# AI Opportunity Map Diagnostic

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 Opportunity Map Diagnostic: Mountain View Events

Operator: Jim

## Business context

- Wedding venue losing momentum when tour requests wait overnight.

## Constraints

- Owner approval before any customer-visible send.
- No calendar writes until a separate integration is approved.
- Use approved facts only for pricing, availability, policies, and booking language.

## Recommended first build

- Tour follow-up agent (4.75/5): Qualify tour requests and draft fast venue replies.
  - ROI evidence: One booked wedding can pay for the pilot.
  - Current friction: Leads wait until the owner has a free hour.
  - Risk / approval boundary: Availability and booking holds require owner approval.

## Ranked opportunities

1. Tour follow-up agent - 4.75/5 - first_build
2. FAQ chatbot setup - 4.39/5 - first_build
3. AI mood-board generator - 1.71/5 - do_not_build_yet

## Consider later

- FAQ chatbot setup: Answer common website questions from approved facts and escalate risky requests.

## Not worth building yet

- AI mood-board generator: Generate visual concepts without a connected sales workflow.

## Next step plan

- Confirm Tour follow-up agent inputs, owner handoff, risky cases, and success metric.
- Turn the diagnostic into either an agent setup, workflow automation sprint, workshop, or no-build decision.
- Use human approval for all external sends, customer-system writes, payment-affecting actions, legal answers, refunds, and policy exceptions.

## Acceptance checks

- Diagnostic names a first build, no-build calls, and candidates to revisit later.
- Every first-build recommendation has ROI evidence, current friction, risk, and approval boundaries.
- The next step is scoped enough to quote or deliberately defer.
- No output claims integrations are already wired.

## Non-goals

- No autonomous external sending in v0.
- No calendar, CRM, email, booking, payment, or website write access until explicitly approved and scoped.
- No customer credentials, private exports, uploaded files, payment records, or live transcripts in the reusable consulting repo.
- No implementation promise until the diagnostic names scope, acceptance checks, non-goals, and owner approval gates.

## Pricing anchor

- Remote AI Opportunity Map starts around $750; local/on-site half-day starts around $1,500.