Statement of Work · Agentic AI Adoption Program

Golf HavenImplementation and enablement engagement

A detailed statement of work covering the design, deployment and enablement of the agentic AI program outlined in "Golf Haven: The Agentic Advantage," including deliverables, timelines, fees in Canadian dollars, terms and conditions, and sign-off.

Prepared forGolf Haven, Winnipeg / Navin, Manitoba
Prepared byCurtis, Agentic AI Consultancy
Date of issueAugust 21, 2026
Valid untilOctober 21, 2026 (60 days)
Document version1.0
CurrencyAll amounts in CAD

Section 1 · Engagement Overview

Purpose and Background

This Statement of Work ("SOW") sets out the services Curtis ("the Consultant") will provide to Golf Haven ("the Client") to implement the agentic AI adoption program described in the report "Golf Haven: The Agentic Advantage" dated August 2026. The engagement covers three phases of work over approximately 120 days, followed by an optional managed-support period.

The program objective is to recover an estimated $180,000 to $300,000 in annual revenue currently lost to funnel leakage, by deploying off-the-shelf AI agents across lead response, scheduling, customer communication and post-install engagement, while building the Client's internal capability to operate and monitor the system with a weekly ten-minute KPI review.

Guiding principles


Section 2 · Scope of Work and Deliverables

Phase 1: Foundation (Days 0-30)

DeliverableDescriptionAcceptance criteria
D1.1 Discovery and systems auditDocumented review of inbox, contact form, Square store, phone handling and current lead flow; data-handling mapAudit memo delivered and reviewed with Client
D1.2 Lead Response AgentSelection, configuration and testing of an AI lead-response tool: instant acknowledgement, qualification questions, call/visit booking handoffAgent live on all inquiry channels; response time under 5 minutes verified over 5 business days
D1.3 Scheduling deploymentCalendar tool configured behind "Book Site Visit" and "Book Showroom Tour"; site and showroom booking flows live on golf-haven.caTest booking completed end to end; buttons point to live calendar
D1.4 Square store merchandising fixesRemove $1.00 placeholder, standardize deposit labels, enable email captureClient sign-off on corrected store pages
D1.5 KPI Cockpit setupOne-page 12-KPI dashboard assembled from Square and inbox data; weekly review ritual documented and trainedDashboard live; Client completes first unassisted weekly review

Phase 2: Core Systems (Days 30-90)

DeliverableDescriptionAcceptance criteria
D2.1 FAQ / Chat AgentChat agent trained on Client's products, process, pricing structure, delivery, permits and warranty policies; financing answer flowAgent live on site; 90%+ answer accuracy on agreed question set
D2.2 Quote Nurture sequenceAutomated multi-touch follow-up for outstanding quotes, with objection handling and re-engagement cadenceSequence live; first cohort of outstanding quotes contacted
D2.3 Review and testimonial enginePost-install review requests, Google syndication, testimonial capture workflowRequests firing automatically after install milestones
D2.4 Customer Success AgentService booking, maintenance reminders and referral asks for installed customersFirst service bookings and referral asks generated
D2.5 Phase 2 KPI reviewMid-engagement performance review against baseline; tuning of agentsWritten review delivered; tuning actions agreed

Phase 3: Scale (Days 90-120)

DeliverableDescriptionAcceptance criteria
D3.1 Project Coordinator AgentBuyer-facing build milestone updates and internal build-status summariesMilestone notifications firing on active builds
D3.2 Store recoveryAbandoned-cart and browse-abandonment follow-up on the Square storeRecovery emails live and tested
D3.3 Social schedulerContent calendar and scheduling tool for Instagram and Facebook, with templatesFour weeks of scheduled content live
D3.4 Seasonal nurture programOff-season lead banking workflow converting winter inquiries into spring depositsWorkflow live; off-season leads enrolled
D3.5 Handover and playbookOperations playbook covering every tool: how to run, monitor, pause and adjust; final training sessionPlaybook delivered; Client team completes handover training

Out of scope


Section 3 · Timeline and Milestones

Schedule

MilestoneTarget datePayment trigger
SOW signed and kickoff meetingWeek 0Deposit invoice issued
Phase 1 complete (foundation live)Day 30Phase 1 payment
Phase 2 complete (core systems live)Day 90Phase 2 payment
Phase 3 complete (handover delivered)Day 120Final payment

Timeline assumes Client provides access to required accounts (website admin, Square, email, phone system) within 5 business days of kickoff, and responds to review requests within 3 business days. Delays in Client inputs shift milestone dates accordingly and do not constitute a Consultant delay.


Section 4 · Fees and Payment Terms

Professional fees (CAD)

ItemDescriptionAmount (CAD)
Phase 1: FoundationDiscovery, Lead Response Agent, scheduling, store fixes, KPI Cockpit$4,500
Phase 2: Core SystemsFAQ/chat, quote nurture, review engine, Customer Success Agent$5,500
Phase 3: Scale and HandoverCoordinator agent, store recovery, social scheduler, seasonal program, playbook and training$4,000
Total engagement fee$14,000
Payment schedule25% deposit on signature ($3,500); 35% at Phase 1 completion ($4,900); 25% at Phase 2 completion ($3,500); 15% at handover ($2,100)as scheduled

Optional: Managed Support retainer (post-handover)

OptionInclusionsMonthly (CAD)
EssentialMonthly KPI review call, agent tuning, up to 2 hours of changes$450
GrowthEverything in Essential plus quarterly strategy session, new use-case evaluation, up to 6 hours of changes$850

Retainers are month to month, cancellable with 30 days' written notice, and may be executed at any time after handover.

Third-party tool subscriptions (billed directly by vendors, CAD)

Tool categoryMonthly rangeAnnual estimate
Lead response / AI phone agent$35-$85$420-$1,020
Scheduling$0-$22$0-$264
FAQ / chat agent$40-$135$480-$1,620
Email / nurture platform$20-$55$240-$660
Review engine$0-$40$0-$480
Social scheduler$8-$60$96-$720
Estimated total tool stack$103-$397$1,236-$4,764

Tool subscriptions are contracted directly between the Client and each vendor, under the vendor's own terms. The Consultant will recommend Canadian-compliant vendors and configure each account in the Client's name, so the Client owns all accounts and data. Prices are vendor estimates as of August 2026 and may change.

Payment terms


$14,000
Total one-time professional fee for the full 120-day program, in CAD
$103-$397
Estimated monthly tool stack, billed directly by vendors, in CAD
<10%
Program cost as a share of the $180K-$300K annual revenue recovery target
Section 5 · Roles and Responsibilities

Who does what

ActivityConsultantClient
Tool selection, configuration, testingResponsibleConsulted; approves selections
Account access (web, Square, email, phone)RequestsProvides within 5 business days
Content accuracy (pricing, policies, product facts)Structures and loadsApproves all customer-facing wording
Weekly KPI reviewTrains and coachesPerforms weekly after Phase 1
Customer commitments and quotesNot involvedSolely responsible; agents never confirm numbers
Ongoing tool ownership and vendor billingAdvisesOwns all accounts and data

Section 6 · Terms and Conditions

Terms of engagement

6.1 Term and termination

This SOW takes effect on the date of the last signature and continues until handover completion or termination. Either party may terminate for convenience with 30 days' written notice; the Client pays for all work completed and expenses incurred to the termination date, and the Consultant delivers all completed deliverables and account credentials. Either party may terminate immediately for material breach not cured within 15 days of written notice.

6.2 Fees, taxes and expenses

All professional fees are in Canadian dollars and exclusive of applicable taxes. Pre-approved reasonable expenses (travel to the Navin showroom or Winnipeg site, if required beyond two included visits) are billed at cost with receipts. No additional fees may be charged without a written change order signed by both parties.

6.3 Change orders

Any change to scope, deliverables, timeline or fees must be documented in a written change order stating the cost and schedule impact, and signed by both parties before the changed work begins. Verbal requests are not binding.

6.4 Intellectual property

Upon full payment, all deliverables created specifically for the Client, including the operations playbook, agent configurations, prompt libraries and dashboard templates, become the Client's property. The Consultant retains ownership of pre-existing methodologies, frameworks and generic templates, and grants the Client a perpetual, non-exclusive licence to use them as embedded in the deliverables. All Client accounts created with third-party vendors are owned by the Client from creation.

6.5 Confidentiality

The Consultant will hold all Client information, including customer data, pricing, financials and business practices, in strict confidence, use it solely to perform this SOW, and not disclose it to third parties except to vendor support personnel as strictly necessary for configuration, under equivalent confidentiality obligations. This obligation survives termination for three years.

6.6 Data protection and privacy

The Consultant will recommend tools that support Canadian privacy requirements, including PIPEDA, and will configure data retention to the minimum necessary. Personal customer information is processed on the Client's behalf and at the Client's direction. The Consultant does not act as a data processor of record; vendor data-processing agreements are contracted directly between the Client and each vendor. No payment card data will pass through any agent or tool configured under this SOW.

6.7 AI performance and disclaimer

AI agents may occasionally produce incorrect or incomplete output. All agents will be configured with human-in-the-loop review for customer-facing commitments, and the Client remains solely responsible for confirming pricing, timelines and contractual commitments to its customers. The Consultant is not liable for statements made by third-party AI tools after handover.

6.8 Warranties and remedy

The Consultant warrants that services will be performed in a professional and workmanlike manner consistent with industry standards, and will correct non-conforming work reported within 30 days of the relevant acceptance milestone at no charge. This is the Client's exclusive remedy for performance defects. Except as stated, all services and deliverables are provided "as is" without warranty of any outcome, revenue or business result.

6.9 Limitation of liability

To the maximum extent permitted by law, each party's aggregate liability under this SOW is limited to the total professional fees actually paid under it. Neither party is liable for indirect, incidental, consequential or punitive damages, or for lost profits or lost revenue, even if advised of the possibility. Revenue recovery figures of $180,000 to $300,000 are directional estimates based on stated assumptions and are not a guarantee or forecast.

6.10 Independent contractor

The Consultant is an independent contractor. Nothing in this SOW creates an employment, partnership or agency relationship. The Consultant is responsible for their own taxes, insurance and statutory remittances.

6.11 Force majeure

Neither party is liable for delays caused by events beyond reasonable control, including vendor outages affecting third-party AI tools, provided the affected party gives prompt notice and resumes performance as soon as practicable.

6.12 Governing law

This SOW is governed by the laws of the Province of Manitoba and the federal laws of Canada applicable therein. The parties attorn to the jurisdiction of the courts of Manitoba.

6.13 Entire agreement and amendment

This SOW, together with any executed change orders, constitutes the entire agreement between the parties regarding this engagement and supersedes all prior discussions. It may be amended only in writing signed by both parties.


Section 7 · Approval and Sign-Off

Authorization

By signing below, each party confirms that it has read, understood and agrees to be bound by this Statement of Work, including the scope, fees, timeline and terms and conditions set out above.

Golf HavenAuthorized signature
NamePrint name and title
DateYYYY-MM-DD
Curtis, Agentic AI ConsultancyAuthorized signature
NamePrint name and title
DateYYYY-MM-DD

Questions regarding this SOW may be directed to Curtis prior to signature. This document is valid for 60 days from the date of issue.