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The AI Roadmap

Find out where AI pays off in your business.

Get 8–12 moves ranked for your business, the tools to use, what they cost, and a first month of action. Built around your budget and the work already on your plate.

$295 founding price, one time. Start free; pay when you’re ready.

Personalized to your intake Human-reviewed by Noval
72-hour delivery

Hours from payment to your finished plan.

Clarification included

One round after delivery, plus email answers about your recommendations.

A plan you can act on

Covered by our five-move, 14-day guarantee. Read the promise.

What you receive

Every recommendation has a job to do.

Your Roadmap answers the questions that matter before you spend time or money on the next tool.

Inspect a complete sample
  • Priorities grounded in your business

    8–12 opportunities drawn from your intake. A Now / Near / Next sequence explains what comes first, what depends on it, and what can wait.

  • Tools and costs you can evaluate

    Named options, existing features to check, setup effort, and ongoing costs. Estimated benefits come with assumptions and a way to measure them.

  • A practical first 30 days

    Concrete first actions and an order that fits your available time. See what to prepare, who needs to be involved, and what progress to check.

  • A clear call on what to leave alone

    Where AI is unnecessary, where ordinary automation is enough, and where human judgment or specialist review needs to stay in place.

  • A workspace for the follow-through

    Your private roadmap page, a printable PDF, and a progress workspace. Track the work and request clarification or a separate implementation quote.

A closer look

From a vague idea to a useful first action.

“Use AI for follow-up” leaves the hard questions unanswered. Your Roadmap breaks a recommendation into the work, the tools, the guardrails, and the evidence to check.

Read the fictional sample roadmap
Explore the fictional sample workspace
Illustrative recommendation / fictional insurance agency

Give every new inquiry a next step.

First, make ownership and timing clear. Then decide whether AI would help.

First move
Map where inquiries arrive and assign one person to each follow-up.
Use first
Check task and reminder features in the CRM you already pay for.
Cost check
Confirm plan limits, setup effort, and message charges before switching anything on.
Keep human
Approval of customer messages, coverage advice, and commitments.
Measure
Record time to first reply before and after the change.
This is an illustration of the format. Your tools, costs, and priorities depend on your intake.

Three steps. About 20 minutes of your time.

You tell us how the business runs. We do the rest.

  1. Complete your intake.

    Allow about 20 minutes to share your goals, recurring work, current tools, and budget. Clear answers help us make the recommendations specific.

  2. Pay securely.

    Secure checkout opens once your intake is saved; filling out the form costs nothing. Your 72 hours start when payment clears.

  3. Open your Roadmap.

    Receive your private plan and workspace. Share the printable PDF with your team. Use the included clarification round to resolve questions.

Built for owners who are done with the hype.

It works best when you know how your business runs and you’re ready to act on what the plan finds.

A good fit when you want to…

  • Sort the useful from the distracting. You have seen the demos and need a plan for your situation.
  • Make better use of existing tools. You want to understand what you already have before buying more.
  • Compare choices before committing. You need clear scope, effort, costs, and vendor questions.
  • Give your team a starting point. You want concrete first actions and a sequence you can follow.

What the purchase does not include

  • Software subscriptions, implementation, vendor setup, or configuration done for you.
  • Custom software, additional revision rounds, or ongoing consulting.
  • A promise of revenue, savings, or fully autonomous business results.
  • Legal, tax, accounting, or licensed-insurance advice. Those decisions belong with qualified professionals.

Examples that speak your language.

The same complete Roadmap, shaped around your business. Explore the questions we consider for these industries, or start with the general intake.

Insurance agencies

Inquiry handoffs, renewal preparation, and repetitive admin, with licensed judgment and permission checks kept in the process.

Explore the insurance edition →

Home services & trades

Calls waiting for a reply, unfinished quotes, and scattered job records. Start with the customer systems you already use.

Explore the contractor edition →

One complete Roadmap.
A clear price.

Choose the plan on its own, or add time to work through it together. All prices are in US dollars.

The starting point

The AI Roadmap

$295one time / founding price

A complete, personalized plan for one business.

  • 8–12 prioritized recommendations
  • Tools, costs, setup effort, and first actions
  • A 30-day action plan and human review points
  • Private roadmap, printable PDF, and progress workspace
  • One round of clarification after delivery
Start your Roadmap

Intake first. Secure checkout follows.

Optional working session

Roadmap + Strategy Call

$750 total, one time

Everything in the AI Roadmap, plus a 45-minute working session and 30 days of email questions.

Walk through the priorities together and pressure-test your first moves.

Choose Roadmap + Call

No subscription is required. Implementation and third-party software cost extra and are not part of this purchase.

The guarantee

If your roadmap doesn't name at least 5 moves specific enough to start Monday morning, tell us within 14 days of delivery and we refund every dollar.

Applies to both tiers, including Roadmap + Strategy Call, even if the call has already happened. This is a guarantee of an actionable plan, not business results. Read the full purchase terms.

Before you start

Questions owners ask.

Have a different question?
Talk to Noval

Is this a generic report?

Your intake is the starting point. Noval uses your goals, processes, tools, and constraints to select and sequence the recommendations. Your plan is tailored to your intake and reviewed by Noval before delivery. You also receive one round of clarification.

Why buy this instead of asking an AI tool?

If you can evaluate the tools, verify the costs, and turn the output into a plan yourself, you may not need this service. The Roadmap buys you that structured work: priorities tied to your intake, checked sources and cost assumptions, a sequence of first actions, Noval review, and one round of clarification. Read the fictional sample to judge the format before paying.

When does the 72-hour clock start?

When your payment is confirmed. Complete the intake first, then pay through the secure checkout link. The delivery window is 72 calendar hours. If we miss it, tell us: we will finish promptly, and if we cannot, we will refund you in full.

Will you set up the tools for me?

Implementation, vendor setup, configuration, and custom software are separate. The Roadmap explains the steps and tradeoffs. You can use your team, choose your own provider, or request a written quote from Noval. Nothing extra is charged without an accepted quote.

Do I need technical knowledge?

No. Describe how your business works in your own words. Recommendations explain the business purpose, the tools involved, and the effort needed. We identify where specialist help may be required.

Can I share the plan with my team?

Yes. Your license allows you to use the roadmap and PDF inside your business, including sharing with your team. It does not allow resale, republication, or distribution outside your business.

Does the price include software subscriptions?

No. The purchase covers the Roadmap and included workspace. Third-party software, setup work, and implementation are separate costs. Your plan identifies these costs and assumptions so you can decide before committing.

What if the plan is not actionable?

If your roadmap does not name at least 5 moves specific enough to start Monday morning, tell us within 14 days of delivery and we refund every dollar. The guarantee applies to both tiers, including Roadmap + Strategy Call, even if the call has already happened. Read the full purchase terms.

What happens to the information I share?

We use your intake to prepare your Roadmap and provide the service. Do not include passwords, access keys, or unnecessary personal information. See the Privacy Policy for how information and portal conversations are handled. Read the Privacy Policy.

Start with the business you actually run.

Tell us where the work gets stuck. We will turn that into a practical AI Roadmap, with a clear first move.

Start your Roadmap

About 20 minutes. Free until you choose to pay.