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AI implementation and governance offers

Start with the $97 toolkit when you want immediate templates, scorecards, and planning tools. Choose the audit when you need a professional review of your business. Choose the implementation cohort when you want guided support to map practical agentic AI workflows for your business or team.

AI Strategy, Automation & Governance Toolkit$97 digital toolkit

AI Strategy, Automation & Governance Toolkit

A downloadable implementation system for business owners, consultants, and professional teams that want to identify high-value AI automations, reduce risk, set governance rules, and launch a controlled pilot.

Investment: $97

Introductory digital toolkit price. Includes PDFs, editable Word templates, and an Excel implementation workbook.

  • Quick Start Guide and AI Strategy Implementation Playbook
  • Risk, governance, data sensitivity, and vendor review scorecards
  • Synthetic media and AI content verification protocol
  • 30-day AI implementation roadmap
  • Editable governance, policy, pilot, and workflow templates
  • Excel workbook for scoring, prioritization, ROI/TCO, and rollout tracking
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AI Implementation Audit & RoadmapStart here

AI Implementation Audit & Roadmap

A focused diagnostic and advisory engagement for businesses, professional services firms, institutions, and small teams that want clarity before adopting AI, buying tools, or automating workflows.

Investment: Starting from $350

Final pricing is confirmed after the intake review and depends on organization size, workflow complexity, and scope.

  • Clear diagnosis of where AI can create value in your organization
  • 2 to 3 high-value AI opportunities prioritized
  • Legal, data, privacy, workflow, and human-review risk observations
  • Written AI Implementation Audit & Roadmap Report
  • Practical governance checklist and 30-day implementation roadmap
  • Private strategy session plus final review call
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AI Automation Implementation Cohort6-week guided implementation

AI Automation Implementation Cohort

A 6-week guided implementation experience for business owners, professional service providers, and small teams that want help creating practical agentic AI workflows for real business operations.

Investment: $1,500

6-week implementation cohort investment. Registration and payment close June 3, 2026. Next cohort starts June 6, 2026.

  • 6-week guided implementation cohort
  • Registration and payment close June 3, 2026
  • Next cohort starts June 6, 2026
  • Designed for business owners, professional service providers, and small teams
  • A workflow is a repeatable business process that moves information from input to action, such as intake, follow-up, research, reporting, or task routing
  • Up to 5 priority workflows mapped
  • Agentic workflow maps, prompts, templates, and output structures
  • Human review, data-use, and safety rules
  • Final workflow pack and 30-day rollout plan
Register for the CohortSee More Details

Which path fits you?

Use this guide to choose the right next step.

“I want templates and a practical self-guided starting point.”Get the AI Strategy, Automation & Governance Toolkit“We are interested in AI but do not know where to start.”Start with the AI Implementation Audit & Roadmap“We already know we want implementation support.”Register for the AI Automation Implementation Cohort“I am worried about data, legal, or privacy risk.”Start with the audit before implementation

The right offer depends on whether you need guidance, clarity, or full implementation.

Offer details

What each offer includes

Digital Toolkit

AI Strategy, Automation & Governance Toolkit

Best for business owners, consultants, professional teams, and organizations that want a practical way to move from random AI use to a structured, risk-aware implementation plan.

This is a downloadable implementation system, not a generic checklist. It gives you the worksheets, scorecards, templates, and workbook structure to identify your first AI automation opportunities, avoid risky use cases, define human review, review vendors, calculate ROI, and plan one controlled pilot.

What is inside

  • Read Me First guide to understand the file order and next steps
  • Quick Start Guide to orient your team
  • AI Strategy & Implementation Playbook for the diagnosis-first method
  • AI Risk & Governance Scorecards for launch gates and controls
  • Synthetic Media & AI Content Verification Protocol for audio, video, image, document, and AI-content review
  • 30-Day AI Implementation Roadmap for controlled pilot planning
  • Editable Word templates for governance policy, workflow ownership, and pilot planning
  • Excel workbook for use-case inventory, prioritization, ROI/TCO, vendor review, and rollout tracking

What it helps you do

  • Identify high-value workflows that are repetitive, measurable, and reviewable
  • Avoid risky automations involving sensitive data, weak human review, or high-impact decisions
  • Score opportunities using value, ease, data sensitivity, decision impact, and oversight criteria
  • Create team rules for approved uses, prohibited uses, sensitive data, and human review
  • Review AI vendors before connecting them to sensitive workflows
  • Build a 30-day plan for one responsible AI pilot before scaling

Why it is different

  • Built around implementation, governance, and business risk, not tool hype
  • Designed for decision-makers who need structure before buying another AI subscription
  • Connects business value, workflow design, data boundaries, human oversight, and operational controls
  • Useful as a self-guided planning system or as preparation before an AI audit, cohort, or custom engagement

Investment: $97 introductory price. After purchase, you will be redirected to a download page for the complete toolkit.

Get the Toolkit for $97

Offer 1

AI Implementation Audit & Roadmap

Best for organizations that want clarity before adopting AI, buying tools, automating workflows, or scaling AI use across a team.

This audit gives you a clear view of where AI can create value, which workflows are ready for automation, what risks need to be managed, and what practical steps to take over the next 30 days.

What you will walk away with

  • A clearer understanding of where AI can create practical business value
  • 2 to 3 prioritized AI opportunities based on your workflows and goals
  • A recommended first workflow to explore or implement
  • Risk observations across data, privacy, legal exposure, workflow quality, and human review
  • A written AI Implementation Audit & Roadmap Report you can refer back to
  • A practical 30-day AI implementation roadmap for the next stage of adoption
  • Typical engagement timeline: 7 to 10 business days after payment and scheduling

What the audit reviews

  • Business value: where AI may save time, reduce repetitive work, improve follow-up, or support decision-making
  • Workflow fit: which processes are suitable for AI assistance and which need strong human judgment
  • Data and privacy risk: what information may be entering AI tools and where confidentiality or security issues may arise
  • Human review and accountability: where approval, documentation, escalation, and expert review should remain
  • Governance and implementation controls: practical policies, controls, training, and next steps for safer adoption

Deliverables

  • Private 60 to 90-minute AI implementation strategy session
  • 2 to 3 high-value AI opportunities identified and prioritized
  • Key legal, data, privacy, workflow, and human-review risks identified
  • Practical AI governance checklist
  • Recommended first workflow to explore or implement
  • 5 to 7 page AI Implementation Audit & Roadmap Report
  • 30-day AI implementation roadmap
  • 30-minute final review call to walk through findings and next steps

Investment: starting from $350. Final pricing is confirmed after the intake review and depends on organization size, workflow complexity, and scope.

Request an Audit

Offer 2

AI Automation Implementation Cohort

Best for business owners, professional service providers, and small teams that already want guided help designing practical agentic AI workflows for their operations.

The cohort is for implementation momentum. Across six weeks, we identify several AI opportunities, select up to five priority workflows, map them into practical agentic AI workflow blueprints, and build the prompts, templates, review steps, and rollout guidance needed to begin using them responsibly. A workflow is a repeatable business process, such as client intake, lead follow-up, meeting notes, research, reporting, proposal drafting, document review, or internal task routing.

Cohort structure

  • Timeline: 6 weeks
  • Registration and payment close June 3, 2026
  • Next cohort starts June 6, 2026
  • Designed for business owners, professional service providers, and small teams
  • Weekly 90-minute implementation sessions or structured check-ins
  • Workflow examples, templates, prompts, maps, and feedback
  • Practical agentic AI workflow mapping using tools your business already uses or can reasonably adopt
  • Safety and data-use guidance built into the workflow design

What we work through

  • AI workflow audit: identify repetitive, high-value, and lower-risk business processes that can be improved with AI assistance
  • Use-case prioritization: decide which AI opportunities are worth pursuing first
  • Workflow design: map the before-and-after process, inputs, agentic AI steps, human review, handoffs, and outputs
  • Prompt and template design: create reusable prompts, intake questions, and output formats
  • Testing and refinement: review whether the workflows produce usable results
  • Governance controls: define data boundaries, review points, approvals, and escalation rules

Deliverables

  • Completed AI workflow audit
  • Prioritized list of AI automation opportunities
  • Up to 5 priority workflow maps or workflow blueprints
  • Prompt, intake, and output templates for the selected workflows
  • Human review and data-use rules for safer implementation
  • Recommended tool setup or tool direction where appropriate
  • Implementation notes and next-step checklist
  • Final workflow pack and 30-day rollout plan

Investment: $1,500. This is guided implementation and agentic workflow design support, not a done-for-you custom software build. Registration and payment close June 3, 2026. The next cohort starts June 6, 2026.

Register for the Cohort

Q&A: What exactly am I getting?

Common questions people ask before choosing an implementation path.

Q: Where does the $97 toolkit fit?

A: The toolkit is the best starting point if you want immediate documents, scorecards, templates, and an Excel workbook you can use on your own. The audit is for professional review and recommendations. The cohort is for guided implementation support.

Q: Should we start with the audit or the cohort?

A: Start with the audit if you need clarity on use cases, risks, workflows, priorities, and your next 30 days. Choose the cohort when you already want guided implementation support and practical agentic workflow design.

Q: Is the audit only a 60 to 90-minute call?

A: No. The strategy session is only one part of the engagement. You also receive a written AI Implementation Audit & Roadmap Report, prioritized AI opportunities, risk observations, a practical governance checklist, a 30-day roadmap, and a final review call to walk through the findings.

Q: Does the implementation cohort cover only one workflow?

A: No. The cohort identifies multiple opportunities and maps up to five priority workflows. A workflow is a repeatable business process, such as client intake, meeting notes, lead follow-up, research, reporting, proposal drafting, document review, or internal task routing. The goal is to leave with practical agentic workflow blueprints, prompt and template structures, safety rules, and a 30-day rollout plan.

Q: Is the cohort a done-for-you custom build?

A: No. It is guided implementation and agentic workflow design support. You get structure, workflow maps, prompts, templates, review rules, feedback, and rollout guidance. A full custom software build would require a separate scoped engagement.

Q: Do we need to buy new AI tools immediately?

A: Not always. The audit and cohort help clarify what you already have, what workflows are worth improving, and what controls should be in place before bigger investments.