# AI Adoption Readiness Packet

Sample buyer-facing packet generated from Setup Your AI private product repositories.

Source: setupyour-workshop-products
Data policy: sample fixture only; no live customer records, credentials, uploads, payment data, or private transcripts.
Approval policy: human approval is required before external sends, customer-system writes, booking holds, pricing exceptions, payment-affecting actions, legal answers, refunds, or policy exceptions.

# AI Adoption Readiness: Mountain View Events

Operator: Jim
Audience: Owner, venue coordinator, and two sales assistants

## Readiness score

- 4.05/5 - customize_first

## Recommended next step

- Customize the workshop pre-work before booking so the exercises use real examples.

## Strengths

- Audience is clear.
- Workflow candidates are specific enough to practice on.
- Human approval culture is strong.
- Team has time to practice.

## Gaps

- Approved facts need a customer-safe source before AI drafts answers.
- Tool access and data boundaries need to be clarified.

## Current tools

- Gmail, Google Calendar, Squarespace, Google Drive

## Desired outcomes

- Know whether to start with training, an Opportunity Map, or an agent build
- Give the team a safe first AI habit
- Name one follow-up build candidate without pretending integrations are already wired

## Risk boundaries

- pricing exceptions
- legal questions
- refunds
- booking holds

## Action plan

- Jim: Create a one-page approved-facts sheet for the first training examples. Proof: Approved facts separate policies, prices, availability, and exceptions.
- Mountain View Events: Pick two real team tasks to use during the workshop. Proof: Examples include inputs, desired output, reviewer, and stop conditions.
- Jim: Confirm whether the follow-up should be workshop, Opportunity Map, or first build. Proof: Recommendation names the next paid step and the non-goals.

## Non-goals

- No autonomous external sending from this readiness report.
- No CRM, calendar, email, booking, payment, or website integration is included.
- No customer-system write access, credential handling, or private transcript storage.

## Pricing anchor

- Adoption readiness can be sold as workshop pre-work or included in an Opportunity Map.