The AI Keystone Workshop

You’re not imagining it: AI should be saving you more time.

Instead, you're correcting, rewriting — and wondering why the “AI revolution” feels like a part-time job.

The problem isn’t the tool. It’s the context.
AI doesn't know how your business works —
your voice, your standards, your processes.

So it guesses — badly.

This workshop fixes that. In only one day, your team will have higher quality AI outputs and hours saved.

How? A fully customized AI Keystone Document — unique to your business, that guides your teams and AI both on high-quality work.

Demo: Keystone (already connected to ChatGPT) used to go from client discovery call -> internal assessment -> services selection -> proposal —- in 3.5 minutes, not hours.

In this 3-hour live session, you’ll build your AI Keystone Document:

In this one-day session, we’ll craft a system that makes your existing tools (like ChatGPT, Claude, and more) instantly smarter — and actually useful for the way your business operates. Once it’s built, you’ll never have to start from a blank prompt again.

What You’ll Walk Away With

  • A fully built, ready-to-use Keystone Document (we build it live)

  • Structured guidance for better, faster, more accurate AI output

  • Real business-wide use cases you can plug in immediately

  • Works with tools you already use — no setup, no subscriptions, no dev time

  • A free 1:1 follow-up consult to help you implement and expand it

  • Immediately save hours of work per week (beta testers saved 5-10 hours)

What Is the Keystone?

The Keystone is a simple document — no apps, no logins — that contains:

  1. What Good Work Looks Like for You
    → Your org’s tone, voice, values, and standards — so AI output matches your brand and approach

  2. How Work Gets Done
    → Your frameworks, SOPs, mental models, tools — so AI executes like your top performer

  3. Reference Work
    → Real examples of past work to model, remix, and scale

AI becomes a fast, consistent extension of your team — not a new thing to manage.

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Real Use Cases From This System

  • Sales & Marketing (Saving 4+ hours each proposal)

    • Proposal Builder: Turn a call transcript into a service fit, offer, and formatted proposal — in 5 minutes, not hours

    • Content Rubric QA: Validate content marketing - grade and fix content for brand tone, clarity, and visuals

  • Delivery & Core Operations (Saving 5+ hours each kickoff)

    • Onboarding & Project Planning: Create a team handoff guide, client onboarding materials, project plan and WBS, kickoff deck and update project plans instantly - saving 3+ hours at the start.

    • Process Automation: Turn Slack/Teams convos or call notes into polished SOPs

  • Account Management & Expansion (Saving 3+ hours each kickoff, with more ongoing)

    • Account Success Plans - Define the path to valuable outcomes for your client within their industry context. Identify expansion opportunities. Monitor metrics and success stories.

    • Project & Account Updates - Ensure client updates are complete, timely, and in context for maximum impact.

  • AI-Augmented Onboarding: Teach AI how you train new team members — then scale it

Workshop Dates (Live via Zoom)

Only 10 seats per session. Once they’re full, they’re gone.

📅 Date🕒 Time (EST)
Wednesday, October 30th 8:00–11:00am

Tuesday, November 12th 11:00am–2:00pm

Monday, November 18th 9:30am–12:30pm

Monday, December 9th 2:00–5:00pm

Wednesday, December 18th 9:00am–12:00pm

Bonus for Attendees: Free 1:1 Consult

Every participant gets a free, post-workshop consult where we’ll:

  • Review your Keystone

  • Tailor it to your use cases

  • Share advanced use workflows

  • Discuss deployment and change management

Think of this as the part that turns your doc into a compounding ROI engine.

Pricing

Each seat: $750
Team ticket (up to 3 people): $1,500

You’ll get:

  • 1 live, small-group workshop session (3 hours, hands-on, 10 people max)

  • Your fully built AI Keystone Document

  • Immediate-use workflows + prompt structure

  • A 1:1 implementation consult post-session

  • No tools, no software to install, no subscriptions, no ongoing costs or hidden fees

  • Just a build-once, use-forever system that scales with you

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🛑 This Workshop Isn’t For You If:

  • You want a pre-recorded course you’ll “get to eventually”

  • You’re hoping AI will magically fix broken workflows

  • You don’t want to document or improve how your org works

✅ This Is For You If:

  • You’re an operator tired of chaos, rewriting, and scattered tools

  • You’re a founder trying to scale execution without scaling headcount - and improve margins in a year where sales are slower

  • You’re ready to spend 3 hours building something that saves you 5–10+ hours every week

Reserve My Spot

👉 Reserve Your Seat Now
(payment + confirmation email sent immediately)

Only 50 total seats available across all 2025 sessions.

Questions?

Want to bring your whole team? Not sure if it’s right for your use case? Contact Caitlin at caitlin@coopilots.io.

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