Mountain View Events
AI Opportunity Map
Generated from setupyour-consulting-products
Implementation roadmap demo
This is the consulting bridge between an Opportunity Map and paid build work. It turns the recommended first build into ordered phases, quote ranges, deferred integrations, acceptance checks, and a retainer handoff without pretending CRM, calendar, email, or customer-system writes already exist.
Tour follow-up agent
One booked wedding can pay for the pilot, and the workflow has clear human approval boundaries.
$12,000-$16,000 plus retainer
Qualified tour requests get a reviewed draft within one business day.
Roadmap phases
Quote ranges tied to acceptance checks.
Monthly retainer pricing is shown separately from the one-time build range.
Approved facts and reply boundaries
$2,500-$3,500
A launch-safe knowledge base for pricing, policies, availability language, and escalation rules.
- Owner-approved facts are separated from uncertain claims.
- Pricing exceptions, refunds, contract questions, and booking holds escalate.
Tour follow-up agent pilot
$3,500-$5,000
Draft qualified tour replies from approved facts with human approval before send.
- Agent drafts responses without promising availability.
- Owner approves every external reply before launch.
Workflow automation sprint
$5,000-$7,500
Route qualified leads through a visible delivery board with blocked integration requests separated.
- Delivery board names owner, next action, and proof for every card.
- Calendar write access remains blocked until separately approved.
AI Ops retainer
Starts around $1,000/month
Monthly review of volume, misses, incidents, and the next approved improvement.
- Monthly report separates wins, misses, incidents, and expansion candidates.
Deferred until separately approved
Integrations stay visible as scope, not assumptions.
- Calendar write access
- CRM record creation
- Autonomous external sending
Owner approves every external customer reply and every customer-system write before launch.
Generated roadmap packet
From diagnostic to build decision.
The packet records phase outcomes, quote ranges, deferred integrations, and non-goals.
# 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.