Part 1
Articulate Your Assessment Offer
~15 minutes
Open the Offer Refinement Coach from Module 3. Feed it your assessment as your entry offer — describe what it is, who it’s for, and what it delivers.
Give it your ICP’s pain points and the ROI you help them see. Let it run through the scoring and surface your top 3 fixes.
Your goal: walk away knowing your irresistibility, positioning, and trust scores — and the three things to sharpen first.
My assessment offer (name, price, what’s included)
e.g., “AI Impact Assessment, $2,000, 6 interviews + written report”
Irresistibility score
out of 7 — from the Offer Refinement Coach output
Positioning score
out of 7
Top 3 things to fix first
from the scorecard output — these become your next iteration
Never lower your price. Adjust your scope.
— Anne Murphy
Part 2
Map a Client’s Assessment
~30 minutes
Pick one client — real or ideal. Map what the assessment would actually look like for them. Use the Meridian case study from the session as your model.
Work through each field below. Then use the AI prompt at the bottom to pressure-test your thinking. Reference the Dimensions Guide and Interview Question Bank as you go.
Client name or ideal client description
who they are, what industry, how many people, what they do
What they told you the problem is
their words — what they say they need help with
What you think the real problem is
your read — the pattern under the surface
Rank the 6 dimensions for this client (most important to least).
1
Stakeholder trust and data handling
2
Service delivery and operations
3
Client and stakeholder communications
My ranking for this client
e.g., 3, 1, 4, 2, 6, 5 — most important first
Who would you interview? (5–10 roles)
CEO, ops lead, front-line staff, the skeptic, the champion...
What do you expect to find? (your hypothesis)
the pattern you predict before you walk in the door
Where is the biggest time savings likely to be?
which dimension, which tasks, your rough estimate
Where is the biggest money savings or revenue opportunity?
what’s the dollar story you’ll be able to tell them
Where is the biggest friction to AI adoption?
trust issues, skill gaps, process dependencies, leadership resistance
You are an AI consulting coach. I am designing a readiness assessment for a client. Here is what I know:
[paste your answers from above]
Please help me:
1. Identify 3 things I might be missing about this client's situation
2. Suggest 5 interview questions specific to their industry and context
3. Predict the top 3 findings I am likely to uncover
4. Recommend which of the 6 dimensions deserves the deepest investigation and why
Ask me one clarifying question before you begin.
Part 3
Work with Your Data in AI
~20 minutes
Coming soon
Comparing client interview data with indicators of risk exposure, revenue opportunities, and overall reduced friction.