Sample roadmap · fictional company
Kaizu AI Roadmap
Prepared for Harbor & Pine Landscaping · 32 people · Austin, TexasWhere you stand
In the shallows · 11 / 20
Your crews are busy and your customers are happy, but the office runs on retyping. Quotes, scheduling and follow-ups move between email, a spreadsheet and the phone. That is where AI will pay off first.
Top opportunities
| Rank | Opportunity | Verdict | Effort | Payoff |
|---|---|---|---|---|
| 1 | Quote follow-up agentFollows up every open quote by email and text, answers common questions, and books site visits on the calendar. | Agent | Medium | High |
| 2 | Connect CRM, calendar and invoicingStop retyping customer details three times. This comes first and makes the agent possible. | Automation | Low | High |
| 3 | Weekly crew scheduling assistantPromising, but the schedule changes too often by phone today. Revisit after the CRM is the single source of truth. | Not yet | High | Medium |
Your 90-day plan
Days 1–30
Get your data in one place
- Pick one CRM and move open quotes into it
- Connect calendar and invoicing
- Write a one-page AI policy
Days 31–60
Launch the quote follow-up agent
- Start with email only, a person approves each message
- Measure response rate and booked visits
- Add text messages once it is reliable
Days 61–90
Measure and decide
- Compare booked visits against the old baseline
- Let the agent send routine follow-ups on its own
- Decide on the scheduling assistant
Watch out for
- Customer phone numbers and addresses going into AI tools without a business plan that protects them
- An agent promising prices or dates it can't keep. Give it firm limits from day one
Next step
Book Shiodoki within 60 days and your roadmap fee is credited in full. We will validate the numbers and build the business case for the quote agent.
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