For owners, presidents & COOs

Your operation, mapped in seven questions.

Seven questions. No integrations. A private brief on where your hours go and what’s worth doing first — in your vocabulary, yours to keep.

Nothing connects to your systems. Built by an operator, not a vendor. Everything you make is yours.

A personalized Executive Intelligence Brief inside the course

A real Brief — generated from seven answers about one operation.

Nothing to install, connect, or export.
Built by an operator, not a vendor.
The documents you build are yours to keep.

Built for every seat

Every executive runs an operation.

The interview meets you in yours. The questions, the examples, and the eight documents are drawn from your function and your week — never a generic template.

For the CFO

The close, the board deck, the FP&A hours that vanish into assembling the numbers.

You leave with: Board-ready ROI math and a governance line your auditors accept.

For the COO

The reporting fire-drill, the scheduling rework, the knowledge that lives in one person’s head.

You leave with: A ranked Time Drain Map and a two-week pilot your team starts Monday.

For the CMO

The campaign reporting, the content bottleneck, the agency back-and-forth.

You leave with: A plan where AI is your integration layer — not a threat to the craft.

For the CHRO

The policy questions, the expertise that walks out the door, the compliance exposure.

You leave with: A knowledge-capture plan and ground rules your counsel will sign.

For the VP of Sales

The quote cycle, the CRM hygiene, the forecast you rebuild every Friday.

You leave with: A pilot that hands your reps their selling hours back.

For the CEO or founder

The proposal bottleneck, the utilization guesswork, the “what’s our AI plan” board question.

You leave with: A scored opportunity portfolio and a defensible 90-day roadmap.

Same method, your operation. If you run a team, a P&L, or a function, the course adapts to it.

How it works

Answer seven questions

Step 1

Answer seven questions

Seven questions, about fifteen minutes — the useful ones take a minute to answer.

Get your Intelligence Brief

Step 2

Get your Intelligence Brief

A personalized document mapping your stated pains to the method — free, instant.

Build the full portfolio

Step 3

Build the full portfolio

Eight structured AI interviews, eight real documents from your operation.

Eight strategic documents you will build

Module 1

Time Drain Map

Where your operation actually bleeds time and money, quantified and ranked

Module 2

Augmentation Charter

The memo that prevents AI sabotage before it starts

Module 3

Reporting Pilot Plan

Your first AI win scoped, specced, and ready to build

Module 4

Knowledge Capture Plan

Tribal knowledge extracted from people's heads into systems

Module 5

Personal AI Operating Routine

Your own week restructured around intelligence, not busywork

Module 6

AI Ground Rules

Governance that moves fast without breaking trust

Module 7

ROI Snapshot

Projected returns in language your CFO already speaks

Module 8

AI Opportunity Portfolio

Your scored 90-day roadmap with the credential to prove it

Architected, not automated.

Understand First

Time Drain Map, Augmentation Charter

See where your operation actually bleeds time and money, then write the charter that prevents AI resistance before it starts.

Win Fast

Reporting Pilot Plan, Knowledge Capture Plan, Personal AI Operating Routine

Scope your first AI win, extract tribal knowledge into systems, and restructure your own week around intelligence.

Build to Last

AI Ground Rules, ROI Snapshot, AI Opportunity Portfolio

Set governance that moves fast, project returns in CFO language, and score your 90-day roadmap with a verifiable credential.

Your systems stay untouched.

The only input this course needs is your description of your operation in plain language. No data exports, no screen shares, nothing to integrate to take the course.

There is no OAuth connection to your tools. The course never asks you to paste raw data — descriptions only.

Every document you build belongs to you. Download it, share it, or delete it.

Pricing

Limited founding availability

Founding Access

$1,495$1,995

Full 8-module course, AI Course Guide, and a verifiable credential.

Start with the free brief

List Price

$1,995

Same course, same credential. Available after founding seats fill.

Start with the free brief

Leadership Team

Talk to us

Bring your whole leadership team. Shared portfolio, team-level insights.

Talk to Adam

Questions