See the work

What the engagement actually produces, not just what it promises.

Two samples below, built to the same standard as a real engagement: an AI tool inventory and an engagement summary. Illustrative examples — not a real client's data.

Illustrative sample — not an actual client engagement
Sample deliverable 01

AI tool inventory

A documented list of every AI tool in use, and the purpose each one serves — the first artifact produced in the Discover stage.

AI Tool Inventory — Sample Co. Draft v1 · Discover stage
ToolPurposeData touchedStatus
ChatGPT (Plus)Client email drafting, proposal copyClient names, project scope detailsActive
Otter.aiMeeting transcriptionClient conversations, verbal agreementsActive
Notion AIInternal SOP draftingInternal process detail onlyActive
Canva Magic StudioClient-facing deliverable designClient branding assetsActive
Unnamed browser extensionUnclear — installed 2025, purpose undocumentedUnknown — full browsing history, unverifiedNeeds review
Illustrative sample — not an actual client engagement
Sample deliverable 02

Engagement summary

One organized view of the full engagement, so you can see your whole operating picture at a glance — delivered at the close of the Refine stage.

Engagement Summary — Sample Co. Refine stage · Complete
14
Tools documented
8
Data touch points mapped
1
Governance policy written
1
Needs-review item flagged
AI tool inventory Complete
AI usage map Complete
Data touch record Complete
Plain language governance Complete
Client maintenance guidance In review
A tool you can use today

AI Tool Tracker & Stack Optimizer

Not a sample — a real, working system built the same way an engagement is: documented, structured, and self-maintainable. Free to duplicate into your own Notion workspace.

  • AI tool inventory with automatic overlap detection across your stack
  • Subscription cost log so nothing auto-renews without you noticing
  • An ROI scoring system that outputs Keep, Monitor, or Cancel from your real numbers — no guessing
  • A use-case library documenting exactly how each tool earns its place
  • A five-minute monthly review checklist to keep it current
Duplicate the free template
5Linked databases 10 minTo set up $0On Notion's free plan

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