How we work. Step by step.
Each program has a defined process. These playbooks walk through how Signal, Shift, and Scale actually run — what happens in each phase, what we need from you, and what you get at the end.
The Signal Playbook
Signal runs in three phases over four to six weeks. Every phase has a defined output that the next phase builds on. You always know where we are and what comes next.
Operational Diagnostic
We map every major workflow in your business — not just the obvious ones. Stakeholder interviews, tooling audit, data infrastructure review. Output: a clear picture of where you are today and where the friction lives.
Opportunity Analysis
We score every identified opportunity against four variables: impact, effort, speed-to-value, and strategic fit. You get a ranked list with the rationale visible — not a black box. Output: prioritized opportunity map with sequencing logic.
Roadmap Delivery
A 12-to-24 month roadmap with defined milestones, budget ranges, and decision gates at each stage. Board-ready presentation included. Output: everything you need to align leadership and move to execution.
The Shift Playbook
Shift is 90 days. The scope is locked before day one — no scope creep, no open-ended retainer. What gets built is agreed in writing. We work alongside your team the entire time.
Discovery and Design (Days 1–15)
We define the outcome in measurable terms, scope the technical architecture, and onboard your team leads. Nothing gets built until outcome definition is signed off. Output: scoped build plan and technical design doc.
Build and Integrate (Days 16–60)
Agent construction, workflow integration, iterative testing with your team in the loop. Weekly check-ins. Every sprint has a demo. Output: working system in staging, test-verified against the defined outcome.
Deploy and Stabilize (Days 61–90)
Production rollout, team training, and launch. Sixty-day hypercare period follows — we stay available for issues that surface after go-live. Output: production system, trained team, complete documentation.
The Scale Playbook
Scale runs as an ongoing program, not a one-time workshop. The curriculum is built around your specific deployment and segmented by role so every person gets what's relevant to their job.
Curriculum Design
We audit your deployment and map it to role segments: executives, practitioners, and operators. Curriculum is written against your actual system — not generic AI literacy content. Output: segmented curriculum map and delivery schedule.
Cohort or Self-Paced Launch
Cohort track: 8–20 participants move through together with facilitator-led sessions and peer accountability. Self-paced track: modular, on-demand modules that fit into the working day. Output: enrolled team, daily cadence established.
Certification and Ongoing Support
Participants earn certifications tied to your deployment, not generic credentials. The program continues as your AI investment evolves — new modules added as your system grows. Output: certified operators, sustained adoption.
Ready to run the play?
Every engagement starts with a discovery call. We'll figure out which program fits where you are and what a scoped engagement looks like before anything is signed.
Book a Discovery Call