The Architect's Blueprint

Implementation Workshop

Prepared For:

Partner Firm

Half-Day Deep Dive

Stop Laying Bricks.
Start Designing Scale.

This is not a lecture. It is a tactical, hands-on session. We build workflows live in your office. Your team will have active automations installed and ready to use.

Deliverables: 4 Active Automations

1. Pre-Meeting Prep

83% Faster

AI pulls history, summarizes recent communications, and auto-generates the agenda.

2. CRM & Post-Meeting

90% Faster

Instant summary emails, automated CRM field updates, and task creation.

3. Marketing Engine

Growth

Automate prospect marketing, educational content, service updates, and client re-engagement at scale.

4. AI Prompting Tool Kit

Skillset

A library of "Perfect Prompts" engineered for finance to ensure compliance and quality.

Sample Agenda (4 Hours)

9:00 AM - Kickoff

"The $25 Trillion Disruption" - Setting the context & the "Why."

1
Build Phase: Operations

Live setup of Pre-Meeting & Post-Meeting automations.

2
Build Phase: Growth

Marketing automation setup & Prompt Engineering training.

✓
1:00 PM - Wrap Up

Testing, Q&A, and Handover.

Total Investment

$2,500 - $5,000

One-time implementation fee based on team size.

  • ✓ 4 Active Automations
  • ✓ Hands-on Training
  • ✓ Immediate ROI
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