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The methodology

How the Workshop Works

Two days. Your senior team provides the domain expertise. I provide AI capability knowledge and 30 years of technology commercialization experience. You leave with 2–3 new service offerings — positioned, priced, and ready to take to market.

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Built around decision-making, not technology.

Diverge, then converge

The first half of the day generates possibilities. The second half filters and selects. The discomfort in the middle is where the best opportunities surface.

Structured questions, not brainstorming

We don’t jump to “what should we do?” We start with what’s true, what surprises the team, what patterns emerge — then decide.

Silent work before group discussion

Everyone writes individually before sharing. No loudest-voice-wins. Prioritization uses dot voting. The managing partner holds a Decider role.

Day 1

In the Room With Your Team

A full-day facilitated session with you and 3–6 senior people. The day has a deliberate arc: wide open to narrowed down.

1

90 min

Service Landscape Mapping

Your team walks through how the firm actually makes money. We map every service into three categories: what AI can automate, what AI can augment, and what stays human.

2

90 min

Opportunity Identification

For every AI-addressable task on the map: what new service becomes possible? What client segment opens up? What changes about pricing? We typically surface 8–15 opportunities.

3

60 min

Prioritization and Selection

Fifteen ideas aren’t useful. Two or three are. We filter on hard gates — launchable in 90 days, existing client to pilot, no legal risk — then score on commercial attractiveness and launch feasibility.

4

90 min

Rapid Specification

For each selected opportunity, six questions answered on the wall: What are we offering? Who buys it? How do we deliver? How do we price it? What’s our moat? Who’s the first client? Then a Pre-Mortem: “Imagine this failed. What went wrong?”

Day 2

Specification and Handoff

Independent work. No client time until the closing call. I take the raw material from Day 1 and produce Offering Briefs — 2–3 pages each, specified enough for your team to build and launch.

Each brief contains:

Service definition

Written the way a buyer would hear it — not internal jargon, not AI terminology.

Service blueprint

What the client sees, what your team does, what AI handles. Your team builds the delivery workflow from this.

Pricing structure

Specific price point or range, model rationale, and tiered options where appropriate.

Competitive positioning

Where the market is underserving buyers and how this offering fills the gap.

30-day launch plan

Who to call, what to say, and what to send. The first three moves.

The closing call walks through each brief with the managing partner and pressure-tests the key assumptions.

Not AI tool selection or implementation.

I don’t pick your software. The briefs specify what AI needs to do — your team or an implementation partner handles the technology.

Not a training workshop.

Your team learns about AI capabilities during Day 1, but that’s a byproduct. You leave with offerings, not certificates.

Not a 100-page strategy document.

Three deliverables. Everything fits in a folder, not a binder.

The technology changes. The commercial pattern doesn’t: a disruptive capability emerges, incumbents bolt it onto their existing model, and the firms that win rebuild what they sell around what the technology makes possible.

$15,000

Fixed fee. Two days. 2–3 offerings ready to take to market.

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30 minutes with Shawn Yeager. No pitch. Just a clear look at where the commercial opportunity is in your business.

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