Your AI Roadmap
Interactive Overview • Click sections to expand • Check off completed items
6
Months
4
AI Helpers
60%
Time Saved
$420
Max Cost
The Big Idea
Your door-to-door service sets you apart. But billing paperwork is eating time you should spend growing. We'll build 4 AI helpers to slash billing time by 60%—so you can pursue more contracts and serve more clients.
👥 Your AI Team
Billing Verification Helper
Pre-screens trip docs, flags issues, creates reconciliation reports
Outreach Assistant
Researches facilities, drafts emails, creates capability summaries
Customer Communication
FAQ responses, scheduling help, professional email templates
SOP Builder
Documents processes, creates training materials, builds checklists
Before automating anything, understand exactly where time disappears.
Billing Audit
Track billing time for 1 week (receiving, verifying, entering, reconciling)
Identify top 3 reasons for Medicaid claim rejections/delays
Document current Route Genie workflow step-by-step
Calculate: What is one billing hour worth in trips?
Growth Mapping
List all current facility contracts and trip volume
Identify 20 potential facility prospects in service area
Note which insurance providers you're credentialed with
Write one-page summary: where billing time goes + best opportunities
Deploy your first AI assistant: the Billing Verification Helper.
Setup
Sign up for ChatGPT Plus or Claude Pro ($20/month)
Export 10-20 sample trip documents from Route Genie
Gather state Medicaid NEMT billing requirements
Build custom billing verification prompts (templates provided)
Build & Test
Create checklist of common paperwork issues to flag
Test AI assistant on 20 trips - compare to manual review
Document accuracy rate and refine prompts
Deploy
Build daily summary template: trips ready vs. needs attention
Create reconciliation report template (submitted vs. paid)
Deploy for daily use - train Melissa on new workflow
With billing time recovered, redirect capacity toward growth.
Outreach Assistant
Build prospect research prompts (dialysis, SNFs, hospitals, clinics)
Create outreach email template emphasizing door-to-door service
Generate one-page capability summary per facility type
Set up follow-up sequence templates
Research 10 facility contacts using AI
Send first batch of outreach (5 facilities)
Customer Communication
Build FAQ response templates (Medicaid, scheduling, etc.)
Create professional email templates in your voice
Evaluate GoDaddy chatbot vs. enhanced options
Track outreach responses and adjust approach
Systematize for scale and document your operational knowledge.
SOP Development
Document driver training SOP using AI
Document credentialing process step-by-step
Create new contract onboarding checklist
Document billing exception handling procedures
Data Organization
Build simple dashboard: trips, revenue by facility, payment status
Create monthly reporting template (target: 15 min)
Analyze which insurance providers pay fastest
Review & Plan
Review and refine all AI assistants based on 3 months of use
Plan Year 2 priorities based on results
💰 Investment Summary
ChatGPT Plus or Claude Pro
$20/month
Optional: Enhanced chatbot
$0-$50/month
Sovereign+ Roadmap & Templates
Included
6-Month Total
$120-$420
📈 Success Checkpoints
Month 2: Billing time ↓40%, AI accuracy 80%+, 20 prospects identified
Month 4: Billing time ↓60%, 5+ facility conversations, faster inquiry response
Month 6: 10-15 hrs/week recovered, 1-2 new contracts, core SOPs done
🚀 Start Here
- Walk through Phase 1 priorities in your kickoff call
- Begin time-tracking on billing tasks this week
- Sign up for ChatGPT Plus or Claude Pro ($20/month)
- Gather 10 sample trip files for testing