CatalystAI

Services

Four engagements. One transparent path from assessment to operating AI systems.

Every engagement is fixed-fee, scoped before kickoff, and designed for VP/Director approval.

01

AI Opportunity Assessment

Timeline
2 weeks
Price
Fixed fee — request pricing
Approval
Solo (VP/Director)
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A focused 2-week audit of your operational, sales, or revenue workflows to identify the highest-ROI AI automation opportunities and produce a 90-day implementation roadmap your CEO can approve in 5 minutes.

Deliverables

  • Workflow audit across 3–5 functional areas
  • AI opportunity scorecard ranked by ROI and complexity
  • 90-day implementation roadmap with ROI estimates
  • Stack compatibility assessment
  • 5-minute executive summary deck
  • 60-minute findings review session

Timeline breakdown

Week 1Discovery interviews with team leads, workflow observation, stack inventory.
Week 2ROI modeling, opportunity scoring, roadmap drafting, executive review.

What's next: Continue into a Quick Win Sprint or Full Implementation. Assessment fee credited in full.

02

Quick Win Sprint

Timeline
3–4 weeks
Price
Fixed fee — request pricing
Approval
Solo or +1 step
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Build, deploy, and prove out the single highest-ROI workflow from your assessment. End-to-end ownership: design, build, integrate, train, launch, measure.

Deliverables

  • One production-grade automation deployed in your stack
  • All integrations and credentials configured
  • Team training session and SOP documentation
  • 30-day measurement window with reporting
  • Internal case study data for leadership

Timeline breakdown

Week 1Design, environment setup, integration scoping.
Week 2Build and internal testing.
Week 3User acceptance testing, training, soft launch.
Week 4Full launch, monitoring, results report.

What's next: Roll into Full Implementation or a Retainer with momentum and proof.

03

Full AI Implementation

Timeline
8–12 weeks
Price
Fixed fee — request pricing
Approval
CEO/CFO sign-off
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Automate 3–6 connected workflows across operations, sales, or revenue. Includes integration with your existing stack, training, SOPs, and an executive ROI dashboard.

Deliverables

  • 3–6 production automations deployed
  • Full stack integration (HubSpot, Salesforce, Bullhorn, Monday, etc.)
  • Team training program and SOP library
  • Executive ROI dashboard (hours saved, cost impact)
  • 30-day post-launch hypercare period

Timeline breakdown

Weeks 1–2Architecture, data mapping, build plan.
Weeks 3–8Iterative build and deploy of each workflow.
Weeks 9–10Training, SOPs, dashboard.
Weeks 11–12Hypercare and handoff.

What's next: Move into the AI Systems Retainer to compound results monthly.

04

AI Systems Retainer

Timeline
Ongoing (6-month minimum)
Price
Monthly retainer — request pricing
Approval
Already approved
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Ongoing partnership: 2 new builds or enhancements per month, monitoring, monthly strategy session, executive ROI report.

Deliverables

  • 2 new automations or enhancements per month
  • Continuous system monitoring and error management
  • Monthly strategy session with leadership
  • Monthly executive ROI report
  • Priority support response within 1 business day

Timeline breakdown

MonthlyStrategy session → build → deploy → measure → report.

What's next: Compounding value. Cancel anytime after 6-month minimum.

Start with the AI Opportunity Assessment.

Assessment fee credited in full toward implementation.

Get pricing