How we work
Training, Agents, Tools.
Three delivery pillars inside every Capability. One outcome each. Buyers self-select on a 30-min discovery call.
ONE: PEOPLE
Training
Make your team reflexive in AI as a default tool. One documented fluency win the team can point to.
Buyer pain
"We bought ChatGPT and Claude licenses. No one uses them. We had a Big 4 firm run a workshop. Nothing stuck."
Buyer profile
CEO, COO, or PE operating partner at a $25–150M services rollup, watching tool spend without adoption. Often the first call after a Team plan rollout that didn't move the needle.
Exit artifact
Team-ready playbook (skills, prompts, CLAUDE.md scaffold) plus one documented fluency-win case study.
What you get
- Either one cohort seat in the next bootcamp run (if scheduled in window), or 1:1 working sessions on real deals and workflows.
- A team-ready playbook: skills, prompts, and a CLAUDE.md scaffold built for your environment.
- One documented fluency win. A real piece of work that took 5 hours and now takes 30 minutes.
TWO: AUTOMATION
Agents
Scheduled agents shipped to production. Quiet infrastructure that runs your week without asking — handoff doc, audit trail, real operating evidence.
Buyer pain
"I work weekends on reports my team should handle automatically. Month-end is a fire drill. I hire smart people and they spend half their time on data hygiene."
Buyer profile
CFO or COO at a $25–150M services rollup with three direct reports and no internal AI team. Operating partner overseeing portcos with the same pain pattern.
Exit artifact
Running agent in production, handoff doc, and operating evidence the team can audit.
What you get
- One scheduled, triggered, or background agent shipped to production.
- Common picks: month-end readiness agent, daily-summary agent, inbox triage agent, pipeline digest, anomaly alert, buyer-outreach follow-up agent.
- Handoff doc: what the agent does, when it runs, how to audit it, how to pause or edit it.
THREE: ON-DEMAND
Tools
One skill, app, or dashboard shipped — reusable across the team. The named workflow that's been eating hours a month, automated and adopted.
Buyer pain
"Every month we burn 8 hours on this model. The CIM template eats a junior every quarter. We have a dashboard but no one trusts the data."
Buyer profile
Function lead or IC with one painful, recurring, manual process. CFO or COO who has named the specific workflow. Highest-volume conversion path because the pain is most concrete.
Exit artifact
Deployed tool, usage guide, and measured time-saving on the named workflow.
What you get
- One skill, app, or dashboard shipped to the team — reusable, documented, adopted.
- Common picks: Excel model updater, CIM section writer, variance-analysis dashboard, comps-pull skill, expense categorizer.
- Usage guide and adoption notes for the team.
Compare pillars
Different pain. Different pillar. Same Practice.
| training | agents | tools | |
|---|---|---|---|
| Core promise | Team uses AI reflexively by week 4 | One workflow runs itself by week 4 | Named tool in production by week 4 |
| Primary pain | Adoption gap — licenses unused | Operator drag — manual recurring work | Workflow gap — tool doesn't exist yet |
| Exit artifact | Team playbook + fluency-win case study | Running agent + 2 weeks of operating evidence | Deployed tool + measured time-saving |
| Common picks | ChatGPT/Claude workflows, prompt lib, 1:1 sessions | Month-end agent, daily summary, anomaly alert | Excel model updater, variance dashboard, CIM writer |
| Function landing | Finance, Operations, Revenue | Finance, Operations, Revenue | Finance, Operations, Revenue |