Sell the same AI enablement we're doing within KAiM Enterprise — practical governance consulting. Track B (employment) remains viable but secondary.
Agents empowered to uncover, warm, and elevate — not bottlenecked by HITL approvals. Robert handles high-touch only. Agent-to-agent work drives BD.
All prospect-facing communication branded as Robert Sellers — agents draft, Robert's identity provides credibility bridge between AI and human.
Continuous improvement baked into design. Every outreach, response, and pipeline movement feeds back into agent learning. Unexplored territory — expect iteration.
| Tier | Offering | Price | Delivery | Pipeline Target |
|---|---|---|---|---|
| Entry | Self-Guided AI Governance Workshop | $1,997 | Digital delivery + 30-day email support | Teaser conversions from ai-data-governance.com |
| Core | Facilitated Assessment Session | $7,500 | 4-hour workshop + exec summary + 60-day advisory | Primary pipeline target for warm prospects |
| Premium | Custom Governance Engagement | $15,000+ | On-site + stakeholder interviews + 90-day implementation | Enterprise deals from qualified pipeline |
Replacing the binary "agent proposes / Robert approves" model with graduated autonomy levels. Each level specifies what agents CAN DO without approval.
| Agent | Current Role | New Role | Autonomy Level | Key Change |
|---|---|---|---|---|
| Radar | Signal scanner (dormant since Feb 15) | Signal Intelligence + ICP Scoring Engine | L1 | Runs daily. Auto-scores new signals against ICP. Feeds Hunter directly. |
| Hunter | Prospect researcher (stalled) | Prospect Development + Warming Executor | L2 / L3 | Owns warming sequence execution. L2 for social, L3 for email outreach. Biggest autonomy upgrade. |
| Maven | Content analyst | Content Strategist + Teaser Factory | L1 / L2 | Creates prospect-specific teasers from existing 58+ content assets. Publishes to ai-data-governance.com. |
| Scribe | Documentation writer | Outreach Composer + Brand Voice Engine | L3 | Drafts all prospect-facing communication in Robert's voice. Maintains brand consistency. |
| Herb | CRO / email processor | Orchestrator + Pipeline Controller | L1–L3 | Coordinates agent-to-agent handoffs. Manages pipeline state. Escalates to Robert only at L4 gates. |
| Ops Commander | PLANNED | CI/CD Learning Engine + Performance Monitor | L1 | NEW: Tracks metrics, identifies improvement opportunities, adjusts agent parameters. |
Owner: Radar L1
Continuous monitoring of market signals: leadership changes, regulatory actions, M&A activity, technology investments, public statements. Auto-scored against ICP criteria (industry, size, regulatory pressure, AI maturity gap).
Trigger: ICP score ≥ 75 → auto-advance to QUALIFY
Output: Signal alert + preliminary ICP score in Herb Brain
Owner: Hunter + Maven L1
Deep prospect research: org structure, decision makers, pain hypotheses, budget indicators, competitive landscape. Maven identifies which teaser content matches the prospect's pain points.
Trigger: Dossier complete + teaser selected → advance to ENGAGE
Output: Full dossier + matched teaser content + messaging angle
Owner: Hunter + Scribe L2/L3
Multi-touch warming sequence: LinkedIn engagement (L2 auto), personalized email with teaser (L3 batch), content sharing, mutual connection introductions. All in Robert's voice.
Trigger: Positive response OR 3+ touchpoints → advance to CONVERT
Output: Warm prospect + engagement history + call briefing
Owner: Robert L4 (agent-supported)
Founder-led engagement: discovery call, needs assessment, proposal development, pricing discussion, contract execution. Agents prepare briefing packs and proposal drafts.
Trigger: Signed engagement → advance to RETAIN
Output: Closed deal + engagement terms + kickoff plan
Owner: Herb + Maven L2
Post-engagement nurture: success story documentation, upsell opportunity detection, referral cultivation, ongoing content delivery. Feeds learnings back to SIGNAL for ICP refinement.
Trigger: Engagement milestone → upsell signal to QUALIFY
Output: Client relationship data + referral pipeline + case study draft
| Step | Action | Channel | Autonomy | Timing | Content |
|---|---|---|---|---|---|
| 1 | LinkedIn follow + profile view | L2 Auto | Day 1 | No content — signal interest | |
| 2 | Engage with prospect's content | L2 Auto | Day 3–5 | Thoughtful comment on their post/article | |
| 3 | Share relevant teaser content | L2 Auto | Day 7 | Framework guide or article from ai-data-governance.com | |
| 4 | Personalized email introduction | L3 Batch | Day 10 | Pain-specific message + teaser document attachment | |
| 5 | Follow-up with value add | L3 Batch | Day 17 | Industry insight or case example relevant to their situation | |
| 6 | Meeting request | L3 Batch | Day 24 | Direct ask for 30-min governance assessment conversation | |
| 7 | Break/nurture decision | — | L1 Auto | Day 30 | Move to nurture or flag for Robert's direct engagement |
| Prospect | ICP | Stage | LTV Est. | Key Contact | Stall Days | Next Action |
|---|---|---|---|---|---|---|
| Patelco Credit Union | 90.5 | 02_research | $50K–$100K | Erin Mendez (CEO) | 14+ | Move to ENGAGE — start warming sequence (L2) |
| Monterra Credit Union | 88.5 | 03_warming | $35K–$55K | Wade Painter (CEO) | 58 | CRITICAL: Execute LinkedIn follow NOW (L2 auto), restart warming |
| Meriwest Credit Union | 87.5 | 02_research | $45K–$70K | Gene Fichtenholz (CTO) | 14+ | Complete dossier, move to ENGAGE |
| Bank of Marin | 85.0 | 02_research | $40K–$65K | Sathis Arasadi (CIO) | 14+ | Complete dossier, move to ENGAGE |
| Provident Credit Union | 84.0 | 02_research | $35K–$55K | TBD | 14+ | Identify key contact, build dossier |
| 1st United Credit Union | 78.0 | 02_research | $25K–$40K | TBD | 14+ | Complete ICP scoring, prioritize |
| Bay Federal CU | 76.0 | 02_research | $20K–$35K | TBD | 14+ | Complete ICP scoring, prioritize |
| San Mateo CU | 74.0 | 01_monitor | $15K–$25K | TBD | — | Monitor for signals |
Role: Public-facing teaser hub. Prospects land here from outreach links. Educational content builds trust before sales conversation.
Current: Landing page + 3 resource categories (Insights, Frameworks, About). Nav includes Toolkit (exists as S3 asset).
Needed: Deploy teaser versions of framework guides, publish thought leadership articles, add newsletter capture, create a "Free Assessment" CTA.
Role: Service description + pricing. Prospects arrive here when ready to buy. Three pricing tiers live.
Current: Services page with 3 tiers ($1,997 / $7,500 / $15,000+). Professional but needs case studies.
Needed: Add testimonials/case studies as they come, refine pricing copy, add booking calendar link.
Role: Personal brand + expertise proof. Linked from email signatures and social profiles. 25 years of credentials.
Current: Full suite — About (65KB), Expertise (12KB), Consulting (9KB), TQE (40KB), Transformation (29KB), Job Fit (21KB).
Status: Most complete property. May need minor refresh to align messaging with consulting focus.
| Category | Asset | Size | BD Use | Teaser Potential |
|---|---|---|---|---|
| Frameworks | NIST AI RMF Guide | 11KB | Expertise proof, workshop material | High |
| ISO 42001 Guide | 11KB | Certification readiness, compliance | High | |
| NIST 800-53 Guide | 12KB | Security controls, FedRAMP prep | Medium | |
| ISO 55000 Guide | 11KB | Asset management, ITAM | Medium | |
| FedRAMP Guide | 10KB | Federal compliance pathway | Targeted | |
| Thought Leadership | AI Demo Breaks Production (Article) | 21KB | Conversation starter, pain-point validation | High |
| TQE Framework | 40KB | Technical depth proof, assessment tool | High | |
| Tools | Audit Practitioner Dashboard | 107KB | Demo in sales conversations | High |
| Toolkit Page | — | Tool showcase | Medium | |
| Quickstart Guide | 43KB | Onboarding accelerator | Medium | |
| Enterprise Dashboards | Ops Center | 34KB | Internal capability demonstration | Internal |
| CMO/CRO Status | 34KB | Internal BD tracking | Internal | |
| Agent Architecture | 35KB | Technical differentiation story | Selective | |
| Capital Investment | 28KB | Internal financial tracking | Internal | |
| Gap Closure | 29KB | Internal maturity tracking | Internal | |
| Knowledge Base | NIST data, RACI patterns, Agent patterns, Schemas, Vector architecture | 7 files | Intellectual property backbone | Internal |
| Condition | Auto-Action | Owner |
|---|---|---|
| Email open rate < 25% | Flag subject line for A/B test. Scribe generates 3 alternatives. | Ops Commander |
| Reply rate < 5% | Flag messaging angle. Maven analyzes prospect pain-point alignment. | Ops Commander |
| Stage stall > 2x target | Auto-escalate to Robert with recommended action. | Herb |
| Robert rejects > 30% of L3 batch | Tighten L3 autonomy, request brand voice calibration. | Ops Commander |
| Teaser download > 10% conversion | Promote teaser to featured position on ai-data-governance.com. | Maven |
| ICP score poorly correlated with outcomes | Recalibrate scoring weights. Radar adjusts parameters. | Ops Commander |
Priority: Break the 58-day Monterra freeze. Prove the new autonomy model works.
Success Metric: ≥4 LinkedIn follows executed, ≥2 emails sent, 0 stalled items
Success Metric: 2 teasers live, newsletter capture active, warming sequences for 8 prospects
Success Metric: ≥2 positive prospect responses, ≥1 meeting booked, email open rate > 30%
Success Metric: ≥1 proposal sent, ≥5 new prospects identified, pipeline value > $200K
Success Metric: ≥1 closed deal ($7,500+), pipeline of 15+ prospects, agent autonomy model proven
L3 outreach queue items auto-send after 24 hours if not rejected. This is the #1 design choice that prevents pipeline stalls. Without it, the old bottleneck returns.
Recommendation: Yes, approve. Robert can always edit within 24hrs. Silence = consent.
Agents execute LinkedIn follows, reactions, and comments in Robert's name without pre-approval. Only notifications after-the-fact.
Recommendation: Yes, approve for follows and reactions. Comments require L3 batch review initially, downgrade to L2 after brand voice is calibrated.
Which 2–3 assets should be deployed first to ai-data-governance.com as prospect-facing teasers?
Recommendation: Start with: (1) AI Demo Breaks Production article (ungated), (2) NIST AI RMF teaser (gated), (3) TQE Lite assessment (free tool).
Confirm the prospect engagement priority: Patelco → Monterra → Meriwest → Bank of Marin → remaining.
Recommendation: Start all 4 simultaneously with L2 warming. The old sequential model was a bottleneck. Agents can handle parallel warming.