AI Roadmap — Prioritized Automation Plan
Get a clear AI transformation plan for your business. No guesswork. No hype. Just prioritized steps to automate with confidence.
Need deeper analysis? Premium Roadmap includes a live proof-of-concept and expanded support.
Choose Your Starting Point
Start with a fast, paid diagnostic or commit to a full AI Roadmap. Both options produce clear, actionable next steps.
AI Opportunity Brief
Low-risk clarity before committing
60-minute paid diagnostic to identify your single highest-ROI AI opportunity and the fastest path to impact.
One prioritized AI opportunity
With a simple ROI model to quantify impactExecutive-ready action summary
1-page plan + 5-slide exec brief delivered in 48 hours7 days of follow-up support
Ask questions and get clarification as you review your brief.$299 credit toward the AI Roadmap
Applied if you proceed within 14 days
AI Roadmap
Find 3+ high-impact automation or efficiency opportunities—or we keep working at no cost.
A clear, execution-ready plan for where AI actually pays off.
Deep workflow audit (60–90 minutes)
We map how work actually gets done - and where time and money are leakingPrioritized roadmap with phased execution plan
What to build first, second, and third—based on ROI and feasibilityCost-savings & efficiency projections
Clear estimates leadership can use to justify actionExecutive walkthrough & guidance
So you leave confident, aligned, and ready to move
Premium Roadmap ($3,500) adds extended strategy time, a proof-of-concept, and deeper implementation support.
AI Roadmap — Premium
For teams ready to move fast with confidence
Everything in the AI Roadmap, plus hands-on strategy, validation, and execution support.
Extended strategy & positioning sessions
Deeper analysis tied directly to your growth goalsCompetitive AI landscape analysis
See where competitors are investing—and where they’re exposedLightweight proof-of-concept
Validate a top roadmap item before committing to full buildDetailed implementation runbooks
So your team knows exactly how to execute
If your AI Roadmap doesn't uncover at least 3 high-impact opportunities to save time, reduce cost, or improve efficiency, we keep refining it at no additional cost.
You work directly with the team designing your roadmap—the same people who understand how it’s actually built and executed.
We share relevant, anonymized examples during discovery and publish case studies only after results are validated.
Why Start with an AI Roadmap?
Many teams waste budget on AI tools that don't deliver. We help you avoid that by mapping the path from your current operations to AI-powered efficiency.
Clear Priorities
Know exactly which AI opportunities will deliver the biggest ROI for your business.
Actionable Plan
Get a step-by-step roadmap you can implement immediately, with or without us.
Expert Guidance
Work directly with AI automation experts who've built solutions across industries.
What You'll Receive
You receive a workflow audit, prioritized automation list, and a cost-savings snapshot. Opportunity Brief clients can apply their $299 credit toward the Roadmap within 14 days.
Regular Package — $1,500
- Audit to identify your highest-value automation opportunities
- 5-7 opportunities ranked by implementation effort vs. potential impact
- Phase-mapped roadmap showing exactly what to build first, second, third
- Cost-savings analysis revealing where you're losing money to manual work
- Executive training so leadership understands the strategic implications
- Complete delivery within 7 business days while momentum is high
Premium Package — $3,500
- Everything in Regular, plus:
- Extended session diving deeper into competitive positioning and AI readiness
- Competitive analysis showing what your competitors are doing (or missing)
- Proof-of-concept demo—see the potential before you commit to building
- Implementation timeline so you know what success looks like at each phase
- Team training to get your operators aligned and capable of executing
- Implementation support guiding your team through top priorities
How It Works
Book Your Session
Choose your package and schedule your discovery call.
Discovery Call
We audit your workflows and identify AI opportunities.
Receive Roadmap
Get your custom AI transformation plan in 7 days.
Implement
Execute your plan with confidence, with or without our help.
How This Works
Booking takes about 5 minutes. We guide prep and make the process easy.
Book & Prep
Choose your package and schedule your audit call. We send a simple prep checklist to ensure we make the most of your time.
Discovery Call
60-90 minute workflow audit where we map your operations, identify automation opportunities, and discuss priorities.
Receive Roadmap
Get your prioritized automation plan within 7 business days. Clear next steps, ready to implement with or without us.
Our Guarantee
If we don't find at least 3 money-saving automation opportunities, we keep working FREE until we do. You pay $1,500 once — no extra charges, ever.
We stand behind the value we deliver. You'll either get actionable opportunities that justify your investment, or we'll keep working at no cost until you do.
Compare Options: Brief vs. Roadmap vs. Premium
Not sure which package is right for you? Here is a side-by-side comparison.
| Feature | Brief $299 Entry Offer | Most Popular Regular $1,500 Best Value | Premium $3,500 Full Service |
|---|---|---|---|
| Price | $299 | $1,500 | $3,500 |
| Audit Duration | 60 minutes | 60-90 minutes | 90-120 minutes |
| Automation Opportunities | 1 prioritized | 5-7 prioritized | 5-7 prioritized |
| Implementation Roadmap | 1-page summary | Full phased plan | Full phased plan + execution guide |
| Delivery Timeline | 48 hours | ~7 days | ~10 days |
| Follow-up Support | 7 days async Q&A | Email support | Extended support + training |
| Executive Brief | 5 slides | Comprehensive doc | Comprehensive + board-ready deck |
| Competitive Analysis | Included | ||
| Proof-of-Concept | Lightweight PoC (when feasible) |
What's Included (And What Happens Next)
Clear expectations from the start—so you can move forward with confidence.
What IS Included
Business-First Workflow Audit
A focused audit to identify where time, money, and effort are being lost to manual or inefficient processes.5-7 Prioritized Opportunities
Opportunities ranked by impact vs. effort, so you know exactly where to focus first.Implementation Complexity Ratings
Clear guidance on what's quick to execute vs. what requires more investment.Cost & Time Savings Analysis
Insight into where manual work is creating unnecessary cost or operational drag.Phased AI Roadmap
A clear, step-by-step plan showing what to build first, second, and third.Tool-Agnostic Technology Recommendations
Suggested tools and approaches for each opportunity—without vendor lock-in.Executive-Ready Summary
A concise summary designed so leadership can quickly understand priorities and implications.Post-Delivery Clarification Support
Follow-up email support to answer questions and ensure nothing is left unclear.
What is NOT Included
Hands-On Implementation
The roadmap gives you clarity and direction. Implementation can be handled internally, with your existing vendors, or with us as a separate engagement.Fully Managed AI Services
This engagement is strategy-first. Ongoing managed services are available separately if needed.Software Licenses or Tool Subscriptions
You retain full ownership and control of your technology stack.Ongoing Support Beyond the Roadmap
Extended support and execution assistance are available as add-on engagements.Organization-Wide Change Management
Change management and broader transformation support can be scoped separately.
The AI Roadmap is designed to give you clarity first - so every next investment is intentional.
Book Your AI Opportunity Brief or AI Roadmap
Choose your starting point and schedule your session, or submit your information and we'll reach out within 1 business day.
What happens next?
Frequently Asked Questions
What is the AI Opportunity Brief?
It's a 60-minute paid diagnostic that delivers one prioritized AI opportunity, a simple ROI model, and a short executive brief within 48 hours. If you proceed to the AI Roadmap within 14 days, your $299 is credited toward the $1,500 fee.
Ready? Book your AI Opportunity Brief.
What exactly do I get in the AI Roadmap?
You receive a workflow audit, 5-7 prioritized automation opportunities, a phased implementation plan, cost-savings projections, and an executive training session to ensure your team can execute.
Ready? Book your AI Roadmap.
How long does the process take?
After your discovery call, we target delivery in roughly 7 business days. Premium packages include additional implementation support tailored to your roadmap.
What's the difference between Regular and Premium?
The Premium package includes everything in Regular plus extended strategy time, a competitive analysis, a lightweight proof-of-concept when feasible, implementation support, and team training. It's ideal for companies ready to move fast.
Do I need technical knowledge?
No. We translate complex AI concepts into clear business terms. Your roadmap will be actionable whether you implement it yourself, with your internal team, or with our help.
Ready? Book your AI Roadmap.
Can you help with implementation?
Yes. Most clients continue with us for implementation of custom AI agents, automation systems, or full SaaS builds. But your roadmap is yours to execute however you choose.
What kind of ROI can I expect?
Exact ROI depends on your workflows and adoption. We commit to finding at least three viable automation opportunities and providing a clear cost/effort view so you can decide next steps confidently.
Can I talk to someone first?
Absolutely. Book a free 15-minute call — no pressure, no pitch. We'll answer your questions and help you decide if an AI Roadmap is right for you.