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 become a cited source

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.

SEO6 min

What belongs in an SEO audit? The checklist

Technology, content, authority and AI search: what an SEO audit checks, how it runs and how to tell a good one from a superficial one.

KI-Suche5 min

Perplexity for companies: how to get found in Perplexity

Perplexity delivers answers with clearly visible sources. How the AI search engine works and how you get named as a source.

AEO6 min

AEO in practice: how your content becomes the direct answer

From question to direct answer: concrete AEO measures for featured snippets, People Also Ask and the answers of ChatGPT and Google.

GEO5 min

Is my brand named by AI? How to measure your AI visibility

AI answers name brands, but which ones? How to measure simply and regularly whether and where your business appears in ChatGPT, Perplexity and co.

SEO6 min

What is E-E-A-T? Google's quality signals explained

Google increasingly judges content on whether real experience and expertise stand behind it. Here is how to show E-E-A-T on your own website, without a large editorial team.

CRO6 min

A/B testing basics: test properly instead of guessing

Many A/B tests give false results because basic rules are missing. Here is how to test properly, even with limited traffic.

KI7 min

AI and data protection: what Swiss law (revDSG) requires

Using AI tools at work often means processing personal data without realising it. An orientation on the revDSG, not legal advice.

SEO6 min

What does SEO consulting cost in Switzerland?

Why there is no list price, which three billing models are common and how to tell whether a proposal has been calculated fairly.

Technik6 min

The revised Swiss data protection act and your website: a checklist

What the revised Swiss data protection act means for an ordinary company website, from the privacy policy through tracking to your forms.

Technik6 min

revDSG and GDPR: what applies to Swiss companies

Many Swiss companies fall under both laws at once. When each applies and where the differences actually show up in daily operation.

SEO5 min

What does an SEO consultant do?

Audit, keyword strategy, technical work, content, reporting: what an SEO consultant does, how the collaboration works and when the role is worth it.

SEO5 min

Core Web Vitals explained simply

Loading, responsiveness and visual stability: what the three Core Web Vitals measure, which thresholds count as good and how to check them yourself.

SEO6 min

Keyword research basics for SMEs

Search intent, free sources and mapping to your own pages: the basics of keyword research for SMEs, step by step.

Visibility is no accident.

Let us find out together where your biggest levers are.

Request a free audit