Sample Planning Sprint Pack
What the $5,000 Planning Sprint delivers.
A sample plan for Acme Dental Cloud, a fictional dental practice platform that wants a plan across its product before it builds. Two weeks, no build: where AI fits, what it depends on, and a fixed quote.
What you get
- Where AI fits across your product, with the practice outcome, users and data for each
- The prioritized capability map, with what each one depends on
- The readiness review of your architecture, data, integrations and permissions
- Cost-to-serve estimates per practice, with the assumptions shown
- The recommended first build: 2 to 3 capabilities and why they come first
- A fixed-price quote to build it and take it to production; the $5,000 counts toward it
Illustrative demo on a fictional practice. Not client work.
How the two weeks run
We plan with the people who know the product.
About 2 to 3 hours a week from a product owner and an engineering lead. No build, no production access.
Week 1
- Walk the product with your product and engineering leads
- Read the AI questions in recent renewals and practice feedback
- Interview two customer success leads about what practices ask for
Week 2
- Map the capabilities and review architecture, data, integrations and permissions
- Estimate the cost to serve per practice
- Agree the first build with you and write the fixed quote
01 · Where AI fits
Every opportunity, tied to a practice outcome.
Including capabilities our modules do not cover. Each one names who uses it and the data it needs.
| Opportunity | Who uses it | Data it needs |
|---|---|---|
| Missed caller follow-up | Front desk | Call events, schedule |
| Hygiene note drafts | Hygienists, dentists | Visit audio, chart history |
| Insurance rule answers | Front desk | Payer guides, practice policies |
| Treatment plan explanations | Patients | Approved treatment plans |
02 · Capability map
Now, next and later, with what each depends on.
Ordered by practice value and by what your product can support today.
| Capability | When | Depends on |
|---|---|---|
| Missed caller follow-up | Now | Phone system webhook already in place |
| Hygiene note drafts | Next | Audio capture in the operatory |
| Treatment plan explanations | Later | Patient portal release |
03 · Readiness review
Architecture, data and permissions, checked.
What is ready, what needs work, and what blocks a capability until it changes. Illustrative findings.
Findings
- Note drafting waits on audio capture; we would not start it before that exists.
- Practices may ask to switch AI off per location; the plan includes that switch.
- Cost per provider depends on visit length; a cap per practice keeps it predictable.
- Open question for you: include follow-up in every plan, or sell it as a paid AI tier?
04 · Recommended first build
Recover missed callers first.
Two capabilities that share the same data and need no new hardware: the missed caller list and approved follow-up texts.
05 · Quote
A fixed price to build it and take it to production.
The fixed quote is in your Planning Sprint Pack, not on the site. If you go ahead, the $5,000 counts toward it; if you stop, the plan is yours.
Get a plan for your own product.
Bring the AI questions your practices are asking. In 30 minutes we agree what the Planning Sprint would map.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.