YOUR 12-MONTH AI ROADMAP
From first call to fully autonomous.
A clear, phased plan to build, test, and scale your AI Sales Agent, without disrupting your business. See exactly what gets built, when, and what results each phase delivers.
12-Month Summary
Phase 1 (0–90 Days)
Quick wins — automate inbound, stop missing leads, capture after-hours
Phase 2 (90–180 Days)
Deep integration — quoting, CRM, outbound, lead scoring
Phase 3 (180–360 Days)
Advanced intelligence — AI handles 80%+ of all sales & service work
Year 1 Outcome
Revenue +25–30% · Costs −55–65% · Triple Whammy achieved
+25-30%
Revenue Growth Year 1
-55-65%
Operational costs reduce
90days
To ROI Positive Every client
80%+
Sales & service automated
THE ROADMAP
Three phases. One compounding system.
Most businesses try to boil the ocean with AI. We don’t. Each phase delivers standalone value, so you see results within the first 90 days, while building toward a system that eventually handles 80%+ of your sales and customer service work autonomously.
Information triage & lead capture
Stop missing leads. Start capturing every enquiry. 24 hours a day, 7 days a week.
Revenue Impact
+8-10%
Cost Reduction
-15-20%
Enquiries Automated
Up to 41%
What gets built in Phase 1
General Enquiry AI
Product info, FAQs, pricing, availability — answered instantly, any channel
After-Hours Capture
Zero missed leads, AI handles all enquiries outside business hours
Short-Term & Routine Automation
Complete automation of simple, repetitive enquiry types
Lead Capture & Qualification
Every inbound lead qualified and routed, no more slipping through the cracks
Initial Outbound Automation
First wave of outbound AI for follow-up, re-engagement, warm leads
Lead Nurture Sequences
Automated follow-up across email, SMS, and chat until ready to buy
Purchase & service automation
Deep system integration. AI quotes in 5 seconds, scores leads, and drives 50% of outbound sales.
ADDITIONAL REVENUE
+5-10%
CUMULATIVE REVENUE
-15-20%
MORE ENQUIRIES AUTOMATED
+39%
What gets built in Phase 2
AI-Powered Quoting
Complex quotes generated in under 5 seconds vs 24-hour human turnaround
Full CRM Integration
AI operates natively inside your existing systems like Salesforce, HubSpot, and ERP
Automated Hire & Rental Process
End-to-end processing of hire and purchase enquiries without human touch
Lead Scoring & Prioritisation
AI identifies your hottest leads and surfaces them for your team
Service Ticket Automation
Service requests, maintenance scheduling, and parts ordering are fully automated
50% Outbound Sales by AI
Half of all outbound sales communications handled autonomously
Advanced logic & multi-modal AI
The autonomous AI sales agent handles 80%+ of all sales and customer service work, including complex orders and visual diagnostics.
ADDITIONAL REVENUE
+5-10%
CUMULATIVE REVENUE
+25-30%
TOTAL COST REDUCTION
-55-65%
What gets built in Phase 3
Complex Purchase Journey Automation
AI manages the full equipment purchase cycle — spec, quote, process, confirm
Full Customer Service Autonomy
All routine service, parts, and maintenance enquiries handled without human intervention
80%+ Outbound Sales by AI
AI handles the majority of all outbound sales communications
Advanced Tender Preparation
AI-assisted complex tender and proposal preparation at scale
Photo Diagnostics
AI analyses photos from customers to diagnose service issues and recommend solutions
Self-Learning & Optimisation
The system gets smarter every month, improving from every interaction
REAL RESULTS
What this looks like in practice
These results are from clients who followed this exact roadmap. Different industries, same methodology, same outcomes.
Conquest Equipment
Heavy machinery supplier with a long B2B sales cycle, high-value deals, and a sales team drowning in low-quality enquiries. After-hours enquiries were going cold. Follow-up was inconsistent.
G;day and welcome to Conquest Equipment! What brings you here today?
Hi! I’m looking to hire a floor sweeper for 3 days.
We can certainly help with that. What sort of facility are you looking to clean, and roughly how big?
its a car park of 4000sqm
Thanks. What’s the floor surface?
Glass Outlet
Glass supplier serving builders, architects, and commercial fit-out companies. High enquiry volume, repetitive quoting questions, and a small sales team unable to keep up during peak periods.
Hey, welcome to Glass Outlet! I’m Lily, your trade assistant. How can I help you today?
Set up a trade account
Happy to help you get set up. Are you a glazier, builder, or another type of trade business?
Glazier
Great, welcome aboard. Before I get you set up, do you already havean account with us?
GRP Australia
GRP Australia leads the way in Fibreglass Reinforced Polymer (FRP) innovation, offering solutions designed to excel in the toughest conditions.
G’day, I’m Riley from GRP Australia. I can help you find FRP products, work out which solution suits your project, or start a quote. What are you working on?
Hi, i want to know specs for your fibre frame?
The Fibre Frame is GRP Australia’s FRP structural framework system. Here’s what I have on it:
– Complete system including FRP joists, bearers, posts, brackets, and end caps
– The RHS (Rectangular Hollow Section) profile is specifically designed to mimic F17 Hardwood H3 Treated timber, making it a direct substitute for those family with timber specs
Your milestone timeline
From a visitor landing on your site to a qualified meeting in your sales rep’s calendar — all without human involvement.
Day 1
Strategy & Audit
Week 1–2
Day 30
AI Live — Phase 1
Month 1
Day 90
ROI Positive Phase 1 Done
Month 3
Day 180
Integrated Phase 2 Done
Month 6
Day 365
Autonomous Phase 3 Done
Month 12
ROI
The investment case
The question isn’t whether you can afford AI. It’s whether you can afford to keep competing with businesses who already have it.
AI Sales Agent vs Human SDR
Human SDR
$88K–$147K+
per year, per person
+ super, leave, turnover
AI Sales Agent
$27K–$92K
per year
never sleeps, never leaves
The $1M Business Case
Before AI (10% margin)
$100K
annual profit
After AI (Month 12)
$555K
annual profit
455% improvement
ROI positive within 3–6 months
Every client we’ve worked with has recovered their investment within the first six months. The system then continues to compound, delivering better results every month after that.
EVERY PHASE INCLUDES
Included across your entire roadmap
This isn’t software you buy and figure out yourself. Every step of your roadmap comes with strategy, build, training, and ongoing optimisation from a dedicated Due North team.
Dedicated Strategist
A senior strategist who understands your business — not an account manager reading from a script
Monthly Review & Optimisation
The system gets reviewed and improved every month — not set-and-forget
Real-Time Analytics Dashboard
See exactly what your AI agent is doing, what it’s converting, and where it’s improving
Knowledge Base Management
Ongoing curation and updates to your AI’s knowledge base, so it always knows exactly what to say
Seamless Integration Support
CRM, ERP, calendar, and custom system integrations handled by our technical team
No Lock-In Contracts
We earn your business every month. You own the system, it’s never held hostage by a vendor
Our happy clients
Ready to see your personalised roadmap?
Every roadmap we build is specific to your business — your enquiry volume, your sales process, your competitive landscape. Book a free strategy session and we’ll map it out together.