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YOUR 12-MONTH AI ROADMAP

Your AI Strategy for Sales & Marketing: 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

FAQs

Because AI that actually moves revenue isn't a plug-in, set and forget software. It's a compounding system.

Most businesses that try to do everything at once end up with something that doesn't work well enough to trust, costs more than it should, and gets abandoned after six months.

Our three-phase roadmap exists because each phase builds on the last. Phase 1 captures the quick wins: the after-hours leads, the missed enquiries, the instant responses, and gets you to ROI positive within 90 days. Phase 2 goes deeper into your systems. And Phase 3 is where the compounding really kicks in.

You see results at every stage. The system gets smarter every month. And by the end of year one, you have something that handles 80%+ of your sales and customer service work autonomously.

Phase 1 is about closing the gap. Capturing the leads that are falling through the cracks, the after-hours enquiries going cold, and the follow-ups that never happen because your team is flat out.

In the first 90 days, we build and launch your AI Sales Agent, covering: general enquiry handling (product info, FAQs, pricing, availability), after-hours lead capture, initial lead qualification and routing, the first wave of outbound automation for follow-up and re-engagement, and automated nurture sequences across email, SMS, and chat.

In the first 3 months, you’ll experience +8-10% revenue impact, -15-20% cost reductions, and have up to 41% of all enquiries automated. And you'll be ROI positive before Phase 1 is even complete.

We start with strategy and audit, have the AI live within 30 days, and hit ROI positive by day 90.

A Due North AI Sale Agent integration is not disruptive to your operations. 

Our AI strategy for sales and marketing is designed to layer capability onto your existing operation. Your team keeps doing what they do, while the AI handles the high-volume, repetitive, time-sensitive work they shouldn't be doing anyway.

Phase 1 sits on top of your current processes with minimal integration required. Phase 2 is where the deeper system connections happen, and that's managed by our technical team. Your team doesn't need to learn new software, change how they work, or manage the AI day-to-day.

The goal is for your sales reps to notice their calendar is fuller, their leads are warmer, and they're spending less time on admin.

A Due North AI Sales Agent runs between $27K-$92K fully loaded per year, depending on the complexity of your build and what phases you're running.

Compare that to a human sales rep: $88K–$147K+ per year. And that’s before recruitment costs, onboarding time, management overhead, turnover risk, and inconsistent performance.

Most clients see ROI turn positive within 3–6 months, driven by three simultaneous factors: more revenue from captured leads, stronger margins from value-based selling, and lower costs from reduced headcount requirements.

You will also experience quick wins in the first 90 days, generating measurable revenue before the full build is even complete.

Generic chatbot tools are built for volume and simplicity. They look like sales tools, but they're not.

A Due North AI Sales Agent is custom-built and trained on your products, your pricing, your exact objections, your tone of voice, and your sales process. It's a purpose-built system that is unique to your business and impossible to replicate off the shelf.

The difference is strategy and process-first thinking. Before a single line of code is written, we document your best rep's ideal sales journey then automate it. We work out exactly what a great outcome looks like at each stage. Then we build technology around that — not the other way around.

It will optimise their time. 

The AI sales agent handles the top of the funnel: engagement, qualification, objection handling, follow-up, meeting booking, and CRM logging. Allowing your sales team to focus on what they’re best at: building relationships and closing deals.

They will no longer chase cold leads, complete manual data entry, answer the same questions ten times each day, or stress about follow ups. Most teams find their reps become more productive and more motivated, with better leads, better prep, and better results.

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.

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