The client toolkit.

One shelf of tools, tagged by stage. Every client starts somewhere different on the journey; nobody should have to start from scratch.

THE MAP

Where is your team on the journey?

Five stages, one at a time. Find yours, then pick up the tools tagged for it. The stage-agnostic pieces apply everywhere. Stages 1, 2 and 4 are covered in depth in the shared-foundation brief.

The organisational AI journey: five stages from Open the right doors to Let engines run
EVERY STAGE

Start here, whoever you are.

STAGES 1-2 · DOORS AND RULES

Getting started.

For teams choosing tools and agreeing what may go into them.

STAGES 1-2

The tool-selection rubric

System fit, the four account checks (org-controlled, no training on your data, visibility, retention), and how to run two tools in parallel while you decide.

STAGES 1-2

The data traffic-light one-pager

Red, yellow, green classes for your data, with examples, so "can I put this in there" takes ten seconds to answer instead of a meeting.

STAGES 1-2

The team diagnostic

The baseline survey: fluency spread, account reality, data comfort, and the wish list. Run it before choosing anything.

STAGES 3-5 · HABITS, SHELVES, ENGINES

Getting better.

For teams with tools and rules in place, working on efficiency, shared context, and automation.

STAGE 3

The prompt-chaining primer

Four small prompts beat one giant one: extract, compare, summarize, draft. And chains let you mix models per step, the micro version of build-expensive-run-cheap.

STAGE 4

Projects as the team library

Shared projects as org memory: what goes in knowledge (slow-changing, owner-refreshed) vs what stays live via connectors, including the shared-project Drive workaround.

STAGE 4

The efficiency metric

Track the mix, not the person: share of tokens on Sonnet or below, month-over-month improvement, a usage floor, and an award your heaviest builder can still win.

STAGE 5

Build-once-run-cheap patterns

Worked examples of designing a workflow on the big models and handing the running of it to the small ones: report intake, doc chasing, dashboard refresh.

Working versions, shared with clients as they firm up. Everything here grew out of client engagements. Questions or a piece you need sooner: aggarwal.shabnam@gmail.com