Discovery, Consulting & Custom Scope
Pricing for discovery, requirements mapping, implementation workshops, custom software scoping, and proposal planning.
Pricing decision map
Choose by workflow complexity, not by guesswork.
Scope filter
If the workflow touches more tools, people, or decisions, the plan moves up.
Pricing logic
Some companies do not need immediate execution. They need a clear diagnosis, a practical roadmap, and enough operating clarity to choose the right AI system.
Scope transparency
Listed prices are starting points. Final scope may change based on complexity, number of workflows, integrations, data access, governance, testing depth, and support needs. Software subscriptions, AI API usage, hosting, CRM tools, and third-party platform costs remain client-managed unless agreed separately. Additional work beyond approved scope is billed at $40/hour.
How we evaluate fit
A focused discovery process can prevent wasted work on the wrong AI system.
Workshops help leadership agree on chatbot, agent, automation, integration, or custom software priorities.
The output should be a decision-ready roadmap, not a vague slide deck.
Plans & packages
Starting at USD $350
3-5 business days
Clarify the process, constraints, tools, and first practical AI implementation path without turning discovery into a heavy consulting engagement.
Ideal fit
Workflow review
Tool review
Implementation opportunities
Risk notes
Recommended system
Build credit if approved
USD $1,500-$3,000
1-2 sessions
Align the team around chatbot, agent, automation, integration, or custom software priorities.
Ideal fit
Workshop planning
Live sessions
Priority map
Operating notes
Next-step roadmap
Custom
Project-based
Define technical requirements and implementation scope for custom AI systems or software builds.
Ideal fit
Requirements review
Architecture notes
Integration planning
Delivery scope
Proposal
Deliverables included
The exact scope changes by plan, but the deliverables stay practical: systems your team can use, test, maintain, and improve.
Conversation flow, knowledge source, handoff rules, lead capture, support routing.
Review ai chatbots
Task logic, prompt system, source context, permissions, review path, QA checklist.
Review ai agents
Triggers, forms, CRM actions, alerts, routing, approvals, and error handling.
Review workflow automation
Content cleanup, document structure, retrieval logic, update ownership, answer rules.
Review knowledge systems
API planning, tool connections, data movement, testing, documentation, and fallback logic.
Review ai integrations
Interface planning, internal tools, workflow screens, reporting views, and scoped build support.
Review custom software
What is included
Process walkthroughs, tool access, sample data, user roles, and a clear implementation plan.
Chatbots, agents, automations, integrations, knowledge systems, or custom builds shipped against scope.
QA, prompt updates, fixes, documentation, review cadence, and practical improvement after launch.
Extra integrations, advanced API work, custom software, data cleanup, training, and additional scope.
Delivery roadmap
Phase 1
Review the workflow, tools, users, data, constraints, and manual work that should be reduced first.
Phase 2
Define the implementation scope, system logic, integrations, knowledge structure, and support expectations.
Phase 3
Implement the chatbot, agent, automation, integration, or custom software system with practical QA.
Phase 4
Improve prompts, data quality, routing, documentation, reliability, and user experience after launch.
Compare plans
Choose by workflow complexity, integration depth, and support cadence. Start small when one workflow is clear; move up when more teams, tools, or permissions are involved.
Swipe to compare plans
Plan 01
Starting at USD $350
Best fit
Customer conversations
Implementation depth
Conversation system
Support
Monthly to ongoing
Plan 02
USD $1,500-$3,000
Best fit
Process handoffs
Implementation depth
Workflow system
Support
Monthly to ongoing
Plan 03
Custom
Best fit
Task support
Implementation depth
Agent workflow
Support
Monthly to governed
Questions
Short answers for the questions that usually decide whether a plan is ready to discuss.
Quick answer
You can start small. Most teams begin with one useful system, then expand once the workflow proves value.
Clients usually manage ai api usage, crm subscriptions, hosting, automation platform fees, third-party software subscriptions, communication tools, data storage or database costs. Upmark Labs manages implementation, optimization, maintenance, and support unless a different written agreement is made.
Yes. Many clients begin with one chatbot, automation, knowledge system, integration, or internal workflow before expanding.
Yes. Upmark Labs delivers from India with a global operating standard for businesses in the USA, UK, UAE, Europe, Australia, Canada, India, and other markets.
Onboarding usually begins with business context, process walkthroughs, tool access, sample data or documents, success criteria, and a phased implementation plan.
Cadence depends on the engagement. Starter work usually includes monthly support. Larger scopes may include weekly or bi-weekly implementation and optimization reviews.
The first useful movement is usually operational: faster response handling, clearer routing, fewer manual steps, better documentation, or a working first version of the AI system.
Related solutions
Recommended next step
Starting at $350
Consulting is most valuable when it produces a clear decision about what should be built next.