Rung 1 · Fractional CAIO Ladder · $4.97

Lead the AI rollout your firm won’t resist.

Most AI initiatives inside regulated firms stall in month two, not on the technology, but on the partners and staff who quietly wait it out. The AI-Ready Change Management Playbook is the senior method Aday Interactive, Inc. works from with client firms for governed AI adoption: readiness, buy-in, governance groundwork, and a phase-by-phase rollout that holds. It ships with the Making AI Transformation Work 40-prompt companion pack, each prompt flagged where it would touch privilege, PHI, or MNPI, so sensitive material is de-identified first.

What’s inside

  • Why partners and staff quietly resist AI: the specific patterns, and how to counter each one before it stalls the rollout.
  • Building the foundation: readiness, leadership buy-in, and the governance groundwork the initiative rests on.
  • The change toolkit: communication frameworks, training approach, and the trust work that carries adoption.
  • The phase-by-phase implementation methodology: the sequence that keeps a rollout from collapsing after the kickoff.
  • Leading AI adoption inside your firm: establishing the firm as a governed adopter your clients and regulators can trust.
  • Plus the 40-prompt pack: Making AI Transformation Work, with privilege, PHI, and MNPI touch-points flagged prompt by prompt.

The method treats your regulated posture, including Bar advertising rules, HIPAA, SEC/FINRA, and fair-housing, as a scoping input to the rollout, not an afterthought. It is a working method, not a compliance guarantee; your own counsel and compliance function own the final call.

The first paid rung. Both reads before it are free: the AI Executive Readiness Assessment scores the whole business, and the Governance Audit goes deep on your governance controls and ends with a 15-minute call. Run those first, then grab the Playbook to work the method.

Get the Playbook + Prompt Pack

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Work we have shipped

A national parts distributor

A private AI assistant running on the company's own infrastructure, so internal knowledge never leaves the building. Built, governed, and handed over.

Read the case study
FAQ

AI-Ready Change Management Playbook, questions answered

What exactly do I get for $4.97?

You get the AI-Ready Change Management Playbook plus the 40-prompt companion pack, Making AI Transformation Work. Both are PDFs covering readiness, buy-in, governance groundwork, and a phase-by-phase rollout.

How is it delivered?

Instantly. After you check out through Stripe, the PDFs are emailed to the address you enter. There is no waiting and no call to book.

Is this a done-for-you service?

No. This is a self-guided method you work from yourself. It is the same senior approach we use with client firms, written up so you can lead the rollout at your own firm.

Does the Playbook keep my firm compliant?

It treats your regulated posture, including Bar advertising rules, HIPAA, SEC/FINRA, and fair-housing, as a scoping input, not a guarantee. Your own counsel and compliance function own the final call.

What is the next step after the Playbook?

The $97 Founder-Led AI Growth Audit: Brandon turns your posture into a written 4-page memo covering shadow-usage exposure, a sanctioned-stack recommendation, and one vertical-compliance gap to close. If you have not yet run the free AI Governance Audit, do that first so the memo is built against a real score.