Section 8 of 21 · Decision Book p.19–20
8. AI Mini-Consultant — Earn the Meeting
The mini-consultant earns the meeting by giving value first: a real review of the visitor's own website, three specific things to fix with the evidence, and proof that matches their industry, before any ask.
What we built for this section
- A free website review inside the chat, with three findings that must cite evidence found on the site (DMA's build-first item).
- Each finding explained in business terms, with invented numbers blocked by rule.
- Matched case studies from DMA's approved library, shown only when the industry fits.
- A consultative strategist that diagnoses before it recommends anything.
The 5 capabilities, in the book's order
| No. | Capability | Book page | Phase | Autonomy | Status |
|---|---|---|---|---|---|
| 8.1 | '3 things I'd fix' analysisGive the prospect three specific observations about their own business before asking them to book. | p.19 | Phase 1 | L4 · Autonomous | Built in the POC |
| 8.2 | Estimated business impactPut each problem in business terms (wasted spend, missed traffic, lost visibility), not technical ones. | p.19 | Phase 1 | L2 · Prepare, then wait for approval | Partly built — finishing in Phase 1 |
| 8.3 | Personalized opportunity briefAutomatically create a short DMA-branded summary of what was found and the next steps. | p.20 | Phase 2 | L3 · Act within rules | Designed for Phase 2 |
| 8.4 | Matched case studyShow one case study or proof point that matches the prospect's industry or problem. | p.20 | Phase 1 | L4 · Autonomous | Built — needs DMA's data |
| 8.5 | Diagnose before pitchingUnderstand the problem first, then recommend the right service, rather than pushing everything. | p.20 | Phase 1 | L4 · Autonomous | Built in the POC |