The First Move

This workbook helps you choose the first piece of work your company hands to a Digital Employee, and it gives you the number you will measure it against.

Choosing Your Chief AI Officer

Twelve questions to ask anyone you are considering to lead AI in your company, including us, with what a strong answer sounds like and a scorecard to compare the answers side by side.

The Owner Dependency Discount

A company built on documented systems keeps running the way you want it to whether you take a two-week vacation, a month away, or a stay in the hospital. This document explains what that independence is worth in dollars, and how long it takes to build.

The Diligence Checklist

This is what a buyer will look for in your company, organized the way exit planners organize it, so you can score yourself today rather than finding out during a transaction. It covers sixty one items across the four intangible capitals, with a place to record your score.

The AI Governance Policy Template

This is a working template for writing down what may be built, what data may enter a model, and who approves it. Your leadership team can fill it in during an afternoon.

The Baseline

This guide shows how to record where your business stands before you build anything, so that in ninety days you can show what changed instead of arguing about it.

The Keep, Stop, Automate Worksheet

Three questions that decide what happens to every step of a process, with a worksheet your team fills in together.

One Process on One Page

A one-page template for mapping a core process, with every step, handoff, owner and wait in one picture.

Your 2027 Plan, Tab by Tab

The six sections of a written plan for the year ahead and the questions each one answers.