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IntakeUnderstand the work
A real working conversation.
Ninety minutes to learn your role, your team, the decisions you own, and where AI keeps showing up at the edges. I do the homework before we meet.
90 minutesA working session for senior functional executives. CFOs, COOs, CMOs, General Counsel, Chief Product, business-unit leaders. Calibrated to the function you actually run, the materials your team produces, and the decisions on your desk this quarter.
You run a function. Finance, operations, marketing, legal, risk, product, a business unit. Your week is shaped by the materials your team produces, the decisions you own, and the meetings where those two collide. The AI question on your desk is which capabilities materially change how that function operates over the next ninety days.
The session works on your real material. A CFO sitting with the close, the board pack, the variance commentary. A General Counsel with the diligence queue and the contract review pipeline. A CMO with the campaign workflow and the pipeline report. A COO with the operating reviews and the weekly metrics. The systems get applied where they actually have to earn their keep.
A 90-minute intake to learn the function you run. A 90-minute bespoke training, one on one, with the systems applied to your actual files and drafts. A two-week tail of follow-up while the practice compounds.
A real working conversation.
Ninety minutes to learn your role, your team, the decisions you own, and where AI keeps showing up at the edges. I do the homework before we meet.
90 minutesHands on, one screen open.
Ninety minutes, just the two of us, with the tools applied to your actual files, drafts, and questions. We cover the fundamentals you'll use, in the order you'll use them.
90 minutesA written record, and a tail.
A written summary of what we built. A small set of custom templates calibrated to your work. The session recording. Two weeks of email follow-up while you put it to use.
Two weeksA single, complete engagement for senior functional leaders who have decided to stop circling AI and put real reps in on their own material.
Your individual session is often the first step. When you're ready to bring it to a leadership team or design custom AI solutions across the organization, we work with companies on extended engagements.
Discuss a team engagement→Workshops are short and broad. Courses are one to many, calibrated to no one. This is one to one, calibrated to your function and the decisions on your desk. Most functional leaders need different things from AI than their teams do. The session reflects that.
Yes. This session is built for the seat one level below the CEO. Whether you lead finance, operations, marketing, legal, risk, product, or a business unit, the work is calibrated to the materials your team produces and the decisions you own.
Reasonable. The session uses your own files, your own drafts, and your own questions. By the end of ninety minutes you will have a clear read on where the capability is real for your function, and where it is still hype.
Both, plus Microsoft Copilot and any specialized tools your function already uses. The choice is calibrated to what actually earns its keep on your material and what your team will keep reaching for after we finish.
An afternoon, well spent.
If you sit in the CEO seat, the parallel session is AI coaching for CEOs.