Six modules. Sixty minutes each. Frameworks, tools, and templates built specifically for CoS operators — built to implement on your timeline, not ours.
You're a Chief of Staff. You know how to prioritize. You don't need a fixed weekly session to get something done — you need the right material, the right tools, and a clear path. That's exactly what this is.
You get the same training video modules, the same templates, and the same frameworks used in the live cohort — built to implement in the windows you have, not on someone else's schedule. The step-by-step automation blueprints and workflow guides mean you're never building blind.
If you want Dan, our expert AI developer, in the room with you during the builds — or want a cohort of peers going through it at the same time — the live cohort and 2-day bootcamp are both excellent options. All three tracks get you to the same place.
Not 60 minutes of someone reading slides. Screen-share demonstrations, real builds, frameworks you apply the same day you watch.
These are the same training video modules used in the live cohort. Every framework, every template, every build — on your schedule. Modules 1, 2, 5, and 6 are fully self-contained builds you complete as you watch. Modules 3 and 4 are supported by step-by-step automation blueprints and workflow guides so you're never building without a map.
The mental model that makes everything else click. Full stack setup — Claude Pro, Perplexity, Zapier, Notion. The voice document: what it is, why it's the single highest-ROI hour in this program, and how to build one that makes every AI-assisted draft sound exactly like your CEO.
The average CoS spends 40% of their time writing things their principal rewrites. This module ends that. Five production-ready communication templates built around your CEO's voice, plus an automated meeting summary pipeline so action items never disappear again.
The trigger-action mental model explained so clearly that automation stops feeling technical and starts feeling obvious. Zapier walked through interface-by-interface, a complete automation built on screen, and a framework for mapping any workflow before you touch a tool.
Three complete automation patterns walked through end-to-end — the weekly reporting pipeline, the meeting-to-action pipeline, and the approval request flow. Plus: how to maintain your automations so they keep running, and how to work with a technical resource when you need one.
Two systems that make a CoS structurally indispensable. The pre-meeting intelligence workflow that prepares your CEO for any conversation in 15 minutes. The OKR narrative workflow that turns raw, uneven team updates into an exec-ready progress summary automatically.
Zoom out from your own workflows and look at your organization. The AI opportunity audit identifies where AI creates the most leverage across every function. The 90-day roadmap turns that into a one-page proposal your CEO can say yes to.
Not generic templates you could find anywhere. Built specifically for the CoS role, tested in real CoS workflows.
Organized by use case: communications, research, synthesis, operations, board prep. Every prompt we use in the videos, plus dozens more built for common CoS tasks.
Pre-built and ready to customize: board updates, stakeholder memos, difficult messages, weekly digests, decision documents. Built around your exec's voice.
Step-by-step configuration guides with screenshots for every build in the program. When something breaks six months from now, you have the map to fix it.
The section-by-section build guide with examples that takes you from blank page to a complete voice document in under an hour.
Two worksheets: the role audit that shows you your 10 most automatable hours, and the automation canvas that maps any workflow before you touch a tool.
The org-level analysis framework from Module 6. The guided questions for each functional area and the rating criteria that turns a conversation into a ranked proposal.
Company-reimbursable. A CoS reclaiming even 5 hours per week at a $120K salary recovers the full investment within 2–3 weeks of reclaimed capacity. The question isn't whether you can afford this. It's whether you can afford another six months without it.
That's a real data point about yourself — not a character flaw. The self-paced format works best for people who finish things on their own. If that's not reliably you, the cohort structure is specifically designed for that problem. We'd rather lose the sale than have you buy something that doesn't work for you.
The frameworks, tools, and templates are the same. What's different is the implementation context: no live developer, no cohort accountability, no real-time unblocking. Same map, different guide.
Yes — and that's why lifetime access includes all future updates. When we add new modules, update templates for new tools, or swap out tools that have gotten better alternatives, you get it. No rebuy, no upgrade fee.
No. Every build is shown screen-by-screen with narration. The automation modules are deliberately designed for operators, not developers — the whole point is that you don't need to understand how it works under the hood, just how to configure and maintain it.
One hour, every month, open to all self-paced students. Bring whatever you're stuck on. Melanie answers questions live. This is the human touchpoint that separates this from a course you download and forget.
Yes. If you enroll in the self-paced course and decide you want the live cohort experience, we'll credit your $497 toward the $3,000 cohort price. You'll never feel penalized for starting here.
Every week without these systems is a week of Sunday night rewrites, manual compilation, and your best hours going to work that should be automatic.
Join the Waitlist HereLifetime access · All future updates included · Upgrade credit toward cohort available