Free White Paper
The AI Transformation Playbook
Deploy AI transformation that actually sticks — 10 builds, 4 phases, one platform.
30 min
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Most AI transformation fails because it stops at prompts. Clients get excited about ChatGPT for a week, then go back to spreadsheets because there's no platform to hold the work. This playbook is different. Built for advisors, consultants, and MSPs who deploy AI transformation for their clients, it gives you 10 first-week deliverables (not prompts), a 4-phase engagement model, practical MCP scenarios showing Claude and ChatGPT managing real business data, and the partner economics that turn one-time workshops into recurring revenue.
What's inside
- Why AI adoption without a platform is AI tourism — and what to do instead
- How MCP connects Claude and ChatGPT to 60+ business tools — tasks, tables, email, apps, and more
- The 10 First-Week Builds — real deliverables, not prompts, each taking 15-60 minutes
- Tables as a queryable data layer — Claude answers questions from real structured business data
- Email that lives in the system — business email, marketing campaigns, and shared inboxes in one platform
- Build and deploy through AI — landing pages and agents built with Claude, hosted on Waymaker
- The 4-phase engagement model — Discovery, Deploy, Build, Optimise — with partner economics
Who this is for
- -Business owners and operators managing 5 to 100+ person teams
- -Operations managers tired of manual data entry and reconciliation
- -Anyone who suspects their team spends too much time on repetitive work