Full engagement, in detail

The 90 days, week by week.

How we work

Setting goals.

We train your employees to become much more powerful with AI as an assistant, and we build automations and data products custom to your business.

  • Goals and metricsWhat are you trying to move, and how do we measure it.
  • Where AI fitsWhere it helps, and where a person was already the right answer.
  • The deliverableWhat the optimal work product looks and feels like; we build to that.
  • The timeWhere the hours go today, and how we get them back.
Groundwork

Before we build.

  • The intakeYour templates, document types, live projects, and privacy constraints, collected before day one.
  • The license auditWhat your Microsoft 365 tenant can do today, and what needs a license or IT.
  • Good output, definedWhat a finished document looks like for your firm, written down per document type.
  • Sign-offHow much gets drafted is decided with you, per workflow. Nothing goes out without review and sign-off.
Week by week
Weeks 1-4 Foundations.
Week 1Kickoff. Intake, license audit, baseline recorded.
Week 2First working session, everyone in the room.
Week 3Office hours begin, twice a week.
Week 4First-month review. The generator build starts.
Weeks 5-8 Your tools.
Week 5The document generator goes live in your tenant.
Week 6Bid and budget work with your estimators.
Week 7The prompt library, organized by role.
Week 8Mid-point review. Library access for your team.
Weeks 9-12 Your team runs it.
Week 9A writing profile for each person.
Week 10Every report runs a week without us.
Week 11Fixes from the no-touch week. The library freezes.
Week 12Handoff: runbook, library, documentation, closing report.
While it runs
  • Every FridayA one-page status report: wins and misses both.
  • MonthlyA sit-down review against the Week 1 baseline.

The reporting format, shown with invented numbers, is on the sample report page.

The stack

The tools, specifically.

Everything runs inside the Microsoft 365 your firm already pays for.

Copilot in Outlook

Thread catch-up, project history from email, and drafts you review before sending.

Copilot in Word

Drafting and polish inside your templates, with Track Changes on so every edit is visible.

Copilot in Excel

Bid leveling and ask-your-spreadsheet checks, against the numbers exactly as they appear.

Power Automate. The document generator: a form in, a branded draft back. Built in your tenant and owned by you.
The wider set. Copilot runs models from Anthropic and OpenAI, and Microsoft keeps building around them with tools like Researcher and Cowork.

What you own after.

Working workflows, the document generator, and a prompt library organized by role. A trained team to run it all, with a named internal owner and the runbook to keep it going.

Book the 30-minute call

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