Insights · KI

Developing an AI strategy: an actionable plan in 5 steps

Jul 7, 2026 · 5 min · Daniel Giebelhaus

An AI strategy answers three questions: where does AI create measurable value for your business, which rules apply to data and employees, and in what order do you implement? Five steps lead from status quo to a working plan.

Step 1: Assessment

Capture where time is lost today: recurring tasks, media breaks, bottlenecks. This includes a look at your data (what sits where, in what quality) and at the skills in the team. This foundation prevents buying tools nobody needs.

Step 2: Prioritise use cases

Collect possible fields of application and rate each against two criteria: expected value and feasibility. Start with cases promising high value at low risk, typically routine communication, document processing or reporting. Concrete examples are in our article AI in SMEs.

Step 3: Clarify rules and data protection

Before the first tool goes live, you need simple guardrails: which data may go into which services? Who reviews AI output before it is sent? How do you ensure revDSG and GDPR compliance? A one-page AI policy is enough to start and creates confidence in the team.

Step 4: Run a pilot and measure

Implement the prioritised use case as a pilot with a clear timeframe, and define beforehand how you measure success: hours saved, faster response times, fewer errors. A pilot that improves nothing measurable gets stopped, that is part of the strategy.

Step 5: Scale and enable the team

What works in the pilot is rolled out to further areas. Invest in enabling employees in parallel: short trainings, shared prompts, clear responsibilities. AI value is not created by tools but by people using them well.

If you would rather not walk this path alone: our AI consulting accompanies you from assessment to implementation.

Want to put this to work for your business? We review your website for free in classic and AI search and show the biggest levers.

More articles

GEO5 min

GEO vs. SEO: the difference and why you need both

SEO gets you into the Google results list, GEO into the direct answer from ChatGPT, Perplexity and co. How the two differ and how they work together.

KI-Suche6 min

How does my business get found in ChatGPT?

Crawler access, citable content, brand authority: the three levers that get your business into AI answers.

AEO4 min

What is Answer Engine Optimization (AEO)?

Answer Engine Optimization prepares content to become the direct answer. What is behind it and how you benefit.

Technik4 min

llms.txt: what is it and does my website need one?

A small text file that explains your website to AI systems in a structured way. What llms.txt is, what belongs in it and who benefits.

KI-Suche5 min

Google AI Overviews: what they are and how to get in

The AI summary above Google results is changing search behaviour. How AI Overviews work and how you appear as a cited source.

Technik5 min

Schema markup explained: structured data for Google and AI

Structured data tells machines what is on your page. Which schema types matter and why they count for SEO and AI visibility.

CRO4 min

What is a good conversion rate?

The honest answer: it depends. Which benchmarks are realistic, what really matters and how to improve your rate.

KI5 min

AI in SMEs: 5 use cases that pay off immediately

AI does not have to be a big project. Five concrete use cases with which SMEs quickly save time, pragmatic and privacy-aware.

SEO5 min

Local SEO in Zurich: how to get found locally

If you want customers in Zurich, you need local visibility. The biggest levers: Google Business Profile, reviews, local content and schema.

KI-Suche5 min

Controlling AI crawlers: robots.txt for GPTBot, ClaudeBot and co.

Which AI crawlers visit your website, what blocking really means and how to steer access deliberately instead of giving away visibility.

CRO5 min

Landing page optimisation: the 10-point checklist

Ten concrete points, from headline and trust signals to the form, that make your landing page deliver measurably more enquiries.

Visibility is no accident.

Let us find out together where your biggest levers are.

Request a free audit