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Start Step 110 Steps — all unlocked in preview
Step 1Unlock the playbook
Pre-Discovery · 5 minutes
Confirm intent and get magic-link access to the dashboard.
Step 2Tool & workflow audit
Step 0 Discovery · 90 min self-serve + 60-min Bettroi call
Inventory every tool you use and rank the top 10 workflows by time-cost.
Step 3Identify AI Champions
Step 0 Discovery · 30 minutes
Pick 1–2 Champions per department — curious, not necessarily technical.
Step 4Champions begin daily Claude practice
Step 1 Learn (Weeks 1–2) · 1 hr/day × 10 working days per Champion
Each Champion logs 10+ hours of hands-on with Claude.ai or Claude Code on REAL work tasks.
Step 5Migrate your first SOP to Markdown
Step 2 Wire (Weeks 3–5) · 2–5 days (your engineer does the heavy lift; you write the SOP)
One SOP exists as Markdown in your vault, with valid frontmatter, auto-syncing to GitHub.
Step 6Wire 3 live data sources
Step 2 Wire · 3–5 days
Connect your CRM (or HMS / ERP), Slack, and one document store to the agent layer.
Step 7Ship your first agent
Step 3 Automate (Weeks 6–7) · 1 week
One agent live in production, in DRY-RUN mode, with a scoring checklist and Slack alerts.
Step 8Ship remaining departmental agents
Step 3 Automate (Weeks 7–10) · 3 weeks
At least one live agent per department.
Step 9Add skills + intelligence layer
Step 4 Scale (Week 11) · 1 week
Daily intelligence brief replaces standup; AI Leverage Ratio dashboard is online.
Step 10Sign Scale Retainer + plan next 10 processes
Step 4 Scale (Week 12+) · ongoing
Monthly cadence locked in; backlog of next 10 processes prioritised.