Service ladder
Start with a clearly scoped 30-day Pilot when the workflow is known. Use the Assessment when the go/no-go decision still needs evidence. Continue only when measured operating results support it.
00
Free
Monthly
A concise buyer brief on where human-reviewed AI agents create value, where they fail, and what to evaluate before funding one.
01
$500
Report in 2 business days
A broader diagnostic when the first workflow is not yet clear: 45-minute discovery, decision presentation, implementation brief, and walkthrough.
02
$3,500
30 days
The primary implementation offer: one team, one post-conversation workflow, and up to 15 approved records with human review at every decision boundary.
03
$2,500–$4,000/mo
Month-to-month after Pilot
Ongoing operation, monitoring, reliability improvement, and measured expansion after a Pilot demonstrates a continuing need.
04
$7,500–$15,000
4–6 weeks
Transfer the proven workflow into your environment with coordinated agents, controls, integrations, measurement, training, and handoff.
How the ladder connects
Offers follow observed workflow and delivery evidence, never a forced sequence. Clients can stop at any tier and keep everything built to date.
“The operating problem is real, but the first workflow or data boundary is not clear enough to fund a Pilot. The $500 Assessment creates the go/no-go decision.”
“The team, workflow, approved sources, reviewer, and measurable follow-through problem are clear. Scope the $3,500 Pilot directly.”
“The Assessment supports a documented go decision for one revenue follow-through workflow. Convert the evidence into a bounded Pilot scope.”
“The measured result is useful and the client wants Plaid Pizazz to keep operating, reviewing, and improving the workflow month to month.”
“The Pilot evidence supports a permanent internal capability, integration, training, and handoff inside the client's environment.”
On pricing
Every tier lists a real number you can plan around. 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.
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.