Free working session for leadership teams

Find out what to automate first. From the people doing the work.

One hour. Your leadership team sorts their own work into four work zones. We read it back to you live. A few days later, you get a written report showing where the duplicated work and the easiest automation wins are hiding.

Length One hour Format Zoom or in person Cost Free
The Framework

The four zones

Every task in your company belongs in one of these. Your team decides which, and their answers are anonymous, so you get the honest version.

Zone 1

No-Go

AI never touches it. Your call, and it stays your call.

Zone 2

Autonomous

Let it run. Nobody should be doing this by hand.

Zone 3

Human in the Loop

AI does the prep work. A human makes the call.

Zone 4

Brain

Know-how stuck in someone's head that belongs in a system.

The useful answer is the one nobody would say out loud in a meeting, so no name is attached to any answer.
How It Works

Three steps, one hour of your team's time

1

A 20 minute setup call

We pick a date, decide who should be in the room, and you tell us where the friction is.

2

The workshop

One hour, Zoom or in person, 5 to 50 people. Your team sorts their work into the four zones and answers two questions about what eats their week. We read the results back live. Owners are always surprised by something.

3

The opportunity report, within the week

A written rundown of what your team surfaced: the duplicated work, the ranked automation candidates, and a recommended first project.

The Takeaway

What you leave with

  • A map of where AI does and does not belong in your company, drawn by your own team.
  • The places where the same job is being done from two or three different desks.
  • A ranked list of automation candidates, with a recommended place to start.
  • A leadership team that has had the AI conversation out loud, instead of in fragments.
We recently ran this for the leadership team of a $9M services agency. Their own people surfaced the client data problem that had been capping their growth.
Fit

Who it's for

Owner-led companies where the leadership team can be in one room (or one Zoom) for an hour. It works from 5 people to 50. The owner needs to be in the room, because the results are about how the whole business runs.

Book the setup call

20 minutes to pick a date and decide who's in the room.

Grab a time

Or email [email protected]