Bringing Practical AI to Self Inc.

Key Objectives & Opportunities

• AI-Powered Lead Capture & Voice Agents
  Automate inbound calls and lead qualification so your team can focus on serious prospects. An AI agent can respond instantly to sign-ups or inquiries, significantly increasing conversion rates
• Custom GPT for Market Insights
  Build a specialized AI model that helps you analyze user data, segment customer avatars, and shape targeted campaigns. This tool could generate marketing copy, run quick A/B tests, and extract deeper insights from user feedback
• Workflow Optimization & Internal Reporting
  Integrate AI to reduce the manual load in onboarding, reporting, and routine tasks—especially around analyzing credit improvement data or user segments. This streamlines the entire customer journey and frees up your team for higher-level strategy

These are initial ideas and assumptions which are likely to change once we've had a deeper dive on an exploration call*

Proposed Scope & Phases

This is a general outline of how we work. This usually looks different for each case we're working on. But hopefully, this can help paint a picture

Phase A: Discovery & Roadmap

1. Deep Dive
   • Understand Self’s existing user journey, from sign-up to account management
   • Identify the workflows that can yield the biggest ROI if automated or AI-enhanced
2. Technical Assessment
   • Review current tools, APIs, data pipelines, and security requirements
   • Determine the best AI models and integrations to fit your environment
3. Roadmap Presentation
   • Provide a clear plan outlining which AI tools to implement first, what metrics to track, and how we’ll measure success

Deliverable: A tailored AI Roadmap with prioritized recommendations and next steps

Phase B: Implementation & Testing

1. Lead Capture & Voice Agent
   • Deploy a custom AI calling agent that handles inbound leads
   • Integrate with your CRM (or marketing platform) to route qualified leads to the right teams
2. Custom GPT Development
   • Build a GPT-based tool trained on Self’s unique data, offering automated marketing copy, lead profiles, or other relevant outputs
   • Set up user permissions, training workflows, and error/quality checks
3. Pilot Rollout & Testing
   • Launch in a controlled environment to measure accuracy, user satisfaction, and ROI
   • Iterate quickly based on internal feedback and performance metrics

Deliverable: A functioning AI solution in production, supported by metrics and early performance insights

Phase C: Ongoing Growth & Optimization

1. Performance Monitoring
   • Keep tabs on how AI-driven processes are performing (lead conversion, cost savings, speed improvements)
   • Run regular audits to spot bottlenecks or areas for further tuning
2. Additional Workflows & Integrations
   • Expand AI usage into other departments—like customer support, user retention campaigns, or advanced analytics
   • Explore new AI features as they emerge to keep Self competitive
3. Proactive Partnership
   • We’ll continue offering ideas for optimization, new feature rollouts, and best practices
   • Provide ongoing training so your team can manage and scale these AI systems confidently

Deliverable: An evolving AI ecosystem that scales with Self’s needs and stays ahead of the curve

Timeline Overview

Below is a rough timeline. We can adjust as needed:

• Week 1–2: Discovery & Roadmap
  • Stakeholder interviews
  • Systems audit & opportunity mapping
  • Present final AI Roadmap
• Week 3–6: Implementation
  • Deploy AI lead agent
  • Develop Custom GPT and integrate with key workflows
  • Conduct pilot testing and gather feedback
• Week 7–8: Refinement & Launch
  • Integrate any fixes or new features
  • Go live with final solutions
  • Post-launch monitoring & analytics setup
• Ongoing (Month 2+):
  • Continual improvements, new integrations, advanced analytics
  • Regular check-ins to ensure the AI solutions are driving results

Next Steps

1. Align on Scope
   • Let us know if this approach aligns with your immediate goals or if there’s anything you’d like to add or adjust
2. Kickoff & Roadmap
   • Once we have the green light, we’ll schedule a deeper discovery session to finalize specifics and get started on the roadmap
3. Implementation & Ongoing Partnership
   • After sign-off on the roadmap, we’ll move into the build phase and keep your team updated as we progress

Our focus is on exploring if this AI strategy is a fit for your team. If so, we’ll jump on a call to hash out a detailed plan, timeline, and any budget discussions

We appreciate the chance to partner with Self and can’t wait to explore how practical AI solutions can boost your mission of helping people build the credit they deserve

Looking forward to your thoughts and next steps,
Jordan Hayes
Co-Founder, Yander Labs