10-year CRM veteran's 5-area readiness check before any company-wide AI agent build
Intelligent-Bet5777 · reddit · 2026-10-12
A consultant building AI voice/SMS leasing agents for engineering, solar and property management companies argues the agent itself rarely sinks projects — the environment does. Before quoting anything beyond a pilot, he runs a readiness check across five areas: infrastructure (tenant ownership, auth and rate limits for every system, staging availability), data (source of truth per field, staleness tolerance, who fixes bad data), security (PII, TCPA consent, least-privilege keys, prompt injection from inbound content), governance (change approval, human-in-the-loop thresholds, kill switch, DPA), and implementation risk (cost of being wrong, rollback, escalation). Output is a one-page red/yellow/green sheet scoped as fixed-fee Phase 0 discovery — reds become client prerequisites or line items, which is where most scope creep used to come from.
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