Three phases. Three weeks per phase. One shipped workflow at the end. Here is the 90-day playbook we run with every service business.
Phase 1 — Audit (weeks 1–3)
Stakeholder interviews. Current-state workflow map. Data infrastructure audit. Output: a 15-page report ranking the top five AI opportunities by ROI, with size estimates and dependencies.
The audit is where most engagements either build trust or lose it. We invest disproportionately here.
Phase 2 — Architect (weeks 4–6)
For the chosen play, design the integration map: what systems connect, what data flows where, what the agent does and doesn’t do. Share as a single document. Get sign-off before any code.
Phase 3 — Ship (weeks 7–12)
Build in fortnight increments. Each two weeks, deploy something demonstrable. By week 12, the workflow is live in production and the team is trained on it.
What goes wrong
The most common failure mode is scope creep in week 6. The audit surfaced five opportunities; the team wants to ship two. Resist. Ship one. Then ship the second under the next engagement.
What goes right
The clients who get the most value treat this 90 days as the start, not the project. The workflow we ship is the first of many. The methodology is the actual deliverable.