Service ladder

Turn one revenue workflow into completed follow-through.

Start with the 30-Day Pilot when the workflow is clear. Use the Assessment to choose the right first workflow. Continuing service depends on what the pilot proves.

Explore the Pilot — $3,500Compare services

Start here

Choose your starting point.

The Pilot and Assessment are two starting options. A paid Assessment is not required when your team, workflow, approved sources, and reviewer are already clear.

Start with a known workflow

30-Day Revenue Follow-Through Pilot

$3,500

30 days

One team, one follow-through workflow, and up to 15 approved conversation or RFQ records over 30 days. Your team reviews every release.

  • CRM and customer-follow-up drafts
  • Commitments with owners and dates
  • Proposal inputs and internal handoffs
  • Weekly management brief
  • Baseline, operating measures, and day-30 decision
Explore the Pilot — $3,500

When the first workflow is unclear

AI Readiness Assessment

$500

Presentation within 2 business days after discovery

Choose the right first workflow with a broader diagnostic and a documented go/no-go decision before funding implementation.

  • 45-minute discovery call
  • 8–10-slide presentation + implementation brief
  • 3–5 opportunities ranked by value, risk, effort, and data readiness
  • 30-minute walkthrough call
  • Documented go/no-go decision for at least one workflow
Explore the Assessment

Continue from results

After a successful pilot.

Choose managed operation or internal ownership only when the day-30 review supports it. You can also revise or stop; neither service is an automatic next purchase.

After a successful pilot

Managed Revenue Follow-Through

$2,500–$4,000/mo

Month-to-month

Have Plaid Pizazz operate, review, and improve the workflow when the pilot demonstrates a useful result and a continuing need.

  • 20–50 approved records per month
  • Weekly operating brief
  • Exception review and quality tracking
  • Monthly evidence review and workflow tuning
  • Human approval before every release
Discuss managed service

After a successful pilot

Internal AI Implementation

$7,500–$15,000

4–6 weeks

Bring the proven workflow into your approved environment when pilot evidence supports internal ownership, integration, and team handoff.

  • 2–3 coordinated agent workflows
  • CRM + data layer integration
  • Shared evaluation and approval rules
  • Team training + documentation
  • 30-day post-launch support
Discuss internal implementation

Your next step

Start with a fit conversation.

Describe one recurring gap after a customer conversation. Together, we identify the team, approved sources, reviewer, and useful output before choosing the right starting service.

If you need the broader diagnostic, the Assessment provides a documented go/no-go decision. If the workflow is ready, we can scope the Pilot directly. At day 30, we review the results together and decide whether to continue, bring the workflow in-house, revise, or stop.

Describe your workflow

On pricing

Agree on scope and price before work begins.

Each service lists its price or range. The managed and internal-implementation ranges reflect approved volume, systems, data, controls, and handoff scope. The specific price is written before work starts.

The Pilot is $3,500 and the broader Assessment is $500. Work starts only after the scope, readiness gate, and required payment are approved. Managed service is month-to-month and prepaid only after Pilot evidence supports the continuing need.

Start where the evidence says to start.

If the workflow is clear, discuss the 30-Day Pilot. If it is not, use the Assessment to reach a documented go/no-go decision before implementation.

Explore the Pilot —$3,500Explore the Assessment — $500