Experience SOMA: See What Systematic AI Learning Actually Looks Like

Most AI "resources" give you shallow tips. We give you complete 5-day systematic lessons, free. Try them. See if SOMA works for your role. Then decide if you want more.

Below you'll find 2 complete SOMA lessons (no email required, no signup, just learn). Each takes 2 hours spread across 5 days and will save you 5-15+ hours this month.

If they work for you:

  • Follow us on LinkedIn for monthly lesson series (free)

  • Explore role-specific programs below (paid)

  • Download proven frameworks (free)

Start with a lesson. Experience the difference.

Experience SOMA: 2 Complete Lessons [Free]

These aren't teasers or lead magnets. They're complete 5-day systematic lessons (2+ hours each) that professionals pay $4,500 to access in our programs. We're giving them to you free.

CUSTOMER SERVICE AI MASTERY

  • You're drowning in reactive customer service work.
  • Tickets pile up faster than you can respond.
  • Every customer feels like starting from scratch.
  • You're firefighting instead of building relationships.
  • Your team is burned out.
By Friday, you'll have built 4 complete customer service intelligence systems that transform reactive firefighting into proactive service intelligence.

The 4 Systems You'll Build:

  • C.U.S.T.O.M.E.R. Method - Consolidate customer data in 3 min instead of 20
  • R.E.S.O.L.V.E. Method - Systematic issue resolution (solve root cause, not symptoms)
  • E.X.C.E.L. Method - Communication excellence (personal, professional, efficient)
  • Q.U.A.L.I.T.Y. Method - Service optimization (measure and improve systematically)

What You'll Achieve:

  • Save 10-15 hours weekly (measured through practice)
  • Build 4 reusable frameworks (yours to keep forever)
  • Create personal service playbook (implement Monday)
  • Increase AI confidence from 3/10 → 8/10

Time Investment: 5 days × 20-30 min = 2 hours total

Perfect For: Customer service, support, success, account management professionals

Format: Self-paced website lesson OR daily email delivery

"I went from 8 hours every Monday reviewing 25 accounts to 45 minutes total. I identified 3 at-risk accounts I would have completely missed, $300K in ARR saved." — Sarah M., Customer Success Manager
START LESSON: Customer Service AI Mastery →

CONTENT CREATION AI SYSTEMS

  • You're a content factory, not a strategist.
  • Blog posts take 4+ hours each.
  • Social content creation consumes 10+ hours weekly.
  • Email campaigns eat your entire week.
  • 60-70% of your time creating, only 30% strategizing.
By Friday, you'll have built 4 complete content creation systems that reduce production time by 70% while maintaining or improving quality.

The 4 Systems You'll Build:

  • C.R.E.A.T.E. Method - Blog posts: From 4 hours → To 1 hour (75% reduction)
  • E.D.I.T. Method - Quality control and optimization frameworks (reusable systems)
  • B.R.A.N.D. Method - Branding and Voice consistency (sounds like you, not AI)
  • M.U.L.T.I. Method - Format adaptation and Distribution (write once, deploy everywhere)

What You'll Achieve:

  • Save 20-30 hours weekly (content production time)
  • Build 4 reusable systems (blogs, social, email, multi-format)
  • Create content playbook (scale without sacrificing quality)
  • Increase output 3x without adding headcount

Time Investment: 5 days × 20-30 min = 2 hours total

Perfect For: Marketing managers, content creators, copywriters, social media professionals

Format: Self-paced website lesson OR daily email delivery

"I was spending 35 hours weekly creating content. After this FREE lesson, I'm down to 12 hours with BETTER quality. Our entire marketing team is now enrolled in the paid program." — Mike R., Content Marketing Manager
START LESSON: Content Creation AI Systems →

CUSTOMER SERVICE PROFESSIONALS

What You'll Master:

Transform from reactive firefighting to proactive service intelligence (covered extensively in Hero Lesson #1 above).

Core Capabilities:

  • Customer intelligence systems (predict issues before escalation)
  • Systematic resolution frameworks (faster, more thorough)
  • Communication excellence (personal, professional, efficient)
  • Service quality optimization (measure and improve systematically)
  • Team capability development (scale best practices)
  • Customer success frameworks (retention and expansion)

FREE STARTING POINT:

✅ HERO LESSON #1 (Above): "Customer Service AI Mastery"

This complete 5-day lesson is available free at the top of this page.

Additional LinkedIn Series:

📱 5-Day LinkedIn Lesson Series: "Customer Success & Retention"

Weekly Theme: From reactive support to proactive success management

  • Monday: Customer Health Monitoring (identify at-risk accounts early)
  • Tuesday: Success Planning Frameworks (proactive value delivery)
  • Wednesday: Expansion Intelligence (upsell and cross-sell systematically)
  • Thursday: Retention Workflows (prevent churn before it happens)
  • Friday: Customer Success Mastery (complete system)

Published: Monthly on LinkedIn (rotating professional roles)
Next CS Series: [Check publishing calendar]

Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Customer Service AI Framework (Free Download)

What's included:
  • Complete guide from Hero Lesson #1 (downloadable)
  • 4 service intelligence methods (C.U.S.T.O.M.E.R., R.E.S.O.L.V.E., E.X.C.E.L., Q.U.A.L.I.T.Y.)
  • 15 situation-specific prompts (copy-paste ready)
  • Decision tree (when to use which method)
  • Implementation roadmap (deploy in your service context)

Who uses this: 200+ service professionals across retail, SaaS, healthcare, financial services

Outcome: Reduce response time 40%, improve resolution quality 30%, save 10-15 hours weekly

Download Customer Service AI Framework →

SYSTEMATIC PROGRAM:

💼 Customer Service Professional AI Adoption (Paid)

What It Is: 12-week systematic program building on Hero Lesson #1—expanding to complete service capability customized to YOUR context (B2B vs B2C, product vs service, technical vs non-technical).

What You'll Build:
  • Week 1-3: Service intelligence (customer data, behavior patterns, churn prediction)
  • Week 4-6: Resolution excellence (systematic troubleshooting, quality control)
  • Week 7-9: Communication mastery (difficult conversations, de-escalation, brand voice)
  • Week 10-12: Service optimization (team capability, process improvement, scale)
Outcomes (Measured):
  • Save 10-15 hours weekly (ticket handling, documentation, reporting)
  • Improve customer satisfaction 20-30% (faster, better resolutions)
  • Reduce escalations 40% (better first-contact resolution)
  • Build personal service AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500
  • Team (2-5): $15,000
  • Team (6-10): $25,000
Learn More About Service AI Program → Book Free Consultation →

EXECUTIVE & C-SUITE

What You'll Master:

Transform from execution-focused leadership to strategic AI-enabled executive capability.

Core Capabilities:

  • Strategic intelligence systems (market, competitive, internal analysis)
  • Executive communication frameworks (board updates, investor relations, team comms)
  • Decision architecture (systematic high-stakes decision-making)
  • Vision articulation (translate strategy into action)
  • Organizational design (structure for AI-enabled future)
  • Change leadership (lead digital transformation)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Executive Intelligence Systems"

Weekly Theme: From operational execution to strategic intelligence

  • Monday: Strategic Analysis Workflows (market + competitive intelligence)
  • Tuesday: Executive Communication (board updates, investor relations)
  • Wednesday: Decision Architecture (systematic high-stakes decisions)
  • Thursday: Vision Translation (strategy → execution frameworks)
  • Friday: Executive AI Mastery (complete system)
Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Executive Decision Framework (Free Download)

What's included:
  • Strategic analysis templates (market, competitive, internal)
  • Executive communication frameworks (board, investor, team updates)
  • Decision documentation protocols (capture strategic reasoning)
  • Vision articulation templates (strategy → action translation)
  • 15-minute video tutorial

Who uses this: 30+ executives across technology, healthcare, finance, professional services

Outcome: Save 10-15 hours weekly (analysis, communication, meetings), improve decision quality 30%

Download Executive Decision Framework →

SYSTEMATIC PROGRAM:

💼 Executive AI Adoption (Paid)

What It Is: 12-week systematic program building complete executive AI capability—customized to YOUR leadership context (company size, industry, strategic priorities).

What You'll Build:
  • Week 1-3: Strategic intelligence (analysis, insights, foresight)
  • Week 4-6: Executive communication (board, investors, organization)
  • Week 7-9: Decision architecture (systematic judgment frameworks)
  • Week 10-12: Organizational transformation (lead AI adoption company-wide)
Outcomes (Measured):
  • Save 10-15 hours weekly (analysis, communication, admin)
  • Improve strategic decision quality (measured through outcomes)
  • Accelerate organizational transformation 40% (faster, smoother adoption)
  • Build executive AI toolkit (frameworks you own forever)

Investment:

  • Individual executive: $6,000 (premium program)
  • Executive team (3-5): $25,000
  • C-Suite + leadership team: Custom (contact for pricing)
Learn More About Executive AI Program → Book Free Consultation →

FINANCE PROFESSIONALS

What You'll Master:

Transform from manual analysis to AI-powered financial intelligence.

Core Capabilities:

  • Financial analysis workflows (faster, deeper insights)
  • Forecasting frameworks (more accurate predictions)
  • Report generation systems (automate recurring reports)
  • Audit preparation (systematic documentation)
  • Risk modeling (scenario analysis at scale)
  • Strategic finance (CFO-level strategic insights)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Finance Intelligence Systems"

Weekly Theme: From manual spreadsheets to AI-powered financial intelligence

  • Monday: Financial Analysis Acceleration (deeper insights in half the time)
  • Tuesday: Forecasting Framework Development (improve prediction accuracy)
  • Wednesday: Report Automation Systems (eliminate recurring manual work)
  • Thursday: Risk Modeling Workflows (scenario analysis at scale)
  • Friday: Finance AI Mastery (complete strategic finance system)

Published: Monthly on LinkedIn (rotating professional roles)

Next Finance Series: [Check publishing calendar]

Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Finance Intelligence Framework (Free Download)

What's included:
  • Financial analysis templates (P&L, balance sheet, cash flow acceleration)
  • Forecasting model frameworks (revenue, expense, scenario planning)
  • Report automation workflows (monthly close, board reports, dashboards)
  • Risk modeling matrices (sensitivity analysis, what-if scenarios)
  • Strategic finance playbook (CFO-level insight generation)
  • 10-minute video tutorial (how to use framework)

Who uses this: 40+ finance professionals across technology, healthcare, manufacturing, professional services

Outcome: Save 15-20 hours weekly (analysis, reporting, forecasting), improve forecast accuracy 20%, reduce month-end close time 40%

Download Finance Intelligence Framework →

SYSTEMATIC PROGRAM:

💼 Finance Professional AI Adoption (Paid)

What It Is: 12-week systematic program building complete finance AI capability—customized to YOUR finance context (corporate finance, FP&A, accounting, strategic finance, etc.)

What You'll Build:
  • Week 1-3: Analysis intelligence (financial statement analysis, variance analysis, KPI tracking)
  • Week 4-6: Forecasting systems (revenue models, expense planning, scenario analysis)
  • Week 7-9: Reporting automation (monthly close, board decks, executive dashboards)
  • Week 10-12: Strategic finance (risk modeling, capital allocation, CFO insights)
Outcomes (Measured):
  • Save 15-20 hours weekly (analysis, reporting, manual data work)
  • Improve forecast accuracy 20-30% (better models, more scenarios)
  • Reduce close time 40% (automation of recurring reports)
  • Build finance AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500 (payment plans available)
  • Team (2-5): $15,000 ($3,000 per person)
  • Team (6-10): $25,000 ($2,500 per person)

Guarantee: If you complete the program (attend all sessions, do daily practice) and don't save at least 10 hours weekly by Week 12, full refund + we work with you free until you do.

Learn More About Finance AI Program → Book Free Consultation (30 min) →

CROSS-PROFESSIONAL (ALL ROLES)

What You'll Master:

Universal AI capabilities that apply across all professional roles.

Core Capabilities:

  • Email management systems (inbox zero, sustainably)
  • Meeting optimization (agendas, notes, action items)
  • Research synthesis (information overload → clear insights)
  • Writing quality control (edit systematically)
  • Task prioritization (decide what matters)
  • Time management (protect deep work)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Universal Professional AI Systems"

Weekly Theme: Master foundational AI capabilities every professional needs

  • Monday: Email Management Excellence (achieve inbox zero, maintain it sustainably)
  • Tuesday: Meeting Optimization (better agendas, clearer notes, stronger follow-through)
  • Wednesday: Research Synthesis (turn information overload into actionable insights)
  • Thursday: Writing Quality Control (edit systematically, improve clarity)
  • Friday: Universal AI Mastery (complete productivity system)

Published: Monthly on LinkedIn (rotating professional roles)

Next Universal Series: [Check publishing calendar]

Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Universal Professional Framework (Free Download)

What's included:
  • Email management templates (inbox zero workflows, response templates, priority systems)
  • Meeting optimization frameworks (agenda templates, note-taking systems, action item tracking)
  • Research synthesis workflows (information gathering, analysis, insight generation)
  • Writing quality checklists (clarity, concision, grammar, tone)
  • Task prioritization matrices (Eisenhower matrix, time-blocking templates)
  • 10-minute video tutorial (how to use framework)

Who uses this: 300+ professionals across all roles (marketing, sales, operations, finance, HR, consulting, executive)

Outcome: Save 8-10 hours weekly on universal tasks (email, meetings, research, writing), improve productivity 25%, reduce context-switching 40%

Download Universal Professional Framework →

SYSTEMATIC PROGRAM:

💼 Professional AI Foundations (Paid)

What It Is: 12-week systematic program building complete foundational AI capability—perfect for professionals who don't fit standard role categories or want to start with universal capabilities before role-specific specialization.

What You'll Build:
  • Week 1-3: Communication systems (email, writing, presentations, messaging)
  • Week 4-6: Information management (research, synthesis, knowledge organization)
  • Week 7-9: Productivity systems (task management, time blocking, focus protection)
  • Week 10-12: Decision frameworks (prioritization, problem-solving, continuous improvement)
Outcomes (Measured):
  • Save 8-10 hours weekly (email, meetings, administrative work)
  • Improve productivity 25% (better focus, less context-switching)
  • Increase decision quality 30% (systematic prioritization frameworks)
  • Build universal AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500 (payment plans available)
  • Team (2-5): $15,000 ($3,000 per person)
  • Team (6-10): $25,000 ($2,500 per person)

Guarantee: If you complete the program (attend all sessions, do daily practice) and don't save at least 8 hours weekly by Week 12, full refund + we work with you free until you do.

Perfect For:
  • Professionals in unique or hybrid roles (don't fit standard categories)
  • Anyone wanting foundational AI capability before role-specific training
  • Teams with diverse roles wanting common AI baseline
  • Professionals new to AI wanting broad capability first
Learn More About Professional AI Foundations → Book Free Consultation (30 min) →

PROFESSIONAL ROLE PORTALS

Explore AI Capability for Your Specific Role

Each professional role has unique workflows, challenges, and opportunities for AI. Below, find your role and discover what systematic AI adoption looks like in YOUR context.

Each role includes:

  • 🎓 Free 5-day LinkedIn lesson series

  • 📥 Downloadable frameworks and templates

  • 💼 Systematic paid program (optional)

MARKETING PROFESSIONALS

What You'll Master:

Transform from tactical execution to strategic marketing through AI-powered intelligence systems.

Core Capabilities:

  • Campaign development workflows (strategy → execution in half the time)
  • Audience research intelligence (deep insights, fast)
  • Content creation systems (covered in Hero Lesson #2 above)
  • Marketing analytics optimization (data → decisions faster)
  • Competitive intelligence frameworks (systematic market analysis)
  • Brand positioning development (articulate and activate)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Marketing Intelligence Systems"

Weekly Theme: From reactive campaign execution to proactive marketing intelligence

  • Monday: Audience Research Intelligence (research 10 hours → 2 hours)
  • Tuesday: Campaign Strategy Frameworks (planning 8 hours → 2 hours)
  • Wednesday: Competitive Analysis Systems (manual → systematic)
  • Thursday: Performance Analytics Optimization (data → insights 70% faster)
  • Friday: Marketing AI Mastery Integration (complete system)

Published: Monthly on LinkedIn (rotating professional roles)
Next Marketing Series: [Check publishing calendar]

Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Marketing Intelligence Framework (Free Download)

What's included:
  • Campaign planning templates (strategy → execution checklist)
  • Audience analysis workflows (demographic + psychographic research)
  • Content optimization checklists (quality control protocols)
  • Performance measurement dashboards (track what matters)
  • 10-minute video tutorial (how to use framework)

Who uses this: 150+ marketing professionals across B2B, B2C, SaaS, E-commerce

Outcome: Reduce campaign development time 40%, improve targeting accuracy 25%

Download Marketing Intelligence Framework →

SYSTEMATIC PROGRAM:

💼 Marketing Professional AI Adoption (Paid)

What It Is: 12-week systematic program building complete AI capability across all marketing functions—customized to YOUR specific marketing context (B2B vs B2C, product vs service, etc.)

What You'll Build:
  • Week 1-3: Foundation (audience intelligence, research systems)
  • Week 4-6: Campaign workflows (strategy, execution, optimization)
  • Week 7-9: Content production systems (blogs, social, email, video)
  • Week 10-12: Analytics and optimization (measurement, improvement, scale)
Outcomes (Measured):
  • Save 15-20 hours weekly (campaign planning, content creation, reporting)
  • Increase campaign performance 20-30% (better targeting, messaging, timing)
  • Build personal marketing AI toolkit (frameworks you own forever)
  • Position as AI-capable marketer (career advancement)

Investment:

  • Individual: $4,500 (payment plans available)
  • Team (2-5): $15,000 ($3,000 per person)
  • Team (6-10): $25,000 ($2,500 per person)

Guarantee: If you complete the program (attend all sessions, do daily practice) and don't save at least 10 hours weekly by Week 12, full refund + we work with you free until you do.

Learn More About Marketing AI Program → Book Free Consultation (30 min) →

SALES PROFESSIONALS

What You'll Master:

Transform from reactive selling to intelligence-driven sales through systematic AI frameworks.

Core Capabilities:

  • Lead qualification intelligence (qualify faster, more accurately)
  • Sales process optimization (shorter cycles, higher close rates)
  • Customer relationship systems (deeper insights, stronger relationships)
  • Pipeline forecasting frameworks (accurate, data-driven predictions)
  • Competitive positioning (win against competitors systematically)
  • Account-based selling workflows (personalized at scale)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Sales Intelligence Systems"

Weekly Theme: From reactive prospecting to proactive sales intelligence

  • Monday: Lead Qualification Intelligence (manual scoring → AI-assisted)
  • Tuesday: Sales Research Workflows (prospect research 4 hours → 45 min)
  • Wednesday: Personalization at Scale (custom outreach, fast)
  • Thursday: Pipeline Forecasting Systems (gut-feel → data-driven)
  • Friday: Sales AI Mastery Integration (complete system)

Published: Monthly on LinkedIn (rotating professional roles)
Next Sales Series: [Check publishing calendar]

Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Sales Intelligence Framework (Free Download)

What's included:
  • Lead scoring templates (qualification criteria + automation)
  • Research workflow checklists (prospect intelligence in 30 min)
  • Personalization frameworks (custom outreach at scale)
  • Pipeline management dashboards (forecast accuracy tools)
  • 10-minute video tutorial

Who uses this: 120+ sales professionals across B2B, SaaS, Enterprise

Outcome: Reduce research time 60%, increase qualification accuracy 35%, shorten sales cycles 20%

Download Sales Intelligence Framework →

SYSTEMATIC PROGRAM:

💼 Sales Professional AI Adoption (Paid)

What It Is: 12-week systematic program building complete AI capability across sales workflows—customized to YOUR sales context (B2B vs B2C, transactional vs enterprise, etc.)

What You'll Build:
  • Week 1-3: Lead intelligence (qualification, research, prioritization)
  • Week 4-6: Sales process optimization (outreach, demos, objection handling)
  • Week 7-9: Relationship management (CRM intelligence, account planning)
  • Week 10-12: Forecasting and scale (pipeline accuracy, team capability)
Outcomes (Measured):
  • Save 12-18 hours weekly (research, admin, CRM management)
  • Increase close rate 15-25% (better qualification, personalization)
  • Shorten sales cycle 20-30% (more efficient process)
  • Build personal sales AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500
  • Team (2-5): $15,000
  • Team (6-10): $25,000
Learn More About Sales AI Program → Book Free Consultation →

MANAGEMENT & LEADERSHIP

What You'll Master:

Transform from reactive management to systematic leadership through AI-powered frameworks.

Core Capabilities:

  • Team communication systems (clear, concise, actionable)
  • Strategic planning workflows (analysis → action faster)
  • Performance management frameworks (fair, thorough, developmental)
  • Decision documentation (capture reasoning, scale best practices)
  • Meeting facilitation (better agendas, clearer notes, stronger follow-through)
  • Change management protocols (lead transformation systematically)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Leadership Intelligence Systems"

Weekly Theme: From reactive management to proactive leadership

  • Monday: Team Communication Excellence (write better in half the time)
  • Tuesday: Strategic Planning Frameworks (SWOT → action plan systematically)
  • Wednesday: Performance Management Systems (fair, developmental, efficient)
  • Thursday: Decision Documentation Workflows (capture tribal knowledge)
  • Friday: Leadership AI Mastery (complete system)
Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Leadership Decision Framework (Free Download)

What's included:
  • Team communication templates (emails, updates, announcements)
  • Strategic planning workflows (analysis → action checklists)
  • Performance review frameworks (structured feedback protocols)
  • Decision documentation templates (capture reasoning systematically)
  • 10-minute video tutorial

Who uses this: 80+ managers and leaders across tech, healthcare, finance, education

Outcome: Save 8-12 hours weekly (communication, planning, reviews), improve team clarity 40%

Download Leadership Decision Framework →

SYSTEMATIC PROGRAM:

💼 Management Professional AI Adoption (Paid)

What It Is: 12-week systematic program building complete leadership AI capability—customized to YOUR management context (team size, industry, organizational culture).

What You'll Build:
  • Week 1-3: Communication excellence (team updates, 1:1s, presentations)
  • Week 4-6: Strategic planning (analysis, planning, roadmapping)
  • Week 7-9: Performance management (reviews, coaching, development)
  • Week 10-12: Operational excellence (meetings, decisions, documentation)
Outcomes (Measured):
  • Save 10-15 hours weekly (communication, planning, admin)
  • Improve team performance 15-25% (clearer communication, better decisions)
  • Increase leadership effectiveness (measured through team feedback)
  • Build personal leadership AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500
  • Team (2-5): $15,000
  • Executives/C-Suite: Custom pricing
Learn More About Leadership AI Program → Book Free Consultation →

CONSULTANTS & ADVISORS

What You'll Master:

Transform from time-for-money consulting to leverage-enabled advisory through AI systems.

Core Capabilities:

  • Client research intelligence (better insights, faster)
  • Proposal writing frameworks (6 hours → 90 minutes per proposal)
  • Knowledge management systems (capture and scale expertise)
  • Strategic framework design (build reusable methodologies)
  • Thought leadership content (establish authority systematically)
  • Practice management optimization (operations that scale)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Consulting Intelligence Systems"

Weekly Theme: From time-for-money consulting to scalable advisory

  • Monday: Client Research Workflows (research 4 hours → 45 minutes)
  • Tuesday: Proposal Writing Systems (proposals 6 hours → 90 minutes)
  • Wednesday: Knowledge Capture Frameworks (document expertise systematically)
  • Thursday: Framework Development (build reusable methodologies)
  • Friday: Consulting AI Mastery (complete system)
Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Consulting Intelligence Framework (Free Download)

What's included:
  • Client research templates (industry + competitive analysis)
  • Proposal structure frameworks (proven winning formats)
  • Knowledge capture workflows (document tribal knowledge)
  • Framework design templates (build reusable methodologies)
  • 10-minute video tutorial

Who uses this: 100+ consultants across strategy, operations, management, technology

Outcome: Save 18-20 hours weekly (research, proposals, documentation), increase win rate 25%

Download Consulting Intelligence Framework →

SYSTEMATIC PROGRAM:

💼 Consultant Professional AI Adoption (Paid)

What It Is: 12-week systematic program building complete consulting AI capability—customized to YOUR practice (solo vs firm, industry, service offerings).

What You'll Build:
  • Week 1-3: Client acquisition (research, proposals, presentations)
  • Week 4-6: Service delivery (frameworks, documentation, quality)
  • Week 7-9: Knowledge management (capture expertise, scale insights)
  • Week 10-12: Practice optimization (thought leadership, operations, growth)
Outcomes (Measured):
  • Save 15-20 hours weekly (research, proposals, documentation)
  • Increase revenue 30%+ (same hours, more client-facing work)
  • Win rate improvement 20-30% (better proposals, faster delivery)
  • Build consulting AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500
  • Small firm (2-5): $15,000
  • Growing firm (6-10): $25,000
Learn More About Consulting AI Program → Book Free Consultation →

OPERATIONS PROFESSIONALS

What You'll Master:

Transform from reactive problem-solving to systematic operations intelligence.

Core Capabilities:

  • Process optimization workflows (identify and eliminate bottlenecks)
  • Quality management systems (measure and improve systematically)
  • Resource allocation frameworks (optimize utilization)
  • Risk management protocols (predict and prevent issues)
  • Documentation excellence (SOPs that actually get used)
  • Performance dashboards (real-time operations intelligence)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "Operations Intelligence Systems"

Weekly Theme: From reactive firefighting to proactive operations excellence

  • Monday: Process Mapping & Optimization (identify bottlenecks systematically)
  • Tuesday: Quality Management Workflows (measure and improve at scale)
  • Wednesday: Resource Allocation Frameworks (optimize capacity and utilization)
  • Thursday: Risk Prediction Systems (prevent issues before they happen)
  • Friday: Operations AI Mastery (complete integrated system)

Published: Monthly on LinkedIn (rotating professional roles)

Next Operations Series: [Check publishing calendar]

Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 Operations Intelligence Framework (Free Download)

What's included:
  • Process mapping templates (visualize workflows, identify bottlenecks)
  • Quality management checklists (measure and track systematically)
  • Resource allocation matrices (optimize team and equipment utilization)
  • Risk assessment frameworks (predict and prevent operational issues)
  • Performance dashboard templates (real-time operations visibility)
  • 10-minute video tutorial (how to use framework)

Who uses this: 60+ operations professionals across manufacturing, logistics, healthcare, retail

Outcome: Save 12-15 hours weekly (process documentation, quality tracking, reporting), improve operational efficiency 25%

Download Operations Intelligence Framework →

SYSTEMATIC PROGRAM:

💼 Operations Professional AI Adoption (Paid)

What It Is: 12-week systematic program building complete operations AI capability—customized to YOUR operational context (manufacturing, logistics, service operations, etc.)

What You'll Build:
  • Week 1-3: Process intelligence (mapping, bottleneck identification, optimization)
  • Week 4-6: Quality systems (measurement frameworks, continuous improvement)
  • Week 7-9: Resource optimization (allocation, scheduling, capacity planning)
  • Week 10-12: Risk management (prediction, prevention, performance dashboards)
Outcomes (Measured):
  • Save 12-15 hours weekly (documentation, analysis, reporting)
  • Improve operational efficiency 20-30% (reduce bottlenecks, optimize resources)
  • Reduce operational risk 35% (predict and prevent issues proactively)
  • Build operations AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500 (payment plans available)
  • Team (2-5): $15,000 ($3,000 per person)
  • Team (6-10): $25,000 ($2,500 per person)

Guarantee: If you complete the program (attend all sessions, do daily practice) and don't save at least 10 hours weekly by Week 12, full refund + we work with you free until you do.

Learn More About Operations AI Program → Book Free Consultation (30 min) →

HR & PEOPLE OPERATIONS

What You'll Master:

Transform from administrative HR to strategic people intelligence.

Core Capabilities:

  • Talent acquisition intelligence (better hiring, faster)
  • Onboarding systems (consistent, thorough, scalable)
  • Performance management frameworks (fair, developmental)
  • Employee engagement analysis (predict and prevent turnover)
  • Compensation analysis (market-competitive, equitable)
  • People analytics (data-driven people decisions)

FREE STARTING POINT:

📱 5-Day LinkedIn Lesson Series: "People Intelligence Systems"

Weekly Theme: From administrative HR to strategic people operations

  • Monday: Talent Acquisition Workflows (source better candidates, hire faster)
  • Tuesday: Onboarding Excellence (consistent experience, faster time-to-productivity)
  • Wednesday: Performance Management (fair, developmental, systematic)
  • Thursday: Engagement Analysis (predict turnover, retain top talent)
  • Friday: HR AI Mastery (complete people intelligence system)

Published: Monthly on LinkedIn (rotating professional roles)

Next HR Series: [Check publishing calendar]

Follow on LinkedIn to Get Next Series →

PROVEN FRAMEWORK:

📥 People Operations Framework (Free Download)

What's included:
  • Talent acquisition templates (job descriptions, interview guides, candidate scoring)
  • Onboarding workflow frameworks (30-60-90 day plans, systematic check-ins)
  • Performance management systems (goal setting, feedback, development plans)
  • Engagement analysis tools (pulse surveys, retention risk scoring)
  • Compensation benchmarking templates (market analysis, equity frameworks)
  • 10-minute video tutorial (how to use framework)

Who uses this: 50+ HR professionals across technology, healthcare, professional services, retail

Outcome: Save 10-12 hours weekly (recruiting admin, onboarding, documentation), improve hiring quality 30%, reduce time-to-hire 25%

Download People Operations Framework →

SYSTEMATIC PROGRAM:

💼 HR Professional AI Adoption (Paid)

What It Is: 12-week systematic program building complete HR AI capability—customized to YOUR people operations context (recruiting, talent management, HR operations, etc.)

What You'll Build:
  • Week 1-3: Talent acquisition (candidate sourcing, screening, interview intelligence)
  • Week 4-6: People development (onboarding, performance management, coaching)
  • Week 7-9: Engagement systems (pulse surveys, retention analysis, culture metrics)
  • Week 10-12: Strategic HR (compensation analysis, workforce planning, people analytics)
Outcomes (Measured):
  • Save 10-12 hours weekly (recruiting admin, documentation, reporting)
  • Improve hiring quality 30% (better candidate assessment, reduced mis-hires)
  • Reduce time-to-hire 25% (streamlined workflows, faster screening)
  • Build HR AI toolkit (frameworks you own forever)

Investment:

  • Individual: $4,500 (payment plans available)
  • Team (2-5): $15,000 ($3,000 per person)
  • Team (6-10): $25,000 ($2,500 per person)

Guarantee: If you complete the program (attend all sessions, do daily practice) and don't save at least 10 hours weekly by Week 12, full refund + we work with you free until you do.

Learn More About HR AI Program → Book Free Consultation (30 min) →

Your Learning Journey

Choose your path or start with Foundation

STEP 1

Foundation

Master the fundamentals before diving into role-specific applications of your choice

📚 10 Lessons
⏱️ 2-3 hours
● Beginner Level
Explore Foundation →
STEP 2

Your Role

AI integration for your specific profession with ready-to-use workflows

📚 50 Lessons
👥 8 Roles
● Intermediate Level
Explore Roles →
STEP 3
Coming Q2 2025

Advanced

Go deeper with advanced concepts, strategic business applications & industry context

📚 30 Lessons
🎓 Strategic
● Advanced Level
Coming Q2 2025

FILTER CONTENT

Find What You Need

By Role:

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Executive
Strategy
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Operations

By Topic:

Adoption
Frameworks
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90 lessons • Filter to find specific content

FEATURED SERIES

Four Pillars of Successful Enterprise AI Adoption

Strategic frameworks and insights for leaders navigating AI transformation

PROVEN FRAMEWORKS

Proven Frameworks to Accelerate Adoption

These frameworks are referenced in SOMA lessons and available for custom implementation.

Used by: Enterprise Decision-Makers • Strategy Leaders • Product Innovation Teams

Download tools and templates referenced in lessons, or book a call for custom framework design.

DOME Framework

Decision-Oriented Methodology Engine

A structured approach to AI decision-making and implementation planning

Includes:

• Framework overview PDF

• Decision brief template

Download Framework →

COMPASS Framework

Navigation System for AI Strategy

Find your direction in AI adoption, from assessment to execution

Includes:

• Strategic assessment tool

• Readiness scorecard

View Framework →

SCOPE Lite

Rapid AI Opportunity Scoping

Quickly identify and prioritize AI opportunities in your organization

Includes:

• Opportunity mapping template

• ROI estimation worksheet

Download Framework →

WHAT’S COMING

Content Roadmap

Upcoming lessons and frameworks in development

Q4 2025

Current Focus

✓ Enterprise AI Adoption Series

✓ Role-specific SOMA tracks

✓ DOME v1.0 testing

● Active
Q1 2026

Next Up

• Advanced SOMA lessons

• Industry-specific content

• COMPASS v2.0 launch

● Planned
Q2 2026

Future

• Advanced learning path

• Strategic case studies

• Executive workshops

● Concept
Q3 2026

TBD

Based on community

feedback and emerging

AI adoption needs

● To be decided

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Ready to Implement These Frameworks ?

SOMA lessons teach you the concepts. Custom implementation brings them to life in your organization

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