# AI Implementation Roadmap Packet

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

Source: setupyour-consulting-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 Implementation Roadmap: Mountain View Events

Operator: Jim
Source diagnostic: AI Opportunity Map

## Business context

- Wedding venue losing momentum when tour requests wait overnight and follow-up depends on owner availability.

## Recommended first build

- Tour follow-up agent (agents): One booked wedding can pay for the pilot, and the workflow has clear human approval boundaries.

## Implementation range

- One-time build path: $12,000-$16,000 plus retainer
- Success metric: Qualified tour requests get a reviewed draft within one business day.

## Roadmap phases

1. Approved facts and reply boundaries (agents) - $2,500-$3,500
   - Outcome: A launch-safe knowledge base for pricing, policies, availability language, and escalation rules.
   - Acceptance: Owner-approved facts are separated from uncertain claims.; Pricing exceptions, refunds, contract questions, and booking holds escalate.
2. Tour follow-up agent pilot (agents) - $3,500-$5,000
   - Outcome: Draft qualified tour replies from approved facts with human approval before send.
   - Acceptance: Agent drafts responses without promising availability.; Owner approves every external reply before launch.
3. Workflow automation sprint (automation) - $5,000-$7,500
   - Outcome: Route qualified leads through a visible delivery board with blocked integration requests separated.
   - Acceptance: Delivery board names owner, next action, and proof for every card.; Calendar write access remains blocked until separately approved.
4. AI Ops retainer (ops) - Starts around $1,000/month
   - Outcome: Monthly review of volume, misses, incidents, and the next approved improvement.
   - Acceptance: Monthly report separates wins, misses, incidents, and expansion candidates.

## Deferred until separately approved

- Calendar write access
- CRM record creation
- Autonomous external sending

## Approval policy

- Owner approves every external customer reply and every customer-system write before launch.

## Acceptance checks

- Roadmap names the first build, ordered implementation phases, one-time range, and retainer handoff.
- Every phase has a buyer outcome, price range, and acceptance checks.
- Deferred integrations are visible instead of implied.
- Human approval gates are stated before any customer-visible launch.

## Non-goals

- No autonomous external sending in v0.
- No CRM, calendar, email, SMS, booking, payment, website, or customer-system write access until a client-specific integration is approved.
- No live customer data, credentials, uploads, payment records, or private transcripts in this reusable consulting repo.
- No implementation phase starts until scope, acceptance checks, owner approval, and rollback path are written down.

## Pricing note

- Implementation roadmap can be sold after an Opportunity Map or included in a paid diagnostic; implementation phases are separately approved before build work starts.