Picture the end of a half-hour call. Your company’s teams are laid out in a plan you can open tomorrow. The work each team repeats every week is marked. One to three workflows are chosen to start now, and the next step has a name and a date. That is where 10X the ROI of your existing AI begins.
Decide where your company is going with AI. Then bring your people there, one workflow at a time. A fit call is the first half-hour of that.
The first working session in your plan.
Anyone who books a fit call gets a workspace in Fully Powered Planner, with no card. The half-hour is spent working in that workspace, together, on your company.
A plan starts with teams: departments and the sub-departments inside them, named for the work they do. For each team the Planner offers about five workflows that team could be practising with AI. You accept, change or reject each suggestion. The plan then sorts each team’s work in two. Repeatable work, which comes round in the same shape, becomes workflows the team runs with AI. Ad hoc work, which is different every time, gets better use of the AI you already pay for. Roles follow soon after, as an early milestone in a plan that runs for the year.
What to bring.
Nothing polished. A rough list of your teams is plenty, and so is one job that eats more of the week than it should. Tell us which AI platform you already pay for, whether ChatGPT, Claude, Copilot, Gemini or none yet. Bring a colleague who knows the work if you like. There is no homework.
The 30 minutes, as an agenda.
Every fit call follows this order. Copy it into your calendar invitation so whoever joins knows what the half-hour is for.
Fit call: the first working session in your plan
- Minutes 0 to 3: where you want to be. What would your company do in a year if every team used AI well? One or two sentences. This is the outcome the plan works back from.
- Minutes 3 to 10: lay out your teams. Departments and sub-departments go into the workspace as you describe them, each named for its work. Add roughly how many people work in each if it helps.
- Minutes 10 to 18: mark the work each team repeats. For two or three teams, read the suggested workflows together. Accept, change or reject each one, and add what the suggestions missed. Sort what remains into repeatable work and ad hoc work.
- Minutes 18 to 25: choose where to focus. Mark one to three workflows “now”. Favour work that happens weekly, is done by several people in a role, follows your own rules and has its inputs at hand.
- Minutes 25 to 30: name the next step. Keep planning, a 3-Day Workflow Sprint, a 2-Week Workflow Sprint or a larger brief. Agree who does what, by when.
Teams the half-hour doesn’t reach wait in the workspace for you and your colleagues. The scorecard in Choose your first AI wins ranks the longer list when you come back to it.
What we ask.
Every question is about the work. Teams and roles are named for what they do, and nobody is rated or ranked.
- What does this team exist to produce?The finished thing another team or a client receives.
- What comes round every week or month in the same shape?Those are the candidates for workflows.
- Where does the work pass between teams, and where does it wait?The work that matters most usually crosses a boundary.
- Who decides when the result is good enough?AI prepares; a person checks and decides.
- Which systems does the work run through?The accounting system, the CRM, shared folders. What a workflow connects to is agreed in scoping, and Fully Powered Connectors explains how those connections are made.
What you leave with.
Your plan started, one to three workflows marked “now”, and a named next step, which is one of four.
- Keep planning.Invite colleagues into the workspace and fill in the remaining teams, then their roles. The paid plans are on the pricing page when you want everything unlocked.
- A 3-Day Workflow Sprint, $750.For one clearly documented procedure your team already agrees on, built into a working workflow as evidence of the idea. Inside the 3-Day Workflow Sprint.
- A 2-Week Workflow Sprint, $3,500.We find the area of the business that matters most, capture how the team does the work by asking the people who do it, and build out its workflows. Inside the 2-Week Workflow Sprint.
- A larger brief.Several teams or a new function, scoped first, then built for a fixed fee agreed before work begins.
Illustrative example with invented data. An invented 45-person property management company. The plan’s state when the call ended.
After the fit call: property management company
- Where they want to be
- Every property owner gets a clear monthly report on time, and units turn faster between tenants, with the same team.
- Teams laid out
- Leasing, Maintenance, Accounting and Owner relations. Three suggestions accepted for Owner relations, one changed, one rejected.
- Marked “now”
- Property owner report and unit turnover readiness checklist.
- Next step
- A 3-Day Workflow Sprint on the owner report, which already has a written procedure the owner relations lead signed off. The operations manager plans Leasing and Accounting with both team leads before the sprint starts.
The operations manager decided every line. We asked questions and read out the suggestions.
If a sprint is your next step, Prepare for your first workflow lists what to have ready before it starts.
No pressure, and no condition.
You can book a call and never buy anything. A Planner subscription is never a condition of a sprint or a brief. When the AI platform you already pay for does the job as it comes, we say so on the call.
Whatever you choose, the work runs on the platform your team already uses: ChatGPT, Claude, Copilot or Gemini. You set the pace, your people decide, and your organization keeps control of how the work gets done.
Bring your teams as you would sketch them, and the one job you most want off your desk.