Overview
Recurring AI Ask Me Anything sessions for BBB of the Tri-Counties Accredited Businesses.
Coastal Intelligence will deliver
A one-hour live Zoom Ask Me Anything session every two months, with two Coastal Intelligence speakers present for the full hour.
The registration page, invitation, reminders and replay for each session.
A recording that Accredited Businesses can watch afterward.
A short recap of the main questions and answers for BBB to share with members.
BBB responsibilities
For agreement: name the BBB coordinator; agree dates and member-promotion responsibilities; approve use of BBB branding and sponsor recognition. These responsibilities are proposed for review, not terms already accepted by BBB.
Investment
$2,500 per session
A full-series discount was discussed by Jim and Mark on October 29, but no amount or conditions were stated. The number of contracted sessions, discount and final total must be entered before signing.
Schedule and terms to complete
Session dates and start date: to agree . Payment timing, cancellation/rescheduling terms, and whether delivery depends on sponsor funding: to agree .
Sponsor funding is a possible way for BBB to cover the fee. No sponsor or revenue is guaranteed by this draft.
Acceptance
Signature fields are shown for the intended final form only. Complete the open terms and confirm the legal entities and authorized signatories before release.
BBB of the Tri-Counties Name / title: __________________ Date: __________________ Coastal Intelligence Name / title: __________________ Date: __________________
Overview
Before outreach: approve sponsor packages and recognition benefits. The research's $1,500 session / $9,000 annual examples are not approved prices and would not cover six $2,500 delivery fees.
1. Build a short, checked list
BBB adds its existing relationships and Rick's other possibilities. For each company, record: audience fit, local presence, AI or business-education relevance, sponsorship history, warm introduction and BBB reputation clearance. Confirm current people and routes before any approach.
Annual-series candidates: AppFolio, Yardi, Cox Business, Montecito Bank & Trust, Premier America, Procore - Support practical AI education across the region for a full year. Use a warm marketing or community-partnership introduction where available.
Session candidates: Anthony Hamilton / THE Water Heater Company, CIO Solutions, BPW, Lure Digital, Glenn Burdette, Morris & Garritano - Support one useful conversation for local owners. Anthony is the first specific lead named by Rick and Jim in the email thread.
2. Make the first ask simple
Draft talking point, for review: "BBB and Coastal Intelligence are planning practical AI Ask Me Anything sessions for Accredited Businesses. Would your company consider supporting the program? We can share the audience plan and proposed recognition, then choose the right fit together."
Use the separate sponsor-facing deck. Do not send the prospect list or internal contact notes to a sponsor.
3. Run a measurable, time-boxed process
Research recommendation, not an approved deadline: give the annual-series position ten business days of focused conversations, then consider individual sessions if no annual partner commits. Do not promise exclusivity before BBB approves it.
Tracker columns: company · verified contact / introducer · package discussed · first contact date · response · next step / owner / due date · amount proposed / committed · BBB approval.
4. Protect trust and measure delivery
Sponsorship does not control answers, topics, speakers or recommendations. No attendee lists, endorsement claims, category exclusivity or BBB-mark rights without separate approval.
Report registrations, live attendance and attendance rate, company/county mix, questions, replay views, resource clicks, satisfaction and sponsor recall. Agree measurement access and reporting owner before launch.
Support Practical AI for Local Business.
Help BBB of the Tri-Counties give Accredited Businesses a trusted place to ask useful AI questions, with Coastal Intelligence.
Proposed program: one-hour live Zoom sessions every two months.
BBB Has A Credible Role In Practical AI Education.
Local businesses need a trusted place to ask real questions about a fast-changing technology.
A credible convener
BBB can bring owners together around responsible, useful adoption without tying the conversation to one vendor.
A practical next step
A recurring AMA can turn interest into an ongoing learning habit, with useful examples and room for real questions.
A regional audience
One program can serve Santa Barbara, Ventura, and San Luis Obispo counties without travel or a large event footprint.
Make It Easy For Owners To Ask The Questions They Actually Have.
One hour. Every two months.
Live Zoom session, moderated questions, plain language and practical examples, with two Coastal Intelligence speakers for the full hour.
Useful, independent, responsible.
Questions and answers remain independent of partner influence. Recognition is brief; the education comes first.
Welcome and partner recognition
Short framing: one useful AI idea
Live audience questions and examples
Takeaways, resources, next session
Trust comes first.
Proposed sponsor recognition
Name on the invitation.
Brief on-air thank-you.
Recognition on the replay.
Not part of sponsorship
Control over questions, speakers, answers or recommendations.
Attendee contact lists or implied BBB endorsement.
Category exclusivity or BBB-mark rights without separate approval.
Proposed rule: “Partnership supports the program but does not influence answers, recommendations, speakers, or editorial content.”
Support The Next Conversation.
Discuss support for one session or a longer series. Recognition, timing and investment will be agreed with BBB before any commitment.
What support can include
Name on the invitation, a thank-you at the opening, and recognition on the replay. Final benefits require BBB approval.
What stays independent
The questions, answers and recommendations. Sponsorship does not buy endorsement or attendee contact data.
Getting started with AI is easy. Organizational change is what's hard.