Picture the Monday after your trial. Every team in your company is laid out in your plan, each with the five or so workflows it should be practising with AI. The people who do the work have added what the suggestions missed. One to three workflows are marked to build first, each with a responsible team and a date. That is where 10X the ROI of your existing AI starts, before anyone builds anything.
Decide where your company is going with AI. Then bring your people there, one workflow at a time. The seven days of the trial are for the first half of that sentence, with everything unlocked, so plan the whole company. If you would rather start with us, What happens on a fit call shows how thirty minutes together begins your plan. This checklist is for the week you run yourself.
The seven-day checklist.
Keep the list open beside the Planner. Each day ends with a clear “done when”.
Your first seven days in the Planner
- Day 1. Lay out your teams. Add every department, then the sub-departments inside it, each named for the work it does. Done when: anyone in the company would recognize the tree.
- Day 2. Review the suggested workflows. For each team, read the five or so workflows the Planner suggests. Accept, change or reject each one, and add what the suggestions missed. Done when: every suggestion carries your decision.
- Day 3. Mark repeatable and ad hoc work. Repeatable work comes round in the same shape every week or month. Ad hoc work is different each time. Done when: every workflow in the plan is marked one or the other.
- Day 4. Invite the colleagues who know the work. One or two people from each team who do its work every week. Ask them to check their team’s workflows. Done when: every team has someone who does its work inside the workspace.
- Day 5. Name the roles, and watch for the reminder. Add the kinds of job inside the teams you know best. The reminder email reaches the workspace owner two days before the trial ends. Done when: your best-known teams have their roles, and you know how many roles you are keeping.
- Day 6. Choose what to build first. Mark one to three workflows Now, each with a responsible team, a target date and the outcome you want. Done when: every Now workflow has a next step that someone has agreed to take.
- Day 7. Decide in Billing. Keep the plan your trial started on, move to the one that fits your roles, step down or cancel. Done when: the plan in Billing is the one you mean to keep for the year.
Teams first, then the work.
A plan starts with teams because that is how your company already thinks about its work. Name each team for what it does, such as Accounts receivable or New client intake, never for the person who leads it. Nobody is rated or ranked.
Treat the suggested workflows as material to argue with. Then sort what you keep. Repeatable work becomes workflows your team runs with AI: prepared to the standard of your best person, then checked by a person who decides. Ad hoc work gets better use of the AI you already pay for: ChatGPT, Claude, Copilot or Gemini. Most teams have both, and knowing which is which puts the effort where the return is largest.
Roles come early but need not be finished this week. Name them for the teams you know best, and let colleagues fill in the rest. The plan runs for the year, and Fully Powered Planner keeps every team, role and workflow in one place as it grows.
Bring in the people who know the work.
Colleagues are unlimited and never pay, so invite the people who do the work, not only the people who manage it. The accounts assistant knows which invoices always need a second look. The coordinator who answers the phone knows what every new client asks first. Their additions turn a list of suggestions into your company’s plan.
We ask the people who do the work, and nothing in the Planner records or watches them. Build your AI plan with the people who do the work gives five questions to put to them once they are in.
Choose what to build first.
By day six your plan holds more ideas than one quarter can use. Choose work that happens weekly, is done by several people in a role, follows your own rules and has its inputs at hand. Choose your first AI wins scores a longer list in an afternoon. For each workflow you mark Now, look in the Workflows Directory for a workflow template to start from.
Then name the next step. A 3-Day Workflow Sprint builds one clearly documented procedure your team already agrees on into a working workflow, as evidence of the idea. A 2-Week Workflow Sprint takes a whole area of the business: we ask the team how it does the work and build out its workflows.
Before the first charge.
Two days before the trial ends, the workspace owner gets a reminder by email. The first charge falls seven days after you started, for the year. Use the reminder to count the roles you kept: the price follows roles, never people. Why the Planner is priced by roles shows how roles are counted, and the pricing page lists every plan.
If you want a different plan, or none yet, go to Billing in the Planner. Cancel or step down during the trial and nothing is charged. Everything stays unlocked until the trial’s end date, and until then you can keep your plan after all. After that date your workspace moves to the free plan. Nothing is deleted: anything over its limit stays readable and exportable until you move up again. The refunds and cancellation terms have the detail.
Whatever you build from your plan runs on the platform your team already uses, at your pace, and your organization keeps control of how the work gets done. Lay out your teams today, and the rest of the week has something to build on.
Seven-day trial with a card, everything unlocked, nothing charged for seven days. See every plan and price. Prefer to do it together? Book a fit call.