The Agenda
A run of show for a 45–60 minute scoping and demo session.
0–10 · Why This Matters Now
Goal: Land the discovery-to-engagement narrative before touching any tool.
Talk track: Use the Then/Now shift and the adoption numbers from Why This Matters Now. If the client already went through the Get Found in AI Search program, reference their own baseline directly: "we already know AI assistants are sending you real traffic — this is about what that visitor experiences once they land."
10–20 · Discovery
Goal: Walk the Discovery & Scoping questions live with the client's team in the room.
Watch for: A client who answers every question with "we're not sure yet." That's fine — it's itself a signal to start at Crawl, prove value fast, and let the later questions answer themselves once something real is live.
20–40 · Live Demo
Goal: Show, don't describe. Demo the surface that matches the tier discovery is pointing toward.
On screen: The Deployment Surface that fits — a Knowledge Box or Modal for a likely Crawl engagement, a full Bot for Walk, a Bot plus a live integration example for Run. Use the fallback demo pattern unless you have the client's own content already ingested.
Talk track: Narrate what's happening behind the answer — which content it pulled from, whether it's RAG-only or also called a tool — so the client understands the mechanism, not just the output. This is the moment The ai12z Advantage's RAG-vs-ReAct distinction actually lands.
40–50 · Recommendation & Roadmap
Goal: Turn discovery and the demo reaction into a concrete recommendation.
On screen: The deliverable template — recommended tier, surface, content source, integrations, timeline, owners.
Watch for: Recommending Run because it's the most impressive demo, not because discovery actually supports it. Match the recommendation to what was learned in the first 20 minutes, not to what got the best reaction in the room.
50–60 · Close & Next Steps
Goal: End with a concrete next step, not just enthusiasm.
Talk track: Confirm the client-side owners named in discovery, and schedule the kickoff for whichever tier was recommended. See Close & Next Steps for the full checklist.
Related Documentation
- Discovery & Scoping — Full detail for the 10–20 minute block
- Your Working Session — Full detail for the 20–40 minute block
- Engagement Tiers — What the recommendation in the 40–50 minute block is actually choosing between