How Engagements Work
Quick Fit Call → Audit + Roadmap → Workshop / Sprint → Retainer. Every engagement starts with a clear diagnostic so you know exactly what you’re building and why.
AI Workflow Audit + Roadmap — default first step
Start hereMost teams start here. We map your current workflows, identify your highest-value AI use-cases, define risk boundaries, and deliver a prioritized roadmap with a clear recommendation for your next engagement. Fixed scope, delivered within 5–7 business days.
Choose Your Engagement (Workshop, Sprint, or Retainer)
Based on your audit findings, we recommend the right delivery format. You receive a clear scope document with deliverables, timeline, and pricing — no surprises. Teams that skip the audit can also book directly into a workshop or sprint.
Prep
You share sanitized sample tasks, internal policies, and tool access (Copilot, ChatGPT, Gemini, Claude, or others). We use this to tailor every prompt and example to your real work.
Delivery
Live workshop sessions, sprint working meetings, or retainer office hours — all hands-on. Your team works with real prompts, real data, and real workflows.
Install Deliverables
Your team receives the complete toolkit: prompt library, verification checklist, safe-use guidelines, and before/after examples. We also set a measurement baseline (adoption scorecard, cycle-time check). Everything is yours to keep and reuse.
Office Hours Retainer (Optional)
Keep the momentum going with monthly office hours. We review new workflows, add prompts, and coach team members as adoption deepens.
Operator-led and practical, hands-on workflows, reusable team artifacts
Our method
The A.D.O.P.T. Framework
Each step in our process maps to a phase of practical, measurable AI enablement.
Assess
Step 1 — Workflow Audit + Roadmap
Design
Steps 2–3 — Scoping + Prompt Systems
Operate
Step 4 — Hands-On Delivery
Prove
Step 5 — Toolkit + Measurement Baseline
Tune
Step 6 — Office Hours + Continuous Improvements
What we need from you
Tool access
Your team should have access to your current AI stack (Copilot, ChatGPT, Gemini, Claude, NotebookLM, or similar) or be ready to set it up before the engagement.
Sample tasks
Examples of real tasks your team handles day-to-day (sanitized — remove sensitive data). This lets us customize prompts to your actual work.
Internal rules
Any do/don’t policies, compliance requirements, or brand guidelines that should shape how AI is used.
Assessment, practice, and measurement
Workshops are not passive lectures. Your team practices with sanitized real workflows and leaves with a usable baseline.
- Hands-on exercises using your sanitized tasks
- Optional knowledge check for workflow confidence
- Adoption scorecard and KPI baseline (quality, cycle time, review compliance)
- 30-day follow-up checklist to sustain adoption
Tooling Strategy
Recommended Stack + Usage Boundaries
Copilot-first for Microsoft 365 teams. Otherwise we recommend a sensible default stack based on your workflows, tool access, and data-handling requirements.
We focus on adoption patterns that transfer across tools—so your team isn’t dependent on one model.
| Tool | Primary Use Cases | Usage Boundary |
|---|---|---|
| Microsoft 365 Copilot | Email drafts, meeting recaps, doc summarization, Excel insights — within M365 workspace | Within M365 suite only; no external data. Requires M365 Copilot license. |
| Google Workspace + Gemini | Docs, Sheets, Gmail drafts, Meet summaries — within Google Workspace | Within Google Workspace; governed by your Workspace plan. |
| ChatGPT (Team/Work) | General drafting, research synthesis, brainstorming, summarization | Use Team or Work plan for data controls. Free/Plus: no confidential or proprietary data. |
| Claude (Projects) | Long-document summarization, nuanced writing, complex research tasks | Teams plan: Anthropic does not train on inputs. Apply your internal data-handling rules. |
| NotebookLM | Knowledge synthesis from internal docs, policy Q&A, research deep-dives | Documents stay in your Google workspace. Best for read-only synthesis, not live editing. |
| Claude Coworklimited availability | Multi-agent task coordination via skills, connectors, and slash commands | Limited availability / optional — where available. Features evolve rapidly; treat as supplemental, not a core workflow dependency. |
Microsoft 365 Copilot
Use cases: Email drafts, meeting recaps, doc summarization, Excel insights — within M365 workspace
Boundary: Within M365 suite only; no external data. Requires M365 Copilot license.
Google Workspace + Gemini
Use cases: Docs, Sheets, Gmail drafts, Meet summaries — within Google Workspace
Boundary: Within Google Workspace; governed by your Workspace plan.
ChatGPT (Team/Work)
Use cases: General drafting, research synthesis, brainstorming, summarization
Boundary: Use Team or Work plan for data controls. Free/Plus: no confidential or proprietary data.
Claude (Projects)
Use cases: Long-document summarization, nuanced writing, complex research tasks
Boundary: Teams plan: Anthropic does not train on inputs. Apply your internal data-handling rules.
NotebookLM
Use cases: Knowledge synthesis from internal docs, policy Q&A, research deep-dives
Boundary: Documents stay in your Google workspace. Best for read-only synthesis, not live editing.
Claude Coworklimited availability
Use cases: Multi-agent task coordination via skills, connectors, and slash commands
Boundary: Limited availability / optional — where available. Features evolve rapidly; treat as supplemental, not a core workflow dependency.
Start with a free workflow audit
20 minutes. No commitment. We\u2019ll walk through your team\u2019s workflows and tell you exactly where AI can help.