Plaid Pizazz installs human-reviewed AI revenue follow-through systems that draft CRM updates, customer follow-ups, commitments, proposal inputs, and management briefs before the next business day.
Not ready to choose a workflow? Get the Free AI Readiness Self-Assessment
How it works
Start with one measurable revenue workflow. Keep every customer message, CRM update, price, and commitment under human control.
20 minutes
A 20-minute fit conversation isolates one recurring follow-through gap, its approved sources, its owner, and the decisions that must remain human.
$3,500
For 30 days, I turn up to 15 approved conversations or RFQs into evidence-linked drafts while your team reviews every release.
$2,500–$4,000/mo
Continue only when the pilot shows enough volume, quality, adoption, and review-time improvement to support managed service.
Build evidence
These are founder-built product and benchmark facts—not borrowed industry statistics or unverified client outcomes.
18
Aerospace scenarios benchmarked
to test agent reliability before production use
6
Behavioral dimensions evaluated
including escalation, evidence, and policy adherence
72 hr
From concept to live MVP
for the founder-built MyBagClaim product
Service ladder
Start with the 30-Day Pilot when the workflow is clear. Use the Assessment to choose the right first workflow. Continuing service depends on what the pilot proves.
Start with a known workflow
$3,500
One team, one follow-through workflow, and up to 15 approved conversation or RFQ records over 30 days. Your team reviews every release.
When the first workflow is unclear
$500
Choose the right first workflow with a broader diagnostic and a documented go/no-go decision before funding implementation.
After a successful pilot
$2,500–$4,000/mo
Have Plaid Pizazz operate, review, and improve the workflow when the pilot demonstrates a useful result and a continuing need.
To run the proven workflow in-house, Internal AI Implementation ($7,500–$15,000) provides integration, training, and handoff when pilot evidence supports it.
Start with one team and one measurable workflow. Plaid Pizazz prepares the drafts and operating brief; your authorized people approve every CRM update, customer message, price, and commitment.