Portfolio / MVP & SaaS / AI Assessment & Roadmap Platform
AI Assessment & Roadmap Platform
Turn expertise into a product: guided assessments that output structured, reviewable plans.
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
Consultants repeat the same discovery conversation; prospects want value before they'll book.
Proposed solution
A branded assessment that generates a structured AI plan, delivered in a client portal with an expert-review upgrade path — planning as the top of the funnel.
Key features
✓ Branching assessments
✓ AI plan generation
✓ Client portal delivery
✓ Expert-review workflow
✓ Booking integration
✓ Lead scoring
User journey
- 1Prospect completes assessment
- 2Receives structured plan
- 3Books an expert session
- 4Converts to a project
Admin & operations
- • Question editor
- • Prompt & template control
- • Lead pipeline
- • Analytics
Technology approach
Suggested development phases
Phase 1 — Funnel
Assessment + AI output + capture.
Phase 2 — Portal
Accounts + expert review.
Phase 3 — Product
Templates, billing, multi-tenant.
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.