A comprehensive implementation plan for AI-powered customer service and marketing automation solutions, designed to streamline operations and deliver measurable ROI.
Phase 1 Companion Suite
Our AI solutions designed to enhance customer experience and streamline marketing operations.
Website Companion
Customer-facing AI for returns, quotes, and product questions.
Marketing Companion
Internal copywriter trained on RTR's tone and tribal knowledge.
Weekly KPI Snapshots
Track key metrics to optimize performance and ROI.
What You'll Receive in Phase 1
Website Companion
Three-intent flow handling Returns, Quotes, and Product Q&A.
Embedded in Shopify as "RTR Assistant"
Powered by Type-bot & Business OpenAI
Two rounds of conversation-logic refinement
Marketing Companion
Four brand-tuned AI writers to streamline content creation.
Email Companion
Product Description Companion
Caption Writer Companion
Ad Writer Companion
Includes two rounds of prompt refinements per companion.
Weekly KPI Snapshot
Track performance metrics to measure ROI.
Total Companion Requests Handled
Estimated CS Hours Saved
Companion Deflection Rate
Investment & Support Plans
Phase 1 can be configured to add or remove companions or intent flows to suite budget needs.
Feature expansions and quarterly companion retuning
Projected Impact & ROI
Our AI companions deliver substantial time and cost savings across your key operations.
Your Standard Support plan ($2,500/month) delivers ~2× ROI, with full investment recouped in just 25 days.
These calculations don't include additional benefits like increased conversions and reduced hiring needs.
Timeline & Milestones: 4-Week Implementation
Your AI Companion journey starts immediately. We'll move from setup to full deployment in just four weeks.
Week 1: Access & Initial Setup
Credential handoff and rate confirmation
Marketing Companion "stub" with email demo
Web Companion "stub" with Returns flow testing
Week 2: Core Development
All four Marketing GPT templates published
Web Companion embedded in Shopify
First manual KPI summary delivered via Teams
Week 3: Refinement
Two rounds of revisions on all deliverables
Second KPI report with partial automation
Phase 1 Acceptance checklist preparation
Week 4: Completion & Transition
Written sign-off on all Phase 1 components
Final invoice ($4,250) processed
Support plan activation scheduled
Phase 2/3 roadmap discussion (60 minutes)
Data Ownership & Privacy Recap
Your data remains exclusively yours. We prioritize privacy and control in our implementation approach.
Data Storage
All conversation data stored only under RTR's Typebot and Business Open AI accounts. Export or deletion available anytime at no cost.
Data Usage
No external model training. No third-party sharing beyond delivering Phase 1 requirements.
Data Deletion
Upon written request, we'll permanently delete all Bot Data from our systems.
"All conversation transcripts, user inputs, and any PII collected via the Marketing Companion and Website Companion (collectively 'Bot Data') are the exclusive property of RTR."
Looking Ahead: Evolving with AI
Phase 2: Executive Companion
Custom GPT delivering strategic insights, P&L analysis, and executive dashboards.
Integrates with Power BI or Google Data Studio
Live performance monitoring capabilities
Setup $5,000 + $5,000/mo retainer (6 hrs support)
Phase 2: Design Ideation Lab
Image-generation GPT creating rough car-part mockups via DALL·E or Midjourney.
Internal "mood board" gallery for concepts
Rapid visualization of product ideas
Setup $3,000 + $1,500/mo license
Phase 2: Data & Forecasting Hub
Custom dashboards for real-time KPI tracking and inventory planning.
Power BI or Looker Studio integration
Competitor alerts and demand forecasting
Setup $4,000 + $3,500/mo with monitoring
Phase 3: Microsoft Copilot
Enterprise-grade security with deeper Microsoft integration.
Typebot to Power Virtual Agents transition
Azure OpenAI and single sign-on
Planning $2,500; execution $15,000+ (varies)
Actions Following Today's Call
By EOD Today
Email SOW & Data Addendum for signature
Issue Invoice #1 ($4,250) via QuickBooks/Stripe
Share Google Form for information collection
Next 48-72 Hours
Populate ROI model with confirmed numbers
Build Marketing Companion "stub" in Typebot
Build Web Companion "stub" in Typebot
Weeks 1-2: Development
Deliver sample outputs for Marketing GPT templates