The 90-Day ROI Framework
Week 1-2: Identify the Bottleneck The fastest wins come from automating your most painful manual process. For our clients, it was their consultation-to-proposal workflow eating 12+ hours weekly. For another client manual lead qualification was preventing their CFO from taking on new clients.
The key insight: Don’t automate everything. Automate the constraint.
Week 3-6: Build the Intelligent Core Modern AI automation isn’t about rigid if-then rules. It’s about agents that understand context. When a PR agency needed press release generation, we built an AI that analyzes consultation transcripts, understands client goals and drafts publication-ready content – not templates, but intelligent synthesis.
This is where AI separates from traditional automation. The system learns your business voice, understands nuance, and makes judgment calls.
Week 7-10: Deploy and Iterate Launch with human oversight. Some clients don’t and don’t want to eliminate human review – they eliminate human data entry, manual follow-ups and proposal formatting. The team still makes final decisions but AI handles everything leading up to that moment.
Week 11-12: Measure What Matters Track time saved, but also track what wasn’t possible before:
- Tech Client: 100% consultation follow-up rate (previously 70%)
- Services Client: 4-hour lead response time (previously 48 hours)
- PR Client: Before/after SEO tracking that demonstrates client value
Looking forward to how these updates will modernize processes and strengthen industry reputation!