A live, customized 2-hour session. Your team walks out with 4–6 role-specific workflows they can use the next day.
A 1–2 month engagement. We embed with your team, build the role playbooks, ship the workflows, and stand the operating system up.
Jake learns what your team does, what eats their time, and what roles are in the room.
4–6 workflow demos built for your specific roles and daily tasks. You see the agenda before we go live.
Virtual. Your team walks out with workflows, a plan, and 30-day Collective access.
Almost everyone starts with the Kickstart Workshop. It’s two hours, the whole team gets on the same page, and you walk out with workflows you’re using the next day. About 40% of workshops convert into a cohort within 90 days — once leadership has seen what’s possible and wants the system, not just the spark.
Yes, it is a virtual workshop. The $3,500 tier is fully virtual. In-person ($5,000 + travel) is best for offsites, retreats, and partner-led rollouts where you want the room together. Hybrid works fine — we just need a decent camera and mic in the room.
Acquisitions, asset management, brokerage, development, capital markets, and property management. We build the workshop or cohort around the roles in your room — it’s genuinely role-specific work, not generic AI training.
Custom, scoped per engagement. The drivers are team size, number of role packs, and on-site days. Most cohorts land between the cost of a single senior hire and half a year of saved analyst time — and pay back inside the engagement.
Workshops are sized for up to 25; we’ve run them for as small as 4 with no problem. For very small teams, the individual Premium membership inside the Collective may be a better starting point.
For firms that want full hands-on implementation. Tool selection, staff training, and ongoing support.
