The Audit Phase
We don’t start with dashboards. We start with reality.
Mindset & Vibe Check Reviewer Form
Culture Health
Vision Clarity
Full-stack Growth Team Reviewer Form
Hard & Soft Skill
Virtues
Offline Role Exams
Curated for Top-line revenue contributing teams starting with Marketing, Sales, & Finance
Process Observation
map how work actually happens
Tool Scan
Cut waste, Overlaps, and Chaos
What You Get:
A 360° profile of every contributor (skills + values + leadership) - Unlock Hidden Leaders
A clear process map and tool stack fit report - KPI ready ground-up
The true baseline for transformation. - Know exactly where AI will amplify — not break.
The Align Phase
What We Do in 4–6 Weeks
Leadership Sessions (Weekly)
Lead self →
Set KPIs →
Daily logs.
Daily Logs (3 Buckets)
Learning (skill growth),
Earning (direct work),
Org-Building (supporting, coaching, delegation or directing)
Mid-Management Shift
From overhead → to mid-leadership, enabling team replication.
AI Mindset Training
Upskilling managers on-the-job so they adopt, not resist.
Dual Alignment
Vertical (Capital → Labor → Productivity)
Horizontal (Human ↔ AI)
What You Get:
Leaders who track, measure, and build — not just manage.
Teams that adopt AI without fear.
KPIs tied directly to productivity increases.
The Automation Phase
What We Do in 6–8 Weeks
Weeks 1–2:
Identify KPI-linked automation opportunities.
Weeks 3–6:
Build pilot flows in Sales, Marketing, and Finance.
Weeks 7–8:
Validate, govern, and scale across the org.
Where We Automate
Sales: Lead scoring, outreach, deal velocity tracking.
Marketing: Content creation, campaign scheduling, performance reporting.
Finance: KPI → valuation models, cashflow forecasting.
HR: Onboarding, training loops, performance dashboards.
Human & AI Orchestration
Humans = strategy & oversight.
AI Agents = repeatable execution.
Mid-level leaders = orchestrators of hybrid teams.
Governance & Risk Reduction
Sandboxing: Flows tested before scaling.
Weekly Quality Gates: GFE validates against KPIs.
Audit Trails: Every automation mapped to valuation drivers.
What You Get:
By 60 days, your automations tie directly into your financial model.
A hybrid Team of humans and AI agents working in harmony
Book a Discovery Call
Audit. Align. Automate. Your transformation starts here.