Portfolio / Full-Stack Solutions / AI Roadmap & Planning Portal
AI Roadmap & Planning Portal
A branded portal where prospects self-serve an AI-drafted project plan — and convert into consultations.
Selected concept work demonstrating the types of digital experiences we can plan and build. Final strategy, design, features, scope, timeline, and pricing are tailored to each client.
The business problem
Expertise-led businesses repeat the same discovery calls while prospects hesitate to book without seeing value first.
Proposed solution
A guided assessment that generates a structured AI roadmap inside a branded portal, with expert review and booking as the natural next step.
Key features
✓ Guided branching assessment
✓ AI roadmap generation
✓ Branded client portal
✓ Expert-review path
✓ Consultation booking
✓ Lead capture & scoring
User journey
- 1Prospect completes the assessment
- 2Portal presents the AI roadmap
- 3Prospect requests expert review
- 4Consultation gets booked
Admin & operations
- • Question & prompt control
- • Lead pipeline view
- • Roadmap oversight
Technology approach
Suggested development phases
Phase 1 — Funnel
Assessment + AI roadmap + capture.
Phase 2 — Portal
Accounts, review, booking.
Phase 3 — Scale
Templates and analytics.
Every element above can be customized — pricing is confirmed after scope review.
Like this direction?
Our consultant can review your goals, identify the right first phase, and prepare a tailored scope, timeline, and pricing plan. No payment required · human review · start with a manageable first phase.