# AI Ops Monthly Retainer Packet

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

Source: setupyour-workflow-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 Ops Retainer Report: Mountain View Events

Operator: Jim
Period: July 2026

## Snapshot

- Active workflows: 2
- Total handled items: 46
- Next month focus: Tighten tour-request intake

## Active workflows

- Tour follow-up agent (launched): 42 handled. Next: Add Instagram inquiry intake to the review queue after owner approves the source path.
- Weekly venue inquiry summary (verify): 4 handled. Next: Keep calendar lookup manual until the customer approves write/read integration scope.

## Incidents and fixes

- low: Two vague pricing questions were escalated instead of drafted. Fix: Added pricing-exception language to the approved escalation checklist.

## Improvements

- Tighten tour-request intake (small): Reduces back-and-forth on guest count and preferred dates.
- Add source tags to weekly summary (small): Shows whether web, email, or social produces better leads.

## Expansion candidates

- Instagram inquiry capture: scope_next. Repeated missed-lead source with clear owner approval path.
- Autonomous booking changes: do_not_build_yet. Too risky until calendar permissions and cancellation policies are approved.

## Approval policy

- Owner approves every external customer message and every customer-system write until a separate launch checklist changes that rule.

## Non-goals

- No autonomous external sending unless a client-specific launch checklist approves it.
- No customer-system write access, calendar changes, CRM updates, or payment-affecting actions without explicit approval.
- No silent expansion into new channels; every new source or workflow gets scoped first.

## Pricing anchor

- AI Ops retainer starts around $1,000/month after a launched workflow; expansion builds are scoped separately.