Phase 4 — Deliver Value (Days 8–10)
Day 8 of 14

Workshop Delivery + Recording

This is THE day. The 90-minute free workshop where prospects experience your expertise firsthand. Morning: final prep and tech check. Afternoon: deliver the live workshop. Evening: process and upload the recording. Everything you've built for 7 days leads to this moment.

Time: 4-5 hours Deliverables: Workshop delivered + recording uploaded Depends on: Day 7 (workshop promotion + reconciliation) Sprint: Mastery Monetization Lab
Before You Start Day 8
  • Workshop Registrations: You have 8+ confirmed RSVPs from Day 7 promotion — check your registration list
  • Platform Tested: Zoom/Meet/StreamYard is tested — screen share, audio, webcam all working from the exact device you'll use
  • Demo Pages Live: All pages and tools you'll demo during the live build are deployed and accessible
  • Recording Enabled: Cloud recording is turned on in your platform settings — not relying on local recording alone
  • Backup Plan Ready: You have a fallback if tech fails (phone screen-share, audio-only walkthrough, or pre-recorded segment)
  • Reminder Sent: 1-hour-before reminder email/DM scheduled or ready to send to all registrants
Hard Rule: This Is Not a Pitch — It's a Proof of Concept

If you spend more than 10 minutes talking about your offer, you've lost the room. The workshop sells itself when attendees experience your expertise. Build something live. Solve a real problem. Let the work speak. The soft pitch at the end should feel like a natural next step, not a sales close.

Objective
Deliver Live Workshop + Record
Output
90-min workshop + recording uploaded
Key Metric
8+ attendees, 50%+ stay full session
Quality Gate
3+ Q&A questions + recording live in 2 hours
Jason's Lens: The Proof of Concept, Not the Pitch

The workshop is not a pitch — it's a proof of concept. You're showing them what working with you looks like. If they leave thinking "I could do that myself," you did it wrong. If they leave thinking "I need help doing that," you did it right.

Build something live that makes them go "holy shit, that took you 20 minutes and would have taken me 3 weeks." That's the conversion moment. Not a slide deck. Not a testimonial. Not a discount code. The moment their jaw drops watching you casually do the thing they've been struggling with for months.

Most people over-prepare their slides and under-prepare their live build. Flip that. Your slides can be ugly. Your live build has to be flawless. Practice the build 3 times. Practice the slides zero times. The build is the product demo. The slides are just transitions between the moments that matter.

The 90-Minute Workshop Structure

15
Opening — Minutes 1-15
Welcome, agenda, and pain validation. Get attendees nodding. "Type in chat if you've experienced [specific pain]." Establish you understand their world.
50
Core — Minutes 16-65
Live demo build (20 min) + framework walkthrough (30 min). This is the meat. Show, don't tell. Build something real that they can see working in real-time.
25
Close — Minutes 66-90
Q&A (15 min) + soft pitch and next steps (10 min). Answer honestly, redirect to 1:1 for details, give them a clear path forward with zero pressure.
T-60 min
Final Prep — Practice run-through (bullet check, not full rehearsal). Test all tech. Open all demo pages. Send 1-hour reminder to registrants. Deep breath.
T-0 min
GO LIVE — Start recording. Welcome attendees as they join. Begin with the agenda and pain validation once you hit 5+ attendees or the 3-minute mark, whichever comes first.
T+90 min
Immediate Post-Workshop — Save recording, start transcription, note top 3 questions from Q&A, identify hottest attendees, post Slack debrief.
T+150 min
Process + Upload — Trim recording (start/end only), upload to platform, send post-workshop email with recording link, compile attendee engagement data.
Derek
Workshop Presenter
  • Run the full 90-minute workshop
  • Open with pain validation — get heads nodding
  • Live demo build: 20 minutes, tangible output
  • Framework walkthrough: 30 minutes with audience interaction
  • Lead Q&A: 15 minutes, honest answers
  • Soft pitch at end: natural, no-pressure next step
  • Practice run 1 hour before go-live
~180 min
Will
Chat Manager + Engagement
  • Manage chat during the live workshop
  • Collect questions for Q&A — prioritize by relevance
  • Note who asks what — track engagement per attendee
  • Handle tech issues for attendees (audio, access)
  • Post-workshop: compile attendee engagement report
  • Flag hottest attendees: who asked multiple questions?
~120 min
Jason
Recording + Tech Ops
  • Set up and verify recording + transcription
  • Monitor stream quality during workshop
  • Deploy post-workshop survey (Tool 18)
  • Upload recording within 2 hours of end
  • Trim recording if needed (start/end cleanup)
  • Send post-workshop email with recording link
~90 min
Critical: The Live Build Is the Product Demo
  • The live build section is where conversions happen — practice it until it's second nature
  • Build something REAL in 20 minutes that would take your audience 3+ weeks
  • Include at least 2 "wait, that's it?" moments where something complex looks effortless
  • Have a backup plan: if a tool breaks mid-demo, pivot to a pre-built version and narrate the steps
Block 1 — 60 min
Final Prep
  • Practice run-through — bullet check, not full rehearsal
  • Tech test: Zoom/Meet, screen share, audio, webcam
  • Open all demo pages in browser tabs, ordered by presentation flow
  • Prepare "emergency pivot" plan if tech fails mid-demo
  • Send 1-hour reminder to all registrants with join link
  • Close all notifications, unnecessary apps, chat windows
  • Glass of water within reach. Quiet environment confirmed.
Block 2 — 90 min
LIVE WORKSHOP
  • Welcome + agenda (5 min): Set expectations, explain what they'll walk away with
  • Pain validation (10 min): "Type in chat if..." — get them engaged early
  • Live demo build (20 min): Build something tangible while screen-sharing
  • Framework walkthrough (30 min): Show the system behind the build
  • Q&A (15 min): Answer honestly, redirect pricing questions to 1:1
  • Soft pitch + next steps (10 min): Free audit offer, no-pressure path
Block 3 — 30 min
Immediate Post-Workshop
  • Save recording — verify file is complete and playable
  • Start transcription (Otter.ai, Descript, or platform built-in)
  • Note top 3 questions from Q&A while they're fresh
  • Identify hottest attendees: who asked multiple questions?
  • Post-workshop high-five in Slack — share initial attendance numbers
Block 4 — 60 min
Process + Upload
  • Edit recording: trim dead air at start/end, nothing more
  • Upload to platform (YouTube unlisted, Loom, or your hosting)
  • Send post-workshop email with recording link to all registrants
  • Include post-workshop survey link in the email (Tool 18)
  • Compile attendee engagement data: names, questions, engagement level
Tool 16 — AI Prompt

Workshop Outline Builder

Generates a complete 90-minute workshop outline with minute-by-minute run sheet, talking points, audience interaction prompts, live demo script, Q&A facilitation guide, and a soft pitch that doesn't feel like a pitch. Use this before your practice run to lock in the structure.

You are a live workshop architect. Generate a complete 90-minute workshop outline that converts attendees into warm leads without ever feeling like a sales pitch.

ABOUT ME AND MY WORKSHOP:
- My expertise area: [paste your domain — e.g., "AI automation for consulting firms"]
- My ICP's biggest pain: [paste the specific pain — e.g., "spending 20+ hours/week on manual client reporting"]
- My offer: [paste your paid offer — e.g., "$2,500/month AI automation retainer"]
- Demo pages/tools I'll show live: [paste URLs or describe what you'll build live]
- Platform: [Zoom/Meet/StreamYard]

Generate a COMPLETE workshop outline with these sections:

SECTION 1 — MINUTE-BY-MINUTE RUN SHEET:
Create a detailed timeline for all 90 minutes:
- Minutes 0-5: Welcome + agenda (what they'll walk away with)
- Minutes 5-15: Pain validation (audience interaction required)
- Minutes 15-35: Live demo build (the "holy shit" moment)
- Minutes 35-65: Framework walkthrough (the system behind the magic)
- Minutes 65-80: Q&A (facilitated, not free-for-all)
- Minutes 80-90: Soft pitch + clear next steps

For EACH segment, include:
- Exact transition sentence from previous segment
- 3-5 talking points (not a script — bullet points to riff from)
- One audience interaction prompt ("Type in chat if...", "Raise hand if...")
- Time check cue ("If you're at minute 20 and still in this section, skip to...")

SECTION 2 — LIVE DEMO SCRIPT:
The live build portion must:
- Take exactly 15-20 minutes (not a second more)
- Produce a tangible output the audience can SEE on screen
- Include at least 2 "wait, that's it?" moments where something complex looks trivially easy
- Have a step-by-step sequence: what you click, what you say, where you pause for reaction
- Include backup plan: "If [tool] breaks, switch to [pre-built version] and narrate the steps"

SECTION 3 — AUDIENCE INTERACTION PROMPTS:
Generate 8-10 interaction prompts spread across the 90 minutes:
- At least 2 chat-type prompts ("Type YES if...")
- At least 2 poll/raise-hand prompts
- At least 1 "share your situation" prompt
- These keep attention and generate engagement data for follow-up

SECTION 4 — Q&A FACILITATION GUIDE:
- How to open Q&A: "The question I get most often is..." (seed it yourself)
- How to handle pricing questions: answer honestly, redirect details to 1:1
- How to handle "can you do this for my specific case?": "That's exactly what the free audit is for"
- How to handle silence: pre-prepared questions from common ICP pain points
- How to close Q&A gracefully: "One more question, then I'll share next steps"

SECTION 5 — SOFT PITCH SCRIPT:
The final 10 minutes must:
- Transition naturally from Q&A ("Based on the questions today...")
- Recap the 3 biggest takeaways from the workshop
- Present the free 1:1 audit as the logical next step (not a sales call)
- Include a "no pressure" path: "If today was helpful, here's the recording link"
- End with: "I'm offering [X] free audits this week — link is in the chat"
- NEVER use urgency tactics, countdown timers, or "limited spots" language

RULES:
- Never exceed 90 minutes total — if anything runs long, cut from slides, never from the live build or Q&A
- Every 10 minutes must have at least one audience interaction
- Demo section must show a LIVE BUILD, not slides or pre-recorded video
- Soft pitch must include a genuine "no pressure" path for people who aren't ready
- Assume 30% of attendees are skeptical — the live build is what converts them
  1. Fill in your expertise area, ICP pain, offer description, and demo URLs
  2. Run the prompt and review the full outline
  3. Adjust timing based on how long your live build actually takes (practice it)
  4. Print or display the run sheet during your practice run
  5. Lock in the outline at least 2 hours before go-live — no last-minute changes
After Using Tool 16: Workshop Outline Check
  • Every minute from 0-90 is accounted for in the run sheet
  • Live demo section has specific steps, not vague "show the tool" instructions
  • At least 8 audience interaction prompts are placed throughout
  • Q&A section has pre-seeded questions ready for awkward silence
  • Soft pitch feels like a natural next step, not a hard close
  • Backup plan exists for tech failure during the live build
Tool 17 — AI Prompt

Live Build Template

Generates a step-by-step live build script for the demo portion of your workshop. Exact steps to follow while screen-sharing, what to say at each step, where to pause for audience reaction, "wow moments" to highlight, and a backup plan if something breaks.

You are a live demo coach. Generate a step-by-step live build script that I'll follow during the demo portion of my workshop. This build needs to produce a visible, tangible output in under 20 minutes while making the audience think "I need help doing that."

WHAT I'M BUILDING LIVE:
- The output: [describe what you'll build — e.g., "A fully automated client report that pulls data from 3 sources and generates a branded PDF"]
- Who it's for: [your ICP — e.g., "marketing agency owners drowning in manual reporting"]
- Tools I'll use: [list tools — e.g., "Zapier, Google Sheets, a custom template, ChatGPT API"]
- Starting point: [what's already set up vs. what you'll build from scratch — e.g., "Template exists, I'll connect the automations live"]

Generate a COMPLETE live build script with:

STEP-BY-STEP BUILD SEQUENCE:
For each step (aim for 8-12 steps total), provide:
1. WHAT TO DO: Exact action (click this, paste this, configure this)
2. WHAT TO SAY: 1-2 sentences to narrate the action (explain WHY, not just WHAT)
3. TIME TARGET: How many seconds/minutes this step should take
4. AUDIENCE CUE: When to glance at chat, pause for reaction, or ask a question

WOW MOMENTS (include at least 2):
- Identify the 2-3 steps where something complex happens in seconds
- Script the pause: "Notice how that just..." or "This part usually takes [time] manually"
- These are the moments attendees screenshot or share — make them visually dramatic
- The wow moment should be the GAP between how easy it looks and how hard they know it is

PACING GUIDE:
- Total build time: 15-20 minutes maximum
- First 3 minutes: Set up context ("Here's what we're building and why it matters")
- Minutes 3-15: The actual build (8-12 steps, no rushing)
- Last 2 minutes: Show the finished output, highlight the "before vs after"
- If you're at minute 15 and not done: skip to the pre-built version and show the end result

NARRATION RULES:
- Never say "as you can see" — describe what's happening instead
- Use their language: "You know that thing where you spend 3 hours on..."
- After each step, briefly explain what just happened and why it matters
- Pause for 3 seconds after each wow moment — let it land

BACKUP PLAN:
If any tool breaks, freezes, or errors during the live build:
1. Don't panic. Say: "This is why we have backups."
2. Switch to tab with pre-built version of the same output
3. Walk through it step by step: "Here's what that step would have produced"
4. Continue the build from the next working step
5. Pre-build the complete output before the workshop and have it ready in a hidden tab

AUDIENCE ENGAGEMENT DURING BUILD:
- Minute 5: "Is this making sense so far? Type YES in chat"
- Minute 10: "How long does this step take you manually? Drop your answer in chat"
- Minute 15: "Anyone want to guess what happens next?" (before the big reveal)
- After completion: "Questions about any specific step?"

OUTPUT FORMAT:
Present as a numbered checklist I can print and follow during the live demo.
  1. Fill in what you're building, your ICP, and the tools you'll use
  2. Run the prompt and review the step-by-step sequence
  3. Practice the entire build 3 times — time each run
  4. Pre-build the complete output as your backup (hidden browser tab)
  5. Print the build script and keep it visible during the workshop (off-camera)
After Using Tool 17: Live Build Check
  • Build has 8-12 discrete steps with clear actions
  • Total build time is under 20 minutes when practiced
  • At least 2 "wow moments" identified with scripted pauses
  • Backup version is pre-built and ready in a hidden browser tab
  • Audience interaction prompts are placed at minutes 5, 10, and 15
  • You've practiced the build at least 3 times and it flows naturally
Tool 18 — AI Prompt

Post-Workshop Survey Generator

Generates a 5-question post-workshop survey that captures satisfaction, biggest takeaway, remaining questions, interest level, and permission to follow up. Designed to take under 2 minutes and reveal buying intent through the open-ended question.

You are a conversion-focused survey designer. Generate a 5-question post-workshop survey that takes under 2 minutes to complete and reveals buying intent without being pushy.

WORKSHOP DETAILS:
- Workshop topic: [paste topic — e.g., "AI Automation for Consulting Firms"]
- My offer: [paste offer — e.g., "Done-for-you AI automation retainer, $2,500/month"]
- Audience profile: [paste ICP — e.g., "Solo consultants and small agency owners, 5-50 employees, $200K-$2M revenue"]

Generate EXACTLY 5 survey questions:

QUESTION 1 — SATISFACTION (Multiple Choice):
"How would you rate today's workshop?"
Options: Amazing — learned something I'll use this week / Good — interesting but need more detail / Okay — not quite what I expected / Not for me
Purpose: Quick temperature check. "Amazing" respondents are your hottest leads.

QUESTION 2 — BIGGEST TAKEAWAY (Multiple Choice):
"What was your biggest takeaway?"
Options: Generate 4-5 options specific to the workshop content, each representing a different section (the live build, the framework, a specific technique, the Q&A insight)
Purpose: Tells you which part of your workshop resonated most — double down on that in follow-up.

QUESTION 3 — BIGGEST REMAINING QUESTION (Open-Ended):
"What's the ONE question you still have after today's session?"
Purpose: This is the money question. Their remaining question reveals their buying objection. If they ask "how much does it cost?" they're ready to buy. If they ask "does this work for [my industry]?" they need social proof. If they ask "how long does implementation take?" they're already picturing themselves as a customer.

QUESTION 4 — INTEREST LEVEL (Multiple Choice):
"What would be most helpful as a next step?"
Options: A free 1:1 audit to see how this applies to my business / The recording so I can review specific sections / A case study showing results for someone like me / Nothing right now — today was enough
Purpose: Self-segmentation. "Free 1:1 audit" = hot lead. "Recording" = warm lead. "Case study" = needs proof. "Nothing" = nurture list.

QUESTION 5 — PERMISSION + AUDIT OFFER (Yes/No + Optional):
"Would you like a free 30-minute 1:1 audit where I show you exactly how this applies to your specific situation?"
Options: Yes — book me in / Maybe later — send me info / No thanks
If Yes: "Drop your email and preferred time slot below" [text field]
Purpose: Direct conversion. "Yes" respondents get booked immediately. "Maybe later" get a follow-up email in 48 hours.

SURVEY DESIGN RULES:
- Total completion time: under 2 minutes (time each question at ~20 seconds)
- Question 3 is the ONLY open-ended question — everything else is multiple choice
- The survey title should NOT say "survey" — use "Quick Feedback" or "Your Next Step"
- Include a brief intro: "Thanks for joining! 5 quick questions (under 2 min) to help me make the next session even better."
- After submission: redirect to a thank-you page with the recording link
- Mobile-friendly: all options must be tappable, not tiny radio buttons

ALSO GENERATE:
- Survey title and intro text
- Thank-you page copy (3 sentences max)
- Recommended survey platform (Google Forms, Typeform, or Tally — with setup notes)
- Email snippet to embed the survey link in the post-workshop email
  1. Fill in your workshop topic, offer, and audience profile
  2. Run the prompt and review all 5 questions
  3. Build the survey in your chosen platform (Typeform/Google Forms/Tally)
  4. Test the survey yourself — should take under 2 minutes
  5. Have the survey URL ready before the workshop starts
After Using Tool 18: Survey Check
  • Survey has exactly 5 questions — no more, no less
  • Only 1 open-ended question (Question 3) — rest are multiple choice
  • Question 3 is designed to reveal buying objections
  • Question 5 includes a direct "book a free audit" option
  • Survey takes under 2 minutes to complete when tested
  • Thank-you page includes the recording link
Tool-Level Gates Are Embedded Above

Each tool has its own quality check directly below it. Complete each gate before moving to the next tool. If a gate fails, fix it before stacking more work on top.

Day 8 Big Picture: What Must Be True by Tonight
  • Workshop delivered live to 8+ attendees for the full 90 minutes
  • 50%+ of attendees stayed for the entire session (including Q&A)
  • At least 3 attendees asked questions during Q&A
  • Recording saved, verified, and uploaded within 2 hours of workshop end
  • Post-workshop survey deployed and link sent to all attendees
  • Attendee engagement notes compiled: who asked what, who stayed, who left early
  • Post-workshop email sent with recording link and survey to all registrants (including no-shows)
  • Slack debrief posted: attendance, energy level, top questions, initial survey responses
Common Day 8 Mistakes
WRONG: Over-preparing slides instead of practicing the live build
Result: Beautiful slides, clunky demo. Attendees remember the demo, not the slides. A polished build beats polished slides every time.
RIGHT: Practice the live build 3 times. Slides can be rough. The build must be smooth.
WRONG: Running over 90 minutes because you added "just one more thing"
Result: People leave before the soft pitch. The Q&A gets cut. Your best content gets lost in fatigue. Respect their time and they'll respect your offer.
RIGHT: Set a hard stop at 90 minutes. If you're running long, cut slides — never cut Q&A or the live build.
WRONG: Skipping Q&A to fit in more content
Result: Attendees leave with unanswered questions. Questions reveal buying intent. Q&A is where prospects self-identify as hot leads by asking about implementation.
RIGHT: Protect Q&A time fiercely. It's not filler — it's the highest-signal 15 minutes of the workshop.
WRONG: Hard-selling at the end instead of offering a natural next step
Result: Attendees feel tricked. "I came for free value and got a pitch." Trust drops. They won't open your follow-up email.
RIGHT: Soft redirect. "If today was useful, here's how to go deeper — or just grab the recording. Both are free."
What if: Only 3 people show up?

SOLUTION: Still deliver the full workshop. These 3 people are your most interested prospects — they actually showed up. Smaller audiences mean more personal interaction. You can even offer live audits on the spot: "Since it's an intimate group, want me to look at your specific setup?" That's more valuable than any slide deck. Plus you still get the recording for everyone who registered but didn't attend.

What if: Tech fails during the live build?

SOLUTION: This is why you have the backup. Say: "This is live — things happen. Let me show you the finished version." Switch to your pre-built backup tab. Walk through each step verbally: "What I would have done here is..." Then continue the workshop. Attendees actually respect you MORE for handling it calmly. The backup tab is non-negotiable — build it before the workshop.

What if: Nobody asks questions during Q&A?

SOLUTION: Pre-seed with: "The question I get most often is..." and answer it yourself. Then ask a specific prompt: "Anyone here currently dealing with [specific pain from the workshop]? What does that look like in your business?" If still silence after 3 minutes, pivot to: "I'll leave my email in chat — send me your questions after you've had time to process." End gracefully, don't force it.

What if: Someone asks about pricing during Q&A?

SOLUTION: Answer honestly. Don't dodge it. "My retainer is $X/month, and here's what's included: [brief list]." Then redirect: "But the best way to know if it's right for you is the free 1:1 audit — I'll look at your specific situation and tell you honestly whether it makes sense." Never be cagey about pricing. Transparency builds trust. Evasion kills it.

What if: The recording fails or is corrupted?

SOLUTION: Always have TWO recording methods: platform cloud recording + a local backup (OBS or QuickTime). If both fail, you have two options: (1) Re-record the demo section as a Loom and combine with your slides for a "highlight reel," or (2) Run a second shorter session for registrants who missed it. The recording is critical for Day 9 follow-up, so don't skip this backup step.

Day 8 Complete — Workshop Delivered

Tonight: Review the attendee engagement data one more time. Who asked the most questions? Who stayed for the entire Q&A? Who typed the most in chat? These are your hottest leads for tomorrow's personalized follow-up.

Tomorrow (Day 9): Workshop Follow-up + 1:1 Offers. The 24-hour window after the workshop is the highest-conversion window of the entire sprint. Personalized follow-up to every attendee within 12 hours. Free 1:1 audit offers to the most engaged.

Key signal: If 3+ people asked questions during Q&A, your workshop worked. Those question-askers are your highest-priority follow-ups. They self-identified as interested by engaging publicly.

If attendance was low: Don't stress. The recording now becomes your evergreen asset. Send it to every registrant who didn't attend, every Loom viewer from Day 6, and every warm contact from Day 3. The content does the selling — live attendance is a bonus, not a requirement.