| 01 | Map my week | Assess | Before your first session, to see where AI can give you time back. |
| 02 | Inventory my decisions | Assess | To find the recurring decisions where better information would help most. |
| 03 | Write my GOAL | Assess | At intake, to put success into your own words. |
| 04 | Audit my AI tools | Assess | To see what you already pay for and what each tool is good at. |
| 05 | Write the prompt for me | Train | Any time you have a rough ask and want a prompt you can reuse. |
| 06 | Brief me in five minutes | Train | A long document, thread or report needs your decision. |
| 07 | Draft in my voice | Train | Replies and updates you write again and again. |
| 08 | Pressure-test a decision | Train | Before you commit to something that is hard to undo. |
| 09 | Meeting to action items | Train | Right after a meeting, with notes or a transcript. |
| 10 | Turn a process into a checklist | Train | A task lives in one person's head and needs to live in the business. |
| 11 | Build a one-page tool | Train | You need a small calculator, checklist or tracker today. |
| 12 | Delegate to an agent, with stop points | Train | Handing a multi-step task to an AI agent. |
| 13 | Train my team | Train | Rolling out a new AI habit to your people. |
| 14 | Before and after | Reassess | At the checkpoint and at the end, to see what really changed. |
| 15 | Write my progress note | Reassess | Before your REval, to put the engagement in your own words. |
| 16 | Plan the next 90 days | Reassess | At the end of an engagement, to keep building. |
| 17 | Review how my team uses AI | Reassess | Each quarter, to keep AI use safe and useful. |
| 18 | Check before you trust | Always last | Before anything AI-made leaves your hands. |