prepared for
Proposal · Move 1 · For Jonathan Mahfood
Reclaim Your Reporting
Reporting eats about a third of your week. We give that time back, and teach you to keep it.
A 4-hour hands-on build · Two 2-hour sessions · You leave with a working product
What this is
- Your hardest report, turned into an automated, trusted process.
- One input, every audience format out. Board, management, interdepartment.
- Built with you, click by click, so you own the method.
1
What you told us
We heard you clearly. Here is the exact pain we are solving.
⏳
A third of your time
About 30% of your week goes to writing reports. Most of it is correlating data by hand.
🔁
Same content, reworked
Board, management, and interdepartment reports repeat the same information in different formats.
🔍
You still do the work
You use AI, but you build it with AI. You review it 10 times to catch inconsistencies.
🛡️
You do not fully trust it
You want the work done for you, but only if you can see and trust where every number came from.
2
The shift
We move you from doing the work with AI, to the work being done for you.
Today
- • You build each report with AI, from scratch.
- • You review it 10 times for accuracy.
- • You reformat it for each audience by hand.
- • It takes time, and you still do not trust it.
After
- ✓ One input feeds a defined, trusted process.
- ✓ Every audience format generates itself.
- ✓ You can see and audit where each figure came from.
- ✓ Minutes, not days. And you own the method.
1
Pick the report
Your single hardest, highest-repetition report.
2
Map the workflow
Every input, source, and step, broken down.
3
Build it together
We build the automated process live, with you.
4
You run it
Click by click, then apply it to every report.
3
The two sessions
Four hours total, split into two focused 2-hour blocks so it stays sharp.
Session 1 · Wed Jul 15 · 12:00 to 2:00pm ET
Dissect and map
We take your hardest report and break down every input, source, and step. Together we design the automated workflow that produces it.
Session 2 · Fri Jul 17 · 2:00 to 4:00pm ET
Build and drive
We build it live. You run it click by click. You leave the session with the finished, working report and the method to repeat it.
4
What you leave with
This is teach-you-to-fish. You keep the skill, not just the output.
- ✓A working, automated version of your hardest report. Done, not theory.
- ✓One input, every audience format out. Board, management, and interdepartment versions from a single source.
- ✓The repeatable method. You apply the same process to every other report yourself.
- ✓A process you can trust and audit. You see where every figure comes from. No black box.
5
What to bring
Light prep. Ten minutes, not an assignment.
🎯
Your hardest report
Pick the single report that costs you the most time.
🧾
Its inputs
The sources and fields it pulls from. A rough list is fine.
📁
A few past versions
Example old reports, so we match your exact format.
6
The investment
4-hour hands-on build (two 2-hour blocks)$2,500
50% deposit · due before Wednesday$1,250
50% balance · on completion Friday$1,250
Next steps
- Pay the 50% deposit to lock your Wednesday session.
- Pick your hardest report and gather its inputs.
- We meet Wednesday, 12:00pm ET and get to work.