08 — ACTION PLANThe actual asks

End with decisions, not slides.

Six explicit lists. Each line is a yes-or-no for the partner. Use the print button to walk out of this meeting with a one-page summary.

Sign this week

What to approve now

Claude Teams licenses for 8 PBVR leadersWeekly internal AI demo cadenceOne-page AI acceptable-use policyEngage counsel for data-handling reviewApprove $24k cap for months 1–4

First experiment · before any other workflow

What to pilot first

Guest-message triage at 3-5 villas (recommended)Owner monthly-report draftingMaintenance dispatch workflow

Explicit deferrals · revisit at month 12

What not to do yet

Replace our pricing tool with AIFine-tune our own brand-voice modelGive a guest-facing agent autonomous send authoritySign a multi-year contract with any AI vendor

Pick a lane · revisit at month 6

What budget range to expect

Pre-requisites for any AI to work

What data PBVR must gather

Full export of last 24 months of bookings + messages from PMSCurated PBVR brand voice corpus (60+ exemplar replies)Updated guest TOS covering AI-assisted communicationDigitized maintenance log for all propertiesOwner preferences + reporting cadence captured

Pick 3-5 explicit metrics

What success looks like in 90 days

Avg guest response time under 10 minGuest CSAT improves by ≥ 0.2 starsOperations labor hours saved ≥ 200 / monthDirect-booking conversion ≥ 12%Owner monthly reports drafted in < 10 minZero guest-facing AI incident escalations

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The ask

One signature. Ninety days. One pilot workflow.

Everything we have walked through funnels to a single decision: approve a starter-tier $24k–$48k year-one budget to ship guest-message triage at 3-5 villas (recommended), with a hard checkpoint at month 4 and a real ROI review at month 9.