Build your executive AI operating system.
One day, hands on, on your own laptop with your own business material. You leave with one working system, one business goal done, and a habit that keeps it running.
The executive opportunity
AI pays off when your context, your instructions and your routines persist from one day to the next. Most executives start every session from zero, re-explaining who they are and what they need.
Your time is better spent on decisions and relationships than on repeated preparation and formatting. The point is not to hand over your judgment. It is to remove the friction around it.
You know your business cold and you don't write code.
You build the same report by hand every week. You wonder how your company shows up when a buyer asks ChatGPT or Google. You prep for tomorrow's meetings at 11 PM. You have asked IT for help and you are still waiting.
This day is for executives, founders and directors who own a result and are willing to spend one day building instead of watching.
From isolated prompts to a repeatable system.
- You re-explain your context every time.
- You find the same notes repeatedly.
- You rebuild the weekly report by hand.
- Improvements are lost between sessions.
- Your role and voice are written down once and hold in every session.
- Your working notes are connected and searchable.
- Your workflows are saved as commands you can rerun.
- A person approves every step that matters.
By 4:30 you will have:
- A working second brain. One folder on your laptop that holds your notes, context, decisions and logs, with AI reading and working alongside it.
- A personalized instruction file. Your role, your voice, your boundaries and the shape you want answers in, written once and read at the start of every session.
- One tested business workflow, built on your real data and run at least once. A weekly report that drafts itself. A check of where your company shows up on Google and the AI answer engines. A one-page brief for every meeting on tomorrow's calendar. Your choice, picked with us before the day.
- A daily closeout and a weekly routine, saved as commands.
- Clear boundaries on what AI may do without you. Passwords, payments, publishing and sends stay in your hands. Permission is not the same as approval.
- Your next goal, written down, and the date of your next run.
Pick the goal first. That is what makes one day enough.
Before
A 30-minute call with one of us about a week out. We pick your goal and cut it until it fits in about four hours of work.
You get a setup checklist that takes about 30 minutes. Stuck on an installer? We fix it on a 15-minute screen share. Nobody spends workshop time on setup.
The day
9:00 to 4:30, one table, your laptop. Eight short modules. We show each thing once, then you do it on your own work.
About four hours is hands on, with the two of us walking the room. Finish early and you start a second goal. Get stuck and an instructor stays with you through the afternoon.
After
Your first 30 days have a plan.
- Week 1: run it again, fix the friction, write the steps down.
- Week 2: run it twice, track the time saved and where you stepped in.
- Week 3: make it more reliable, add one input or one check.
- Week 4: show it to a colleague and name your next goal.
Then a review with us at day 30.
| Time | Module | You do |
|---|---|---|
| 9:00 | Why this, why now | Say your one win out loud: "By 3:15 today I will use my own data to..." |
| 9:30 | Second brain | Build a Home page you can use tomorrow morning |
| 10:30 | Teach Claude who you are | Write five rules and one sample of your preferred output |
| 11:15 | Work safely | Decide three real permission requests, with a reason for each |
| 11:45 | Goal sprint I | Get a plan for your goal, cut it to one workflow, agree the first test |
| 12:30 | Lunch | |
| 1:15 | Goal sprint II | Build, run, inspect, correct, rerun. Save a working example by 3:15 |
| 3:30 | Make it a habit | Save it as a command, run your first closeout, set the weekly reminder |
| 4:00 | Show and tell | Three minutes: the problem, the input, the run, the result |
What the tools actually do
Obsidian
Your local, linked workspace for notes, context, decisions and logs. Plain files on your own laptop.
Claude Code
An AI working environment that reads and works with the files and tools you permit, in plain English.
Your instruction file
Reusable instructions that describe your role, preferences, boundaries and output format. Read every session.
You
The accountable owner of permissions, verification, approvals and final actions.
Measure value, not activity.
Time
Minutes saved per run, times how often it actually runs.
Quality
Fewer corrections, clearer decisions, more complete evidence.
Adoption
Weekly runs completed without an instructor.
Control
The share of consequential actions a person reviewed and approved.
The target: your routine still runs every week one month later, without us. That is what the 30-day review checks.
Start with Foundation. Go further when it has become a habit.
Each level is one day, in person, for up to 8 people, with the intake call and the 30-day review included. Levels run one to two weeks apart so what you built has time to stick.
Foundation
Your AI workspace, your instruction file, one tested business workflow, the daily and weekly habits, and a 30-day practice plan.
Intermediate
Connect the approved business systems you live in and build one integrated workflow across them. You leave with the workflow, its documented human review points and a quality checklist.
Advanced
Scheduled routines, multi-step workflows with human checkpoints, monitoring and governance, and an adoption roadmap for your team.
Bringing your leadership team? We run the day for your company alone. Foundation for a team of up to 8 is $20,000, and the goals can link up: one weekly report that three people feed, for example.
Book a callBoth of us are at the table all day.
Mike May
CEO and co-founder of Mountain Theory. 25 years in enterprise cybersecurity. Runs his own company this way every day, and teaches the setup, the safety rules and the habits.
Peter Holcomb
Founder and CEO of Optimo AI. Builds AI automation inside his clients' businesses and teaches the goal work: the report, the workflow, the thing you came to build.
Pay by card. Book your call. Pick your goal.
- You get a confirmation email within a minute.
- Inside it is a link to book your 30-minute intake call. We pick your goal together.
- You get the setup checklist and the starter pack. About 30 minutes of your time before the day.
- We confirm your date with your cohort of up to 8.
Not ready? Get the details by email.
We will tell you when the next date is set. Nothing else.
Common questions
Do I need a technical background?
No. If you can use email and a spreadsheet, you can do this day. You type plain English. We set the tools up with you before the day and stay beside you while you build.
What do I bring?
Your own laptop, Mac or Windows, with permission to install apps. A Claude Pro or Max account, which you set up yourself before the day. Logins for whatever your goal touches.
What if my company blocks app installs?
We find that out on the intake call, a week before, and sort it with your IT team. Nobody finds out at 9:00.
Is my data safe?
You work on your own laptop with material your company has approved. Nothing is uploaded to us. Company policy and access controls override convenience, and we say so in the room.
Is it remote?
The day is in person, one table. The intake call and any setup help are on a screen share.
What if I don't finish my goal?
Success means the workflow runs at least once, not that every edge case is solved. An instructor stays with you through the afternoon, and the 30-day review is where we check it is still running.
Can I bring my team?
Yes. Up to 8 people from one company, the day run for you alone. Foundation for a team is $20,000. Book a call and we will scope it.
Is this run by Anthropic or Obsidian?
No. This is an independent workshop run by Mike May and Peter Holcomb. Claude is a product of Anthropic. Obsidian is a product of Dynalist Inc. Neither company endorses or is affiliated with this workshop. You pay for your own Claude plan.