The 90-day roadmap
Three phases: prove it by hand, connect the systems, then scale what survived. Most SMEs that fail at AI fail because they started at phase three. Do not skip the first thirty days.
Days 1–30
Phase 1 — Immediate revenue + time savings
Deploy 10–20 P0/P1 prompts manually. Standardise inputs. Create reusable prompt forms/templates. Measure baseline versus AI-assisted time and conversion.
Where to work
How you know it worked: Faster response; more follow-ups completed; lower admin time; better collections
Days 31–60
Phase 2 — Connect systems + automate repetitive work
Connect CRM, email, forms, messaging, help desk and accounting data where practical. Add human approvals. Automate summaries, routing, drafting and alerts.
Where to work
How you know it worked: Hours saved per week; lower cost per task; fewer missed tasks; higher marketing output
Days 61–90
Phase 3 — Management intelligence + scale
Build weekly management briefs, risk flags, churn/renewal workflows, pricing reviews and supplier/cost intelligence.
Where to work
How you know it worked: Improved margin; better retention; lower procurement cost; faster decisions
Start at the quick wins, or read how to use the library first.