Lesson 8 · 20 min
Nobody reads a long report. The owner wants to know what you found, what you recommend, what's left out, and what happens each week. All on one page, in their own words, no acronyms. This lesson pulls together what you did in the course and builds your plan with dates.
Start the lesson
Goal: write the one-page report in the owner's language, with 3 findings, 1 recommendation, what's left out, and weekly milestones.
The four deliverables that become the report. Click an exercise to see the "done when".
15 questions and consent
3 exercises
Script, word-for-word phrases, and an agreed count.
See the lessoncases and IF/THEN
3 exercises
File of tested rules, with an owner and a date.
See the lesson6 axes and risk
2 exercises
One recommended, the cuts, and the risk checklist.
See the lessonThe foundation of everything: without a recent case and a counted number, the rest of the diagnosis becomes opinion.
Requires the interview. The scores come from what the owner said, and they check them at the debrief.
Requires the matrix. Three cases, the pattern, and the rules tested on new cases (lessons 4 and 5).
Requires the rules. Score, cut with a reason, and check data and channel (lessons 6 and 7) before writing the page.
Interview, matrix, rules, and recommendation. Each deliverable uses the previous one; the report only puts together what already exists.
Mandatory order: each deliverable uses what the previous one produced.
Four rules that apply to the whole page.
Swap the technical noun for what changes on their Monday.
"Assistant with a knowledge base" becomes "answers just like the front desk, using your insurance table".
Quote the owner at least twice, using the exact sentence you noted in the interview.
They read it and recognize their own problem, said the way they say it.
Say what AI doesn't do: it doesn't decide for them, it doesn't get everything right at the start, it doesn't know what isn't written down, it doesn't update itself.
That's why the plan starts with human approval. Said up front, this reassures; discovered later, it becomes a complaint.
Read it out loud to someone who isn't in the field. If the person asks "what is that?", rewrite it.
Would you say that sentence at the counter of the bakery? If not, it's jargon.
The report fits on one page. Scope without price: price is a conversation for Selling with AI. Replace what's between < > with your own.
# Diagnosis — <business> — <date> Prepared by <consultant> for <owner> ## 1. What I heard (3 to 5 sentences) <situation in the owner's words, with 1 literal sentence in quotes> ## 2. Three findings 1. <finding> — <evidence: case, count, matrix score> 2. <finding> — <evidence> 3. <finding> — <evidence> ## 3. The recommendation (just one) <what to do, in which area, with what observable result in 30 days> Automation level at the start: <1 / 2 / 3> Who approves: <person> ## 4. What is left out, and why - <candidate>: <doesn't need AI / not now> — <reason> ## 5. 30-day plan Week 1: <visible milestone> Week 2: <visible milestone> Week 3: <visible milestone> Week 4: <visible milestone> ## 6. Scope Includes: <...> Does not include: <...> Risks and rules checked on <date>: <personal data, channel>
"Knowledge-base assistant" → "answers just like the front desk, using your price list" "Qualification flow with handoff" → "sorts out who wants to book and calls you when it's an exception" "Event-triggered automation" → "the message goes out on its own when the appointment is booked" "Examples for the model to learn from" → "learns from your cases and repeats your way of doing it" "Phased human approval" → "at first, nothing goes out without you or the front desk approving it"
[ ] Fits on one page [ ] No technical acronym without an explanation [ ] At least 2 literal sentences from the owner, in quotes [ ] Each finding has evidence (case, count, or score) [ ] One recommendation, not several [ ] What is left out is written down, with a reason [ ] Each week has a milestone the owner can see [ ] The limit of AI is stated [ ] No number without a source; no client personal data [ ] Passed the grandparent test
Clínica Vila Serena (fictional) — after-hours questions on WhatsApp Week 1: count for the week done (baseline) and rules file approved by the owner Week 2: assistant set up in testing, checked against 15 written cases (how to do it: course 2) Week 3: live at level 1: the front desk approves each reply prepared at night, every morning Week 4: front desk and owner trained (course 2); comparison with week 1's count; decision to continue, adjust, or shut it off
Pick a start date and how much time you have each week. The plan lists the practices from the 8 lessons in order.
The final deliverable of the course.
Build the report for Clínica Vila Serena (fictional) with what you produced in lessons 2 to 7, using the template. Mark at the top that the company is fictional.
Done when: the report fits on 1 page and has 3 findings with evidence, 1 recommendation, what is left out with a reason, and 4 weekly milestones.
Run the report through the 10-item checklist and read it aloud to someone outside the field.
Done when: all 10 items are checked and the person who listened can say, in their own words, what you recommended.
Four questions about the whole diagnosis.
Question 1 of 4
How many recommendations does the one-page report include?skill
Question 2 of 4
What is the order of the diagnosis deliverables?skill
Question 3 of 4
"Assistant with a knowledge base" in the owner's language becomes:
Question 4 of 4
What does week 4 of the 30-day plan need to have?
Pick an answer. The explanation shows up after you try.