AI Implementation Roadmap

Our Flagship Service

A Complete AI Strategy — Built for Your Business, Implemented with You

This is where real transformation happens. We do a deep dive into your operations, build a comprehensive AI strategy, deliver a 90-day implementation plan, and then help you execute it. You don’t just get a report — you get results.

$5,000–$10,000

Project-based · 2–4 weeks · Scope determines final price

AI Implementation Roadmap for small businesses

What’s Included

End-to-End AI Consulting — From Discovery to Implementation

This isn’t a surface-level assessment. We get into the details of how your business actually operates, identify every meaningful AI opportunity, and help you implement the highest-impact ones.

  • Detailed intake questionnaire and document review — We study your business before we start.
  • 60–90 minute discovery call with Neil — Deep conversation about your operations, challenges, and goals.
  • Full operational workflow analysis — We map how your business actually works, not how you think it works.
  • Comprehensive AI strategy document — Every opportunity identified, evaluated, and prioritized.
  • Tool recommendations with vendor comparisons — We don’t just say “use AI” — we tell you exactly which tools and why.
  • 90-day implementation plan with milestones — Week-by-week timeline so you know exactly what happens when.
  • ROI projections and success metrics — For every recommendation, you’ll know the expected return.
  • Hands-on setup of priority AI tools — We don’t just recommend — we help you configure and launch.
  • Team training on new systems — Your people learn how to use the tools effectively.
  • 30-day post-implementation support — We stay available to troubleshoot and optimize after launch.

Project Details

Duration 2–4 weeks
Format Virtual (in-person available)
Deliverable Full strategy + 90-day plan
Implementation Hands-on setup included
Support 30 days post-launch
Investment $5,000–$10,000

Your Deliverables

What You Walk Away With

This isn’t just advice. It’s a complete package of strategy, tools, and support that transforms how your business operates.

📋

AI Strategy Document

A comprehensive playbook covering every AI opportunity in your business, with priorities, timelines, and projected ROI.

🗺️

90-Day Implementation Plan

A week-by-week roadmap with specific milestones, so you always know what’s happening next and who’s responsible.

🔧

Configured AI Tools

Priority tools set up, configured, and tested in your business — not just recommended, but actually working.

👥

Trained Team

Your staff knows how to use the new tools effectively. No confusion, no resistance, no “I don’t know how this works.”

📊

Success Metrics Dashboard

Clear KPIs and measurement frameworks so you can track exactly how AI is impacting your bottom line.

🛡️

30 Days of Support

Post-launch access to our team for troubleshooting, optimization, and questions as you settle into the new systems.

The Process

How Your Implementation Roadmap Unfolds

A clear, structured process from kickoff to launch — with you involved at every step.

1

Before kickoff

Discovery & Intake

You complete a detailed questionnaire and share relevant documents. We study your business so we’re prepared for our first call.

2

Week 1

Deep Dive Call + Analysis

A 60–90 minute session with Neil to walk through your operations, workflows, and goals. We then analyze everything and build the strategy.

3

Week 1–2

Strategy Presentation

We present your complete AI strategy document, tool recommendations, and 90-day plan. You review, ask questions, and we refine together.

4

Week 2–3

Implementation & Setup

We configure your priority AI tools, integrate them with your existing systems, and run tests to make sure everything works.

5

Week 3–4

Training & Launch

We train your team on the new tools and workflows, answer questions, and officially launch. Everything is live and working.

6

Week 4–8

Post-Launch Support

30 days of support after launch. We troubleshoot issues, optimize performance, and make sure you’re getting the results we projected.

Questions

Implementation Roadmap FAQ

Why is the price range $5,000–$10,000 instead of a fixed price?

Because every business is different. A 5-person service company has different needs than a 30-person retail operation. We scope the project during our initial call and give you a firm price before you commit. No surprises.

Do I need to do a Strategy Session first?

No, but some clients prefer to start there. If you already know you want a full implementation, we can skip straight to the Roadmap. If you did a Strategy Session, the $2,500 is credited toward the Roadmap if you upgrade within 30 days.

How much of my time does this require?

Expect about 4–6 hours of your direct involvement over the 2–4 week project: the intake questionnaire, the deep dive call, the strategy review, and the training sessions. We handle the heavy lifting.

What kinds of AI tools do you typically implement?

It depends on your business, but common implementations include AI-powered phone answering, automated lead follow-up, AI content creation workflows, chatbots, marketing automation, scheduling tools, and CRM integrations. We only recommend off-the-shelf tools — we don’t build custom software.

What if I need ongoing support after the 30 days?

That’s what our Fractional AI Advisor retainer is for. Many Roadmap clients transition to a monthly retainer for ongoing optimization and new tool implementation. But it’s completely optional.

Ready for Real Results?

Let’s Build Your AI Roadmap

Book a call with Chad to discuss your business and see if the Implementation Roadmap is the right fit. We’ll scope the project, give you a firm price, and get started within 1–2 weeks.

Free discovery call · Firm pricing before you commit · No obligation