Profit Reimagined · Profit Reimagined
Day, date, e.g. Tuesday, October 13, 2026, Start to end time and time zone, on Meeting platform.
The first working session with the whole Profit Reimagined team: what we heard, a first draft of the map, workflow questions, and a rough focus for the first scope of work. Light prep helps: pain points, current AI use, questions, and who could serve as an AI Champion.
| Time (Time zone) | Item | What happens |
|---|---|---|
| Start to end | Welcome | |
| Start to end | Introductions and AI Champions | Your role and what you are responsible for, about two minutes each, and who on your team could serve as an AI Champion. |
| Start to end | The plan for today | How discovery works, what to expect from this session and how we will work together. |
| Start to end | What we heard | Patterns and themes across the team's intake responses. We will share themes only, and no individual answers. |
| Start to end | Ecosystem map | A first draft of how information moves between your tools, with open questions marked for you to correct or fill in. |
| Start to end | Workflow questions | A few clarifying questions on specific workflows, starting with Workflow 1, the one raised most often in intake. |
| Start to end | Rough focus and timing | Where your team needs upskilling and where a build makes sense, so we can draft a first scope of work. |
| Start to end | Close | What you are most excited about, what you are most worried about, and booking the next session. |