Right after purchase, you (or your executive sponsor) receive an invitation to identify your core contacts and the managers of every affected area. We ask you to complete it within 24 hours.
Executive sponsor (if not you)
Project leader / PM (required)
IT or technical lead (if applicable)
Primary vendor contact (if applicable)
Managers of the affected areas
Note
Once submitted, you receive an email template to send to your managers. If the executive sponsor is someone other than you, we contact them directly. If we don’t hear back within 48 hours, we loop you back in.
02.
Managers Build the Pool
Each manager nominates 3–5 people from their area.
Step 02
Each manager receives an invitation to identify 3–5 frontline people from their area who are directly affected by the project. The pool just needs to be large enough to draw the frontline interviewees from.
Every affected department is represented.
If a manager hasn’t responded within 72 hours, we notify you so you can follow up.
03.
Lottery & Invitations
Lottery, not selection. You don’t pick who’s drawn.
Step 03
Once we have adequate representation, the system runs a cryptographically secure lottery against the pool to select the frontline participants. All ten invitations go out at once: your core team, the managers of affected areas, and the drawn frontline.
Frontline participants remain anonymous throughout the process.
Each person schedules their own 45–60 minute interview at their convenience.
04.
The Interviews
A real conversation. Not a survey.
Step 04
Each interview is a confidential, in-depth conversation with our AI designed to surface what surveys and questionnaires miss. The AI adapts in real time. It detects hesitation, defensiveness, and patterns in how people respond.
Follows up on vague answers and unexplored concerns.
Asks different questions based on role (management, frontline, project leader).
Tailors questions to your project type (ERP, CRM, acquisition, automation).
Picks up unspoken tensions, political undercurrents, and gaps between what people say publicly and believe privately.
Note
People typically complete interviews within a few days to a week, depending on schedules.
05.
Analysis & Delivery
Within 24 hours of the final interview.
Step 05
Once all ten interviews are complete, we analyze the patterns and deliver your comprehensive action roadmap within 24 hours.
25–30 page downloadable PDF.
Pattern analysis specific to your organization.
Executive, management, and frontline perspective comparison.
Prioritized issues ranked by severity.
Specific corrective actions for this week, this month, this quarter.
What to address first. Why sequencing matters.
Note
The report is yours. Share it with your team, use it internally, or bring it to consultants if you want implementation help.
§ Section II
By design, not by promise.
Confidentiality & data security.
Interviews are confidential. Nothing about your company, your project, or what anyone said is ever shared or sold. The report describes patterns, not conversations.
What this means in practice
The report goes only to you.
No vendors, consultants, or other parties see findings.
Interview content is held confidentially for analysis only.
Every participant stays anonymous in the report. No names, no roles, no quotes.
You control who sees the final report.
Recordings and transcripts are confidential. Never shared, never sold.
We hold the interviews. You get the patterns. No quotes, no recordings, no names.
§ Section III
The deliverable.
What’s in the report.
25 to 30 pages of intelligence specific to your project, your people, and your patterns.
§ 01
Executive Summary
What we found, why it matters, and what you need to do first. Written for decision-makers who need the bottom line without wading through 30 pages.
§ 02
Pattern Analysis
Which human dynamics patterns are active in your organization: where leadership is misaligned, where resources are fiction, where resistance is hiding beneath compliance. Not generic best practices. Specific patterns we identified in your interviews.
§ 03
Cross-Level Perspective
Where your executive, management, and frontline levels see the project the same way, and where they don’t. The gaps reveal where communication is breaking down, where expectations are misaligned, and where problems are brewing.
§ 04
Issue Prioritization
Your problems ranked by severity and urgency. What’s actively derailing the project right now versus what will cause problems later if not addressed.
§ 05
Corrective Action Roadmap
Specific actions organized by timeline: this week, this month, this quarter. Each action includes what to do, why it matters, and who should own it.
§ 06
What to Address First
The critical path. Which issues to fix before others. Why sequencing matters. Some problems unlock solutions to other problems. Some need to be addressed before anything else will work.
↳ Sample excerpts
Drawn from past engagements, anonymized. Your report will be specific to your project, your people, and your patterns.
Pattern Analysis · Excerpt
Resource Mirage: Committed on Paper, Unavailable in Reality
Management interviews indicate that key resources are allocated at 50% capacity to the project. Frontline interviews reveal these same individuals are being pulled back into operations continuously, with no backfill provided. Actual availability is closer to 15–20%.
Impact
Critical project tasks are stalling. People are burning out. Timeline slippage is inevitable without intervention.
What’s driving this
Operations leaders are protecting their metrics. No one has authority to enforce resource protection. The project sponsor hasn’t prioritized this publicly.
Corrective Action · Excerpt
Immediate Action: Establish Resource Protection with Consequences
What to do
Executive sponsor must publicly communicate that project resources are protected and will not be pulled back into operations without explicit approval. Create escalation path when this happens.
Resource availability is the #1 constraint right now. Without protection, timeline will continue slipping and people will continue burning out. This must be fixed before other interventions will work.
How to do it
[Specific 3–4 step process provided in actual report.]
§ Section IV
The interview itself.
What the interviews are like.
The AI calls you on your phone (mobile or landline, your choice) for a real conversation. Not a survey you click through on a screen. An actual back-and-forth dialogue where you can speak naturally and think out loud.
The AI asks questions, listens to your responses, and follows up based on what you share. It picks up on hesitation, explores concerns you mention, and adapts to how you communicate. Most people say it feels like talking to a trusted advisor. Someone who asks good questions. Doesn’t judge. Creates space for honest answers.
For management & project leaders
Questions focus on decision-making, resource allocation, sponsorship, and what you’re seeing from your vantage point.
For frontline participants
Questions focus on day-to-day reality: what’s actually working, what’s not, where the friction is, and what they wish leadership understood.
Want to experience it?
Start with the free Pulse Check. Same conversational AI. Just shorter. Thirty minutes instead of forty-five to sixty.