Working Session
Ninety minutes on the decision in front of you.
You bring one workflow, one stalled pilot, or one proposal. We work through it together on a call, and you leave with a completed worksheet, a named constraint, and a first step with an owner on it.
The facts
- Fixed fee
- credited toward a Diagnostic
- 90 minutes
- one working session
- 1 decision
- one workflow, pilot, or proposal
- Within a week
- from booking to session
One topic, one session, up to three people from your side. You receive the completed worksheet, a written summary of what we found, and a named first step. No report follows. The artifact is made during the call, with you in it.
Use this when
- You ran the free Snapshot, you got a result, and you want to work through what it actually means for your workflow.
- Your marketing team has several AI ideas and you need to sort them before the next budget conversation, not after.
- A pilot isn't landing and you'd like a second read before you decide whether to fix it, rescope it, or stop.
- A vendor proposal is in front of you and you want someone independent to look at it with you for an hour and a half.
- Your CEO keeps forwarding AI ideas, and you want a straight answer you can take back to them.
- You need to know whether the numbers an AI tool will rely on are trustworthy enough to act on.
- A Diagnostic is more than the decision needs right now.
You leave with
A completed worksheet from the session itself, one named constraint with the reasoning behind it, and a first step with an owner and a date. Everything is written down while we're on the call, so there's nothing to wait for afterward.
You don't need a business case, a documented process, or anyone else's approval to book this. Bring the workflow and the person who runs it, even if that's you. If it turns out the constraint is bigger than a session can resolve, I'll say so during the call and tell you which service fits.
Method
The same four moves as every other engagement, compressed.
01 · 20 minutes
Understand the work.
What the team is trying to do, who does it, and where the AI effort was supposed to help. In your words, before mine.
02 · 50 minutes
Work the sheet.
The worksheet on screen, filled in together. Value, workflow clarity, data readiness, risk, feasibility, and change effort get evaluated separately. None of them get averaged into a number.
03 · 15 minutes
Name the constraint.
Deciding what deserves attention first and why it comes before the rest.
04 · 5 minutes
Write the step down.
Agreeing the first action, who owns it, and when you'll know whether it worked.
The worksheet is the same AI Use-Case Prioritization Worksheet on the Field Guides page. It's free, and you're welcome to run it yourself. What you're paying for here is someone who's watched a lot of these go sideways sitting on the call while you do it.
Fit and scope
One decision, worked deep instead of wide.
Saying what's out plainly keeps the ninety minutes on the thing you came for.
A good fit
- One workflow, one pilot, or one proposal. Not a portfolio review.
- Someone on the call who actually does the work, not only the person who owns the budget.
- A decision you're trying to make in the next few weeks.
- You'd rather be told the honest answer than the encouraging one.
Out of scope
- Evidence review. There's no document read before or after the session. If the decision turns on evidence, that's a Diagnostic.
- Building anything. The session ends at the decision.
- Multiple workflows. One per session, so the ninety minutes goes deep instead of wide.
- A written report. The worksheet and the summary are the deliverable, and they're made in front of you.
What a session produces
Four things, all written down before we hang up.
Yours to circulate. Nothing waits on a report.
- A completed worksheet
- Filled in during the call, with your workflow in it. Yours to circulate.
- A named constraint
- One thing that comes before the others, with the reasoning attached.
- A first step
- An action, an owner, and a date you'll check it.
- A written summary
- Sent within one business day. One page, no invoice attached to it.
Before you book
Common questions.
How is this different from the free 30-minute call?
The introductory call works out whether my work fits your situation. This works the situation itself. You leave the call with a completed artifact rather than a recommendation about what to buy.
Is this a sales call in disguise?
No. The fee is the reason it isn't. If the right next step is something you do yourselves, I'll say that, and the session has still done its job.
What if we need a Diagnostic after all?
Then you'll know that with evidence rather than a guess, and the fee for this session comes off the Diagnostic if you book one within 30 days.
Can more people attend?
Up to three from your side. Past that the conversation stops being a working session and starts being a meeting. For a full team, the AI Playbook Workshop is the right shape.
When would you tell me not to book this?
When the decision is already made and you only want it confirmed, when nobody on the call does the work, or when the question needs evidence read first. Then I’ll suggest the Diagnostic or a free 30-minute call instead.
Do we own what comes out of it?
Yes. The worksheet, the summary, and anything else written during the call are yours.
Bring one decision. Ninety minutes is usually enough to move it.
Not ready? Take the free Snapshot or download the worksheet and run it yourself.
