01 / GET CLEAR
AI Readiness &
Roadmap Assessment
Understand your starting point and prioritize the opportunities worth pursuing.
Explore the assessmentPROCESSOLOGY · AI TRANSFORMATION & OPERATIONS
Make AI work for
your business.
Build a practical path from AI possibility to everyday performance. Align your people, processes, and technology—then turn the right opportunities into measurable progress.
Strategy first.Progress you can measure.Intentional—by Design.
YOUR PATH FORWARD
Clarity. Momentum. Lasting value.
Start where you are. These three connected engagements help you decide what matters, put useful AI into practice, and keep improving as your business evolves.
AI Readiness &
02 / BUILD MOMENTUM
Foundation &
Initial Rollout
Launch focused improvements that help your team experience the value of AI.
Explore the rollout →03 / KEEP IMPROVING
AI Operations
Retainer
Bring ongoing ownership, governance, and improvement to your AI operations.
Explore ongoing support →01 / GET CLEAR
The AI Readiness & Roadmap Assessment
A clear plan for where AI can make a meaningful difference.
We examine your workflows, data, systems, and team readiness to identify practical AI and agent opportunities. Your roadmap clarifies which work to assist or delegate, the foundations required, and where human review belongs.
Best for: Teams looking for direction before investing in implementation.
Discuss your readiness ↗WHAT YOU WALK AWAY WITH
- Discovery workshops around business goals and operational friction
- A review of data quality, systems, and AI readiness
- A prioritized set of use cases with clear business value
- A phased roadmap with dependencies and ownership
- A business case and success measures to guide next steps
One-time engagement$2,500–$7,500+Final scope and investment confirmed after discovery.
02 / BUILD MOMENTUM
Foundation & Initial Rollout
Make the first improvements tangible for your team.
Turn priority opportunities into a focused rollout. We strengthen the essentials, configure selected AI capabilities and agents, and pilot the workflow with clear ownership, review points, and success measures.
Best for: Teams ready to act on a defined opportunity and build adoption.
Plan your first rollout ↗WHAT WE PUT INTO PRACTICE
- Targeted CRM cleanup and foundational configuration
- Quick wins using capabilities already available in your tools, where eligible
- A focused workflow pilot with clear success criteria
- Team enablement and practical usage guidance
- A review of early results and recommended next steps
One-time engagement$2,000–$7,000+Software, usage credits, and wider implementation needs are scoped separately.
03 / KEEP IMPROVING
The AI Operations Retainer
An ongoing partner for AI that keeps delivering.
Keep your AI capabilities and agents aligned with the way your business actually works. We monitor performance, maintain the knowledge agents rely on, support adoption, and refine workflows and handoffs as your needs evolve.
- Performance: Track outcomes, usage, and return on investment.
- Integrity: Maintain the data and knowledge AI depends on.
- Governance: Develop practical ownership, review, and usage standards.
- Enablement: Support your team through guidance and office hours.
- Improvement: Build a prioritized backlog of workflows and refinements.
FOR CURRENT SUBSCRIBERS
Technology Management
Program add-on
$2,500–$10,000/month
Added to your current Technology Management Program subscription.
Extend your existing operating foundation with dedicated AI guidance, enablement, and ongoing improvement.
Discuss an AI add-on ↗FOR NON-SUBSCRIBERS
AI Operations
engagement
$5,000–$15,000/month
For organizations without an active Technology Management Program subscription.
Establish ongoing AI operations support around your business goals, team readiness, and technology environment.
Explore ongoing support ↗All pricing shown in USD. A tailored proposal confirms deliverables, engagement terms, and any software or usage costs.
PRACTICAL AI & AGENT USE CASES
AI and agents that get work done—across your teams.
Put AI agents to work completing the workflows that move your business forward—from nurturing leads and qualifying opportunities to resolving tickets and keeping projects current.
Connect your systems and customer context so agents can take action within agreed rules, with your team handling exceptions and decisions that need approval.
Marketing
Nurturing on autopilot.
- Run personalized nurture journeys that send relevant follow-ups based on customer interests and engagement.
- Adapt the next message, move contacts into the right journey, and hand engaged prospects to sales automatically.
BETTER TOGETHER
Marketing engagement becomes sales context; customer questions and outcomes improve the next journey.
Sales
Opportunities analyzed and qualified.
- Analyze fit, intent, engagement, and meeting intelligence against your qualification criteria.
- Qualify and route opportunities, update deal records, and create the next actions without manual data entry.
BETTER TOGETHER
Marketing engagement informs conversations; agreed goals carry into delivery.
Service
Routine service requests completed.
- Collect missing information and complete approved routine requests through connected service workflows.
- Update service records, notify the customer when work is complete, and route exceptions to the right owner.
BETTER TOGETHER
Customer commitments and delivery progress stay connected.
Customer Success
Customer follow-through that keeps moving.
- Launch adoption and re-engagement journeys when usage, milestones, or customer health signals change.
- Start renewal workflows, assign actions for at-risk accounts, and keep the account owner informed.
BETTER TOGETHER
Delivery progress and support history inform proactive outreach.
Support / Help Desk
Level 1 tickets resolved end to end.
- Resolve eligible level 1 tickets without human interaction using approved knowledge and connected actions.
- Confirm the outcome, update the ticket, and close it—or escalate exceptions with full customer context.
BETTER TOGETHER
Customer history follows the issue; recurring problems inform other teams.
Delivery / Project Management
Projects that update themselves.
- Turn meeting intelligence and client engagement into task updates, milestone changes, and next steps.
- Move repeatable onboarding and delivery steps forward as inputs arrive, work is completed, and blockers clear.
BETTER TOGETHER
Sales goals guide delivery; project milestones inform service and customer success.
ACROSS EVERY TEAM
Build a CRM that updates itself.
Keep contacts, deals, tickets, and projects current from calls, emails, forms, and customer engagement. AI agents capture meeting intelligence, update approved fields, and create the next action—so your teams work from a shared record that keeps pace with the customer.
SEE HOW IT CONNECTS
One customer story. Shared across your teams.
A nurture journey turns engagement into a qualified opportunity. Meeting intelligence updates the deal and captures the customer’s goals. A won deal starts onboarding; client activity keeps the project current. Routine support issues are resolved automatically, while delivery and support signals trigger the right customer success follow-through.
The result: work completed, records updated, and the next team ready to act. People stay involved where judgment, approval, or an exception is needed.
These are just starting points. We’ll help identify the right opportunities for your workflows, team, and technology. Specific capabilities and agent actions depend on your tools, data, permissions, and agreed scope.
A FEW THINGS TO KNOW
Your questions,
answered.
How is pricing determined?
Pricing is based on scope and complexity—Standard, Advanced, or Complex. We confirm the appropriate level and final investment during discovery and in your proposal.
Do we need to start with the assessment?
The assessment is a useful starting point when priorities or readiness are unclear. If you already have a clear roadmap, discovery can help determine whether a focused rollout or ongoing support is the right next step.
Is the subscriber price our new total subscription?
No. The $2,500–$10,000 monthly AI Operations price is an add-on to your current Technology Management Program subscription.
Are software and AI usage credits included?
Software licensing and usage requirements depend on your tools and selected use cases. Any additional costs are identified in the proposal.
How will we measure progress?
We agree on success measures connected to your business goals, establish a starting point, and review adoption and outcomes as the engagement progresses.
LET’S FIND YOUR NEXT STEP
Build AI into the way
your business works.
Tell us where you are, what is slowing your team down, and what you want to achieve. We’ll help you choose a practical place to start.
Schedule a consultation ↗Processology. Intentional—by Design.