Overview

The AI Roadmap is TEAI's discovery product. It turns a multi-call discovery process into a client-facing automation roadmap with ROI math, showing what to build and the expected return.

What the client gets: A professional document mapping their business processes to specific automation opportunities, with dollar-value ROI projections for each.

Timeline: 10-13 hours of work spread across 1-2 weeks.

Typical flow:

Onboarding Call (60-90 min)
    -> Post-Call Processing (30 min)
    -> Interview Planning + Scheduling
    -> Staff Interviews (6-8 hours over 1-2 weeks)
    -> Roadmap Generation (1-2 hours)
    -> Handoff to Sales
    -> Presentation Call (45-60 min)
    -> Close & Handoff to AI Automator

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SOPs

Order	SOP	Duration	Outcome
1	Discovery Call	10-13 hours total	Multi-call discovery complete, all context captured
1a	Call Cheatsheet	--	Quick reference for use during calls
2	Roadmap Generation	1-2 hours	AI Roadmap document with ROI projections
3	Roadmap Presentation	2-3 hrs	Client walked through roadmap, sale closed or follow-up set

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Key Outputs

• {client}/AI-ROADMAP.md -- The roadmap document (markdown)

• {client}/AI-ROADMAP.pdf -- Branded PDF for client delivery

• {client}/context/calls/ -- Onboarding call + staff interview transcripts

• {client}/context/docs/AI-Roadmap-{DATE}.pdf -- Archived PDF

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What Happens Next

If the client signs:

• Client enters the AI Automator program

• Client Setup kicks off the build phase

• The AI Roadmap becomes input for the Workshop and development planning

If the client needs time:

• Follow-up cadence established (see Roadmap Presentation)

• Roadmap remains valid -- client can return when ready