AI OPS BRIEFING SOURCE CHECKLIST
VSP Ventures service-prep worksheet

Use this as a no-send planning worksheet only. Do not request client account
access, connect email/calendar/CRM/task systems, send messages, update tasks,
quote pricing, or commit to recurring delivery without approval.

BRIEFING CANDIDATE

Business:
Owner/operator:
Briefing cadence under consideration:
Public website:
Public review/profile links:
Known operating lanes:

APPROVED SOURCE TYPES

Use only sources that are public, sample, already exported by the owner, or
explicitly approved for review.

Source 1:
Type:
Owner:
Access status:
Risk:

Source 2:
Type:
Owner:
Access status:
Risk:

Source 3:
Type:
Owner:
Access status:
Risk:

BRIEF SECTIONS

1. Top priorities
Evidence:
Open decision:

2. Lead or follow-up risk
Evidence:
Open decision:

3. Customer/team issue
Evidence:
Open decision:

4. Blocked task
Evidence:
Open decision:

5. Owner decision packet
Evidence:
Recommended action:

6. Proof links
Evidence paths:
Missing proof:

RISK SCREEN

Stop if any item requires:
- Client email/calendar/CRM/task account access.
- Credentials, OAuth, API keys, or connected apps.
- External sends or task updates.
- Private customer data.
- Pricing or recurring delivery commitments.
- Sensitive legal, medical, financial, or HR advice.
- Spend, paid tools, provider/model route changes, or global config changes.

SAFE NEXT ACTION

If sources are approved and low-risk, prepare a no-send sample brief from
public/sample data and label every recommendation as draft/internal until Matt
approves any client-facing delivery.