1. Discovery & Needs Assessment

The goal of this phase is to develop a complete understanding of the organization’s current state, workflows, and goals.

Activities:

• Executive Kickoff Meeting/s

  • Identify which key team members or managers we should meet with.

  • Get access to CRM pipeline data for insight into revenue & conversion rates.

  • Get access to the org chart, including roles and responsibilities.

  • Understand the revenue, hiring, product/service improvement, and other goals for the business.

• Key Player Exploratory Meetings

  • What is the breakdown of your team?

  • What are their roles & responsibilities?

  • What are the workflows you oversee?

  • What are bottlenecks or pain points you’re experiencing?

  • What new ‘things’ would you implement if you had unlimited resources?

  • What are your major goals for the team (3, 6, 12 months)?

  • How do you think AI could support your team - please share ideas?

• Web Activity Tracker

  • We ask all of our clients to have their team download a web activity tracker. This allows us to accurately asses how much time is spent on various platforms - which will serve as the benchmark to grade our multi-agent system against.

2. Analysis

This phase focuses on breaking down the collected data into actionable insights and uncovering inefficiencies, gaps, and opportunities.

Activities:

• Revenue & Expenses Audit

  • Identify revenue drivers & ROI per workflow. The two main costs we’re worried about are:

    1. Tech stack costs

    2. Employee costs

• Org Chart Breakdown

  • Analyze the roles, responsibilities, and team structure.

  • Identify areas of redundancies, bottlenecks, and other inefficiencies.

• Aggregate & Analyze the Web Activity Tracking Data

  • Mind map the workflows & data flow.

  • Centralize data if possible & consolidate the tech stack.

    • There may be areas for a custom solution.

• Align with Executive Goals

  • Align findings with leadership goals.

3. Solution Design

Once we’ve gathered and analyzed the data, we will begin designing the implementation solution.

Activities:

• Data

• Tech Stack

• Super Agents

• UI / UX

• Estimated Cost

• Goal Alignment & ROI Expectation

4. Implementation Proposal

We deliver a clear, actionable roadmap outlining our development timeline. We break this down into various phases.

Activities:

• Proposal Deck Creation:

  • Present findings.

  • Walkthrough the proposed solution.

  • Step-by-step roadmap with milestones, timelines, and deliverables.

  • Cost-benefit analysis to demonstrate ROI.

Outcome

A comprehensive proposal that details an actionable AI Implementation plan and a roadmap to get it done.

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