The 90-Day AI Roadmap: Where to Start

You read all these ideas. You are excited. And you are paralyzed. "Where do I even start?"

If you try to do everything at once, you will fail. You will break your current process and upset your team.

The Strategy: Crawl, Walk, Run

Here is the exact 90-day roadmap we use with clients.

Month 1: The Foundation (Data & Hygiene)

Goal: Stop the bleeding.

1. Clean the Data: Fix your Price Book. Standardize your Job Types.
2. The "Dry Run" Killer: Implement the Visual Triage bot to stop bad bookings.
3. Missed Call Text Back: Turn on a simple "I missed you, how can I help?" auto-text. Result: Fewer wasted trips. More captured leads.

Month 2: The Engine (Follow-Up)

Goal: Capture the waste.

1. Zombie Revenue: Launch the "Event-Driven" reactivation campaign for old quotes.
2. Review Automation: Turn on auto-review requests 1 hour after job completion.
3. Speed to Lead: Implement the "Intelligent Response" for new web leads. Result: Immediate revenue bump from old leads. Higher conversion on new ones.

Month 3: The Scale (Operations)

Goal: Remove the owner.

1. Co-Pilot Dispatch: Turn on the decision-support layer for your office.
2. Voice-to-Notes: Give your techs the AI voice tool.
3. Unified Dashboard: Build the "God Mode" view of your KPIs. Result: You get your time back.

Just Start

Don't look at the mountain. Look at the first step. Fix the data. Stop the dry runs. The rest will follow.

Download the full PDF Roadmap here.