# SweetBot — AI Strategy for Advisors & Knowledge Professionals

> SweetBot helps financial advisors, wealth management firms, consultants, and knowledge professionals turn their expertise into teachable, scalable systems using AI strategy. Founded by Elizabeth Dykes.

## About

SweetBot is an AI strategy company founded by Elizabeth Dykes, CIM®. It serves financial advisors, fund companies, dealer firms, IT consultants, business owners, and knowledge professionals across the United States and Canada. SweetBot does not sell software — it extracts, systematizes, and operationalizes the expertise already inside a practice.

Website: https://explore.sweetbot.ai
Contact: hello@sweetbot.ai
Founder: Elizabeth Dykes — https://www.linkedin.com/in/lizskdykes/

## Services

- **The Mirror** ($950) — A 90-minute structured assessment across 44 dimensions of practice excellence. Produces 4 scorecards, L1-L5 maturity baseline, and actionable tools tuned to your practice. Every engagement begins here.
- **The Map** ($1,400/session) — Strategy sessions producing process blueprints, AI-ready prompt libraries, and priority roadmaps. Minimum 3-session commitment. For those who want to execute themselves.
- **The Machine** ($1,800/session) — Co-creation sessions producing fully built systems, SOPs, and configured AI tools. Minimum 3-session commitment. For those who want it done.
- **SweetSync** ($1,500/month) — Ongoing platform with frameworks across all 44 dimensions, guided learning paths, templates, 2 monthly office hours with Elizabeth, and peer community. Requires completing The Mirror.
- **SweetConnect** — Enterprise-scale transformation for fund companies and dealer firms. Credit-based pricing (Pilot: $20K/5 credits, Quarterly: $72K/20 credits, Annual: $256K/80 credits).

## The 44 Dimensions Framework

SweetBot's proprietary assessment framework consists of:
- **22 Business Domains**: Strategy & Positioning, Client Segmentation, Marketing & Brand, Sales & Business Development, Client Service Delivery, Client Experience, Operations & Workflow, Team & Talent, Technology Stack, Compliance & Risk, Financial Management, Data & Analytics, Communication Systems, Project Management, Quality Control, Time Management, Knowledge Management, Innovation Pipeline, Strategic Partnerships, Client Support Systems, Roadmap Planning, Revenue Models.
- **22 Capability Tenets**: Organized into Foundation (F1-F8), Specialization (S9-S15), Advanced (A16-A20), and Mastery (M21-M22) tiers.
- **5 Maturity Levels**: L1 Lacking, L2 Learning, L3 Launching, L4 Leveraging, L5 Leading.
- **220 possible maturity combinations** create each client's unique profile.

## The SweetCycle (Delivery Protocol)

Every session follows five phases:
1. **Seed** — Client shares answers through a secure portal
2. **Synthesize** — Elizabeth prepares extensively before the session
3. **Session** — 90-minute live, one-on-one structured IP extraction
4. **Sync** — Optional validation checkpoint
5. **Ship** — Production-ready asset delivered within 10 business days

## Who It Serves

- Financial advisors wanting to systematize and scale their practice
- Fund companies and dealer firms modernizing advisor support
- IT consultants building advisory systems and infrastructure
- Business owners turning expertise into teachable systems
- Operations and admin teams supporting advisors
- Wealth management firms seeking AI strategy
- Any knowledge professional with expertise trapped in their head

## Founder

Elizabeth Dykes, CIM® (Chartered Investment Manager), Certified Life & Success Coach, 2x BDM/Wholesaler Award Nominee (Wealth Professional). 20+ years across Investors Group, Dynamic Funds, Standard Life, Bridgehouse, QWealth, and now SweetBot. Based in North America.

## Key Pages

- Home: https://explore.sweetbot.ai/
- About Elizabeth: https://explore.sweetbot.ai/about
- Service Offerings: https://explore.sweetbot.ai/offerings
- Pricing: https://explore.sweetbot.ai/pricing
- 44 Dimensions Framework: https://explore.sweetbot.ai/dimensions
- What to Expect (SweetCycle): https://explore.sweetbot.ai/expect
- SweetBOS Platform: https://explore.sweetbot.ai/enter