The phased plan.
From team adoption to operating system, in five phases. No big bang. No expensive bets before evidence. Each phase delivers value while building the foundation for the next.
Goal · Get every PBVR leader using a frontier AI tool daily. Build muscle memory before building systems.
- 01Anthropic Claude Teams licenses for ops, marketing, finance
- 02Weekly 30-min internal AI demo from a different team member
- 03Shared prompt library in Notion
- 04First MCP server: read-only access to the property docs folder
Habit formation. Surfaces real use cases. Trains intuition for what AI is and isn't good at — before any vendor pitch.
- !Adoption uneven across roles
- !Prompt copy-paste fatigue without a library
- ◇Claude Teams vs Claude Enterprise tier
- ◇Who runs the demo cadence
- ◇Acceptable use policy (one page)
Goal · Wire MCP servers to our highest-leverage data: PMS, accounting, drive, calendar. Read-only first.
Goal · Vector index our 29 years of property files, past guest messages (consented), maintenance logs, brand voice docs.
Goal · Ship the first real AI in front of a real workflow. Guest message comes in → AI drafts → human reviews → sent. Logged.
Goal · Extend the same pattern to two more workflows. Build operating leverage beyond the inbox.