RTR AI Phase 1 Gameplan

RTR AI Phase 1 Gameplan
Agenda
Phase 1 Quick Wins
Recommended Phase 2 / 3
Discovery Questions
Next Steps & Follow-up meeting
 
Phase 1 Quick Wins (30-Day Sprint)
Website Companion
Quoting, returns, & product Q&A
Internal "Marketing Companion"
Blog, Email, Captions, & Product copy
Weekly AI Report
Key metrics summary via Teams or email
Recommended Phase 2 / 3
Graphic design concepts
Deep PDM automation & file validation
Inventory forecasting & planning
Full time-tracking automation
Complex form autofill (BOM / NPR)
Discovery Questions: Tech Stack
1
Returns
What does your current returns/app workflow look like? 
2
Customer Service
On average, how many hours per week does your team spend on customer service inquiries and returns processing?
3
Marketing Platform
What platform handles email campaigns & blogs now?
4
Metrics Tracking
What are your top 3 metrics that you track for success &  where do you track them?
Discovery Questions: Time & Cost
These numbers let me calculate labor savings and ensure our Phase 1 integrations deliver you an immediate ROI.
Roughly how many hours weekly are spent on returns/quotes?
Roughly how many hours a week is Jaron spending on marketing copy?
Customer service headcount & cost?
Value per lead or average order size?
Phase 1 Execution Approach
Embed one Shopify Website Companion
For quoting & returns intake
Build one Marketing Companion
As your Marketing copy automator
Automate weekly reports
Into Teams or email via web-hook
Next Steps
After today I'll turn your inputs into a proposal showing clear cost savings. Then we'll lock in Phase 1 pricing and timeline.
1. Capture your answers to discovery questions
2. I'll build a detailed Phase 1 proposal & ROI model
3. Meet Next week to Review ROI, finalize scope & pricing