Red Valley AI Implementation Partner

1

Company Context

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Red Valley Holdings (RVH)

200

Employees

$8–15

Fully loaded /hr

2

Languages (EN/ES)

Act 60

Tax Structure (PR)

Current clients: US-based companies outsourcing back-office operations
Tech stack: Google Workspace + Claude. Zero Microsoft.
Key advantage: Existing infrastructure, LATAM labor arbitrage ($8–15/hr vs $50–150/hr US consultants), bilingual talent

Portfolio Companies (Internal Testbed)

First "clients" for the AI partner practice. All case studies start here.

Company	What It Does	Team	AI Opportunity
NatNutra	Amazon FBA supplements (~$90K/mo)	2–3	~60% of daily work automatable. Margins collapsed to near-zero — automation is survival.
SolarisFT	Sweat440 fitness franchises (NYC, NC, FL)	~50	Studio manager workflows, complaint handling, multi-location reporting
Red Valley	The BPO itself	200	Internal operations + the product we're building

2

Strategic Thesis

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The Gap

Every major AI lab is partnering UP with Big 4 firms to serve Fortune 500. The mid-market and SMB tier — especially in LATAM — has no dedicated AI implementation partner channel. Same gap that existed before Google Cloud Partners, HubSpot Solutions Partners, and Salesforce consultants filled it.

The Timing

Anthropic: 300K+ business customers, ~$7B run rate. They cannot hand-hold everyone. They need a channel.
OpenAI: $10M minimum for direct engagement — SMBs are locked out.
Agentic AI Foundation (Linux Foundation) standardizing MCP → implementation becomes more repeatable.
No formal mid-market partner program exists yet from any AI lab.

The Moat (What Doesn't Get Commoditized)

Trust + relationships — The SMB owner in Medellín needs a human who speaks their language and won't disappear after the pilot.
Change management — Automating jobs in Colombia has different labor law, cultural, and HR implications than the US.
Local expertise — LATAM business culture, regulatory environments, payment systems, workforce dynamics.
Vertical specialization — Deep playbooks for BPO, e-commerce, fitness/franchise.
LATAM price points — US firms charge $200–500/hr. RVH delivers at $30–80/hr.

What DOES Get Commoditized (Don't Build This)

Warning

Task mining/recording software → Labs will ship this natively
Basic chatbot/AI wrapper products → Race to zero
Generic "AI strategy" consulting → Everyone will claim this
Custom SaaS tools → 12–18 month shelf life before labs absorb the use case

3

Business Model

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Service Tiers

Tier	Target	Engagement	Price	Margin
AI Readiness Audit	Any SMB curious about AI	1–2 week assessment	$3K–8K flat	70%+
Implementation Sprint	SMBs ready to act	4–8 weeks, deploy 3–5 automations	$10K–30K	50–60%
Managed AI Ops	Ongoing optimization	Monthly retainer	$2K–8K/mo	60–70%
Enterprise Transformation	200+ employee LATAM cos	Full-scale AI integration	$50K–200K+	40–50%

Revenue Phases

1

Months 1–6

Internal portfolio only. Zero external revenue. Build playbooks, case studies, methodology. Google Cloud certs completed. Lab partner forms submitted.

2

Months 4–9

Sell AI Readiness Audits to existing BPO clients. Warm intros, zero CAC. Publish first case studies.

3

Months 6–12

Launch externally via Google Cloud Partner credibility, case studies, industry associations, referral programs.

4

Month 12+

Scale with or without formal AI lab partner status. If partnerships materialize, use as accelerant. Business stands on its own.

Unit Economics

$25–35

Blended cost/hr

$60–120

Blended billing/hr

55–65%

Target gross margin

3–4 + 5–8

Break-even (clients + retainers)

4

Competitive Landscape

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Valenta

Direct Competitor #1 — AI Automation Franchise

High Threat

650+Staff worldwide

20+Countries

2014Founded (Australia)

TorontoCurrent HQ

Franchise model: solo "Managing Partners" sell, centralized HQ delivers. Already has a bilingual delivery center in Bogota. Actively expanding LATAM (Mexico, Caribbean franchises awarded). Services: RPA, AI automation, staff augmentation.

RVH Advantage

Valenta franchisees are solo operators — no depth. RVH has 200 people and delivers at scale. Valenta's methodology is RPA-heavy (legacy), not agentic AI/LLM-native. Their Bogota center is delivery, not sales. Franchise model = quality varies wildly.

🎯 Recruit from: Bogota delivery center — RPA developers, project managers (they're actively hiring PMs in Bogota). These people already understand the AI automation consulting workflow.

Superintelligent / BeSuper.ai

Direct Competitor #2 — Enterprise AI Planning Platform

Medium Threat

13Employees

$2MSeed funding

2023Founded (NYC)

100K+Weekly podcast listeners

Owns "The AI Daily Brief" podcast. Product: AI voice agents interview employees → benchmark against 5,000+ use case database → deliver AI roadmaps. Has consulting partner channel. No LATAM presence. English-only. Enterprise-focused.

RVH Advantage

SaaS platform + media brand, not a delivery operation. 13 people — can't implement anything. Their partner program is a partnership opportunity for us. They need implementers; we need methodology.

🎯 Recruit from: Their consulting partner network — find partners frustrated with lack of delivery support. Monitor for LATAM-facing hires.

Category	Examples	Threat	RVH Advantage
Big 4	Accenture, Deloitte, PwC	Low	Price, speed, LATAM focus
US Boutique AI	Various	Med	LATAM presence, labor arbitrage, bilingual
LATAM Tech	Globant ($7B+, 30K), Endava	Med	SMB focus, operational expertise
Freelancers	Upwork AI consultants	Low	Methodology, team depth
AI Labs Self-Serve	Claude Cowork, ChatGPT agents	High	Trust, change mgmt, human layer
Other LATAM BPOs	Unknown (inevitable)	Med	First-mover, already building

Competitive Intel — Standing Tasks

Valenta: Monitor Bogota job postings (LinkedIn, Computrabajo). Track LATAM franchise awards. Identify key staff for recruitment.
Superintelligent: Follow AI Daily Brief podcast. Explore consulting partner program. Track LATAM expansion signals.
Globant: Watch for mid-market AI service line announcements.
General: Monthly LinkedIn search: "AI automation consultant Colombia/LATAM"

5

Immediate Action Items

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Already In Progress

Workflow automation playbook created (employee-facing, 1-page)
Workflow audit tracker designed (NatNutra-specific + general template)
Tooling tiers established: Cowork (non-technical), Pipedream/Supabase (technical)
NatNutra audit ready to deploy with Raja (Operations) and Sha (Content)

Build the Trust Stack — Revenue & Credibility

Deploy NatNutra audit — Raja and Sha log tasks for 1 week. Case study #1.
Begin Google Cloud AI certifications — 2–3 RVH team members within 90 days. The trust badge that matters now.
Document everything — Every automation → case study with before/after metrics. Target: 3–4 by month 6.
Identify AI strategist hire — Own client delivery while Alex focuses on BD.

Get in the Queue — Mandatory, Then Move On

Submit OpenAI partner intake form — openai.com/form/partnerintake. No exceptions. Don't wait for response.
Email Anthropic partnerships team — 200-person LATAM operation, deploying Claude internally. Don't wait for response.
Set calendar reminder — Monthly check on lab partner program announcements. Reapply with receipts.

6

RVH AI Implementation Framework

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🔍

Phase 1: Discover (Week 1–2)

Employee self-reported workflow audit (11-column tracker). Captures: task description, frequency, duration, tools, triggers, outputs, failure modes, judgment required. Supplement with Loom recordings of top 3 repetitive tasks. For 50+ employee engagements: evaluate KYP.ai / Mimica.

📊

Phase 2: Analyze (Week 2–3)

Feed logs into Claude Project. ABCD categorization: A=Fully Automatable, B=AI-Assisted, C=Human Required, D=Unclear. Score by: time saved, handoff impact, failure severity, sensitive data flags. Output: Prioritized automation roadmap with estimated ROI per task.

⚡

Phase 3: Implement (Week 3–6)

Build top 3–5 automations. Non-technical: Cowork. Technical: Pipedream, Supabase, Claude API, custom scripts. Each validated with 3 manual verification runs. Don't kill manual process until automation survives full cycle.

🔄

Phase 4: Optimize (Ongoing)

Weekly review vs. manual baseline. Expand to next batch. Post-automation focus areas per employee (NOT "new job descriptions"). Monthly reporting: hours saved, error rates, cost impact.

Key Principles

Momentum from wins, not documentation
Map 5 → Automate 1 → Prove it works → Repeat
First 3 runs manually verified against old output
When upstream inputs change, update doc and prompt together
Never frame as job replacement — frame as "clearing repetitive stuff off your plate"

7

Credibility & Partnership Strategy

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Core Principle

Don't build the business around getting partner status. Build it so partner status finds you. AI lab badges don't close deals in LATAM mid-market today. Results, recognized brands, and local credibility do. Lab partnerships are a growth accelerant, not a crutch.

The Trust Stack (Primary — This Closes Deals)

Google Cloud Partner certification — Mature program, recognized brand. A LATAM business owner knows the Google logo. 2–3 RVH team members certified within 90 days.
Published case studies with hard numbers — "We saved NatNutra 40 hours/week and $X/month" beats any badge. Target: 3–4 by month 6.
LATAM industry association visibility — ANDI, Cámara de Comercio de Medellín, ProColombia. Conferences: Colombia 4.0, ANDICOM. Content in Spanish and English. Bonus: "We run three businesses and deployed this internally first." Skin in the game > certification.

AI Lab Partnerships (Mandatory — But Not the Strategy)

Non-negotiable admin tasks. Submit and move on. Don't wait before building.

Submit OpenAI partner intake form — No exceptions.
Email Anthropic partnerships team — Get in the queue.
Monitor Google Cloud AI partner program — Formalize once certified.
Track all lab announcements — When programs launch, we have the receipts.

Medium-Term (6–12 months)

Formalize methodology into certifiable framework
Train first cohort as "AI Implementation Specialists"
Launch AI Readiness Audit to existing BPO clients
MCP server development for LATAM integrations (Rappi, MercadoLibre, Bancolombia)
Re-engage AI labs with case studies and metrics

Long-Term (12–24 months)

Formalize lab partner status (track record earns it)
Vertical playbooks: BPO, e-commerce, fitness/franchise, healthcare
Expand to Brazil, Mexico, Argentina
Licensing model: train other LATAM consultancies on RVH methodology — become the franchisor, not the franchisee

8

Key Risks

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High LikelihoodHigh Impact

AI labs ship self-serve tools that eliminate need for implementers

Focus on trust/relationships/change management — the human layer. Move upmarket as tools commoditize. Timeline: 2–3 years.

Med LikelihoodLow Impact

Partner programs never materialize for mid-market

Business stands without partner status. Trust stack closes deals independently. Lab partnerships are upside, not foundation.

Low LikelihoodHigh Impact

Internal case studies don't produce compelling metrics

Choose high-impact automations first. If NatNutra doesn't yield results, the thesis is wrong.

High LikelihoodHigh Impact

Alex's bandwidth as Managing Partner across 4 entities

Hire AI strategist to own delivery by month 3. Alex stays on BD and partnerships only.

Med LikelihoodMed Impact

Can't hire/train AI implementation specialists fast enough

Start with existing RVH team. Promote from within. Poach from Valenta Bogota.

Low-Med LikelihoodMed Impact

LATAM market not ready for AI services

Start with US-based RVH clients who already trust the relationship. Expand to LATAM after proof points.

9

Financial Projections

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Year 1 — Build

$0–50K

Late-stage pilot clients only
Investment: $150–250K
AI strategist hire, certs, tooling, content
Source of truth: internal case study metrics

Year 2 — Growth

$500K–1M

8–12 implementation sprints
15–20 managed ops retainers
Team: 1 strategist + 6–8 specialists + Alex BD
Gross margin target: 55%

Year 3 — Scale

$2–4M

Lab partner status formalized (accelerant, not dependency)
Expand to 2–3 LATAM markets
Licensing/certification revenue begins

10

Open Questions

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01

Pricing validation: Are LATAM SMBs willing to pay $3–8K for an AI readiness audit? What's the price sensitivity?

02

Build vs. partner on task mining: For 50+ employee engagements, resell KYP.ai/Mimica or build lightweight tooling?

03

Anthropic vs. OpenAI vs. model-agnostic: Bet on one lab's ecosystem or stay neutral?

04

Brazil strategy: Different language, different market, different regulations. When and how to enter?

05

IP protection: How to prevent methodology from being copied once case studies are published?

06

Vertical prioritization: Which verticals after BPO and e-commerce? Healthcare? Logistics? Fintech?

07

Alex's role transition: Timeline for moving to pure BD/partnership role on this initiative?