THE UPLIFT AI WORK TOOLKIT / STRATEGY · TRANSACTION ADVISORY · CDD
AI can draft the analysis. Can you defend the recommendation?
Practise checking market estimates, growth assumptions, source evidence and client recommendations before relying on an AI-assisted draft. Start with a fictional case, then learn a method you can repeat.
Free starting point · No card required · Synthetic practice examples, not customer results
WHAT YOU CAN PRACTISE IN YOUR FIRST SEVEN DAYS
One checked example. A method you can use again.
Rebuild the £132m-versus-£72m market-sizing example. Recalculate the eligible customer groups, check whether they overlap, and identify which population and spend assumptions need independent evidence.
A REALISTIC FIRST-WEEK PLAN
Take the free AI Work Check and select a task relevant to your desk.
Work through its source, assumption and calculation checks, using permitted tools.
Record what is supported, what remains uncertain and which workflow to revisit.
These are suggested actions, not guaranteed results. Practising does not certify competence.
More editorial AI updates are not currently promised on a fixed publishing schedule.
See a practical 30-day learning plan
- Week 1: Complete one synthetic example and practise the verification steps.
- Week 2: Try a CDD growth claim or sourced competitor map.
- Week 3: Challenge a second set of sources and calculations; separate the evidence from interpretation.
- Week 4: Bookmark a relevant specialist workflow and reuse its checks in another authorised practice task.
EXPLORE THE WORK BEFORE YOU BUY
Six specialist consulting workflows, with real detail.
Each workflow includes required inputs, a sequence to follow, an adaptable instruction, a synthetic worked answer, common failure modes and a checklist before sharing.
01Build a defensible market sizeCommercial analysis · 25–40 min practice
What you practise: A bottom-up estimate with explicit population, unit economics, scope and sensitivity.
Inputs to check: The population definition, geography and period; Site counts by mutually exclusive segment.
Example review check: Each count and spend assumption has a traceable source or is labelled illustrative.
A teaching-method preview. Full steps, worked answers and adaptable instructions are available to members.
02Pressure-test a CDD growth claimDue diligence · 30–45 min practice
What you practise: A growth-claim evidence table separating observed data from management assumptions.
Inputs to check: Monthly revenue by cohort and business line; Customer movements and product mix.
Example review check: Revenue bridge uses the same periods and definitions.
A teaching-method preview. Full steps, worked answers and adaptable instructions are available to members.
03Produce a sourced competitor mapResearch · 25–40 min practice
What you practise: A comparable competitor matrix with primary-source links and dated evidence.
Inputs to check: A clear customer/use-case definition; Company filings and official product information.
Example review check: Every material cell has source provenance.
A teaching-method preview. Full steps, worked answers and adaptable instructions are available to members.
04Turn interviews into defensible findingsResearch · 25–45 min practice
What you practise: A theme-by-theme evidence table with contrary views and verbatim provenance.
Inputs to check: Consent and firm-approved treatment of transcripts; An interview-ID key.
Example review check: Every quotation matches the original.
A teaching-method preview. Full steps, worked answers and adaptable instructions are available to members.
05Audit a value-creation bridgeFinancial analysis · 30–45 min practice
What you practise: A reproducible baseline-to-net-benefit bridge with risks and sensitivities.
Inputs to check: Signed-off baseline, cost centres and scope; Gross opportunities and evidence owners.
Example review check: Recurring and one-off items are not mixed.
A teaching-method preview. Full steps, worked answers and adaptable instructions are available to members.
06Build a source-ready executive storylinePresentations · 20–35 min practice
What you practise: A three-slide argument linking conclusion, evidence and decision.
Inputs to check: The audience and decision to support; Verified exhibits with exact figures.
Example review check: Every headline is demonstrably supported.
A teaching-method preview. Full steps, worked answers and adaptable instructions are available to members.
See the other six specialist workflows included in your membership
- Extract a company brief from filings
- Quality-check trading comparables
- Audit the enterprise-to-equity bridge
- Build a source-backed M&A screening list
- Build a disciplined ECM peer set
- Reconcile a debt maturity and funding profile
See all seven general work guides included
- Research and reading: A one-page decision brief, with each material claim linked to a source.
- Data and spreadsheets: A checked analysis with a clear question, reproducible formulas and an explanation of results.
- Financial analysis: A performance bridge and scenario explanation with explicit assumptions.
- Writing: A concise report or decision memo with a clear recommendation and evidence trail.
- Presentations: A concise, persuasive recommendation supported by a clear evidence-led slide story.
- Meetings and projects: A concise decision log, owners, dates and a follow-through plan.
- Relationships and management: A clear, respectful feedback conversation and stakeholder follow-up plan.
FROM DRAFT TO DEFENSIBLE DECISION
Four checks before you rely on the work.
Where did the claim come from?
Return to the original, permitted source and check its date and definition.
What must be true?
Make exclusions, scope and uncertainties explicit.
Does the result reconcile?
Recompute material figures, units, signs and periods independently.
What does the evidence justify?
Distinguish verified findings from judgement and unresolved issues.
How do the checklists work?
Each specialist workflow has task-specific review questions. In consulting, these cover population boundaries, source provenance, reconciled figures and the strength of the recommendation. The checklist helps you find questions to investigate; it does not approve a result automatically.
What does saving a method mean?
Bookmark specialist workflows in your member account so you can return to their review steps, worked examples and reusable instructions. Saving a method does not store client files or execute analysis on your behalf.
What the Uplift AI Work Toolkit is not
- Not a job, promotion or redundancy-protection guarantee.
- Not a replacement for your firm's approved AI tools, data policy or supervisory checks.
- Not a live data platform or an automated certification of professional work.
- Not a generic prompt library: instructions sit within complete workflows and verification steps.
QUESTIONS BEFORE YOU JOIN
Clear answers, before payment.
Is this only for people already using AI?
No. Start with synthetic examples and the free AI Work Check. Practise the verification method even if you do not have access to a paid AI tool.
What if my firm restricts AI tools?
Your firm's policies take priority. Use fictional training materials to learn the method; only use approved tools and data for actual work.
How is this different from a generic AI prompt library?
Each specialist workflow includes required inputs, a step-by-step method, an adaptable instruction, a worked answer, common failure modes and review checks.
Can I cancel anytime?
Yes. Cancel future renewals from your account or by contacting Uplift. Cancellation does not automatically refund a period already paid for. Read the terms and 30-Day Action Guarantee.
Your value is not the first draft.
Know what to verify, what remains uncertain and what you can responsibly defend.
Take the free AI Work CheckThe AI Work Toolkit is the primary product for new members. Existing members retain their prior access entitlements. Previously included Uplift resources remain available through the member account.