Innovative Group · Internal Playbook · Confidential · v2
CKD Discovery Workshop
Thu · Sept 3 · 1–5 PM · CKD studio
Run this like a top-tier consulting immersion. Two jobs at once: learn CKD's business well enough to grow their brand, and hand them consulting-grade value a marketing agency would not. One feeling to protect: Amy is busy and worried this adds work, so every minute has to feel like a gift, not a task. We facilitate, they talk, we capture, and they walk out inspired with something real in hand.
Internal only · do not share this URL with CKD · client-facing pages live at /brief/ and /working-session/
What changed in v2
Folded in from the Aug 19 internal working session (Chris, Michael, Andy). Global org rules are applied throughout: every term is defined in plain language, every module states what it teaches us, and copy is written to avoid AI tells.
Renamed Studio on a Page to CKD on a Page so no one has to guess what it means.
Every module now opens with what we learn, so no exercise is busywork.
Added a pre-read logic table: the five prompts map to a category and a module.
Added a color and lock legend using CKD's own blue and purple, plus a logo stamp for locked items.
Module 3 now runs as two boards, one for Amy and one for Keith, with a company view we deliver after.
Module 4 becomes an IG-led inspiration presentation instead of more sticky-note work.
Added the live-AI engine: what the Mac mini processes during breaks and the same-night portal recap.
Added a verbal-capture option so Amy and Keith can talk while we write for them.
Objectives · what we take and what we give
What we need to learn (for us)
The real business: revenue mix, project types, how work comes in, win rate, margins, capacity
The brand truth: what clients actually value, the words CKD owns, where the story undersells the work
The competitive ground: who they win against and lose to, and the open lane
The people: three generations, the lean team, who does what, the next chapter
The raw material for the four deliverables (platform, voice, 40-for-40, roadmap)
What we give back (for them)
Same-day: their CKD on a Page, a first positioning line, and a prioritized move list
A strategy-team lens on growth, the public and private mix, and capacity, beyond marketing
A clear, shared picture of their own business, drawn out and on the wall
Energy and pride: a room that reminds them how good the work already is
Proof the engagement is light on them and heavy on us
The rule Chris set on Aug 19
Every module has to earn its place. Before we keep an exercise, we answer one question: what is the single most important thing it teaches us? If two exercises give the same answer, we run one, not both. Many birds, one stone.
The three-touch arc
Touch 1 · The Brief
This week
Deliver value first
Send the insight brief (/brief/). It shows we already understand them and seeds five reflection prompts. No reply needed.
Touch 2 · Prebrief
Thu, Aug 27 · 3 PM · Zoom
React, align, aim
Walk the brief, hear reactions, confirm logistics, and find out where to spend our time on the 3rd.
Touch 3 · Session
Thu, Sept 3 · 1–5 PM
Build together
The four-hour in-person immersion at their studio. We facilitate; they leave with real output.
Pre-read logic · the five prompts, decoded
This is the piece the team asked for on Aug 19. Each prompt in The Brief looks simple on the surface. Underneath, each one is really asking a bigger business question, and each one feeds a specific module on the 3rd. We send the surface prompt. We listen for the deeper answer.
Category
The prompt we send (surface)
What we are really learning
Feeds
1 · Ideal clientWho you want more of
"What are you most proud of when a client picks CKD over another firm?"
Not which project. The type of client and work they want more of, and why. This is the ideal-client profile (the kind of customer we should be targeting for them).
Warm-up + Module 1
2 · What drives youMission and vision
"When you think about the work you are proudest of, was it the impact, the money, the creative freedom, or the client?"
What actually motivates them. A $3M job vs a $0 nonprofit for kids tells us whether the brand story leads with impact or with commercial strength. Sets the tone of the whole platform.
Module 1 + Module 4
3 · Competitive edgeWhy clients choose you
"When a client picks you over another firm, what do they later say made the difference?"
Their real competitive advantage in the client's own words, plus who they measure against. Direct fuel for positioning and for who we target (or avoid) in ads.
Module 2
4 · Where you two differDirection and priorities
"Is there a topic about the business you and Keith have talked about a lot but not fully landed on?"
The single most useful thing to find early: where Amy and Keith are not aligned yet (for example, how much nonprofit work to take). That is where the four hours pay off most.
Module 3
5 · The team aheadPeople and the next chapter
"If you could clone the right person tomorrow, what would they take off your plate?"
Where capacity breaks, what roles they are missing, and how they think about hiring and the next generation. The beyond-marketing thread.
Module 5
How to use these in the prebrief
We do not deep-dive on the 27th. We ask the alignment version of each: "how settled do you two feel on your ideal client, your edge, your priorities?" If they are already aligned on one, great, we spend five minutes locking it in on the day and pour the extra time where they are not aligned. That is how we know where to aim before we arrive.
Decision for the team · prompt wording
Recommended: send the surface prompts above, alignment-framed.
Chris raised two open questions on Aug 19: keep the prompts tactical or up-level them, and whether to explain why we are asking. My default is up-leveled prompts with almost no explanation, so the first real question still feels like a fresh moment on the day. Easy to change.
Decision for the team · give context or not
Recommended: one light line of framing, no more.
Telling them "this feeds your ideal-client profile" can make it feel like homework. A single line ("no wrong answers, just react") keeps it easy and keeps some surprise for the room.
Prep countdown · project management
This week
Send The Brief to Amy and Keith (Chris)
Confirm the room: a space with a big clean wall and seats for 6 to 10 (Andy to CKD)
Confirm the CKD attendee list (Andy)
Calendar holds already set for the Aug 27 prebrief and Sept 3 session
Thu Aug 27 · prebrief
Run the prebrief (run-of-show below)
Confirm the real competitor list before we print competitor cards
Ask whether the 40th anniversary is worth session time or should wait
Lock attendees, room, wall space, and recording consent
Read where they are aligned vs not, so we know where to aim
Aug 28 to Sep 1
Buy and assemble the supply kit (list below), including per-person sticky colors
Print: CKD on a Page canvas, the 2×2 grids, word cards, confirmed competitor cards plus blanks, name tents, the branded leave-behind folder with their names
Build the Module 4 inspiration deck (anniversary examples, visual, video)
Draft the break and end-of-day AI prompts (see the live-AI engine)
30-min internal dry-run: Michael leads, Chris and Andy pressure-test timing
Tue Sep 2 · day before
Pack the kit and a printed backup set
Confirm room access, parking, and start time with CKD
Charge laptop, phone, camera; test the recorder; confirm the Mac mini is reachable
Thu Sep 3
12:00 arrive, set the room (45-min buffer)
12:45 team huddle: roles, first 15 minutes, energy plan, Andy's laptop centered so everyone is picked up on the recording
1:00 go
Color and lock legend · make progress visible
Michael's idea from Aug 19: turn the wall into a scoreboard. Two systems, kept separate so they never get confused. Sticky color says who wrote it. A stamp on top says its status. The goal by 5 PM is a wall covered in "locked" stamps, so Amy and Keith physically see how much they settled in one afternoon.
Sticky color = who
Amy writes on blue
Keith writes on purple
Team / shared on green
Why: at a glance we see whose energy sits where. If one zone is all blue, that is Amy's world; a wall split by color exposes where they see the business differently.
Stamp = status
Locked in: a CKD logo sticker (or gold dot)
Open question: red dot
Parked for later: amber dot
Tie it to their brand: use CKD's own logo as the "locked" mark so a settled item literally carries their stamp. Chris is bringing sticker sheets.
How it plays out
Start of day: mostly red and blank
Through the modules: reds turn to gold
By 5 PM: a wall of gold logos
The payoff line for the close: "Look how much you locked in today." Even a fast-agreed item still gets a gold stamp, so their sense of progress keeps climbing.
Speak their language · the architecture flow
Architects run every project through a set order of phases. If we shape the afternoon in that same order, the process feels native to them instead of like a marketing exercise. Kara knows these cold; confirm the exact words with her before we use them on the wall.
Architecture phase (their world)
Our equivalent
What happens
Programming (understand the site and the needs)
Warm-up + Module 1
Get the real brief: how the studio runs, who it serves.
Schematic design (rough the concept)
Module 2
Rough out the brand direction and the ground they can own.
Design development (resolve the plan)
Module 3
Develop the growth plan and set priorities.
The rendering (show the vision)
Module 4
We present what a great 40th could look like, to inspire.
Construction documents (who builds what, in what order)
Module 5
Roles, rhythm, and the plan to build it.
The supply kit · event coordination
Walls and canvases
Post-it Super Sticky easel pads (25×30)
3 pads
Extra easel + pad for the second Impact/Effort board (Amy and Keith each get one)
2 easels total
Foam-core boards (32×40) for the pre-printed 2×2s
3
CKD on a Page canvas (large print, or drawn on the easel)
1
Painter's tape + scissors
1 roll
Sticky notes, pens, stamps
Post-it 3×3 in blue (Amy), purple (Keith), green (team)
2 pads each
Sharpie fine-tip (everyone writes)
12+
Chisel-tip markers for headers
3
CKD logo sticker sheets (the "locked" stamp)
2 sheets
Red + amber dot stickers (open / parked)
2 sheets
Printed materials
Name tents (printed and folded)
1 per seat
Word cards on cardstock (own / want / not us)
1 set
Confirmed competitor cards + blanks for any we miss
8
"Postcard from 2028" templates (optional module 4)
1 per person
Branded leave-behind folder with each name on it
1 per person
Capture and comfort
Andy's laptop, centered for live capture and clean audio
1
Phone or camera on a small tripod (with consent)
1
Visible timer or clock
1
Coffee, water, snacks
for the room
The leave-behind, done their way
Architects live on paper. Think of the old-school pitch: a clean folder waiting on the desk with your name on it. We print a light branded packet, each worksheet with room to write, gathered in a folder with their name. It is the physical proof that we showed up prepared. Chris flagged this would also land well with StrataFusion down the line: a printed deck with a thumbnail of each slide and space for notes, the way board members still like it.
Room setup
Roles
Lead facilitator
Michael
Runs the room, drives each exercise, goes two levels deeper, manages energy and time. The consultant in the room.
Co-facilitator + relationship
Chris
Warms the room, reads Amy, jumps in on the brand and growth threads, and slows Michael down where a thread deserves more.
Scribe + synthesis
Andy
Captures to the leave-behind template live, photographs the wall, runs the Mac mini during breaks, and preps the same-day playback. Never makes CKD scribe.
Prebrief run-of-show · Thu Aug 27 · 3 PM · Zoom · ~30 min
The prebrief has three jobs
1. Answer their questions about the brief and the day. 2. Lock logistics (room, attendees, recording, the anniversary call). 3. Aim. Come out knowing where they are already aligned and where they are not, so we spend the four hours where it matters. Whatever they lock in here, we hold as an assumption and carry it forward.
0–3
Warm open
Set an easy tone
Hellos. "Did the brief land? Anything jump out?" Let them talk. Keep it light and short.
3–15
Walk the brief and aim
Find where to spend time
Skim the observations and the big idea. Then run the five prompts as alignment checks: for each category, how settled do they feel? Note which are locked vs open. This tells us where the four hours pay off.
Ask, lightly
Of the big ideas in the brief, which one do you two most want the session to crack?
Is there one where you have talked a lot but not fully agreed?
Anything in the brief that is not quite right?
Carry-forward: write down what they say is settled. On the day, hold it as locked and watch for contradictions later (the consultant's job is to catch "we only want two nonprofits at a time" against "let's market nonprofit work heavily").
15–24
Lock logistics + the anniversary call
Event coordination
Confirm the session: Thu Sept 3, 1–5 PM, at the CKD studio. Confirm a room with a big clean wall, who attends (encourage a few voices), and recording consent.
Two specific reads to get
Confirm the competitor names before we print cards. They have mentioned Andrea Cochran; ask who else they measure against.
The 40th is a few years out and they have downplayed it. Ask directly: worth real time on the 3rd, or should we table it to mid next year?
Optional low-lift asks (only if handy)
A current org chart or a quick "who does what" sketch
A recent project list by type
Any current marketing collateral or the last few proposals
Frame every ask as optional. If it adds work for Amy, we do without it.
24–30
Plant the seeds + close
Arrive warm
Point them to the five prompts in the brief. "Nothing to prepare or write down. If one or two are rattling around when you walk in, the session flies." Preview the afternoon in one line, thank them, done.
The consulting layer · value beyond marketing
What makes this feel like a strategy firm, not an agency intake
A marketing shop asks about audiences and channels. A strategy team steps back and looks at the whole business. We weave that lens through Modules 1, 3, and 5 so Amy leaves with insight she would normally pay a consultancy for. Name it out loud in the room so the value is felt. It also shows us where IG can help beyond the brand later, which we hold as value, not a pitch.
Revenue mix and counter-cyclical growthPipeline and win-rateCapacity and utilizationOrg and succession (three generations)Risk (bond-cycle exposure)Profit by project typeWhere AI and ops can lift load
The four-hour run-of-show · Sept 3
1:00
Welcome and warm-up
15 min · set the tone, surface identity
What we learn
Their ideal client and what drives them. The proudest-project story tells us the type of work they want more of and whether they are moved by impact, craft, or commercial wins. It also warms the room and gathers real words for the brand voice.
"We are not here to add to your plate. We are here to pull what is already in your heads onto that wall, and hand you something useful by five. Let's start with the fun part."
Exercise · Proudest project round
Each person names the CKD project they are proudest of and one reason a client chose them for it.
Two minutes each, no slides. Andy writes the "why" words on stickies (Amy blue, Keith purple) as they talk.
Capture: the recurring words. These seed the brand platform and voice.
Close-out: circle the one word each person keeps coming back to. Gold-stamp it if they agree it is core to CKD.
1:15
Module 1 · CKD on a Page
30 min · the whole business, on one wall
What we learn
How CKD actually runs and where the energy sits. One shared picture of the business, plus a first read on where Amy and Keith see it differently. This is the beyond-marketing foundation and the first same-day leave-behind.
What "CKD on a Page" means, plainly: one big canvas that captures the whole studio in six boxes, so anyone can see how the business works at a glance. We renamed it from "Studio on a Page" so no one has to guess.
Exercise · Fill the six zones
Canvas on the wall, six zones: who we serve · what we make · how work comes in · how we make money · who does what · what gets in the way.
Fill it live with stickies as they answer. Amy on blue, Keith on purple. Michael facilitates; Andy transcribes to the template.
Capture: the whole canvas, photographed.
Verbal option: if Amy would rather talk than write, she talks and we put her words up for her. No one has to keep getting up and down.
Watch the distribution. If one zone has 40 stickies and another has one, that lopsidedness is the finding: it shows where their attention lives and where a blind spot may be. Say it back to them.
Question bank
Walk me through a typical year. Roughly what is the public-to-private split?
How does most work come in today: repeat clients, referrals, relationships, or cold RFPs?
When you pursue an RFP, what is your win rate, and what tips a win?
Which project types are the most profitable, and which are the biggest headaches?
Where is the team at capacity, and where is there room to take on more?
Where does time go that does not feel worth it?
Facilitation rule
Two levels deeper, every answer. Ask "why" or "give me an example" twice more before moving on. The gold is usually in the third answer.
1:45
Module 2 · Brand and market
40 min · positioning and the open ground
What we learn
The ground CKD can own, in their own words, against the real competition. The competitor exercise doubles as a values read: who they respect, who they want to be like, who they refuse to be. That feeds both positioning and our ad targeting.
Decision for the team · run all three, or pick
Recommended: run A and C. Add B only if the pre-read shows their words are still fuzzy.
Chris flagged that A, B, and C may circle the same answer. Before the day, we say what each one uniquely gives us (below) and cut any overlap. If the pre-read shows they are already aligned on positioning, we shorten this whole module.
Exercise A · The positioning 2×2
What a 2×2 is: a square with two sliders. Here, Public to Private across, Trust to Craft up and down.
Place CKD and the confirmed competitor cards (verify names in the prebrief; bring blanks for any we miss).
Circle the open ground, for example "public-grade trust, private-grade craft."
Unique value: shows the empty space on the map that only CKD can own.
Exercise B · Words we own, want, or avoid
Hand out about 30 word cards (warm, rigorous, sustainable, timeless, bold, accessible, and so on).
Sort into three piles: we own it today, we want it in the future, not us at all.
Unique value: the exact vocabulary for the voice guide, split into now vs aspiration.
Exercise C · Voice of the client
"A client once told us ___." They say it out loud; we write the quotes on the board for them. Cluster the themes.
Unique value: real client language, which sells harder than anything we would write.
Conversation-first: this one is best as talking, not writing. We transcribe live so it stays a chat.
Close-out: underline the single "not us" word and the single "we want it" word. Those two anchor the whole platform.
Question bank
When a client picks CKD over another firm, what do they later say made the difference?
Public buyers vs private buyers: what does each need to believe before they short-list you?
Which firms do you lose to, and why? Which do you beat, and why?
Where does the current brand and website undersell the work?
What do you never want CKD to be hired for, even if it pays?
2:25
Break
10 min · coffee, and the engine starts
Reset energy. Get people off their feet and away from the wall. Michael, Chris, and Andy do a 60-second gut-check on pace.
This is also a processing window. Andy feeds the recording-so-far and the wall photos to the Mac mini and runs the break prompt (see the live-AI engine). By the time we reconvene, a first draft of CKD on a Page and a rough positioning line are already forming in the background.
2:35
Module 3 · The growth engine
40 min · beyond marketing, two boards
What we learn
What is actually on Amy's and Keith's plates, and where they see priorities differently. We help them sort the pile by impact and effort, expose their dynamic, and quietly spot where IG can help (marketing and beyond). Where they find something "low effort," that is often where they have energy, which tells us where to lean them in for marketing.
What an Impact / Effort matrix is: a 2×2 where every idea gets placed by how much it moves the needle (impact) against how hard it is (effort). High impact and low effort get done now. High impact and high effort get prioritized and often handed to someone else. Low impact and high effort get erased. Low impact and low effort wait or get delegated.
Exercise · Two boards, then the company view
Two easels: an Amy board and a Keith board. Each does a quiet solo draw of the moves and to-dos on their own plate, marketing and business alike.
Place each item on their own Impact/Effort grid. Then compare the two boards side by side.
We do not build the third "company" board live. We take a photo and deliver the objective, stepped-back company priority grid as the follow-up.
Capture: both boards and the top items. The company grid becomes a follow-up deliverable.
Quadrant playbook to coach live: high impact + low effort = go do it; high impact + high effort = prioritize and ask "who, not how" (delegate, a hire, or a virtual assistant); low impact + high effort = let it go; low impact + low effort = later or hand to Mark.
Decision for the team · scope of the list
Recommended: do both lanes, and let Amy steer.
The Aug 19 debate: is this "prioritize your whole day" or "prioritize growth"? Do both. Open by giving examples of each ("a growth move might be landing a podcast; a business move might be a standing call with your accountant"), then ask Amy which lane matters most right now and start there.
Question bank
If you could add five of the right projects in 24 months, what would they be?
What is holding your best lane back today: awareness, relationships, capacity, or positioning?
Which of these do you actually enjoy doing, and which drain you?
Of the high-effort items, which could a new hire or an assistant own instead of you?
What would have to be true about the team to take on more without breaking?
If a strategy team looked at your revenue mix, what would worry them and what would excite them?
Hold this for after, not the room
The two boards give us a private read on their working styles and where each finds energy vs friction. That becomes a confidential note for Amy on how to get the best out of Keith and where to spend her own time. Sensitive, so we deliver it one-on-one later, never on the wall.
3:15
Module 4 · The next 40, our turn to present
30 min · we talk, they recharge
What we learn
Their reaction is the data. After two hours of them working, we take the floor and show what a great anniversary program can look like. What excites them, and what they wave off, tells us their ambition and taste. It also gives them a real mental break and shows our presence.
Only run this as a full module if the prebrief says the 40th is worth session time. If they want to table it, swap in the missing pre-read category (see Module 5).
Presentation · What great looks like
A short, highly visual deck: anniversary and brand moments done well, with embedded video and images.
Pull from their own field (architecture and design firms), a few parallel industries, and one or two from a totally different world, to stretch the imagination.
Frame it the way we did the All Voice paid-ads example: "here is what is possible, and here is how we would make it yours."
Capture: which examples they lean toward. Those set the north star for the roadmap.
Optional · Postcard from 2028
If energy is high, hand out a postcard template: write the headline about CKD at its 40th and one line on what made it happen. Read a few aloud.
3:45
Module 5 · Make it real
30 min · roles, rhythm, and any gap
What we learn
What the team can carry and what it is missing. We show a simple model of the roles a firm their size needs, so they can see gaps they may not have named. Most of the hiring plan is an after-session deliverable; here we just surface it.
Exercise · The roles template
Show a one-page template: the core jobs a healthy studio needs (client work, business development, operations, marketing, finance), and who owns each today.
Mark the gaps together. This is the same move that worked with Alley Group: naming "who is your ops person, who is your sales admin" so the gap becomes obvious.
Capture: the current owners and the gaps. Fuels the after-session hiring recommendation (for example, "your next hire is 50% client work, 50% social").
Coverage check + protect the promise
Before we lock this module, confirm we have touched all five pre-read categories across Modules 1 to 4. If one is untouched, this slot covers it. Then say it plainly: the heavy lifting stays with us. One owner on their side, one small ask, no homework. Amy's top concern is time, so end on how light it is.
Question bank
If you hire five people over the next two years, what do you most need them to do?
Who on your side can own pulling assets and answering our questions between sessions? A junior is perfect.
What cadence fits your week without adding pressure?
What would make this feel like a clear win three months from now?
4:15
Playback
30 min · the "wow, that's us" moment
What we learn
Whether we got them right. We reflect back what we heard while it is fresh; their corrections are the last, best data of the day.
Andy has assembled, live and with the Mac mini's help: the CKD on a Page, a first positioning line drafted from the room's own words, and the top moves. We bring up the portal on screen: "here is what we have been hearing," referencing the boards and the photos. Michael reads it back. Chris watches Amy's face.
Deliver in the room: the wall photos, the draft positioning line, the prioritized moves, and a live look at the portal.
4:45
Close
15 min · thank you, one next step, done by five
Point at the wall of gold logos: "look how much you locked in today." Recap the one next step and the cadence. Thank the room, name what impressed us about the work, and end on the 40th. Keep it short and a little bold. Done at five.
The live-AI engine · breaks and same night
This is the part that quietly proves what working with IG feels like. We orient the two low-work windows for us (the break and our Module 4 presentation) as processing time. The Mac mini, reachable by remote login, chews through the recording and photos so a polished recap is nearly done before we leave. Andy runs it; the prompts are drafted in advance during prep week.
Window 1 · the break (2:25) and Module 4 (3:15)
Andy uploads the recording-so-far and the wall photos to the Mac mini.
Run the break prompt: draft CKD on a Page from the transcript, rough a positioning line, flag anything contradictory to raise later.
Output is ready to fold into the 4:15 playback.
Window 2 · after, over beers
At the debrief (the German spot), we hand over the full recording, all photos, and our feedback.
Claude builds the summary and a portal recap page that night.
Andy schedules the recap to send about two hours after the debrief, so it lands the same evening.
Break prompt (draft, refine in prep week)
You are helping IG facilitate a live discovery workshop for CKD, a landscape architecture firm.
Inputs: the transcript so far and photos of the wall.
Do, in under 10 minutes:
1) Draft "CKD on a Page" from the six zones (who we serve, what we make, how work comes in, how we make money, who does what, what gets in the way). Use their words.
2) Draft one positioning line in their voice. Give two alternates.
3) List anything they seem NOT aligned on, and any statement that may contradict something said earlier (flag for Michael to probe).
Keep it tight. This feeds a live playback at 4:15.
End-of-day prompt (draft)
Inputs: full recording, all wall photos, our verbal feedback notes.
Produce, tonight:
1) A one-page recap: what we heard, what got locked in, open questions.
2) The company-level Impact/Effort priority grid (stepped-back, objective).
3) A first cut of the next-hire recommendation from the roles gaps.
4) A portal recap page (match the /clients/ckd/ design system) with the wall photos.
Draft an email from Andy to Amy and Keith to schedule-send ~2 hours out. Warm, short, no jargon.
Same-day leave-behind · what they hold at 5 PM
CKD on a Page
The filled canvas, photographed and typed into the branded folder
Draft positioning line
One sentence, built live from their own words in the room
Prioritized moves
The top items from the two Impact/Effort boards, written up plainly
After the session
Same night
Recap email + wall photos, schedule-sent about two hours after the debrief
Portal recap page live the same evening
Update the meeting log with outcomes and action items
Within a week
Brand platform draft v1, positioning, and the roadmap
The company Impact/Effort grid, the next-hire recommendation, and the confidential note for Amy
Published to the portal; the next session booked
Facilitation principles
Keep it light and inspiring
Amy talks, we scribe. Never assign her homework in the room.
Give a way to talk instead of write for anyone who prefers it. We transcribe on the board.
An exercise every 20 to 30 minutes so no one sits and listens for long.
Close every module: circle the key item, stamp what is locked.
Open on pride, close on the 40th. Make the playback feel like a mirror.
Pocket · do not raise in the room
Retainer, comp, or scope-expansion talk. Not this session. The growth and ops openings are value we note, not a pitch.
Amy's full personal-brand or podcast play. Strong, but personal. Handle it one-on-one once trust is built.
The confidential read on Keith. Never on the wall. For Amy, later, one-on-one.
Deliverable minutiae. We generate all of it after. No need to get in the weeds live.
If things wobble
Energy dips
Jump to the next exercise or take the break early. Get people on their feet at the wall.
One voice dominates
Switch to silent sticky rounds, or hand the quiet one the pen while the other talks.
Amy would rather talk than write
Fine. She talks, we write it up for her. Do not force the sticky exercises.
Running long
Protect Playback and Make-it-Real. Trim depth in Module 3 first, or drop Module 2 exercise B.