Facilitator:: Bry Prospect:: TBD Duration:: 30-60 minutes Location:: https://around.co/r/AI-Bry-Discovery Scheduling:: https://cal.com/aiproductguy/discovery
Welcome and Checkins (5 mins)
- Overview of the purpose and agenda
- Brief intros or checkins of participants, if needed
Goals & Challenges (5-10 mins)
- Key Inquiry: How do you see AI helping you overcome your challenges and achieve your goals?
- Discuss
- Challenges to transform
- Goals to achieve
- Timeline (3-12 months)
- Revisit if needed as the call continues
Role & Engagement Alignment (5-10 mins)
- Key Inquiry: How do you see my role and engagement optimally aligning with your goals?
- Discussion on Engagement Styles, Focus Lanes, and Contract Modes
Engagement Styles
- Coaching
- Learn and apply it with my support
- Expected Meetings per Month
- 1on1s → 1-4
- Requires: Retainer
- Consulting
- Learn while I apply what you ask
- Expected Meetings per Month
- 1on1s → 2-4
- Team Standups → 1
- Requires: Retainer & Scope of Engagement
- Architecting
- I design your idea and train who you need
- Expected Meetings per Month
- 1on1s → 1-4
- Team Standups → 2-8
- Roadmap Rehash → 1-2
- Requires: Retainer & Offer Letter with Benefits
Focus Lanes
- AI Tools & Process Design
- Tools: Excalidraw.com, Perplexity.ai, and others as needed
- AI Automation & Trust Graphs
- Tools: Obsidian.md, Excalidraw.com, Perplexity.ai, and others as needed
- AI/ML Products & Solutions
Engagement Modes
- Scoped Engagement
- $5,000 Minimum
- 3 month Minimum
- Work-For-Hire Engagement
- 3 Month Minimum
- Compensation Negotiable with USD, Crypto, Stock
- Clarification of any aspects of the engagement process or retainer agreement
Starter Tools, Limitations, and Successes (5-10 minutes)
- Key Inquiry: What tools do we start with and what limitation must we consider?
- Starter Collaboration Tools:
- Cal.com: Scheduling (Open source with AI integrations)
- Around.co: Meetings (with AI Transcriptions, Summaries, and Action Items)
- Perplexity.ai: AI Web Research (Pro recommended, use Referral Link for $10 discount)
- Your Current Tools and Platforms
- Tool Limitations:
- Cloud and/or LocalAI
- AI Usage Disclosure or Non-Disclosure
- Max Monthly AI-API Budget: 50, $150
- Discuss potential AI tools and methodologies to be utilized
- Share success stories or case studies
Questions, Next Steps, and Closing (5-10 minutes)
- Key Inquiry: What else and what next?
- Open floor for any questions or concerns
- Confirm interest in moving forward with the retainer agreement
- Schedule Kickoff meeting and meeting cadence
Preparation for Participants:
- Getting Started with Around.co to get Recaps after the meeting
- Come prepared with questions and insights regarding goals and challenges
Follow-Up:
- Send a draft of the retainer agreement for review