPACT - APPLY NOW AND BECOME THE TRUSTED AI LEADER OTHERS LOOK TO!
Who this is for
VPs of AI and Heads of AI Enablement
Chief AI Officers under pressure to prove ROI
Enterprise leaders accountable for Copilot or AI investment
Innovation leaders sitting on pilots with no pipeline
Business unit VPs with workflow bottlenecks AI should be solving
This is not for:
Individual contributors learning prompting
Teams without an AI investment to justify
The core problem the AI ROI Accelerator solves
You have AI investment. You don't have ROI proof.
The gap is structural:
Usage dashboards show activity, not value
Champions are writing prompts, not building agents
Pilots succeed in isolation, then stall
No process to identify the next high-value use case
No business cases finance will accept
No pipeline of what to scale
License utilization is not a strategy. Prompts are not ROI.
This accelerator gives you the system, the proof, and the pipeline.
What you do in the accelerator
We don't run a workshop.
We work alongside your AI champions inside real workflows.
In 30 days, we:
Baseline AI maturity and identify ROI gaps
Map current workflows to where agents will produce real return
Build 2–3 live use cases with documented before/after time and cost
Convert each into a business case finance can validate
Stand up an AI impact platform to track ROI and scale decisions
Identify the next agents in your pipeline
Your champions leave with proof of impact. You leave with a board-ready ROI narrative and a roadmap.
The goal isn't more adoption. It's measurable return and a system to scale it.
What’s Included
AI Champion Baseline — assess maturity, workflows, and ROI gaps
4 Coaching Sessions — implement AI into real workflows
Live Copilot Builds — create high-impact use cases with real data
AI Leader Playbook — implement simple agents from prompt packs
AI Impact + ROI Platform — track what to scale and what to retire
Activation Toolkit — scale the system across business units
Safe sandbox environment — test before scaling
ROI + Scale Report — board-ready proof and pipeline of next agentsAI Leadership Maturity Map (completed in advance)
Program structure (4, 1-hour sessions)
Module 1: AI Maturity Baseline
Assess where your organization actually sits. Identify the ROI gap..
Module 2: Workflow Mapping
Find where agents will produce real return, not where prompts are easy.
Module 3: Use Case Selection
Identify 2–3 use cases with the highest ROI potential and clearest path to scale.
Module 4: Live Build
Build and test the use cases with real data, real workflows, real users.
Module 5: Business Case Development
Convert each use case into ROI-backed documentation finance will accept.
Module 6: Agent Pipeline
Identify and prioritize the next agents to build. Sequence by value and effort.
Module 7: AI Impact Platform Activation
Stand up tracking for ROI, adoption, and scale decisions across business units.
Module 8: Scale Plan
Deliver a board-ready report and a repeatable system to expand across the org..
What makes this different
This is behavior activation, not AI education.
You won’t just learn AI features.
You’ll leave with:
Clear leadership decisions
Practical, reusable AI support
Proof that AI reduced effort and time
Confidence to lead — not experiment — with AI
What you’ll walk away with
Fewer tasks on your plate
Clear AI usage decisions
Reusable leadership playbooks
More time for real leadership work
Confidence to check out at the end of the day
Registration
Ready to become the leader who sets direction while AI accelerates execution?
Request Group Enrollment (Teams / Cohorts)
Lisa Ann Edwards, Microsoft Partner, #Buildfor2030 Hackathon Winner, B2B Rising Star Award Winner, a Top 100 Women in Tech Founder, and CEO of Excelia.io, formerly led talent management for a Bill Gates-owned company, restored program budgets by demonstrating the ROI of her coaching initiatives. Collaborating with major brands like Microsoft, Amazon, and Google, Lisa has collected over 2 million data points on coaching and leadership effectiveness and is a globally recognized speaker and author. With Excelia's conversation AI customers have closed the skills gap 3x faster at half the cost with AI-assisted human coaching.
Meet Your Instructor
READY TO LEAD WITH CLARITY IN AN AI-ACCELERATED WORKPLACE?
Apply now and secure your place in a leadership working session designed for senior leaders who need results — not hype.
Starts May 8, 2026. Limited seats available.
Don’t miss out on becoming a part of the AI-powered leadership revolution!
Frequently Asked Questions
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You are in the right place! Our program is designed to start with the basics, and we’ll guide you step-by-step on how to integrate AI into your leadership workflow.
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No. This is designed for leaders, not technologists.
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This program isn’t about prompt writing or public AI tools.
It focuses on using approved, secure AI tools inside real leadership workflows — with guardrails, repeatability, and measurable impact.
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The AI-Powered Leader Program takes place on May 8 and May 15, from 9:00 AM - Noon PT | Noon -4pm ET
Sessions are recorded, and participants will have access to the recordings after the program concludes -
We'd love to hear from you! Email us at: support@myexcelia.com with your question.
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Wonderful! Simply click on one of the Enrollment buttons to submit your payment and join.
Case Study: Healthcare
From Overwhelm to Productive Innovation
Leaders were spending 90 minutes per performance evaluation, pulling time away from patient care and leadership work. The assumption was a leadership capability issue.
An AI-driven assessment and Microsoft Copilot revealed the real problem: inefficient systems blocking time management and prioritization. By redesigning one high-impact workflow — performance evaluations — evaluation time dropped to 28 minutes.
The result was a 70% reduction in effort, $2.5M in potential org-wide annual time savings, and a 426% ROI. With proof in hand, the organization began expanding Copilot to additional use cases to drive broader adoption.
Case Study: Workforce Development
From Insight to Impact
A sales leader believed the team’s performance issues stemmed from weak listening skills. Despite effort and training, results weren’t improving.
AI-driven insight revealed a different issue: the team was listening, but lacked credibility and authority in customer conversations. By shifting focus to how leaders showed up — and reinforcing trust and clarity in execution — performance changed quickly.
Revenue increased from $100 to $288 for every $100 invested, delivering 188% revenue growth. The result demonstrated that AI didn’t just accelerate activity — it helped leaders focus on the right behaviors, driving meaningful business impact.
What Others Say:
"The ability to measure, explain, and ensure consistent ROI made partnering with her an easy decision for our organization. Hearing prior case studies and successes showcased the depth and expertise she brought to our coaching initiative."
— SHANNON KEHL, CHIEF PEOPLE OFFICER
"Her expertise, clear perspectives, and commitment to our needs provided meaningful solutions and made working with her a pleasure. From the first conversation, it was evident she was dedicated to truly hearing our needs and concerns."
— DAVID BERRY, VP, PEOPLE & CULTURE
"The skill in simplifying and customizing development programs to achieve true ROI has been invaluable for investing in our people. She provided critical feedback to management on success areas and where improvements were needed."
— COLLEEN LILLIE, CFO
"Lisa is the industry expert at measuring the ROI of coaching, and she's our go-to for client projects. Her teaching makes ROI measurement easy to understand, promoting legitimacy, accountability, and professionalism within coaching."
— DR. BRIAN UNDERHILL, CEO COACHSOURCE
"Henley Leadership Group excels in leader development but struggled to quantify coaching's business return. Lisa Ann Edwards' expertise in ROI has given us the data to articulate our value and serve our clients better."
—CAROL ZIZZO, COO
"Lisa Ann Edwards brings clarity to the complex task of measuring coaching ROI, making it simple, practical, and relevant. Her work at the International Coach Federation bridges 'soft skills' to 'hard metrics,' showcasing her thought leadership."
— JANET HARVEY, FORMER ICF BOARD PRESIDENT
"Lisa Edwards is a true expert on ROI, sharing her knowledge extensively at Columbia University. Her actionable insights help coaches and managers measure their impact, making complex concepts intuitive and manageable."
— JOHN P. SCHUSTER, COLUMBIA UNIVERSITY FACULTY
"Coaching's rapid growth demands accountability and effective evaluation methods. Lisa Ann Edwards’ ROI module at Columbia University equips coaches with the tools to embed assessment and measurement into impactful coaching engagements."
— DR. TERRENCE MALTBIA, ASSOCIATE PROFESSOR, COLUMBIA UNIVERSITY
We've assisted organizations in achieving and demonstrating measurable outcomes that have justified expanding their programs from 2,500 to 12,000 employees, securing $25 million in funding, and boosting revenue per headcount by 188%.
Amazon
Twillio
Aramark
ngmBIO
Nationwide
Geico
DHL
box
The New York Times
Telus
Euronet
Biocodex USA
Bill & Melinda Gates Foundation
BNY Mellon
Quadrant Homes
PayChex
Puget Sound Energy
Birra Peroni
Rice Doerr Institute for New Leaders
Bristol Myers Squibb
ICF Coaching in Organizations
Sutter Health Medical Center