A working method for the advisor who makes sure a client's values are built into an AI decision before a vendor's are.
Digital workbook + editable templates. Instant download.
A donor-scoring model encodes a definition of who is worth attention. A drafting tool encodes a voice. A personalization engine encodes assumptions about why people give. None of that is chosen out loud. It arrives with the software.
If a client does not set the logic, the vendor's becomes the default. And the default is never neutral. It was tuned for engagement, speed, or conversion, because that is what sells software.
The failures that matter most are the ones no one can see.
Name where a client actually stands on our five-stage readiness spectrum, not where the board believes it stands.
Four pillars that turn a client's worries into structure. Each carries a guardrail that keeps the mission protected.
Three tools with blank templates and worked examples. Context Brief, Vendor Vetting Checklist, Values Audit.
The organization defines its own context before deploying anything: mission, who it serves, voice, and what a good outcome means.
Proprietary data stays out of free tools. A person stays in the loop on decisions a historical model would otherwise make alone.
Put AI where it removes repetitive first-pass work. Keep judgment and the human relationship with a person.
The people affected get a voice. Build a feedback loop, audit honestly, close the loop, adjust, repeat.
One page a client fills in before any tool is bought: mission, who they serve, voice, what they'll never automate, what a good outcome means.
Questions that turn a sales demo into a real evaluation, including green flags and red flags that make a tool's inability to explain its own scoring a reason to walk.
The recurring check that asks whether a tool, in practice, still serves the people the client says it serves.
The complete method and every artifact.
The workbook plus a 60-min group working session on real client scenarios.
Your clients don't need an AI expert. They need the advisor who makes sure their values are built in before a vendor's are. This workbook is how you take that position deliberately.
Get the workbook — $50