Step 1: Learn
Focus on building personal conviction by using tools like Claude Code or Claude Co-Work daily for 1–2 weeks. You must understand the tool's capabilities firsthand to avoid mediocre system design.
Methodology
The Be AI-First Framework is a methodology for transforming a business into an AI-native operating system where AI handles 60–80% of workflows. Four phases, each ending in a verifiable deliverable.
Focus on building personal conviction by using tools like Claude Code or Claude Co-Work daily for 1–2 weeks. You must understand the tool's capabilities firsthand to avoid mediocre system design.
Build your "business brain" by structuring all company knowledge — processes, team structures, pricing, and client data — into a format (like Markdown / Obsidian) that is queryable and legible to AI. Connect live data sources like Slack to keep the system current.
Map out every department (marketing, sales, delivery, ops) and create AI agents with specific skills. Implement closed loops (self-improving feedback) and test harnesses — checklists that define "good enough" — so the AI can iterate on its own output before it reaches you.
Apply "token maxing" economics. Instead of scaling via headcount, you scale by increasing AI output. Use the time saved to multiply your efforts, allowing one person to perform the work of an entire team.
Unlike open-loop systems where tasks are executed once, closed-loop systems continuously monitor output, analyze results, and feed those insights back into the process to get smarter over time.
All company knowledge — SOPs, pricing, processes, org chart, client patterns — structured in a format AI agents can query, cite, and act on. Markdown with frontmatter; not PDFs.
A set of predefined criteria the AI uses to self-check its output before a human reviews it. The agent's "definition of done". Below threshold = loops back automatically.
Replace traditional middle management (human middleware) with an intelligence layer that routes information, allowing humans to focus on judgment and specific outcomes (IC / DRI / AI Founder roles).
Economic model shift: scale output by increasing tokens-per-dollar (cheaper inference) and tokens-per-task (better prompts), not by adding headcount. Tracked via the AI Leverage Ratio.
Pick your billing entity and unlock the 10-step interactive playbook.