StackPilot Realtor Hub / Pilot operating room

Beta Review Kit

Use this local kit to turn dashboard signals into a go/no-go memo. AI may draft, organize, summarize, score, route, remind, identify missing facts, and create local review files. Humans approve participants, data, facts, claims, sends, publishing, recommendations, CRM/MLS changes, paid ads, accounts, and every external action.

01 Review script

Five questions

  1. Was the weekly review completed?
  2. Which outputs were useful enough to edit?
  3. Which module created the clearest value?
  4. Which blocked risks prevented unsafe action?
  5. Would the agent return without integrations?

02 Decision memo

One-page structure

Decision
Why
Next scope
Safety owner
Do-not-do list

03 Debrief deck

Five slides

  • Thesis
  • Evidence
  • Safety
  • Decision
  • Next build

04 Go/no-go

Thresholds

  • Proceed: 4/5 reviews + useful outputs + return intent
  • Simplify: value exists but onboarding confusion is high
  • 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

06 Launch decision

Four safe lanes

  • Proceed narrow: behavior + useful outputs + safety acceptance
  • Simplify: value appears but week-one scope is too heavy
  • Pause: risky autopilot demand dominates
  • Gather more evidence: compliments without behavior are not validation

Approval wall

External actions blocked

No outreach, forms, lead capture, publishing, ads, checkout, scraping, accounts, terms acceptance, private CRM/MLS data, public deployment, or system integrations.