# 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
```

***

### SOPs

| Order | SOP                                                                                              | Duration          | Outcome                                                     |
| ----- | ------------------------------------------------------------------------------------------------ | ----------------- | ----------------------------------------------------------- |
| 1     | [Discovery Call](https://internal-docs.theentourageai.com/ai-roadmap/discovery-call)             | 10-13 hours total | Multi-call discovery complete, all context captured         |
| 1a    | [Call Cheatsheet](https://internal-docs.theentourageai.com/ai-roadmap/call-cheatsheet)           | --                | Quick reference for use during calls                        |
| 2     | [Roadmap Generation](https://internal-docs.theentourageai.com/ai-roadmap/roadmap-generation)     | 1-2 hours         | AI Roadmap document with ROI projections                    |
| 3     | [Roadmap Presentation](https://internal-docs.theentourageai.com/ai-roadmap/roadmap-presentation) | 2-3 hrs           | Client walked through roadmap, sale closed or follow-up set |

***

### 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

***

### What Happens Next

If the client signs:

* Client enters the [AI Automator](https://internal-docs.theentourageai.com/ai-automator/ai-automator) program
* [Client Setup](https://internal-docs.theentourageai.com/ai-automator/client-setup) kicks off the build phase
* The AI Roadmap becomes input for the [Workshop](https://internal-docs.theentourageai.com/ai-automator/workshop) and development planning

If the client needs time:

* Follow-up cadence established (see [Roadmap Presentation](https://internal-docs.theentourageai.com/ai-roadmap/roadmap-presentation))
* Roadmap remains valid -- client can return when ready