AI Implementation Workshop for Professionals:
Client Growth & ROI

Professional Services are at a Live-or-Die
Inflection Point

This year is an inflection point for professionals and professional service firms. This is the year those who implement AI successfully accelerate ahead of their competition. 

This workshop guides professionals and firms through successfully implementing AI in workflows that are critical to success.

Why This Workshop is Critical to Your Professional Success!

This workshop will put you ahead of the AI inflection point and your competitors who do not implement AI successfully.

This is not a passive online course teaching tech tips on using AI tools.

This is an implemention workshop where you build and implement AI-optimized business projects that impact the success of professionals and firms.

Each Business Builder project includes robust AI prompts, editable workflow diagrams, recommended metrics, and implementation playbooks – all designed specifically for independent professionals and firms.

You will begin to see an impact in two to three weeks and recover your investment within 30 to 60 days. And that isn't static. Your revenue and client growth can continue compounding month over month, year over year.

AI Implementation Workshop Dates

Next Workshop Dates: Mid-March 
Live Meetings: Wednesdays, 10:00 AM –11:30 PM PT

Quick Answers

The AI Inflection is Separating
the Winners from Losers

Professional services are entering a structural divide.

By the end of 2026, firms will fall into two camps:

• The winners - those that systematically implement AI into strategic workflows
• The laggards - Those that remain stuck experimenting with prompts and tools

Most professionals know AI matters—but:

• They don’t know how to implement it correctly
• They run pilots without clear strategic objectives or metrics
• They fall behind firms that quickly and successfully implement

Firms implementing AI strategically are already:

• Increasing margins
• Shortening delivery cycles
• Winning deals faster
• Scaling authority without scaling headcount

The Solution

AI Implementation Workshops for Professionals™ focus on outcomes, not features.

These are hands-on implementation workshops where you build AI-optimized systems that directly support revenue, productivity, and growth.

What makes this different:

• You build business systems, not isolated skills
• You implement a functioning system every week—not “someday”
• The curriculum is grounded in decades of real consulting practice

What You Will Build in Your Implementation Sprints

By the end of the 8 week sprint workshop you will have built and implemented,

• A defensible niche and value proposition
• Ideal Client Profiles with clear buying signals and triggers
• Leading edge white papers drafted and cited with the highest-validity AI-Deep Research System
• Highly-personalized email sequences that target high-value prospects
• An AI powered multi-channel Magnetic Marketing Machine
• A structured, confidence-building sales system with role-playing GPT
• An AI powered automated proposal workflow
• Defendable Market or ROI-based fee models
• Scalable business models

This program is for professionals who want real business leverage, including:

• Professionals who want higher fees, better clients, and less wasted time
• Those ready to apply AI practically and responsibly in their work
• Firms ready to scale and expand with greater marketing
• Small firms who have not been able to devote time to marketing
•  Consultants, advisors, and professional service providers
• Accountants, financial professionals, engineers, and specialists
• Solo practitioners and boutique firms focused on growth and efficiency

Who This is Not For

This sprint workshop is not a fit if you are looking for shortcuts or theory, including:

• “Get rich quick” seekers or passive income hunters
• Anyone wanting AI to replace professional judgment
• People unwilling to apply what they learn
• Casual AI curiosity without business intent

What You Build in Your Sprint Workshops

8 Weeks of Hands-On Workshop and Implementation Includes:

• Hybrid workshops like those used by MIT, Harvard, Stanford
  • Short videos teach purpose and concepts
  • Hands-on work building AI Business Builder projects
  • Live online follow-up meetings
• Live weekly meetings where we “dig in” to the week’s implementation
  • AI implementation best practices (testing and rolling it out)
  • AI prompt development and advanced techniques
  • AI app integrations and future Agent expansions
  • Implementation troubleshooting
• One-on-one consulting with the workshop leaders
  • Get one-hour of private one-on-one consulting on AI, implementation, or digital marketing (Valued at $300/hr.)
  • Consulting is available after the week you build your Magnetic Marketing Machine
  • Consulting can be for yourself or your firm
• AI Implementation Packs
  • AI Professional Prompt Library
  • Editable workflow diagrams
  • Recommended Metrics
  • Templates
• Lifetime access to course materials

What Makes these Workshops Different

Most AI courses:

• Teach tools and techniques, not business improvement
• Use generic models not business systems for professionals
• Focus on features, not business improvement
• Ignore how professionals actually work

AI Implementation Sprint Workshops™ are different:

• Built specifically for professional services: consultants, agencies, financial advisors, accountants, legal firms, and more
• Focuses on increasing revenue, productivity, and growth
• Reinforces learning with playbooks, AI Professional Prompt Library, workflow diagrams, metrics, templates …
• Developed by an independent consultant with 30+ years experience
• Designed by a professional who has built and scaled consulting practices and has taught instructional design at University of California, Berkeley

This is not about becoming an “AI expert” although you will develop advanced prompt engineering skills.

This is about becoming a more effective, more profitable professional.

Module 1: Generative AI is Changing Professional Services 

Outcome: Gain a clear understanding of where AI creates leverage - and why waiting is a competitive mistake.

Why this matters:
Clarity and best practices in implementation positions you to stay ahead of competitors and create a vital business. Lack of clarity produces poor decisions that give your competitors a chance to overtake and surpass you.

Module 2: Prompt Engineering for Professionals 

Outcome: Produce reliable, accurate, work-ready business systems you can trust.

Most professionals try AI, get generic results, and assume it’s limited, unreliable, untrustworthy, or "content slop".

This module shows you how to tune AI to use your or your firm's voice and tone, produce highly valid work with citations, create secure AI environments, and turn AI into a highly reliable professional partner.

Why this matters:
High validity and high quality writing style reduces follow-on rework, speeds delivery, and protects your professional credibility.

Module 3: Find Your Perfect Niche 

Outcome: Position your firm with defensible market positioning, produce higher fees and close sales faster.

In high-value professional services, trust and niche authority beats breadth. This module shows you how to use AI for in-depth niche research to help you position with authority.

Why this matters:

Clear positioning and niche ownership supports premium fees and shortens sales cycles.

Module 4: Build a Highly Targeted Prospect List 

Outcome: Focus on prospects who need you - and can pay.

If your prospect list is “everyone,” conversion stays low. This module shows how to identify qualified clients with clear buying signals.

Why this matters:

Hyper-personalized targeting increases conversion rates and reduces wasted effort. (The founder of Critical to Success consulted and taught hyper-personalized digital marketing for 7 years with one of the leading Content Management System firms.)

Module 5: Promote Your High-Authority Professional Brand

Outcome: Increase trust, authority, and conversion.

Credibility is currency. This module helps you quickly build high-authority assets aligned to your niche and buyer psychology.

Why this matters:

Clear positioning, promoting your authority, and niche ownership supports premium fees and shortens sales cycles.

Module 6: Build a Marketing Machine That Fills Your Pipeline 

Outcome: Eliminate the ups and downs of a Feast-or-Famine cycle with an AI optimized marketing machine. Keep your prospect pipeline full with a magnetic marketing machine that attracts clients
7 X 24 X 365.

Why this matters:

Your AI marketing machine fills your prospect pipeline, nurtures prospects to build your trust and authority, and gives you more time to work with clients. This is where professionals get greater than 5X to 10X productivity improvement.

Module 7: Sell Your Professional Services with Confidence 

Outcome: Increase close rates without having to pretend you are someone you’re not.

Selling is easier when it’s structured, ethical, and natural. Learn proven sales methods that feel like your own and that match you and your prospect’s style. 

Why this matters:

Selling with a proven system you can practice gives you confidence while meeting and identifying the prospect’s needs. The result is a faster close and greater deal size.

Module 8: Calculate Defensible Fees 

Outcome: Price yourself confidently using market and value data.

Your fees should reflect your market positioning and the value you deliver - not guesswork. Most professionals undervalue their own work, losing money and losing credibility. Learn how to prove your worth.

Why this matters:

Better pricing actually improves trust and bolsters authority while directly improving your margins without more work.

Module 9: Automate Winning Proposals and Retainers 

Outcome: Close clients faster with stronger proposals using proven templates.

Your proposal’s turnaround time matters in closing professional clients. Don’t leave your warm prospect open to a competitor’s intervention. Follow up quickly with a winning proposal.

Why this matters:

Faster proposals using proven templates and principles increase your win rate. 

Module 10: Magnify Your Productivity with Multiple AI Apps 

Outcome:

5X to 10X your productivity by integrating multiple AI tools and apps.

Why this matters:

Using AI prompts and AI tools and apps in combination gives you a 5X to 10X productivity improvement you can apply to higher quality, niche expansion, or expanded production.

Bonus:
One-on-One Consulting Session

Why This Delivers ROI — Not Just Education 

These implementation sprint workshops build functioning business systems designed for professional services.
They are not training exercises.

Think of this as you would a business investment.

Conservative ROI Snapshot

• Avg. billing rate: $200/hour

• Time saved: 5 hours per week

• Annual productivity value: $48,000

Revenue Lift Example

• One additional $15,000 client per quarter

• Annual revenue impact: $60,000

Most professionals recover the cost of this program within 30–60 days of starting implementation.

From there, the bottom-line contributions continue to compound month over month.

Future-Proof Your Professional Business

AI Implementation Workshop Dates

Next Workshop Dates: Mid-March 
Live Meetings: Wednesdays, 10:00 AM –11:30 PM PT

💥Join the Final Founder's Cohort💥

Limited to 20 Students

The final Founder's cohort before public release will be mid-March, 2026.

Implementation workshops will be priced significantly higher, $1,467, at public release.

Founder’s Cohort participants receive:

• Access to the full workshop prior to public release

• Full workshop materials, live meetings, and implementation guidance

• Preferential pricing in exchange for participation and feedback

Cohorts are intentionally limited to maintain hands-on implementation quality and direct access.

Who Am I?

 My experience came through multiple channels - consulting and training in mid-sized and global corporations, teaching in the Executive Extension of the University of California, Berkeley, and writing 27 books with four international bestsellers and three million copies sold.