AI Strategy Roadmap
$3,500 fixed fee Best starting point for any AI automation investment · $2,000 converts to credit on follow-on projectA structured 2–3 week discovery engagement. We map your business processes, identify automation opportunities, model the ROI of each candidate, and produce a prioritized implementation roadmap — ready to execute immediately. Every item comes with a defined scope, estimated effort, and Tiboh pricing. The most important document you'll produce before spending serious money on AI.
- Current-state process map (Miro or Lucidchart)
- AI opportunity register with 10–15 prioritized candidates
- ROI model: hours saved × fully loaded labor cost (Excel/Sheets)
- Risk and compliance assessment for each automation candidate
- Prioritized implementation roadmap in Notion: 15–25 user stories, each with scope + Tiboh pricing
- 60-day price lock on all follow-on projects listed in the roadmap
ChatBot Pro
from $4,500 setup + from $1,500/month support & optimization retainer (optional)A custom AI chatbot powered by Claude, trained on your knowledge base and deployed on your website, CRM, or messaging platform. Handles customer inquiries, qualifies leads, books calls, and escalates complex issues — 24 hours a day, without increasing headcount. Unlike template chatbots, this is trained specifically on your products, SOPs, and FAQs — it gives accurate, on-brand answers.
- Claude AI configured and fine-tuned on your products, FAQs, and standard operating procedures
- Website chat widget — JavaScript embed, installs without a developer
- CRM integration: HubSpot, Salesforce, Pipedrive, or Zoho
- Escalation workflow to human agent via email, Slack, or helpdesk
- Conversation analytics dashboard: volume, resolution rate, escalation rate
- Monthly prompt optimization and performance review (retainer)
InboxFlow — Email Outreach Automation
from $5,000 setup + from $2,500/month retainer for ongoing campaign managementAI-powered email sequences that feel genuinely personalized — because they are. Claude researches each prospect, writes a tailored first-touch message referencing their company, role, and recent news, tracks responses, and triggers follow-up actions in your CRM. Average open rate improvement versus template-based campaigns: 40–60%. Built for B2B sales teams doing account-based outreach at scale.
- Prospect research automation (LinkedIn, company website, news, job postings)
- Personalized first-touch email generation via Claude AI — unique per prospect
- Multi-step follow-up sequences with 3–5 touches, timing logic, reply detection
- CRM action triggers on reply: lead status update, task creation, rep notification
- Warm/cold classification and AI lead scoring
- Campaign reporting: open rate, reply rate, meeting booked rate, pipeline influenced
FlowBuilder — n8n Business Automation
from $8,000 implementation + from $4,500/month retainer · scales to $20,000+ for complex multi-system projectsEnd-to-end business process automation built on self-hosted n8n. Connect your CRM, ERP, accounting software, and communication tools into unified automated workflows. You own the code, the infrastructure, and the data — no subscription fees to n8n, no vendor lock-in, no migration work if you ever change vendors. Everything runs on a VPS you control.
- Lead-to-opportunity routing and automatic CRM enrichment from 3rd-party data
- Order processing, fulfillment status updates, and customer notification workflows
- HR onboarding: account provisioning, document collection, task assignment chains
- Invoice reconciliation between accounting platform and ERP — exception queue for discrepancies
- Automated reporting: weekly and monthly dashboards delivered via Slack or email
- Customer success triggers: health score calculation, churn signal alerts, renewal reminders
OpenClaw — Claude AI Agent Systems
from $25,000 implementation + from $4,500/month retainer · enterprise pricing available for large-scale deploymentsMulti-agent AI systems built on Claude with MCP orchestration. Multiple specialized agents work in parallel — one researches, another analyzes, another acts — all coordinated into a single, auditable business workflow. Built for compliance-sensitive industries where accuracy, explainability, and full audit trails are non-negotiable. Constitutional AI design substantially reduces hallucinations versus competing models.
- Fintech: KYC/AML document review, transaction monitoring, fraud flag analysis with audit trail
- Healthcare: clinical documentation assistance, patient triage routing, prior authorization drafting
- Legal: contract review and key-term extraction, due diligence summarization, clause comparison
- Operations: complex multi-step decision workflows with full decision audit log and SLA monitoring
- 200k context window — processes entire contracts, case files, or data sets in a single pass
- Prompt caching reduces recurring Claude API costs by up to 90% on repeated workflow patterns
DocStream — Document AI Processing
from $8,000 implementation + from $2,500/month retainer · scales to $15,000 for high-volume enterprise systemsIntelligent document processing for businesses drowning in paperwork. Claude reads, classifies, extracts structured data from, and routes documents automatically. Built to handle unstructured documents — messy PDFs, scanned forms, mixed formats, handwriting — that rule-based OCR tools cannot process reliably. Human review queue for exceptions only; everything else flows through automatically.
- Document intake pipeline: email attachment processing, upload portal, Google Drive / SharePoint sync
- AI classification: contract vs. invoice vs. application vs. report vs. correspondence
- Structured data extraction into your database, spreadsheet, or downstream system
- Automated routing and task assignment based on document type, urgency, or extracted values
- Exception queue with one-click human review interface for low-confidence extractions
- Full processing audit trail: document in, data out, confidence score, reviewer decision
Monthly Support & Optimization Retainers
All implementations include optional ongoing support. AI systems require continuous care: prompt drift as Claude models update, API changes from third-party integrations, new business requirements, and performance optimization. Our retainers keep your systems running and improving.
| Plan | Price / Month | What's Included |
|---|---|---|
| Maintain | $1,500 | System monitoring, bug fixes, security patches, monthly performance report. Right for stable systems that need a safety net. |
| Optimize | $4,500 | Everything in Maintain + prompt optimization, A/B testing of responses, improvement sprints (up to 8 hours/month), weekly sync call with your team. |
| Scale | from $12,000 | Everything in Optimize + new workflow and agent development, dedicated engineer allocation, 4-hour SLA response for critical issues, quarterly business review with ROI reporting. |
Retainers are optional — every project is fully documented and handed over at completion. However, most clients find that ongoing optimization recovers the retainer cost within the first 60 days of operation.
Not sure where to start?
The AI Strategy Roadmap is the right first step for almost every client. A $3,500 fixed-fee engagement that maps your processes, models ROI for each automation opportunity, and produces a prioritized plan with clear budgets — before you commit to anything larger.
Get a Free Assessment See Roadmap Details