3Level 3 of 5
Help me do it
They finish with something they can use.
Guided template, calculator, planner, or mini app.
Now the method does some of the work. It takes what they told it and gives back a result: a plan, a number, a filled-in draft, a decision with reasons attached.
This is where your expertise starts travelling without you in the room, because the guidance is built into the order of the questions.
What the person actually does
- Answer in their own words
- Make the decisions your method asks for
- Leave with an output — a plan, a draft, a score, a next step
You're on the right rung when
- There's an output people currently have to produce themselves
- You'd normally correct their first attempt in a meeting
- The same handful of inputs always determines the answer
What it takes to make
A real build. The questions, the order, the wording of the guidance, and something to hand back at the end.
Worked example
My own level three: answer five short prompts and it hands back a video plan in your own words, as a file you keep.
The Seven-Minute Video Plan →Where it runs out
One good run through, and then nothing. Nothing is saved, nothing comes back, and the second time they start from scratch. That's level four's job.
If your expertise is trapped in a worksheet, spreadsheet, PDF or meeting, send me the method. I'll look at what a simple digital product could make easier to use.
Send me your method →