StackPilot Realtor Hub / Pilot operating room

Beta Review Kit

Use this local kit to turn dashboard signals into a Pro MVP go/no-go memo. AI may draft, organize, summarize, score, identify missing facts, and create local review files. Humans approve participants, data, facts, claims, public copy, recommendations, any sends/publishing, CRM/MLS changes, paid ads, accounts, and every external action. Approved-for-copy means manual use only.

01 Review script

Five questions

  1. Were Money List sessions and Weekly Review completed?
  2. Which drafts/prep were approved for manual use?
  3. How many manual outcomes logged next-touch dates?
  4. How many unique relationships have missed-moment proof?
  5. Would the agent return without integrations or app-sent outreach?

02 Decision memo

One-page structure

Decision
Why: sessions, Review, approvals, outcomes, proof breadth
Next scope: keep Pro MVP habits / defer broad labs
Safety owner
Do-not-do list

03 Debrief deck

Five slides

  • Thesis
  • Evidence
  • Proof breadth
  • Safety
  • Decision

04 Go/no-go

Thresholds

  • Proceed: 4/5 reviews + daily sessions + 3+ approved-for-copy drafts/prep + 10+ outcomes + proof on 2+ relationships
  • Simplify: value exists but onboarding confusion or single-contact proof remains
  • Pause: risky autopilot requests dominate

05 Risk agenda

Must review

  • Private data
  • Unsupported claims
  • Fair-housing-sensitive wording
  • Vendor/resource recommendations
  • CRM/MLS/system changes
  • Testimonials/endorsements

Approval wall

External actions blocked

No outreach, forms, checkout, ads, posting, sending, scraping, CRM/MLS writes, calendar/email/SMS integration, private data, or public launch action from this kit.