The Snapshot.
A focused 30-minute executive conversation to find where AI or contract operations is creating risk in your business — and what, if anything, to do about it.
You leave with a practical written recommendation within 24 hours. If the answer is "no action needed yet", we will say so. The Snapshot is not a sales call.
Book your Snapshot on Calendly →Where shadow AI exposure sits
Which teams, which workflows, which data categories are already inside tools you haven't approved.
Which contracts are most exposed
Where contract data — MSAs, SOWs, negotiation positions — may be entering unmanaged AI tools.
Whether a diagnostic is justified
A clear recommendation: whether a paid diagnostic is the right next step, and why.
Or: no action needed yet
If the answer is 'not yet', we will say so. The Snapshot is a recommendation, not a sales pitch.
Two tracks. Same 30 minutes. Same entry point.
Not sure which track applies? Book anyway — we will identify the right one in the first five minutes, or confirm that both are relevant.
AI Data Safety Snapshot
For leaders who suspect staff are using unapproved AI tools on sensitive data — but don't know where, on what, or how to govern it without banning tools entirely.
- ? Do you know which AI tools your staff are using day-to-day?
- ? Has a board member or client asked about your AI data policy?
- ? Do you have an approved-tool list and plain-English data rules?
- ? Can a manager answer 'what did your team use AI for this week'?
- → Map where shadow AI exposure sits across your teams
- → Identify which data categories are at immediate risk
- → Recommend the right governance controls for your context
- → Advise whether a deeper diagnostic is justified
Contract Operations Snapshot
For GCs, COOs and commercial leads where contracts are slow, intake is inconsistent, or a CLM was bought but isn't delivering the operational improvement expected.
- ? Does every contract enter your team through the same process?
- ? Can you see your contract pipeline, cycle time, and exception rate?
- ? Does your CLM have intake rules, triage logic, and playbook positions configured?
- ? Do approvals travel by email with no named threshold or audit trail?
- → Diagnose where contract workflow friction sits
- → Identify whether the CLM is configured or underused
- → Recommend the right fix — configuration, process, or both
- → Advise whether a deeper diagnostic is justified
Not sure which track? Book a general Snapshot — we route you to the right one in the first five minutes.
Book a general Snapshot →What actually happens in a Snapshot.
You book
Pick any 30-minute slot on Calendly. No forms to fill in, no documents to prepare.
We talk
Rajnish Kohli leads the call directly. You describe the situation honestly. We ask clarifying questions.
We recommend
Within 24 hours, you receive a written recommendation: right track, right next step, right timing.
You decide
No obligation. No follow-up sequence. If the answer is 'not yet', we stay in touch only if you want us to.
Rajnish Kohli
Not an account manager. Not a sales rep.
The person who does
the work.
Rajnish Kohli leads every Snapshot personally. He has over 40 years of executive technology leadership across financial services, professional services, NHS, and regulated operational environments in the UK and India.
He has built and operated workflow platforms handling 60,000+ debtor records and learning management systems serving 150,000+ users — environments where data discipline, exception handling and user adoption are not optional. The same disciplines he applies to shadow AI governance and contract operations for SME and mid-market teams.
The person in the Snapshot is the person who leads your engagement. No handoffs to junior consultants. No account managers between you and the work.
Questions about the Snapshot.
Who is on the call?
What should I prepare?
Is there any cost?
What if we're not a fit?
Do I need to upload any documents?
What happens after the Snapshot?
Find where the exposure is.
In 30 minutes. For free.
No documents needed. No sales pitch. No follow-up sequence unless you want one.
Book your Snapshot on Calendly →