Process · day-by-day · honest
From inquiry to AI live · ~45 days
Riptide AI
For roofing contractors
MB
Matt Blansit · Co-Founder, Riptide AI Consulting
Houston-based AI/ML engineer turned consultant. Solo practice. Every implementation on this page was led by me from kickoff through go-live — no account managers, no offshore handoffs, no project drift.
Day-by-day breakdown

From your first call to AI live in your shop — exactly what happens, day by day.

Most consulting engagements are described in vague phases ("strategy," "alignment," "rollout"). This page is the actual schedule. What gets delivered, when, by whom, with how much of your team's time. If something looks weird or missing, ask before you book.

Book a 30-min call → See pricing
The three phases

Discovery, Sprint, Implementation. That's it.

No retainer, no on-going dependency, no never-ending engagement. Three discrete phases. Two clear decision points (proceed-to-Sprint and proceed-to-Implementation). You can stop after any one.

Phase 1

Discovery

Day 0 · 30-60 min
A 30-minute first call. Not a sales pitch — an honest fit check. We map your operation in 30 minutes and tell you whether AI is even the right next investment for your shop. About 20% of these end with "not now, here's what to do instead."
Cost: Free
Your time: 30-45 min
Output: Written fit-check + Sprint quote (or honest "not yet")
Phase 2

Sprint

Day 1-14 · 2 weeks
A focused two-week sprint to produce your 90-day AI roadmap, 8-system fit analysis, and prioritized rollout plan. We do the heavy lifting; you do four short syncs. End of week 2: you have a written plan, refundable if it doesn't deliver.
Cost: $2,500 flat
Your time: ~3 hours total
Output: Audit report, Sprint document, voice/tone pack
Phase 3

Implementation

Day 15-45 · 30-day rollout
If you proceed, we ship the systems your Sprint identified. Most engagements deploy 2-4 systems in the first 30 days, with the rest staged for month 2-3. By day 45, lead response is under 60 seconds, follow-up is automated, and your shop runs.
Cost: $8,500-$22,000 scoped
Your team's time: ~8-10 hrs over 30 days
Output: Live AI systems + 60 days standby
Phase 1 · Discovery

Day 0 — the 30-minute call.

Goal: walk away with an honest read on whether the Sprint is the right next step for your shop. Not whether AI is "good" in the abstract — whether it's good for you, right now, given where your operation is.

Day 0

Discovery call · 30-min Zoom

Free · No prep required
What we cover
  • Your shop. Jobs/mo, average ticket, lead sources, services offered, service area, team size, CRM, integrations.
  • Your pain. Where leads leak out. Where follow-up dies. What you do at 9 PM Saturday when a lead hits. What the office manager hates doing.
  • Your tools. Quick tour of your stack. What's working, what's friction, what you'd kill if you could.
  • Your fit. An honest read on whether the Sprint is right for you — and if not, what to do instead.
What you walk away with
  • A written fit-check email. 1-page summary sent within 24 hours. What we saw, what we'd recommend, what we wouldn't.
  • A Sprint quote. If we agree the Sprint makes sense, you'll have a one-page SOW + the $2,500 invoice.
  • An honest "not yet" if applicable. About 20% of calls end with "your CRM data isn't clean enough for AI yet" or "you'd benefit more from $1,500 of operational consulting first." We mean it.
  • No follow-up emails. If the call is a "not now," you won't hear from us again. No drip sequence, no quarterly check-in spam.

What we'll never do on the discovery call

No high-pressure close. Nobody's incentivized to push you into the Sprint. The Sprint is intentionally priced low so the decision is easy when it's right and easy to walk away from when it's wrong.

No fake urgency. No "we only have 2 client slots this month" because that's true (we do — solo practice has hard capacity limits) but we're not going to make it a closing tactic.

No bait-and-switch quote. The Sprint is $2,500 flat. The Implementation range is $8,500-$22,000 and we'll quote inside that range during the Sprint, not after.

Phase 2 · Sprint

Day 1-14 — the two-week sprint.

Heavy lifting from us, four short syncs from you. Below is the actual schedule with deliverables and your time commitment.

Day 1

Kickoff sync

Your time: 60 min · Zoom
What we do
  • Ask the 30 operational questions we couldn't fit in Discovery
  • Get read-only access to CRM, Google Business, lead forms, social channels
  • Set up the shared Slack channel (or your preferred async tool)
  • Confirm the 2-3 priority systems candidate for Implementation
What you do
  • Bring your office manager and/or operations lead if you have one
  • Have CRM credentials ready (or grant access to a sample admin login)
  • Be honest about what's broken — we can't help if you sandbag
  • Sign the Sprint SOW + pay the $2,500 invoice (DocuSign + ACH)
Day 2-5

Deep audit · we work, you don't

Your time: 0 min · async
What we do
  • Pull 90 days of CRM data — leads, conversions, response times, drop-off points
  • Audit your social cadence, review velocity, follow-up gaps
  • Score each of the 8 stack systems for your shop (0-10)
  • Build the priority sequence and ROI math
What you do
  • Nothing scheduled. Heads-down audit work on our end.
  • We may ping you in Slack with 2-3 quick questions ("what's the deductible policy on hail-deductible-eligible jobs?")
  • Expect 5-10 min of total ping-response time across these 4 days
Day 6

Mid-Sprint check-in

Your time: 30 min · Zoom
What we do
  • Walk you through the audit findings (what we saw, what surprised us)
  • Show the draft 8-system fit scores
  • Pressure-test our priority sequence against your gut sense
  • Confirm voice/tone direction with sample replies
What you do
  • Push back where our findings don't match your reality
  • Tell us if any system isn't a fit because of constraints we didn't see (regulatory, team, contractual)
  • React to the voice samples — too formal? too casual? too Texan?
Day 7-12

Document drafting

Your time: ~30 min total · async
What we do
  • Write the operational audit report (~10-12 pages)
  • Write the 8-system fit analysis (~6-8 pages)
  • Write the Sprint document — the 90-day roadmap (~12-14 pages)
  • Build the voice & tone sample pack (30-50 sample AI replies)
  • Draft the Implementation SOW with quote in $8,500-$22,000 range
What you do
  • Review the draft Sprint document when we share on day 10
  • Mark up anything that doesn't ring true to your operation
  • Send any follow-up clarifications via Slack
  • Reasonable expectation: 30 min of reading + comments
Day 13

Final Sprint review · 60-min walk-through

Your time: 60-90 min · Zoom · recorded
What we do
  • Walk you (and any team members) through every page of the Sprint document
  • Show the system priority order and why
  • Walk through the voice pack with examples
  • Present the Implementation SOW + quote
  • Answer every question you have
What you do
  • Bring stakeholders — owner, ops lead, office manager, anyone who'll work with the AI
  • Have notes ready from your read-through
  • Push back hard on anything that feels off
  • Decide whether to proceed to Implementation (no decision required on the call — take 30 days if you want)
Day 14

Handoff + decision

Your time: 0-15 min · async
What we do
  • Final document delivery via Notion + PDF
  • 30-day post-Sprint follow-up call offered (free, no obligation)
  • Implementation SOW remains open at quoted price for 60 days
What you do
  • Option A: Sign the Implementation SOW. We start day 15.
  • Option B: Take the document home and execute on your own.
  • Option C: Sit on it for 30-60 days. The quote stays valid.
  • Option D: Hire a different vendor with the document. We'll wish you well.
Phase 3 · Implementation

Day 15-45 — the 30-day rollout.

If you proceed, here's what week-by-week looks like. Implementation is denser than the Sprint and your team's time investment goes up — but the payoff is systems live in your shop.

Week 1

Discovery + access + voice training

Full operational walk-through with your office team. CRM/social/Google Business deep credentials. Voice training: ~25 sample AI replies tuned and approved. First system architecture finalized.

Outcome: voice pack approved · system 1 built in shadow mode
Week 2

System 1 + 2 live in shadow mode

Lead responder and (typically) social auto-poster live in shadow mode — generating replies that you review and approve before they send. We tune voice on the first 25-50 real replies.

Outcome: 2 systems running shadow · daily summary email begins
Week 3

System 1 + 2 fully autonomous · System 3 + 4 deploy

Lead responder and social go fully autonomous. Review auto-requester and follow-up sequence deploy. AI receptionist (if scoped) goes live for after-hours.

Outcome: 4 systems live · first review wave sent · receptionist active
Week 4

Estimate generator + storm activator + handoff

Drone-fed estimator and storm-day activator deploy. Full team training (45 min, recorded). SOWs handed off, post-launch standby begins.

Outcome: all systems live · team trained · 60-day standby active

After day 45, the engagement transitions to standby. You operate the systems day-to-day. We're available for issues for 60 days at no cost. If you elect a quarterly tune-up after that, we run a 4-hour audit + adjustment for $800. Most shops don't need it.

What we'll ask from you

Radical honesty about your team's time.

Most consulting engagements understate this on purpose. We're going to overstate it slightly so you don't get blindsided.

Total time commitment, full engagement.

~3 hrs
Sprint (2 weeks)

Owner: kickoff (60 min) + mid-Sprint (30 min) + final (60 min) + ~30 min of async review. That's it.

~8-10 hrs
Implementation (30 days)

Distributed across owner (~5 hrs), office manager (~3 hrs), crew leads (~2 hrs total). The bulk is voice tuning during week 1.

~1 hr/mo
Ongoing (post-launch)

Reviewing the daily summary email + the occasional escalation. After month 3, most shops drop this to ~30 min/mo.

If your team genuinely cannot spare 8-10 hours over 30 days, the Implementation will not work. AI systems require operator buy-in to land — there's no version of this where we deploy in stealth and you discover it running smoothly without team input. We'll tell you this on the discovery call.

What we'll never do

Boundaries we hold even when asked.

These come up often enough that we put them in writing. Especially the first three.

Take over your CRM

We integrate with your CRM. We do not become the operator of your CRM. You log in, you administer users, you control data. We have read-write access to specific objects (leads, contacts, jobs) and that's it.

Lock you into multi-year retainers

The longest contract we'll sign is the Implementation SOW (one-time, ~6 weeks). Post-launch, you're free. No auto-renew, no cancellation penalties, no "minimum service period."

Insist on a stack you don't need

If the Sprint identifies that your shop only needs 2-3 systems, we'll ship 2-3 systems and quote accordingly. We will not pad the engagement to look more impressive.

Run your customer comms without sign-off

The first 25-50 AI replies on every system run in shadow mode. You see and approve every one before it goes out. After we have voice locked, we go autonomous — but you've already signed off on the pattern.

Force a CRM switch

If your shop runs on JobNimbus and you love it, we work with JobNimbus. If your shop runs on a custom Excel workflow and it actually works, we work with Excel. CRM switches are independent of AI deployment in 95% of cases.

Add fees mid-engagement

The quoted price at Sprint end is the all-in price. Scope changes get re-quoted (and you can decline). There are no "platform fees," "API fees," or "AI compute fees" tacked on later — we eat those costs, not you.

How we communicate

Async by default, scheduled when needed.

We keep communication tight so it doesn't eat your time. Three channels, predictable cadence.

💬

Shared Slack channel

Default async tool. We post daily updates during Implementation, you ping when you need us, we respond same-day during business hours. If you don't use Slack, we use a shared email thread or whatever else works.

📅

Weekly check-ins

30-min Zoom every Wednesday during Implementation. Same time each week, recorded. You can skip if there's nothing to discuss — we'll send a written summary instead.

📄

Async docs

All Sprint and Implementation deliverables live in a shared Notion workspace you own. Versioned, searchable, accessible after the engagement ends. No PDFs trapped in someone's inbox.

Refund + kill switches

Where engagements pause or end.

Three exit ramps built into the process. We document them up front so you know they exist before you'd ever need to use one.

1. Sprint refund policy

If at the final Sprint review you don't have a written 90-day plan you can act on, we refund the full $2,500. No questions, no clawback of the document, no quid pro quo.

Trigger: you say so. We don't make you justify it. If the work didn't deliver, we own that.

Track record: 0 refunds in 14 Sprints. We mention this not to pressure you against requesting one, but so you know the deliverable usually lands.

2. Implementation kill switches

Every AI system we deploy ships with an instant-disable kill switch. One toggle, the AI stops responding. Manual workflow resumes. No lost data, no orphaned conversations.

Use cases: you want to take the system offline during a major event (CRM migration, ownership transition), the system starts acting weird (rare but possible after a vendor API change), or you just want a manual day for the team.

You operate the kill switches. We can flip them remotely if you ping us, but the controls live in your dashboard from day one.

3. Post-engagement support

60 days of standby is included with every Implementation. During that period, we respond to issues within 24 hours and tune the systems based on real-world data.

After 60 days, you can elect a quarterly tune-up ($800/4 hours) or end the engagement entirely. About 75% end the engagement; about 25% take the quarterly option. Both are normal. The quarterly tune-up is not a soft retainer — it's optional, and we don't push it.

Anonymized case study

Full timeline of a real Houston-area engagement.

Anonymized to protect the relationship. ~25 jobs/mo, GAF Master Elite, JobNimbus, 8-person crew. Names changed; numbers and timeline are real.

Day 0

Discovery call

Owner reached out via the playbook page. 30-min call walked through the operation. Identified that lead response was the biggest leak (avg 6+ hrs). Sprint quoted at $2,500. Owner signed within 24 hours.

Outcome: Sprint signed
Day 1-14

Sprint

Audit revealed: 47% of leads went cold within first 24 hours. Voice direction set: casual-professional, signed by "Marcus" (real lead inspector). Priority order: lead responder → review auto-requester → social auto-poster → quote follow-up. Implementation quoted at $14,500.

Outcome: Sprint document delivered, owner signed Implementation SOW on day 15
Week 1

Lead responder built in shadow mode

JobNimbus integration completed. Voice training on 32 sample replies. Owner approved voice on day 5. Shadow mode launched day 7 — AI generates replies, owner approves before sending.

Outcome: 14 shadow replies sent and approved · voice locked
Week 2

Lead responder fully autonomous

Day 10: lead responder went fully autonomous. Saturday night, 9:47 PM — AI replied to a Briarforest Facebook lead, qualified, booked Monday inspection. That one job covered 60% of the engagement cost.

Outcome: avg lead response 47 sec · 24/7 coverage
Week 3

Reviews + social + follow-up live

Review auto-requester sent first batch to 30 days of completed jobs — 11 new Google reviews in week 3 alone. Social auto-poster launched. Quote follow-up sequence armed.

Outcome: 4 systems live · 11 new reviews · social on autopilot
Week 4

Storm activator + handoff

Storm-day activator wired to NWS Houston feeds. Full-team training session (45 min, recorded). 60-day standby began.

Outcome: 5 systems live · team trained · standby active
Day 90

Results check-in

Close rate up 34% on inbound. ~8 more jobs/mo recovered. 5× monthly Google review velocity. Top-3 local pack ranking achieved at month 5. Owner declined quarterly tune-up — operating systems independently.

Outcome: ~$112k/mo recovered revenue · ROI ~9× in year 1

Get the Roofer's AI Playbook

The full 12-min playbook — same one we send to every Sprint client. ROI math, vendor checklist, ready-to-use SMS templates, 30-day rollout plan.

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Process FAQ

Questions we hear most often.

If yours isn't here, ping matt@riptideai.co.

What if I don't want to proceed after the Sprint?

About a third of Sprint clients don't proceed to Implementation with Riptide. They take the deliverables and execute on their own, hire a freelance developer, or shelve the plan and revisit in 6-12 months. Any of those is fine. There's no upsell pressure, no proceed-or-lose-discount nonsense. The Sprint is priced to stand alone.

What if my team is resistant?

Common, expected, and addressable. We've never had an Implementation derailed by team resistance, but we have rescoped engagements when team buy-in was missing. The 45-min training session and shadow-mode rollout are specifically designed to bring resistant team members along. If your office manager hates AI on day 1, she will likely tolerate it by day 14 and be skeptical-but-using-it by day 30. The key is that the AI replaces no one's job — it just removes the parts of their job they hated.

Who owns the AI prompts when we're done?

You do. Every prompt, every configuration, every documentation file is delivered as your IP at the end of the engagement. You can take it elsewhere, modify it, hand it to another vendor, or sit on it. We do not retain ownership of anything we build for you, and we do not require licensing or per-seat fees to keep using what we delivered.

Can you work with my existing tools?

Almost always yes. We've integrated with JobNimbus, AcculynX, Roofr, ServiceTitan, CompanyCam, EagleView, Xactimate, Symbility, HubSpot, Salesforce, GoHighLevel, Hatch, GoLeads, Podium, BirdEye, Google Local Service Ads, Facebook Lead Ads, and a long tail of niche tools. If you have something we haven't seen, we'll review it during Discovery and tell you honestly whether integration is reasonable in scope.

What does the Implementation SOW look like?

Two pages. Page 1: scope, deliverables, milestones, price, payment terms, and the kill-switch clause. Page 2: standard MSA boilerplate (warranties, indemnity, IP ownership, term, governing law). It's plain English, signed in DocuSign in under 5 minutes. If you have your own MSA template, we'll sign yours instead. We don't get cute with contract language.

What happens if Riptide goes out of business mid-engagement?

Fair question for a solo practice. The mitigation is that everything we build is your IP, hosted on infrastructure you own (your CRM, your AI provider account, your Notion workspace). If Riptide disappeared tomorrow, you'd still have working AI systems and the documentation to operate them. You'd lose the post-launch standby support but the systems themselves keep running.

What if my service area expands or my services change?

The systems are built to accommodate normal evolution — adding a new ZIP code, expanding a service line, adjusting pricing. For minor changes you can self-serve in the dashboard. For larger changes (new vertical, new state, new CRM), the quarterly tune-up is the right vehicle. For major changes (acquisition, multi-shop rollout), we'd scope a separate small engagement.

What's the post-engagement support like?

60 days of standby is included with every Implementation. During that period, we respond to issues within 24 hours and tune the systems based on real-world data. After 60 days, you can elect a quarterly tune-up ($800/4 hours) or end the engagement entirely. About 75% end the engagement; about 25% take the quarterly option.

Process is honest. Pricing is public.

Ready to start at Day 0?

Book a 30-minute discovery call. Walk through your operation. Get an honest fit-check by end of day. Decide whether to Sprint with as much information as you'd want.

Book a 30-min call → See pricing first