AI Integration

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Tier 1 – AI Core Stack

Investment / Fixed-fee: $6,500

Ideal for: Small businesses looking to become AI-ready and develop a core AI Stack.

Outcomes

  • AI Readiness Assessment

    • Review current tech stack, data sources, and workflows.

    • Identify constraints (data quality, access, security, compliance).

  • AI Opportunity Map

    • 5–10 potential AI use cases identified across the business.

    • Prioritized use-case shortlist (e.g., lead qualification, customer service, reporting, internal knowledge search).

  • AI Integration Roadmap (6–12 months)

    • Phased implementation plan with timelines, owners, and dependencies.

    • Defined KPIs and success metrics for each use case.

  • One “Quick Win” Implementation

    • Implement one simple but high-impact solution, such as:

      • AI email/DM assistant for customer inquiries

      • AI knowledge assistant over internal docs

      • Automated meeting summary & action item generator

    • Configure, test, and roll out to a small group of users.

  • Prompt Library & SOPs (Basic)

    • Starter prompt library tailored to the business roles (sales, ops, support, leadership).

    • Simple SOPs: how to use the AI tools, when not to use them, basic do’s and don’ts.

  • Team Orientation & Training

    • 1–2 live training sessions or workshops for staff.

    • Recorded training + quick reference PDFs.

  • Performance Baseline

    • Before/after metrics for the quick-win use case (e.g., response time, hours saved, error rate).

Tier 2 – AI Workflow Integration

Investment: Fixed-fee: $18,500

Ideal for: Growing businesses that need to move from “AI testing” to operational AI in workflows.

Everything in Tier 1, plus:

  • Multi-Department Workflow Design

    • Deep-dive into 2–3 priority departments (e.g., Sales, Customer Support, Operations).

    • Map existing processes and redesign them with AI in the loop.

  • 3–5 Automated / AI-Enhanced Workflows

    • Examples:

      • Lead capture → scoring → routing automation

      • Support tickets triaged and drafted by AI

      • Operations reporting automated with AI summaries and alerts

    • Integration with existing systems (CRM, ticketing, project tools, email, etc. where possible).

  • Tool Selection, Setup & Integration

    • Select and configure core AI tools (e.g., chat interface, doc assistant, workflow automation, connectors).

    • Implement data connections between key systems (where APIs or no-code tools allow).

  • AI Governance & Risk Guidelines (Intermediate)

    • Written guidelines for:

      • Data privacy and handling

      • Human-in-the-loop approvals

      • What content & tasks are off-limits for AI

    • Role-based permissions for tools (who can do what).

  • Role-Specific Playbooks

    • Practical “How I use AI in my role” playbooks for:

      • Leadership

      • Sales / Biz Dev

      • Support / Client Success

      • Operations / Admin

    • Includes prompts + mini workflows.

  • Change Management & Adoption Support (60–90 Days)

    • Office hours or support sessions for questions and troubleshooting.

    • Adoption reports: who is using what, where they’re stuck, and recommendations.

  • ROI & Impact Report

    • Quantified outcomes: time saved, cost avoided, new capacity created, response/time-to-complete improvements.

    • Recommendations for next wave of AI projects.

Tier 3 – AI & Intelligent Operations

Investment: Fixed-fee: $55,000+ per project

Ideal for: Businesses looking to turn AI into a core capability and competitive advantage.

Includes everything in Tiers 1 & 2, plus:

  • Enterprise-Level AI Strategy & Operating Model

    • Company-wide AI vision and objectives.

    • AI roles and responsibilities (owners, champions, governance committee).

    • Integration into annual planning and KPIs.

  • Custom AI Agents & Internal Platforms

    • Design & build custom AI agents tailored to the business, for example:

      • Sales intelligence agent (prospect research, email drafting, proposal outlines).

      • Customer support copilot that pulls from CRM + knowledge base.

      • Operations / PMO assistant for task updates, risk flags, and reporting summaries.

    • Build an internal “AI Hub” where staff access all AI tools and resources in one place.

  • Knowledge Management & Data Structuring for AI

    • Organize, clean, and structure internal documents, FAQs, SOPs and training materials for AI consumption.

    • Set up processes to keep this knowledge base up to date.

  • Advanced Automation & Integration

    • Multi-step automations across multiple systems (CRM, ERP, HR, finance, marketing).

    • Conditional logic, escalation workflows, notifications, and approvals.

  • Advanced Governance, Compliance & Security

    • AI policy aligned with industry regulations and internal risk appetite.

    • Review of vendor policies, data residency, retention, and access controls.

    • Escalation and incident-handling process for AI-related errors or issues.

  • Comprehensive Training & Culture Program

    • Role-based training tracks (leaders, power users, general users).

    • AI champions program: identify and train internal champions in each department.

    • Ongoing education calendar (lunch & learns, updates, new use case demos).

  • Performance Analytics, Tuning & Continuous Improvement

    • Dashboards showing usage, performance, and business impact of AI solutions.

    • Regular A/B tests on prompts, workflows, and automations.

    • Optimization cycles (e.g., monthly or quarterly) to improve accuracy, speed, and ROI.

  • Quarterly Strategic Reviews (Typically 12 Months)

    • Quarterly workshops with leadership to:

      • Review impact

      • Decide next investments

      • Prioritize new AI initiatives

    • Updated roadmap for the next 12–18 months.