THINK Academy Membership - CTR Performance Mastery

Program Overview

Rewrite how you work and make it AI-first. Our fractional support service provides strategic advice and THINK implementation to eliminate manual processes without hiring more people.

Implementation starts Month 1 - No waiting, we begin immediately with your most impactful manual processes.

What's Included in Your Engagement

Strategic Implementation

Up to 3 Strategic Prompting Solutions per month
Advanced integrations per workflow (up to 2 systems)
Integrate disconnected systems for seamless workflows
Strategic Advisory Sessions based on complexity
12-Month THINK Roadmap with quarterly milestones

AI-First Transformation

AI-First business transformation methodology
Reskill staff for the AI-powered future
Academy Resources and training materials
THINK implementation across all business functions
Quarterly milestone reviews and optimization

November Implementation Strategy

November 2025: THINK Assessment + Phase 1 Build (10 Hours)

Hours 0-1: Assessment review and setup
Hours 1-4: Digital Employee 1 (Lead Capture) build and testing
Hours 4-6: Digital Employee 2 (Instructor Scheduling) build and testing
Hours 6-8: Integration, AI Project/Skill command center, team training, live launch
Hours 8-10: Optimization, documentation, Phase 2 planning

Strategic Approach

Compress Delivery: Both Digital Employees built, tested, and launched within 8 hours of work
Maximize Efficiency: Use existing tools (Less Annoying CRM, Google Workspace, Zapier) - no new software
Team Enablement: Allison trained to manage ongoing operations independently
Buffer Hours: 2 hours reserved for adjustments, feedback integration, unforeseen optimizations

12-Month THINK Recommendations

November 2025: Phase 1 Delivery (10 Hours)

Resource Allocation: 10 hours total monthly capacity

Deliverables in 8 Hours:

Digital Employee 1: Business Card Lead Capture (fully operational)
Digital Employee 2: Instructor Scheduling Coordinator (fully operational)
AI Project/Skill command center integration
Team training and documentation
Allison enabled as independent Digital Employee operator

Buffer & Optimization (2 Hours): Refinement based on initial feedback, process documentation, Phase 2 planning.

Strategic Recommendations for 2026+

After Phase 1 stabilizes, consider these high-impact opportunities:

Curriculum Development Engine: Claude AI + branded templates to generate PowerPoint slides, facilitator guides, student handouts, and activities from course outlines. Potential 80% time savings for Wendy's course development work.
Training Reminder Orchestrator: Automated email reminders, confirmation tracking, and no-show escalation. Could free 2-3 hours/week from Michael and Allison's schedules.
Deep Research & Data Analysis: NotebookLM integration for Wendy to upload academic papers, datasets, and research → generate summaries, identify patterns, and inform curriculum strategy.
Certification Script Generator: AI automation for generating individualized certification scripts and competency assessments based on requirements and instructor data.
Instructional Analytics Dashboard: Aggregate instructor performance, student feedback, and completion rates → actionable insights for program optimization and instructor development.
AI-Powered Workforce Development Program: Expand CTR's positioning to include AI methodology training tied to grant funding, with students learning THINK principles and working on projects with institutional partners.

Implementation Approach: These recommendations emerge from your assessment and represent high-value automation opportunities. Each can be evaluated, prioritized, and implemented independently based on capacity, ROI, and strategic fit. Recommend revisiting this roadmap quarterly to adjust based on Phase 1 results and evolving needs.

CTR Performance Mastery Solution Architecture

Core Technology Stack

AI Project/Skill native: Central command center and intelligence layer
Less Annoying CRM: Lead management and pipeline tracking (existing)
Google Workspace: Communication, documents, calendar (existing)
Zapier: Workflow automation and system integration
Google Sheets: Strategic data hub and process documentation

Integration & Enhancement Strategy

Maximize Existing Tools: Optimize Less Annoying CRM, Google features first
AI Project/Skill Orchestration: AI layer connects and enhances all systems
Strategic Prompting: 3 custom solutions per month for each workflow
Data Intelligence: Google Sheets as central knowledge and relationship hub
Process Enhancement: AI augments vs. replaces existing workflows

Strategic Philosophy

Enhancement over Replacement: Build on CTR's existing technology investments rather than replacing proven systems.
Intelligence Layer Approach: AI Project/Skill serves as the "brain" that makes existing tools significantly smarter and more connected.
Internal Workflows First: Focus on internal process optimization before customer-facing automation to reduce risk and build confidence.

10-Hour Implementation Plan

Your 10 hours/month allocation structured for maximum impact:

Hours 0-1

Discovery & Setup

Review assessment. Confirm priorities. Set up AI Project/Skill environment. Configure Zapier connections. Create Google Forms.

Hours 1-4

Digital Employee 1: Lead Capture Build

AI Project/Skill setup with business card parsing prompts. Zapier workflow configuration. Less Annoying CRM field mapping. Test with 5 sample cards.

Hours 4-6

Digital Employee 2: Instructor Scheduling Build

Google Form creation for unavailability input. Claude AI scheduling logic configuration. Integration with calendar systems. Test with sample instructor data.

Hours 6-8

Integration & Team Launch

Connect both Digital Employees into AI Project/Skill command center. Train Allison on operations. Deploy live. Document workflows and success metrics.

Hours 8-10

Optimization & Future Planning

Gather initial feedback. Refine Digital Employee logic. Performance measurement. Plan Phase 2 roadmap (Curriculum Engine, Training Reminders). Buffer for adjustments.

Delivery Model: We compress this into your first month, leaving remaining hours/month for ongoing optimization, additional Digital Employees, or addressing unforeseen adjustments. Each hour is allocated strategically to deliver maximum value within your capacity constraints.

Expected Outcomes - Year 1

By deploying these Digital Employees, CTR Performance Mastery will achieve:

Recover 7+ hours/week of manual work (lead capture + scheduling)
Increase lead pipeline velocity by 40% (faster CRM routing)
Eliminate scheduling conflicts entirely
Free team capacity for curriculum development and strategic initiatives
Create scalable, documented processes Allison can manage independently
Foundation for Phase 2: Curriculum development automation
Documented playbooks for team replication across programs

Future Digital Employees - Beyond Phase 1

Based on your operations, we've identified additional Digital Employees for Phase 2 & 3 that will further amplify your team:

Phase 2: Curriculum Development Engine (Q1 2026)

What it does: Takes course outline + branding guidelines → generates PowerPoint slides, facilitator guides, student handouts, and activities

Current Impact: Wendy spends 8-10 hours per course developing curriculum materials manually

Expected Outcome: 80% reduction in curriculum creation time. Higher consistency across programs. Faster course launches.

Tools: Claude AI + Canva + Google Workspace + branded templates

Phase 2: Training Reminder Orchestrator (Q1 2026)

What it does: Monitors training schedules → automatically sends reminder emails to participants, tracks confirmations, escalates no-shows

Current Impact: Michael and Allison spend 2-3 hours/week manually sending reminders and tracking attendance

Expected Outcome: 90% reduction in reminder work. Improved attendance rates. Automated no-show tracking.

Tools: AI Project/Skill + Zapier + email automation

Phase 3: Deep Research & Data Analysis (Q2 2026)

What it does: Uploads academic papers, research datasets, or organizational documents → creates comprehensive summaries, identifies patterns, generates reports

Current Impact: Wendy uses manual research to inform curriculum and strategy; limited access to behind-firewall academic resources

Expected Outcome: Faster research cycles. Better curriculum grounding in latest research. Improved decision-making with data insights.

Tools: NotebookLM + Google Drive + Claude AI

Phase 3: Certification Script Generator (Q2 2026)

What it does: Pulls certification requirements → auto-generates training scripts, competency assessments, and certification documentation

Current Impact: Allison spends significant time creating individualized certification scripts and assessment materials

Expected Outcome: Scalable certification delivery. Consistent quality across cohorts. Reduced manual documentation.

Tools: Claude AI + Google Sheets + PDF generation

Future: Instructional Analytics Dashboard (Q3 2026+)

What it does: Aggregates instructor performance, student feedback, completion rates → generates actionable insights and optimization recommendations

Expected Impact: Data-driven program improvements. Instructor development insights. Student success metrics.

Tools: Google Sheets + Data Studio + Claude AI analysis

Strategic Approach: We prioritize high-impact, low-complexity Digital Employees first (Phase 1), then expand to medium and high complexity as your team becomes comfortable with AI-first workflows. Each new Digital Employee builds on learnings from previous implementations and integrates seamlessly into your existing systems.

CTR Performance Mastery