SwiftRoot
Home Pricing Our Work Articles Start with a Discovery Call

Theme

Pricing and starting options

sr-leaf 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

Start here

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

Free

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
  • You want a practical outside read
  • You are not sure whether the issue is ready for direct implementation

Includes

  • discussion of the current pain point
  • first read on whether the problem is clear or still messy
  • recommendation on whether to move into direct scoping or Flight Plan

Offer 2

Direct Scope

Free initial scoping

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
  • the main need is implementation, not diagnosis

Includes

  • recommended approach
  • rough scope shape
  • initial estimate range
  • clear next step toward delivery

Offer 3

Flight Plan

Typically $1,500 to $3,500

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, approvals, or status are hard to trace
  • automation or AI is being discussed before the underlying workflow is stable
  • leadership wants more confidence before committing budget

Includes

  • current-state workflow review
  • bottleneck diagnosis
  • practical first-move recommendation
  • implementation options and rough effort bands
  • clearer path to approval and execution

Flight Plan protects you from paying for the wrong build.

Offer 4

Fixed Project

Typically $12,000 to $25,000

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

Best for

  • a clear workflow bottleneck
  • one meaningful business lane to improve
  • buyers who want a defined project with a clear outcome

Typical examples

  • intake or request routing
  • approvals and handoffs
  • internal status visibility
  • dashboard and reporting cleanup
  • admin workflow cleanup
  • internal workflow hub or coordination layer

Includes

  • design and implementation
  • practical refinement during delivery
  • testing and handoff
  • a system shaped around how the team actually works

Offer 5

Monthly Retainer

Core, Growth, Embedded

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

Best for

  • multiple workflow lanes need improvement
  • the business wants an ongoing systems partner
  • optimization, refinement, and follow-through matter as much as the first build

Includes

  • continuous workflow and systems improvement
  • implementation across multiple priorities over time
  • operational support, refinement, and iteration
  • a steadier path than one-off project starts and stops

Price points

Core

$5,000/mo

Growth

$8,500/mo

Embedded

$12,500/mo

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.

Supporting services

Hosting $500 to $1,500/mo
Emergency Support $400/hour

AI pricing

AI Sales Agent (1)

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

AI pricing

AI Assistant Agent (1)

$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

How to choose the right path

Which starting point fits your situation?

If the problem is clear

Start with Discovery, then move into Direct Scope or a Fixed Project.

If the workflow is messy

Start with Discovery, then use Flight Plan before implementation.

If you already know this is ongoing

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

FAQ

Common pricing questions

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