AI Opportunity Checklist Pack
Printable worksheets to map workflows, owners and kill-criteria before you buy tools.
Digital products · Secondary path
Lightweight downloads for leaders who want structure before a full engagement. High-ticket work still starts with the Audit — these packs help you prepare.
Direct answer. Resources is a collection of practical packs for finance and ops leaders — checklists and playbooks you can use before a full consulting engagement. Join the notify list when a pack is ready.
Printable worksheets to map workflows, owners and kill-criteria before you buy tools.
Starter operating procedures for common finance AI uses — with review steps baked in.
A curated prompt set for CA and finance workflows — editable, versionable, team-owned.
Same list as The AI Implementation Brief. When packs go live, you’ll hear first. No invented Gumroad links here — data-gumroad="PASTE_URL" is ready on each card.
Packs are listed as coming soon. Use the notify form and you will hear when a pack is available — no invented storefront URLs here.
Resources are self-serve materials. The AI Opportunity Audit is a facilitated two-week engagement with a custom roadmap.