A narrated, hands-on workshop · ~65 min · for fiduciary exit planners

Teach AI to turn messy answers into clean data.

Press play and I'll walk you through it, start to finish — the mental model, a live demo you can poke at, the three guardrails your fiduciary work demands, and how it all snaps into a CRM. Read along below, or just listen.

12 chapters · player controls live at the bottom

Raw survey answer

→

Structured output

Pick an answer above, then extract.

Ch. 1 / The picture ▶ narrated

Capital isn't the bottleneck. Clarity is.

Your gap-savings tool exists to answer one quietly terrifying question for a business owner: am I going to make it? But before you can answer it, you have to get the facts out of their head — and people don't hand you facts. They hand you a paragraph of worry. This workshop is about building the part that turns that paragraph into something you can actually plan against.

Listen to this chapter for the full story — why exit planning is mostly a data problem wearing an emotional disguise, and why that's exactly the kind of problem AI is good at.

Ch. 2 / The mental model ▶ narrated

AI is your smart intake assistant — not the planner.

It reads human rambling brilliantly and turns it into facts. But it has no memory of your client and no shame about being confident-wrong. So you delegate the reading, and you keep the judgment.

📥

Capture

The survey collects whatever the prospect types — complete, vague, emotional, all of it.

// the input

🤖

Transform

AI extracts clean fields, summarizes the tone, and flags what's shaky. This is the only job it does.

// the AI's lane

🧠

Decide

You compute the real gap and make the recommendation — sourced, reviewed, delivered under your duty.

// your lane, always

Ch. 3 / The core skill ▶ narrated

Structured output is the whole trick.

Your tool needs fields — not a paragraph. As I talk through this chapter, run the demo up top on all five answers. Each one is messy in a different way, and watching the same prompt handle each is the real lesson.

Do this now: scroll up, click through all five chips, and hit Extract on each. I'll narrate what to watch for as you go.

Ch. 4–12 / Locked

That's the free preview.

You've heard the setup. The remaining 9 chapters are where The Intake Engine actually gets built — the guardrails, the hands-on builds, the full narrated walkthrough and the end-of-workshop check.

Get the full workshop → See the catalog

One file. Yours forever. Works offline, in any browser, on any device.