Systems Mapping & Integration Session

Build Your Operational Core Live in 90 Minutes

In 90 minutes, we build your team’s core task and knowledge hubs live on screen, eliminate your biggest operational bottleneck, and hand you a complete architectural blueprint for the rest of your tech stack. You leave with usable assets for daily work and a clear roadmap for what to connect next.

Highly recommended build stack: Notion Business + Claude Cowork

90 min

Live 1:1 integration

24–48 hr

Strategic package

Book My Systems Mapping Session

Before the session

Diagnostic & build plan

Live build stack

Notion Business + Claude Cowork

Within 24–48 hours

Complete-stack blueprint

If You Are the System, You Are the Bottleneck.

Mission-driven work cannot scale cleanly when every request, decision, approval, and follow-up routes through one person.

You become the intake desk, project manager, approval engine, follow-up system, and keeper of institutional knowledge. The issue is not talent or commitment. It is the missing operational layer beneath the work.

01Request intake
02Project tracking
03Decisions & approvals
04Follow-up
05Institutional context
06Reporting

Make the workflow visible first. Then build the system around the way the work actually moves.

The Three-Step Integration Blueprint

Before we meet, we confirm the tools, access, bottleneck, and build priority. The 90-minute session is reserved for building the operational core live in our highly recommended Notion Business and Claude Cowork stack; the complete-stack documentation follows within 24–48 hours.

STEP 01

Before the session

Prepare the live build

Focused Diagnostic & Build Plan

A focused diagnostic captures the inputs needed to make the live build productive. No main hub is built before the call.

01

Current-State Snapshot

Capture your current tools, recurring work, and primary operational bottleneck.

02

Tool & Access Confirmation

Confirm Notion Business, Claude Cowork, and any source-tool access needed for the live session.

03

Live Build Priority

Identify the highest-value workflow to fix and configure together on screen.

STEP 02

Live for 90 minutes

Live in Notion Business + Claude Cowork

Build the Operational Core

We build usable assets live in our highly recommended stack: Notion Business for the two central hubs and Claude Cowork for AI-assisted workflow support.

01

Configured Action Hub

Build project templates, standardized status views, owners, and assigned task flows in Notion Business.

02

Configured Knowledge Hub

Structure meeting notes, decision logs, SOPs, and pre-formatted intake templates in Notion Business.

03

1–2 Quick-Win Automations

Activate at least one no-code trigger or Claude Cowork protocol. The final choice depends on your tools and available access.

STEP 03

Within 24–48 hours

Blueprint the complete stack

Strategic Package & Road Ahead

The follow-up package documents the operational core built live and maps the remaining systems, rhythms, and connections needed for the complete stack.

01

Visual Architecture Map

See all six operating engines, where your current tools fit, and where data should flow.

02

Operating Rhythm Playbook

Define where updates and files belong and how to run weekly check-ins using the new hubs.

03

Integration Backlog

Prioritize the next 3–5 automations, AI integrations, or software connections to implement.

Six Essential Operating Engines

The live session builds the Action Hub and Knowledge Hub at the center of the system. All six operating engines appear in your follow-up Visual Architecture Map, showing where current tools fit and where data should flow next.

ENGINE 01

Grand Central Station

Daily communication is routed, visible, and no longer scattered across inboxes.

ENGINE 02

Source of Truth

Decisions, standards, and working knowledge live in one dependable place.

ENGINE 03

Action Hub

Projects have owners, next actions, deadlines, and a clear operating rhythm.

ENGINE 04

Knowledge Capture

Meeting notes become searchable decisions and assigned work, not lost context.

ENGINE 05

AI Opportunity Layer

High-leverage tasks are identified for responsible AI support using proven prompt patterns.

ENGINE 06

Invisible Connections

The blueprint identifies where future automations should remove manual handoffs between tools.

04 / Your deliverables

What You Walk Away With

Three usable assets built live in your tools, followed by three strategic documents that map the complete operating stack and next connections.

Built Live in 90 Minutes

  1. 01

    Configured Action Hub

    A customized Notion Business workspace with project templates, standardized status views, owners, and assigned task flows.

  2. 02

    Configured Knowledge Hub

    A structured Notion Business repository for meeting notes, decision logs, and SOPs, including pre-formatted intake templates.

  3. 03

    1–2 Live Quick-Win Automations

    At least one active no-code trigger or Claude Cowork protocol configured during the call. The final choice depends on your tools and available access.

Delivered Within 24–48 Hours

  1. 01

    Visual Architecture Map

    A single-page diagram of all six operating engines, showing where your current tools fit and where data should flow.

  2. 02

    Operating Rhythm Playbook

    A concise guide defining when to post updates, where to store files, and how to run weekly check-ins using the new hubs.

  3. 03

    Integration Backlog

    A prioritized checklist of the next 3–5 automations, AI integrations, or software connections to implement.

What We Build Into the System

These are the usable assets created live on screen in Notion Business and Claude Cowork: a configured task system, a structured knowledge repository, and 1–2 quick wins selected for your tools and available access.

Configured Action Hub

Built in Notion Business

  1. 1Project template
  2. 2Status view
  3. 3Owner assigned
  4. 4Task flow live

Configured Knowledge Hub

Structured in Notion Business

  1. 1Meeting captured
  2. 2Decision logged
  3. 3SOP linked
  4. 4Intake ready

Quick-Win Automation

Claude Cowork or no-code trigger

  1. 1Trigger or prompt
  2. 2Protocol runs
  3. 3Task or alert created
  4. 4Owner notified

You get a partner, not a vendor.

Hear it from our clients in their own words:

This was FABULOUS! By far the most useful workshop on AI I’ve attended.

Kaylani Grasso

Director of Communications, Siebert Lutheran Foundation

I was spending too much time on marketing instead of education leadership. We couldn’t get out the amount of stuff we’re pushing out without her. She’s skilled, responsive, and always learning new tools.

Faigy Ravitz

VP of Education Administration, CIJE

Faigy is masterful at strategically planning and implementing digital marketing. She is data driven and has familiarity with all of the latest technologies to support information gathering, assessment, and reporting.

Amy Amiel

Chief Program Officer, The Jewish Education Project

Everything Faigy puts together is high-class, high-touch, sophisticated. It’s helped the community really understand what this organization is and why it’s important to support us.

Tamar S.

Jewish Education Nonprofit

This Session Is For You If

This is a hands-on integration session for mission-driven people who want a central workspace shaped around the way they actually work.

  • You are a mission-driven solo, organizational leader, or stretched-thin team.

  • Important work depends on what one person remembers, forwards, or follows up on.

  • Your tools hold information, but the handoffs between them are still manual.

  • You want a working hub and hands-on training, not another generic strategy deck.

Build the core now. Blueprint the complete stack.

Put usable systems into daily operation in one focused session.

We prepare the build plan before the call, configure your Action and Knowledge hubs live in Notion Business, add the right Claude Cowork or no-code quick win, and deliver the complete architecture, operating rhythm, and integration backlog within 24–48 hours.

$750

Session price

90 min

Live integration session

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