PROPOSAL Three initiatives · One sprint · Version 1 in 60 days

SSI's first AI sprint — three V1 deliverables that move the conversion line.

A focused 90-day engagement spanning three SSI initiatives — an internal-facing customer visualizer, a knowledge center built on years of Salesforce history, and a guided unboxing experience for the spiral-stair install. Version 1 of all three lands inside 60 days; the remaining 30 days are for iteration with real-rep and real-customer feedback.

For Joe Dachowicz, President, SS Industries
CC Preston Bowen, CEO, MBP Group
From Daniel Townsend, Copilot Innovations
Window 90 days · two phases
Investment · 90-day program
$5,000/mo
Introductory · first engagement
All three initiatives bundled. $15,000 across three sprints. Phase-2 AEO scoped separately. AI token usage costs pass through at cost · expected < $500 total.
Days 1–60
Build & launch V1
Days 61–90
Optimize & iterate
The premise

The conversion line is where SSI's AI dollar goes furthest.

In our session, Joe named the number that anchors everything: every 1% lift in conversion rate is roughly $1M in additional revenue. That single math fact reframes the prioritization — anything we ship that moves quote-to-close, even modestly, dominates everything else by ROI.

The three initiatives in this proposal are the ones that either move conversion directly (Visualizer), make the people who handle the conversation faster and better-armed (Knowledge Center), or protect the experience that drives reviews, referrals, and repeat orders (Unboxing). Each one is scoped to a discrete Version 1 that ships inside the 90-day window.

"Every 1% improvement in conversion rate is nearly $1,000,000 in revenue." Joe Dachowicz · President, SS Industries
The three initiatives

Three V1 deliverables. Three discrete scopes. One sprint.

Every card below names what's in scope for V1 and what's explicitly out — the single best protection against scope creep on initiatives that all have natural growth paths. The mini-chart in each business case is directional; we'll baseline real numbers in Sprint 1.

INITIATIVE · 01 Customer Visualizer Revenue · conversion lift

An internal visualizer that lets the sales rep render the customer's stair into their space.

A standalone web app for SSI sales reps — linkable from Salesforce, but its own surface in V1. Customer sends photos of the stairwell or opening, the rep uploads them, picks the spiral (or floating) configuration, and the AI returns a realistic visualization of what that staircase would look like installed in that home. The rep sends it back to the customer the same day. Internal-only for V1, but the visualizer itself is the asset that powers the future customer-facing experience.

  • Standalone web app for SSI sales reps — bookmarked or linked from inside Salesforce
  • Customer photo intake (rep-mediated): 1–3 photos of the install space
  • Product picker for the 4–6 top-selling spiral configurations (diameter, material, finish)
  • AI image generation: composite the chosen stair into the customer's space, photoreal
  • 1-click email back to the customer with the rendered image + next-step CTA
  • Light usage telemetry so we can correlate visualizer-use → close rate
  • Native Salesforce embed / side-panel (V2 — requires a deeper SF integration build)
  • Public-facing self-serve visualizer on ss.industries (V2)
  • Floating-stair configurations beyond a single anchor option (V2/V3)
  • AR / mobile camera-based real-time preview (V3)
INITIATIVE · 02 Knowledge Center Cost + Revenue enabler

A searchable, AI-indexed knowledge center built from SSI's years of Salesforce history.

Years of phone-call notes, email threads, and SMS transcripts already live in Salesforce. V1 is a standalone web app that pulls from Salesforce on a scheduled basis (or via API or flat files where that's easier) and turns that history into two things: a searchable AI-summarized knowledge base for CSRs and sales reps, and an Intelligence IQ dashboard that surfaces what the org should know in real time — top bottlenecks, recurring issues, and visibility into rep effectiveness. V2 evolves it into a customer-facing answer experience; V3 powers the chat layer in the broader MBP roadmap.

  • Standalone web app, linkable from Salesforce; pulls Salesforce data via API, scheduled refresh, or flat-file imports
  • Secure ingestion of historical Salesforce data (calls, emails, SMS, case notes)
  • AI-assisted entity resolution + topic clustering (product, install, returns, shipping, finance)
  • Semantic search ("how did we handle 9'2" floor-to-floor with a 42" opening?")
  • AI-generated summaries of recurring questions, install gotchas, and rep-best-answer patterns
  • Intelligence IQ dashboard — real-time view of top bottlenecks, emerging issues, recurring themes, and a productivity / effectiveness read on the sales team
  • Light governance: PII handling, retention rules, audit log
  • Native Salesforce side-panel embed (V2 — requires a deeper SF integration build)
  • Customer-facing chatbot powered by the knowledge base (V2)
  • Auto-drafted reply suggestions inside the rep's email/SMS workflow (V2)
  • Cross-BU knowledge (Marwin, Millwork 360, Summit, HB&G) — SSI-only for V1
  • Voice-call real-time retrieval during a live call (V3 · pairs with Real-Time Call Coaching)
INITIATIVE · 03 Unboxing Experience CX · reviews · repeat

A guided digital unboxing companion for the customer (and their handy-friend).

Today the spiral arrives as a 1,000-lb pallet on someone's driveway and the install happens with a friend, a brother-in-law, or a contractor the customer trusts. V1 is a standalone mobile-optimized web experience — QR-coded on the pallet — that walks the team through unbox → inventory → orient → install, with short videos, AI Q&A, and a "stuck?" escalation path. The defended P&L line is reviews, returns, and referrals.

  • QR-coded pallet sticker that opens a mobile-optimized install companion
  • Step-by-step content: unbox → inventory parts → orient kit → install in 8–12 sub-steps
  • Library of 6–10 short videos sourced from existing SSI footage + AI editing
  • AI-powered Q&A in the experience ("a baluster is bent — what now?")
  • One-tap escalation: SMS / call to SSI support with the customer's install state attached
  • Post-install moment: ask for review (Google + SSI), photo upload, referral prompt
  • Native iOS / Android app (V2 — V1 is a mobile web experience)
  • Video AR overlay (look-through your phone at the part) (V3)
  • Installer-network marketplace ("find a pro near you") (V2)
  • Multi-language support beyond English (V2)
Sequence

Three sprints. Two phases.

Sprints 1–2 build and ship Version 1 of all three initiatives. Sprint 3 is reserved for iteration with real-rep and real-customer feedback in hand. Sprint length is a calendar month by default but can flex to 3-week cycles if we want to compress.

Sprint 1 Days 1–30

Scope, set up data access, stand up the first usable surfaces.

  • Visualizer: image-gen pipeline + first 2 stair templates working end-to-end
  • Knowledge Center: Salesforce data ingest started; topic clustering on the first 6 months
  • Unboxing: content audit + storyboard the 8–12 step companion; QR mechanic prototyped
  • Establish the four-metric scoreboard per initiative; baseline current numbers

Sprint 2 Days 31–60

Build, integrate, and ship V1 of all three to the people who'll use them.

  • Visualizer V1 launched to all 21 SSI reps inside Salesforce
  • Knowledge Center V1 launched to CSR + sales team with semantic search live
  • Unboxing V1 launched on incoming pallets with QR sticker + 8–12 steps
  • First week of usage telemetry collected across all three

Sprint 3 Days 61–90

Tune based on data and direct feedback; document lessons; set the V2 ask.

  • Visualizer: prompt tuning, template additions, conversion-rate read-out
  • Knowledge Center: improve summaries based on what reps actually search
  • Unboxing: video edits, FAQ expansion, review-prompt tuning
  • End-of-program readout to Joe + Preston with the V2 proposal in hand
Investment

$5,000/month for 90 days. All three initiatives, bundled.

A single fee covers all three V1 builds and the optimization sprint. The price is deliberately sized to be a low-friction yes for an SSI-scale commitment — and to keep momentum after the MBP-wide engagement we're already running.

Introductory · First Engagement
90-day program

Three initiatives at $5,000/mo.

Version-one ready in 60 days, iterated for 30 — all three SSI initiatives inside one engagement, one fee, one named team. Built to ship discrete value, not to drift into a bigger program SSI hasn't signed up for.

This is a special introductory rate to mark our first engagement together — designed to make the first yes easy and to set the foundation for a longer relationship.

All-in
$15,000 · 3 sprints
Format
90-day sprint

What's included

  • V1 build & launch of all three initiatives (Visualizer, Knowledge Center, Unboxing) — design, build, integrate, ship.
  • Weekly working session with Joe and/or the named SSI leads per initiative — kept tight, decision-focused.
  • Salesforce integration work for the Visualizer side panel and the Knowledge Center ingest.
  • Telemetry & the four-metric scoreboard per initiative — board-ready KPIs from day one.
  • Sprint-3 optimization — iterate on what real reps and real customers showed us, then hand off a V2 proposal.
  • AEO baseline-visibility audit (see Phase 2 addendum below) included as a discovery deliverable.

Fine print. AI token usage costs (model API calls for the Visualizer renders, Knowledge Center indexing, and Unboxing AI Q&A) pass through to SSI at cost. Based on projected V1 volumes, total token usage is expected to come in under $500 across the full 90 days. No third-party tooling subscriptions or seat licenses are embedded in the fee — those, if any, flow through SSI directly.

Phase 2 · proposed addendum

Answer Engine Optimization — where SSI shows up in the AI answer layer.

A separate, deliberately scoped Phase 2 — out of the $5,000/mo bundle, but designed so the 90-day program produces the baseline audit and gameplan SSI needs to commission it. The strategic stakes are clear: buyers are starting to ask ChatGPT, Gemini, and AI Overview the questions that used to land on Google's results page. SSI needs to show up there.

Wild Card · Phase 2
Recommended next phase

The audit, the gameplan, the budget.

We've started a directional read of how SSI shows up across the major answer engines today. A full audit is part of the Phase 2 scope — the figures below are an early signal, not the final analysis. The proposed budget is sized for a six-month engagement that produces measurable visibility lift, not a brand exercise.

1 Baseline audit

Comprehensive measurement of how SSI shows up today across the answer-engine layer for the 30–40 queries SSI actually wins on Google.

ChatGPT
Low
Google AI Overview
Partial
Gemini
Low
Perplexity
Partial

Directional early read · Phase 2 audit produces the full picture.

2 The gameplan

What we'd do, in priority order, over the six months of Phase 2:

  • Restructure the highest-traffic SSI content for AI-answer-extractability (entity-rich, structured, scannable)
  • Build the question→answer pages that answer the 30–40 questions buyers actually ask, in the format the answer engines reward
  • Publish authoritative reference content (sizing guides, code compliance, install patterns) that becomes the source the engines cite
  • Establish llms.txt + AI-crawler signals; monitor monthly across all four engines
  • Pair the AEO work with the public-facing chatbot (Knowledge Center V2) so SSI's owned surface also performs
  • Measure: % of priority queries where SSI is cited, organic-influenced inquiries, and (eventually) attributed conversion

3 Proposed budget

Built as a six-month engagement, with a stepped commitment so SSI sees signal before the full investment.

  • Months 1–2 — Audit + content restructure + initial publishes
  • Months 3–4 — Question→answer engine pages; AEO crawler signals; monthly tracking
  • Months 5–6 — Authoritative reference content; chatbot pairing; attribution model
Estimated retainer
$2,500–$5,000/mo
6 months · $15K–$30K all-in. Range depends on how closely we can collaborate with SSI's current SEO team — tighter integration lands at the lower end.

Phase 2 trigger

Greenlight at the end of the 90-day sprint, once the V1 audit data is in hand and the V2 priorities for Visualizer / KB / Unboxing are agreed.

Why now

The answer-engine layer is shifting faster than search did. The brands that establish authority now will compound for years; the ones that wait will buy their way in later at higher cost.

How it pairs

The Knowledge Center V1 we ship in this 90 is the same asset that powers Phase 2's authoritative content — so the work compounds rather than duplicating.
What's next

Three decisions to greenlight this proposal.

Small in number, real in commitment — the items below are what we'd want agreed in Preston's next conversation so Sprint 1 can start on Day 1.

DECISION · 01

Approve the 90-day program at $5,000/mo.

All three initiatives bundled at an introductory rate for our first engagement. Optimization sprint included. AEO audit included as a discovery deliverable. Token usage costs pass through at cost (expected < $500 total).

DECISION · 02

Name one SSI working-lead per initiative.

Visualizer needs a sales-rep voice in the build. Knowledge Center needs a CSR lead plus Salesforce data access. Unboxing needs the content + ops contact. One name per initiative, empowered to decide.

DECISION · 03

Pencil the first 30-day progress update on the calendar.

End-of-Sprint-1 check-in with Joe and Preston — what's shipped, what's slipping, what we're learning, and any course-corrections before we head into the V1 launch sprint. Setting this date now creates an accountability moment early, not at the end.

SS Industries · 90-Day AI Proposal · Prepared by Daniel Townsend, Copilot Innovations · June 2026
Sourced from the conversation with Joe Dachowicz and Preston Bowen, and the broader MBP Group engagement.