Pricing and starting options

Clear ways to start, depending on how defined the problem already is

Some businesses are ready for a direct scope. Others need clarity first so they do not build the wrong thing.

This page shows the common starting paths, the role of Flight Plan, and the typical budget ranges for implementation.

Start with a Discovery Call See Flight Plan

Path 1

Clear problem

Discovery Call, then Direct Scope or a Fixed Project.

Path 2

Messy workflow

Discovery Call, then Flight Plan before implementation.

Path 3

Ongoing need

Discovery Call, then discuss whether a Retainer is the better structure.

Clear starting paths
One workflow at a time
Practical budget ranges

Focused offers

Two sharper entry points for teams who already know what they are looking at

Pricing is the broad map. These pages go deeper on specific offers that need stronger positioning before someone says yes.

Clarity offer

Flight Plan

For messy workflows where the bottleneck is real but the right build is not clear enough yet.

See Flight Plan

Sales offer

Scout

For teams that want to detect real buying intent, qualify harder, and avoid turning outbound into spam.

See Scout

How to start

Buy clarity when you need it. Move straight to implementation when you do not.

SwiftRoot does not force every buyer into the same path. The right starting point depends on how clear the workflow problem already is.

Offer 1

Discovery Call

A short practical call to understand the problem, assess fit, and identify the right next step.

Best for

You know something is slowing the business down, want a practical outside read, and need help deciding whether the issue is ready for direct implementation.

Includes

A clear conversation about the pain point, a first read on whether the problem is clear or still messy, and a recommendation on whether to move into direct scoping or Flight Plan.

01

Talk through the friction

02

Assess fit and urgency

03

Choose the next move

Price

Free

Used to decide whether the next move should be direct scoping, Flight Plan, or a broader ongoing engagement.

Offer 2

Direct Scope

Used when the workflow problem is already well understood and the implementation can be scoped without a formal clarity phase.

Best for

One bounded workflow problem is already visible, key stakeholders agree on what is broken, and the main need is implementation rather than diagnosis.

Includes

A recommended approach, rough scope shape, initial estimate range, and a clear next step toward delivery.

01

Confirm the workflow

02

Define the scope

03

Price the build

Price

Free initial scoping

Best when the work is already defined enough that extra diagnosis would just slow down the build.

Offer 3

Flight Plan

A focused clarity engagement used when the workflow is messy, ownership is unclear, or building too quickly would likely create rework.

Best for

Different people describe the same process differently, handoffs or approvals are hard to trace, or automation and AI are being discussed before the underlying workflow is stable.

Includes

Current-state workflow review, bottleneck diagnosis, a practical first-move recommendation, and implementation options with rough effort bands.

01

Map the workflow

02

Find the bottleneck

03

Recommend the first fix

Typical range

$1,500 to $3,500

Flight Plan protects you from paying for the wrong build.

Offer 4

Fixed Project

A bounded implementation project focused on fixing one meaningful workflow problem.

Typical examples

Intake or request routing, approvals and handoffs, internal status visibility, dashboard cleanup, and internal workflow coordination layers.

Includes

Design, implementation, practical refinement during delivery, testing, and a handoff shaped around how the team actually works.

01

Design the lane

02

Build and refine

03

Launch the system

Typical range

$12,000 to $25,000

Used when one meaningful lane is ready to fix and the team wants a clear project boundary.

Offer 5

Monthly Retainer

Ongoing support for businesses that want continuous workflow improvement, operational ownership, or iterative systems work over time.

Best for

Multiple workflow lanes need improvement and the business wants an ongoing systems partner rather than one-off starts and stops.

Includes

Continuous improvement, implementation across multiple priorities, operational support, refinement, and follow-through over time.

01

Prioritize the lane

02

Implement continuously

03

Refine what ships

Price points

Core

$5,000/mo

Growth

$8,500/mo

Embedded

$12,500/mo

Budget building blocks

Typical implementation ranges, broken into clean units

Most projects are made of workflow units, integration units, and sometimes a clarity phase before implementation.

Workflow units

$5,000 per unit

A workflow is a business process digitized end-to-end: trigger, steps, ownership, and outcome.

Examples: client onboarding, order fulfillment, project reporting, request routing.

Medium

Simple flow with 2 to 3 steps.

Example: online intake form to CRM entry to confirmation email.

$5K

High

Multi-step with branching logic, roughly 4 to 6 steps.

Example: intake, invoice, staff assignment, alerts, and dashboard updates.

$10K

Very high

Complex, cross-department workflow with dependencies and exceptions.

Example: order received, payment verified, inventory updated, shipping triggered, reporting and notifications.

$15K

Integration units

From $2,500 per unit

An integration is how your workflow connects with external tools, services, data sources, or identity systems.

Low

$2,500

Barcode scan to log entry, or a basic email alert.

Medium

$5,000

PDF generation, auditing logs, or a fax service.

High

$10,000

AWS multi-service workflow or single sign-on with Okta or Google.

Very high

$15,000+

HL7 healthcare data, compliance-heavy sync, or multi-system coordination.

Add-ons and support

Add AI only where it improves the workflow

AI is not the starting point for most buyers. It becomes useful after the workflow is clear enough to support it safely.

AI pricing

AI Sales Agent

$3,000 setup + $2,500/mo

AI pricing

AI Assistant Agent

$3,000 setup + $2,500/mo

AI pricing

AI Agents Bundle

$5,000 setup + $4,500/mo

AI pricing

AI Custom Agent

$5,000 setup + $2,500 to $5,000/mo

Common pricing questions

The usual questions buyers ask before they start

Do I always need Flight Plan before a build?: No. If the workflow problem is already clear, SwiftRoot can move from Discovery into Direct Scope or a Fixed Project. Flight Plan is used when clarity is still missing and building too quickly would create rework.
What makes a problem clear enough for direct scoping?: Usually one bounded workflow problem is visible, key stakeholders agree on what is broken, and the main need is implementation rather than diagnosis.
Can a Flight Plan lead directly into a Fixed Project?: Yes. That is often the point. Flight Plan creates clarity on the bottleneck, the first worthwhile move, and the rough effort band so implementation can be approved with more confidence.
What if we need ongoing support after the first implementation?: That is where the Retainer structure fits. It is meant for businesses that want continued workflow improvement, implementation across multiple priorities, and operational follow-through over time.
Do you do custom software or only workflow consulting?: SwiftRoot does both. The work starts with understanding the workflow, then moves into the software, automation, dashboards, integrations, or internal systems needed to make that workflow run cleanly.
When does AI become relevant?: After the workflow is clear enough to support it safely. AI is usually more useful once ownership, handoffs, and exceptions are already visible and stable.

Final step

If you want help choosing the right starting point, start with a discovery call

SwiftRoot will help you decide whether the work is ready for direct scoping or whether clarity first will save time, money, and rework.

Start with a Discovery Call