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AI strategy and roadmap
Find where AI pays off, in hours and dollars.
What is an AI roadmap, and what does it include?
An AI roadmap is a written plan that shows where AI and automation save the most hours or add the most revenue in your business, and in what order to build them. We time and cost every recurring task, review your tools, check how AI assistants describe you, and rank the opportunities by payback. It is the $2,500 AI Roadmap, credited toward a build within 30 days.
What's included
Examples describe the kind of work, not a specific client.
- AI readiness auditA 12-person insurance agency scores 34 out of 100; the biggest gaps are intake and follow-up.
- Opportunity map in hours and dollarsA dental office finds more than 20 staff hours a week in phone scheduling and insurance checks.
- Tool stack reviewAn agency paying for nine overlapping tools consolidates to four.
- AI use policyA law firm gets a one-page policy on what client data can go into which AI tools.
- Competitive AI scanA roofer sees ChatGPT names three competitors and not them.
- 90-day implementation planA title company's plan: intake automation first, then a dashboard, then content.
- Quarterly roadmap refreshMonthly-plan clients get a re-scored, re-ranked plan every 90 days.
How you buy it
As one of the three systems in a $10,000 Build & Teach engagement, or one build a month on the Growth Partner plan. Your team is trained on it either way. See pricing.
Often paired with
Tell us where you want to be.
Five-minute form. A written reply within two business days.