For owners, presidents & COOs
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 real Brief — generated from seven answers about one operation.
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.

Step 1
Answer seven questions
Seven questions, about fifteen minutes — the useful ones take a minute to answer.

Step 2
Get your Intelligence Brief
A personalized document mapping your stated pains to the method — free, instant.

Step 3
Build the full portfolio
Eight structured AI interviews, eight real documents from your operation.
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
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.
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.
Founding Access
Full 8-module course, AI Course Guide, and a verifiable credential.
Start with the free briefList Price
Same course, same credential. Available after founding seats fill.
Start with the free briefLeadership Team
Bring your whole leadership team. Shared portfolio, team-level insights.
Talk to Adam