Invest in Strategic AI
that Pays for Itself
Every IYM engagement is built on the CSD Framework — delivering measurable RPM results across Relevance, Performance, and Momentum. Choose the tier that matches your readiness.
Strategic AI Audit
A comprehensive CSD Audit of your current technology stack, AI readiness, and Zoho ecosystem gaps. You'll walk away with a prioritized roadmap and a clear picture of where AI can generate the highest ROI — before spending a dollar on implementation.
- Full CSD Phase 1 Strategic Audit (2–3 business days)
- AI Readiness Score across 6 dimensions
- Zoho Product Gap Analysis (up to 5 products)
- AI Tool Audit using the IYM Sales Leader Checklist
- Prioritized 90-Day AI Adoption Roadmap
- Executive Summary Report (PDF)
- 60-minute Strategy Debrief Call
Full CSD Implementation
The complete CSD Framework applied to one or more Zoho products — from sourcing the right AI tools to building your implementation blueprint and executing with precision. This is where strategy becomes measurable momentum.
- All Strategic Audit deliverables included
- CSD Phases 1–4: Audit → Sourcing → Blueprint → Implementation
- AI Integration setup (ChatGPT, Claude, or Perplexity + Zoho)
- Custom Zoho workflow automation (up to 10 automations)
- AI prompt library tailored to your business
- Team training & enablement session (2 hours)
- 30-day post-launch support
- RPM Performance Baseline Report
Ongoing Strategic Partnership
A continuous strategic relationship where IYM serves as your embedded AI & Zoho Strategic Architect. We handle Phase 5 — Strategic Accountability — on an ongoing basis, measuring RPM (Relevance, Performance, Momentum) and evolving your AI stack as your business scales.
- Monthly CSD Accountability Review (RPM Report)
- Ongoing Zoho AI optimization & automation updates
- Priority access to new AI tool integrations
- Bi-weekly strategy calls (30 min each)
- Unlimited consultation requests via portal
- Quarterly AI Stack Audit & Refresh
- Access to all new IYM resources, templates & playbooks
- Dedicated Strategic Solution Architect (Shawn Ryan)
À La Carte Add-Ons
Add any of these services to any tier to accelerate your AI adoption journey.
Frequently Asked Questions
What is the CSD Framework?
The Continuous Strategic Solution Development (CSD) Framework is IYM's proprietary 5-phase methodology: Strategic Auditing, Strategic Sourcing, Strategic Blueprinting, Strategic Implementation, and Strategic Accountability. Every engagement is structured around these phases to ensure measurable outcomes.
Can I start with the Audit and upgrade later?
Absolutely. The Strategic AI Audit is designed as a standalone engagement, but the $1,497 audit fee is credited toward a Full CSD Implementation if you proceed within 30 days.
Do I need to already be a Zoho customer?
No. We help businesses evaluate, adopt, and integrate Zoho products from scratch. If you're already using Zoho, we optimize and layer AI on top of your existing setup.
Which AI tools do you integrate?
We work with ChatGPT (OpenAI), Claude (Anthropic), Perplexity, Manus, and custom AI solutions depending on your use case. All integrations are designed to work natively within your Zoho ecosystem.
What does RPM mean?
RPM stands for Relevance, Performance, and Momentum — IYM's proprietary accountability metric. We measure whether your AI integrations are relevant to your goals, performing at target KPIs, and building sustainable momentum over time.
Is there a contract for the Ongoing Partnership?
The Ongoing Strategic Partnership requires a 3-month minimum commitment to allow sufficient time to establish baselines, implement changes, and measure RPM results. Month-to-month options are available after the initial term.
