AI Usability Jumpstart

Founding Cohort

(14 Days)

For COOs, Heads of Ops, Managing Partners,

and business leaders

in ops-heavy professional services who want AI to produce outcomes—not tool clutter.

Ship 1–3 AI workflows, install governance-lite guardrails, and start Q1

with a 30-day rollout plan your team can actually follow.

Not tool sales. Outcomes. Built for operators and business leaders who need AI to produce real work—safely, fast, and measurably.

What you get

  • Workflow selection + prioritization (we pick the 1–3 workflows with the highest ROI)

  • Workflow Playbooks (step-by-step process + prompts + QA checklist)

  • Governance-Lite Guardrails (safe usage rules your team can adopt immediately)

  • 30-Day Rollout Plan (owners, cadence, adoption steps, and KPI tracking)

WHO THIS IS FOR?

This is designed for COOs, Heads of Ops, Managing Partners, and business leaders

in ops-heavy professional services (accounting, advisory, outsourced finance, consulting, managed services, and agencies) who want AI to produce outcomes without creating chaos.

  • You have repeatable work (ops, delivery, proposals, admin, client support)

  • You want speed + safety (not “AI experiments”)

  • You want a Q1 advantage without a long implementation project

The real problem isn’t the tool. It’s usability.

Most teams buy tools, run a few prompts, and call it “AI adoption.”

Then Q1 hits and nothing is actually shipped

no workflow ownership, no QA, no guardrails, no measurement.

This program fixes that by turning AI into an operating capability.

Helping SMBs transition quickly without getting stuck in analysis paralysis.

AI adoption isn’t about “if” but “how.”

Helping SMBs transition quickly without getting stuck in analysis paralysis.

Move Beyond Automation

SMBs want AI to give them an edge over competitors, improve decision-making, and create new revenue streams.

Business Architect

of AI adoption

Competitive intelligence and decision intelligence are underutilized in SMBs.

Hold your seat with a $1,000 deposit
Deposit applies to tuition. Balance due Jan 2, 2026.


Kickoff: Jan 5, 2026.

INTRODUCING

14-Day AI Usability Jumpstart

Kickoff: Jan 5, 2026 • Deposit holds your seat today • Balance due Jan 2, 2026

Founding cohort is capped at 20 seats to keep implementation tight.

48-hour bonus: expires December 28, 2025, at 11:59pm.

AI-Powered Efficiency:

14-Day Fast-Track Implementation

What you will have by Day 14:

1–3 shipped AI workflows

Workflow Playbooks

Governance-lite guardrails

30-day rollout plan

KPI baseline

Common workflows we ship

  • Ops Execution Workflow
    Turn meetings, emails, and tasks into owned actions + follow-up in minutes.

  • Proposal / SOW Drafting Workflow
    Draft faster with consistent language + QA checklist + risk controls.

  • Client Intake → Summary Workflow
    Convert intake notes into structured requirements, next steps, and internal briefs.

  • Knowledge Retrieval Workflow
    Turn internal docs into usable answers with safe guardrails and approvals.

  • Email / Comms Workflow
    Draft exec-safe updates, client communications, and internal rollouts consistently.

Guaranteed ROI: Save at least 10+ hours per week or get a free follow-up session.

Tier 1 — Operator Track ($2,500)

Choose this if you want 1–2 workflows

shipped fast with minimal lift.


Best if you want:

workflows + guardrails +

rollout plan with light review.

Includes:

Live cohort sessions + templates

Office hours

Workflow Playbook templates

Governance-lite starter policy

Defined checkpoint review (light)out getting stuck in analysis paralysis.

Tier 2 — Executive Track ($5,000)

Choose this if you want deeper implementation support

+ tighter review checkpoints.

Best if you want:

deeper implementation review +

executive debrief support.

Includes everything in Tier 1,

plus:

Additional structured reviews at defined checkpoints

Executive-ready debrief template + guidance

Priority support during the 14 days

Hold your seat with a $1,000 deposit
Deposit applies to tuition. Balance due Jan 2, 2026.


Kickoff: Jan 5, 2026.

  • Do we need a specific AI tool?
    No. This is tool-agnostic. The goal is usable workflows + guardrails. We work with what you already have.

  • What if we have privacy or risk concerns?
    Governance-lite is built in. You’ll leave with safe usage rules, a “what not to paste” checklist, and QA steps.

  • What if I’m busy during the holidays?
    That’s exactly why the deposit exists. It holds your seat now; delivery begins January 5.

  • What if we’re already using AI?
    Perfect. This focuses on operationalizing: workflow ownership, QA, measurement, and adoption—so AI performs reliably.

  • Is this a done-for-you implementation?
    No. This is a shipping sprint. You’ll leave with workflows, playbooks, guardrails, and rollout—built with you, not dumped on you.