AI, SWITCHED ON PROPERLY   /   GOODOPS MODULE 05
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You already
pay for AI.
Nobody
switched it on.

Copilot or Gemini is in the plan. Three people use it, badly. Nobody wrote down what it may see. The rest of the team has a tab open and a question. AI, Switched On Properly rolls out the AI you already own, with rules, grounded in your own files, and trained on three pieces of real work until they stick.

See how it works

Built for organizations that have outgrown "someone will sort it."
Works with Microsoft 365 Copilot or Gemini for Workspace. No new vendor, no new login.

Where did the AI licence go?
Copilot · 30 seatsPaid since March · 4 active
"Can I paste the client contract in?"Asked in Slack · 11 replies
Proposal, first draft2 hours, by hand, again
Week 4, Friday

"Draft the Northwind proposal from last week's kickoff."

First draft in 90 seconds, from the meeting memory and your last three proposals. Reviewed, sent by lunch.

Illustrative. Your data stays yours.
FIG. 01 / LICENSED IS NOT ROLLED OUT.

Most organizations we meet already have the licence.
The AI is on. The organization isn't.

FIND YOUR STAGE

Works with the AI you already pay for.

Copilot on Microsoft 365, Gemini on Google Workspace.
Grounded in the files you already have, with the permissions you already set.

Microsoft 365 CopilotGemini for WorkspaceSharePointGoogle Driveslackasana
NOT ANOTHER AI TOOL

You don't need
another AI tool.
You need the one you have, working.

The model isn't the problem. The plumbing is: the files it can't reach, the rules nobody wrote, the three people using three different things. We connect the AI you already own to your own organization, write the rules in a page, and train it on real work until it earns its place.

THE AI, SWITCHED ON PROPERLY WAY05 / 11
Write the rules before anything is switched onFirst
Ground it in your own files, with your permissionsThen
Train it on three real pieces of work until they stickAlways

AI that earns
its seat.

Human review on anything that leaves the building. Always.

WHERE ARE YOU TODAY?

Three stages.
Most organizations are stuck on two.

Buying the licence is the easy part. Making it reach your files, follow your rules and do real work is what's missing.

STAGE 1

Nothing switched on

AI is a tab someone opened once. Decisions about it are made by whoever shouts loudest.

Staff paste client data into personal accountsNobody knows what's allowed
Most organizations we meet are hereSTAGE 2

Licensed, but not rolled out

Copilot or Gemini is in the plan. A few people use it for emails. Most seats are empty. No rules.

26 of 30 seats unusedIt can't see the files that matterThree people, three tools, zero policy
STAGE 3

Switched on, properly

Grounded in your files. Rules everyone read. Three workflows live and measured. Training that stuck.

Proposal first drafts in minutes, from your own historyPre-call briefs from the meeting memoryUsage you can see, by team
AI, Switched On Properly takes you from two to three in four weeks.
THREE STEPS. FOUR WEEKS.

Rules first.
Then files. Then work.

We write the operating rules, connect the AI to your own files with the permissions you already have, and pick three real workflows to make it stick.

01

Rules first

One page, written with you, read by everyone: what the AI may see, what it may say on your behalf, what it keeps, and what never goes in. Which tools are approved and which are retired. Human review on anything that leaves the building. Vendor terms and data residency checked before a single seat is switched on.

What did we promise Northwind on timeline?
Ask it anything. Try it.
02

Then files

Copilot or Gemini connected to the files, mail and chat you already have, with exactly the permissions people already hold. If someone couldn't open the folder before, the AI won't answer them from it. The meeting memory, if you have Voice Memory, becomes something it can draw on. Twenty real questions tested until the answers are right and cited.

03

Then work

Three workflows your team actually does, made faster with the AI: usually proposal first drafts, pre-call briefs and the shared inbox. Two 90-minute working sessions on your real documents, not demos. A champion in each team. Usage measured by team at 30 days, and the rules updated for what you learned.

WHAT YOU GET

Not a licence.
AI your organization actually uses.

Measured, not promised. Every one of these is checked with you before we call it done.

Rules everyone
has read.

One page on what the AI may see, say and keep, which tools are approved, and where a human signs off. Read and acknowledged by the whole team.

Grounded in
your own files.

Answers come from your documents, mail and meetings, with the permissions you already set, and they cite where they came from. Twenty real questions pass.

Three workflows
that stuck.

Proposal drafts, pre-call briefs, inbox triage, or the three that matter most to you. Live, trained on real work, and measured at 30 days.

The natural first module after the diagnostic.

The AI & Operations Diagnostic shows where AI earns its place. This module switches it on there first. Everything else builds on it.

THE OPERATING RULES

Written down before
the first seat is on.

These four are the floor. Agreed in week one, written in a page, acknowledged by everyone, and updated as the tools change.

01

Same permissions as your files.

The AI sees what the person already could, nothing more. No folder opens because an AI asked.

02

Some things never go in.

Payroll, HR files, legal advice, client financials outside the tenant, and whatever you add to the list.

03

A human signs anything that leaves.

Drafts are drafts. Proposals, client emails and quotes are reviewed by a person before they're sent.

04

Approved tools, named.

One AI inside your tenant. Personal accounts retired. New tools scored before anyone signs up.

House rule

You own everything.

The prompts, the agents, the rules, the templates, the data and the accounts. Everything is set up in your tenant, in your name. Leave any time and take all of it; nothing GoodOps builds is a reason to stay.

Your tenantYour accountsNo lock-in
THE 30-MINUTE MINI-DIAGNOSTIC

Your rollout plan,
before you commit to anything.

Three questions: what AI are you already paying for, who's using what (including the personal accounts), and which three pieces of work would you most like to be faster? Every tool lands in one of four states. That list is the plan.

Activate

You have it. It's off.

Copilot or Gemini seats paid for, barely used. We switch them on properly.

e.g. Microsoft 365 Copilot, Gemini for Workspace
Optimize

It's on. No rules.

People use it, nobody governs it. We write the page and connect the files.

e.g. Copilot on, SharePoint not grounded
Migrate

Three people, three tools.

Personal ChatGPT, Claude and Gemini accounts. We move everyone to one, inside the tenant.

e.g. Personal AI accounts, pasted client data
Good to go

Already working.

Your file system and permissions. We plug in, we don't rebuild.

e.g. SharePoint, Google Drive, your identity provider
We run this on ourselves.

GoodOps drafts proposals and briefs from its own meeting memory with the same rules. The demo is a real proposal.

4 WEEKS, THEN IT JUST RUNS

Clear steps.
A clear "done" for each.

You approve before we move to the next step. We start with one team or one cycle, prove it, then roll it out to everyone.

Week 1

Rules

Operating rules written with you, approved tools named, personal accounts listed. Vendor terms and residency checked.

Weeks 2–3

Files

AI connected to your files, mail and meetings with existing permissions. Twenty real questions tested until they pass. Personal tools retired.

Week 4

Work

Three workflows live. Two working sessions on real documents. A champion per team. Usage dashboard by team.

Ongoing

Looked after

Runs on your GoodOps retainer. Monthly AI recommendations, rules updated as tools change, usage reviewed at 30, 60 and 90 days.

HOW IT'S SOLD

Typically CAD 6k–12k, fixed after the mini-diagnostic.

Then AI, Switched On Properly runs on your GoodOps fractional retainer. Rules, grounding and training are the module. Seats are what you already pay for.

The mini-diagnosticThirty minutes. Where the problem lives today, where it needs to go, and a four-state plan for every tool.
Free30 minutes
Set-up & rollout4 weeks. Fixed after the mini-diagnostic, based on your size and how many places the problem lives today.
CAD 6k–12ktypical, fixed after the call
Looked afterIncluded in your GoodOps retainer: checks, quality reviews, new features, a named contact.
Retainerno separate care fee

Software: Copilot is now built into Microsoft 365 Business plans; Gemini is included with Workspace Business. Most organizations add nothing.

FAIR QUESTIONS

Before you
say yes.

The things owners ask us on the first call.

We already have Copilot. What would you actually do?

Write the rules, connect it to your files with your permissions, retire the personal tools, and train your team on three real workflows until they stick. The licence is the easy part; most organizations we meet have 80% of their seats sitting unused.

Is our data used to train the model?

Not inside Microsoft 365 Copilot or Gemini for Workspace on business plans; both commit to that in their terms. We check the terms and the data residency before anything is switched on, and we write what we found into your rules.

Which AI should we use?

Whichever one you already pay for. Copilot if you're on Microsoft 365, Gemini if you're on Google Workspace. One tool, inside your tenant, with your permissions. We don't make anyone switch for fun.

What if someone pastes something they shouldn't?

Inside the tenant, the AI only sees what the person already could, so the blast radius is already their own access. The rules name what never goes in, and the retired personal accounts remove the usual leak. Monthly review catches the rest.

Which three workflows?

The ones that waste the most time in your organization. Usually proposal first drafts, pre-call briefs and shared inbox triage. The mini-diagnostic picks them with you.

What does it cost?

The 30-minute mini-diagnostic is free. From it you get a fixed price for the four-week rollout, typically CAD 6,000–12,000 depending on team size and how many tools need retiring. Seats are what you already pay for. Once live, it runs on your GoodOps retainer.

AI THAT EARNS ITS SEAT.

Switch on
what you already
own.

Book the 30-minute mini-diagnostic. We'll find your unused seats, your personal accounts, and the three pieces of work that should be faster by next month.

A conversation about your organization.
Not a demo of software.

AI, SWITCHED ON PROPERLY
The 30-minute mini-diagnostic

Let's find out
in 30 minutes.

Tell us a little about your organization. No documents, system access or long explanation needed.

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