Maui Cohort | AI-Guided Upgrade
You’re In.
Let’s Get Your Blueprint Moving.
Your BizFlixTalk™ AI-Guided Business Expansion Blueprint™ Upgrade is confirmed.
You now have 60 days of guided access designed to help you move through your Business Expansion Blueprint faster—with structured questions, business-building support, continuity between seasons, and your decisions staying in your control.
What happens next?
- Register for a Thursday onboarding session
- Watch for your BizFlixTalk invitation
- Attend onboarding
- Start building
Important: You do not need to move your entire ChatGPT history, upload every business document, or start your Blueprint over.
Your next step
Attend AI-Guided Onboarding
Your purchase is complete. Before beginning your AI-Guided Blueprint experience, you’ll attend a live onboarding session with Kat.
Live onboarding sessions
Thursdays, 11:00 am–12:00 pm Hawaii Time
October 8, 15 and 22
What We’ll Do During Onboarding
By the end of onboarding, you should be ready to use the BizFlixTalk guided environment on your own.
We’ll walk through:
- accepting your BizFlixTalk workspace invitation
- switching between your personal/company ChatGPT workspace and BizFlixTalk
- locating and opening the Strategic AI Blueprint Builder
- understanding what information stays separate between workspaces
- deciding what business information you want to bring into BizFlixTalk
- preparing your Business Context Record
- learning how the guided process uses Retrieve → Interview → Build → Review → Approve → Carry Forward
- understanding APPROVE / REVISE / INVESTIGATE FURTHER
- learning what to do when you don’t know an answer
- starting your first guided activity
- understanding how to save your Business Intelligence Record for use outside the BizFlixTalk workspace
What to Bring
Please bring:
- Your laptop or the device you plan to use for the program
- Your ChatGPT login
You will log into your own account. Do not send your password to BizFlixTalk or anyone else. - Your Strategic AI Business Context Record, if already completed
- Any Business Expansion Blueprint work you’ve already completed
- Optional business documents you may want to use during the program
You do not need to bring your entire ChatGPT history.
Before the Session
- Register
Register using the same email address you want associated with your BizFlixTalk access. - Watch for Your BizFlixTalk Invitation
You will receive a separate invitation to join the BizFlixTalk ChatGPT workspace. If you already use ChatGPT for yourself or your company, do not merge your existing workspace into BizFlixTalk. Keep the workspaces separate. - Attend Onboarding
We’ll make sure you can successfully access the guided experience before you begin working independently.
Your Plugin Access
Your plugin access is given to participants only after payment and workspace access have been confirmed, and is provided during your onboarding session.
Activate Your BizFlixTalk Access
Watch your email for your access invitation.
Your BizFlixTalk AI-Guided experience is delivered through a separate BizFlixTalk ChatGPT environment. Look for your invitation.
Once you receive it:
- Open the invitation.
- Sign in to ChatGPT using the email address you registered with.
- Join the BizFlixTalk workspace.
- Locate the Strategic AI Blueprint Builder.
Already use ChatGPT?
Great. Your existing personal or company ChatGPT environment remains separate. You don’t need to abandon it or move everything into BizFlixTalk.
Your BizFlixTalk access is a separate learning environment. Bring only the business information you want to use for your Blueprint.
Don’t see your invitation?
Check your spam, promotions and junk folders first. Then contact Kat@kimshepherd.com.
Decide How You Want to Start
You Don’t Have to Start Over.
Choose the starting point that sounds most like you.
OPTION A
I’ve already completed Strategic AI Onboarding.
Great. Bring your Strategic AI Onboarding / Business Context Record into the BizFlixTalk experience. The system will review what is already known before asking additional questions.
Best choice if: you’ve already completed your Strategic AI work with us.
OPTION B
ChatGPT already knows a lot about my business.
Don’t copy your entire ChatGPT history. Instead, use the Business Context Transfer Prompt below inside the ChatGPT environment where your business information already exists. Then review the resulting record before bringing it into BizFlixTalk.
OPTION C
I have business documents.
You can bring relevant documents such as your company overview, business plan, marketing information, financial summaries, customer information, or previous Blueprint work. Only provide documents that are relevant to the work you’re completing.
OPTION D
I’m starting from scratch.
That’s okay. The BizFlixTalk experience can interview you and begin building your business context with you. You do not have to have everything figured out before you start.
If ChatGPT Already Knows Your Business
Use This Business Context Transfer Prompt
Tip: click anywhere inside the box to select the entire prompt, then copy it (Ctrl+C on Windows, ⌘C on Mac, or touch and hold on a phone).
I am participating in The Business Expansion Blueprint and need to bring relevant business context into a separate BizFlixTalk ChatGPT workspace.
Review the business information I have already shared with you and create a Business Context Record containing only information useful for business strategy.
Organize the information into:
VERIFIED BUSINESS INFORMATION
OWNER BELIEFS / ASSUMPTIONS
UNKNOWNS
INFORMATION I SHOULD REVIEW BEFORE SHARING
Include relevant information about my business model, products or services, customers, geography, revenue model, stage of business, goals, marketing and sales channels, brand, team, capacity, challenges, relevant financial context, verified assumptions, and important unknowns.
Do not include passwords, login credentials, Social Security numbers, tax identification numbers, bank or credit-card information, private customer records, protected health information, confidential employee information, confidential legal information, or other sensitive information that is unnecessary for business strategy.
Give me the Business Context Record first so I can review, edit, or remove information before I move it into another workspace.
Stop and review before you transfer it.
Ask yourself: Does BizFlixTalk need this information to help me make business decisions? If not, remove it.
Your privacy check
Bring What Helps. Leave What Doesn’t.
You control what business information you bring into the BizFlixTalk environment.
Please DO NOT enter:
- Passwords or login credentials
- Social Security numbers
- Bank or credit-card numbers
- Tax identification numbers
- Private customer records
- Protected health information
- Confidential employee records
- Confidential legal documents or privileged communications
- Other sensitive information unnecessary for completing your Blueprint
Whenever possible, use summaries, ranges, sanitized examples, or redacted documents rather than unnecessary sensitive records.
Your Blueprint needs useful business intelligence—not every piece of information your business possesses.
How Your AI-Guided Experience Works
1 — RETRIEVE
Use the approved information already available.
2 — INTERVIEW
Ask targeted questions only when additional information is needed.
3 — BUILD
Turn your information into a structured business output.
4 — REVIEW
You examine what the AI produced.
5 — APPROVE
Choose: APPROVE • REVISE • INVESTIGATE FURTHER
6 — CARRY FORWARD
Approved business intelligence becomes useful context for the next stage.
AI helps build. You remain the decision-maker.
Want the details on paper? Download the handout (PDF)
What If I Don’t Know?
“I don’t know” is an acceptable business answer.
If you don’t know something, say so.
The system should identify it as UNKNOWN or NEEDS VERIFICATION and help determine what information or evidence would be needed.
You don’t need to make up an answer just to finish an exercise.
That is actually an important part of learning what your business still needs to know.
Your Six-Season Path
01 — Growth Reality Check
Understand where the business really stands.
02 — Money, Margins & Growth Readiness
Understand the financial realities supporting—or limiting—growth.
03 — Market Visibility & Magnetic Messaging
Clarify your customer, message, positioning, proof and visibility.
04 — Revenue Pathways & Sales Momentum
Understand how opportunities move toward revenue and where momentum breaks down.
05 — Capacity, Leadership & Resource Alignment
Determine what the business can support and what people, leadership or resources need to change.
06 — Scalable Systems & 90-Day Expansion Blueprint™
Bring your approved business intelligence together, strengthen the systems needed for growth, and convert your priorities into your focused 90-Day Expansion Blueprint.
Everything you approve along the way helps prepare you for Season 006.
Before You Leave Each Season
Don’t just close the chat. Have the system create your:
Business Intelligence Record
This is the portable record of the important work you’ve completed.
It should include:
- Verified business information
- Approved outputs and decisions
- Assumptions still requiring verification
- Important unknowns
- Next actions
AI Context Update
Keep your Business Intelligence Record. It helps make your work portable and gives you a structured record of what you’ve developed.
Your 60-Day Access
Make the most of your pilot access.
Your Maui AI-Guided Upgrade provides 60 days of BizFlixTalk access after activation.
USAGE DISCLOSURE
Your $99 Maui Pilot Upgrade includes 60 days of access to the BizFlixTalk AI-Guided Business Expansion Blueprint experience and the live onboarding session.
AI usage is subject to the usage limits and rates of the underlying technology platform. Depending on how much you use the AI experience, additional usage charges or additional access may apply. Your $99 upgrade should not be interpreted as unlimited AI usage.
We’ll explain how access, usage, and any applicable limits work during your onboarding session so you know what to expect before you begin.
Don’t Stay Stuck.
This is a pilot, so if something isn’t working the way you expected, tell us.
Lights. Business. Action.
You’re Set.
Pick a Thursday onboarding session, bring your device, and we’ll get you started together.
Sessions run Thursdays, October 8, 15 and 22, 11:00 am–12:00 pm Hawaii Time.
60-Day Maui Pilot Access • Current Participants Only
