Business Plan for Triage AI
1. Executive Summary
Company Name: Triage AI
Industry: Healthcare / Technology / Artificial Intelligence
Business Description: Triage AI offers an AI-driven platform that automates and streamlines patient triage in hospitals and clinics. By combining intelligent questionnaires, natural-language summarization, and automated specialty recommendations, we reduce wait times and improve patient routing.
Mission: Democratize access to efficient medical triage through cutting-edge artificial intelligence.
Vision: Become Latin America’s leading intelligent triage solution within five years.
Key Objectives:
- Launch a minimum viable product (MVP) within 6 months
- Secure pilot integrations with three healthcare institutions in Year 1
- Process and train on over 10,000 triage interactions in the first year
2. Market Analysis
2.1 Customer Segments
- Private and public hospitals with high patient throughput
- Clinics and urgent care centers requiring fast symptom assessment
- Health insurance operators seeking to optimize call-center triage
2.2 Customer Needs
- Minimized patient wait times
- Accurate preliminary symptom assessment
- Efficient allocation to the correct specialty
2.3 Competitive Landscape
| Competitor | Key Features |
|---|---|
| TuoTempo | Online scheduling and queue management |
| Laura | AI-powered symptom checker |
| Portal Telemedicina | Telemedicine consultations |
Triage AI Differentiators:
- Proprietary large-language model fine-tuned on medical dialogues
- Seamless WhatsApp integration for patient outreach
- Automated summary reports and specialty recommendation engine
2.4 Suppliers & Partners
- Cloud Infrastructure: AWS (primary), IBM Cloud (initial pilot)
- Database: MongoDB Atlas
- Messaging APIs: Twilio, Z-API
- Medical Consultants: Partnerships with local hospitals and medical schools
3. Marketing Plan
3.1 Product & Service Offering
- Smart Triage Forms: Dynamic questionnaires that adapt based on patient responses
- WhatsApp Delivery: Patients receive forms and reminders directly in their chat app
- AI Summaries: Condensed, actionable reports for physicians
- Specialty Recommendations: Data-driven guidance to the most appropriate care path
3.2 Pricing Strategy
| Tier | Price (R$/month) | Features |
|---|---|---|
| Basic | 2,000 | Up to 200 triages |
| Standard | 5,000 | Up to 1,000 triages + summary reports |
| Enterprise | Custom pricing | High volume & advanced integrations |
3.3 Distribution Channels
- Direct B2B sales team
- Digital marketing (LinkedIn ads, webinars)
- Presence at healthcare and tech conferences
3.4 Promotional Activities
- Thought-leadership articles and whitepapers on hospital efficiency
- Case studies from pilot hospitals
- Webinars and demo sessions for hospital administrators
4. Operational Plan
4.1 Location & Infrastructure
- Fully remote development team
- Cloud-based deployment on AWS for scalability
4.2 Key Milestones
- Backend Development: Dockerized microservices with MongoDB and REST APIs
- Front-End Interfaces: Physician dashboard and form builder in React
- Messaging Integration: WhatsApp API rollout and testing
- AI Model Training: Data ingestion pipeline and model fine-tuning
4.3 Team Composition
- CTO / Head of AI: Platform architecture and model training
- Full-Stack Developer(s): Front-end & back-end implementation
- Medical Advisor: Clinical validation of triage logic
- Sales & Marketing Lead: Go-to-market execution
5. Financial Plan
5.1 Initial Investment Needs
| Expense Item | Estimated Cost (R$) |
|---|---|
| Development (6 months) | 120,000 |
| Cloud Infrastructure & Maintenance | 15,000 |
| Marketing & Sales Initiatives | 20,000 |
| Legal, Compliance & Registration | 5,000 |
| Total | 160,000 |
5.2 Year 1 Revenue Forecast
- Pilot hospitals: 3
- Average monthly subscription: R$ 4,000
- Annual revenue: R$ 144,000
5.3 Break-Even Analysis
- Expected between Month 13 and Month 15
6. Strategic Analysis
| Aspect | Details |
|---|---|
| Strengths | Strong technical foundation; scalable cloud architecture; medical expertise |
| Weaknesses | Initial data scarcity for AI training; long sales cycles in healthcare |
| Opportunities | Growing digital transformation in health; government incentives for telemedicine |
| Threats | Established competitors; regulatory hurdles in medical AI |
7. Conclusion
Triage AI addresses a critical inefficiency in healthcare by automating the early stages of patient assessment. Leveraging advanced AI, seamless messaging, and a user-friendly dashboard, the platform reduces waiting times, lowers operational costs, and improves patient outcomes. With clear milestones, a lean operational model, and a scalable architecture, Triage AI is poised to transform how hospitals and clinics manage patient intake.
Next Steps:
- Adapt this plan for investor pitch decks (e.g., PowerPoint)
- Populate the official Sebrae Word/PDF template
- Refine financial projections with real pilot data