# Local Business AI Automation Pitch Checklist

Use this to evaluate and pitch a small AI automation service for a local business without overpromising.

Useful references:

- https://developers.google.com/search/docs/fundamentals/creating-helpful-content
- https://support.google.com/business/answer/3474122

## 1. Business workflow

- Business type:
- Repetitive task:
- Current manual process:
- Time spent per week:
- Existing tools used:
- Sensitive data involved? yes / no

## 2. Safe automation candidate

Good candidates:

- draft review responses for human approval
- summarize intake forms
- organize leads into a spreadsheet
- create FAQ drafts from approved answers
- prepare first-pass social captions from approved offers

Avoid:

- legal, medical, financial, or employment decisions
- fake reviews or undisclosed review incentives
- direct posting without approval
- scraping private data without permission

## 3. MVP scope

- One workflow only
- One business owner or manager as approver
- One clear before/after metric
- Manual fallback if the tool fails
- Written caveats about AI errors

## 4. Validation plan

- Run the workflow manually for one week.
- Ask whether the output saved time.
- Track corrections the owner made.
- Only automate after the manual version is useful.

## 5. Pricing discussion

Frame pricing around time saved and review burden reduced, not promises of new revenue.

- Setup fee:
- Monthly maintenance:
- What is included:
- What is explicitly not included:

## 6. What not to promise

- rankings
- reviews
- sales increases
- fully autonomous customer communication
- compliance outcomes