Sample client files
This is a complete sample based on a fictional cleaning company. Bright Path Cleaning Services is a 6-person residential cleaning company whose owner wants to use AI strictly for writing better estimates, follow-ups, and client communications — not for customer-facing interactions — to convert more leads into recurring clients without losing the personal, trust-based tone that defines their brand.
Executive Summary
Short two page overview of recommendations, priorities, and expected impact. Designed to be shared to set expectations prior to the first meeting. Also with a decision-maker who won't read the full guide.
Blank Questionnaire
The intake form we use to understand a business. Shows the rigor of the discovery process with the varying sections covering operations, staff, tools, pain points, and goals.
Completed Sample Questionnaire
Same form, filled out for our sample cleaner. Shows what good input looks like, with the level of detail that produces the good recommendations.
Sample AI Adoption guide report
The full guide: implementation steps, accountability, workforce protection, and risk notes. This is what the client inputs into the Interactive Guide. The guide helps the client explore their program guide. (if you want to try it out, download this, open the Guide link below and copy and paste the guide report.)
Link to pdf (for reading) Link to TXT file for uploading to the interactive guide
Interactive Guide - Claude powered
This is how the client interacts with their assessment and application details. This is a Claude powered artifact, so as long as you have a Claude account you can access this and all of your interactions are stored in your Claude memory, no one else will see them (if you haven't yet, consider turning off "Help improve our AI models" under the Privacy tab)
https://claude.ai/public/artifacts/1fa91824-6fc7-4152-90d8-e0d375323f86
Implementation Cheat Sheet
Multipage reference sheet that walks through the main points of the implementation details that are fully explained in the guide
Other sample client file outputs
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