Here’s a simple 5-step framework for how to approach AI services:
- Audit
Find the leak.
Examples:
- leads not getting answered
- quotes taking too long
- customers asking the same questions
- sales calls never turning into follow-up
- owner doing admin every week
- Prioritize
Pick one workflow.
Use this filter:
- happens every week
- has a clear owner
- costs time or money
- does not require perfect AI
- has obvious before/after
- Install
Build the smallest useful layer.
Examples:
- missed-call text-back
- quote-intake skill
- weekly reporting agent
- support triage classifier
- follow-up draft generator
- Train
Make sure the team can actually use it.
This is where most AI projects fail.
You build the thing but then nobody knows when to use it, nobody owns it, and as a result nobody trusts it.
- Maintain
Charge monthly to keep it alive.
Maintenance includes:
- updating prompts/skills
- checking failures
- adding reference files
- improving outputs
- changing workflows as the business changes
Pricing:
Audit: $999-$2,500
Implementation: $3-$10K
Maintenance: $500-$2K/mo
There are hundreds of different solutions you can sell but this framework is how I’d approach any of them.