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5-Day Live Challenge · Round 2 · The Q1 Edition

Build your first AI analyst in 5 days.

Then plan 2027 on what you know works. Your analyst reads your last 90 days back to you in plain English, in Claude or ChatGPT, and tells you what to carry into January and what to leave in December.

Mon Nov 9 to Fri Nov 13 · The Drop 7:00 AM CT · Live Lab 10:00 AM CT
Save my seat · $27

Early bird through Sunday, Nov 8. Then $47. Live with Jillian Thomas.

Live in the room

From the August room.

Pulled straight from the Zoom chat while people were still building. Names hidden, words untouched.

Zoom chat · August
Day 2 · Tuesday
10:13 AM
Account created
10:29 AM
All 3 connected now
10:35 AM
I wish I would have know about this could have saved me hours in creating dashboards in looker studio. I see my dashboard
Day 4 · Thursday
9:55 AM
No questions. I'm good. Report was SUPER helpful yesterday.
Day 5 · Friday
9:52 AM
My stats appear better than I thought?
9:53 AM
Gives me steps to run a flash sale to those who are actually engaged
10:23 AM
Scheduled
10:32 AM
KPIs have been on my weekly list for MONTHS - Thank you!
10:52 AM
I just got my completed Morning Paper - sent to Porter - all is WORKING!!!
Day 2, the accessDay 4, the readDay 5, it runs

Real messages from three people in the August challenge chat. Fifty-five registered for that round. Times are Central.

Jillian Thomas pinning a planning map to a wall board

Sound familiar?

Every January plan you've written started from a feeling.

You sat down in December with good intentions and a blank doc. What sold this year? Probably the thing you talked about most. What should you drop? Hard to say. So you planned Q1 on memory and mood, and by February the plan was a document nobody opened.

The numbers that would have answered those questions exist. They're sitting in six tabs behind four logins, and nobody in your business has the job of reading them.

“I promised myself I'd look at my numbers this week, then Friday showed up.”

The role

So what is an AI analyst?

It's a role, not a chore. An analyst is a seat on your team that sits down with your numbers every morning and tells you the truth in a sentence you can act on. You build it once. It runs whether you remembered to ask or not.

Everyone is saying "AI" right now. Almost nobody is describing a job. Pasting your stats into a chat window and asking "how am I doing" is using AI by hand. An analyst has a job description, a set of accounts it can see, a report it owns, and a schedule. It lives in the AI you already use, Claude or ChatGPT, and it thinks the way mine does because you install the same skill I use.

What yours reads
  • Your list. Who joined, who's opening, where the welcome emails lose people.
  • Your offers. Which one did the work this year and which one just took up space.
  • Your ads, if you run them. What came back for every dollar in.
  • Your bookings or checkout. Where people say yes and where they stall.
  • Your content. Which posts pulled people in and which ones were for you.

You pick the five numbers. It watches them for you.

The first hire

The first hire I'd make in any small business.

The old way

  • You check your numbers when you remember, usually Friday, usually not
  • Six tabs, four logins, one dashboard answering a question you didn't ask
  • You plan the year on memory and mood
  • Someone on your team tells you what they think is working

The new way

  • A report arrives Monday morning whether you remembered or not
  • One page, your five numbers, in your words
  • You plan the year on what actually happened in yours
  • Something on your team tells you what is working
Save my seat · $27
Example edition · Your numbers, your words

The Morning Paper

What your analyst says · About two minutes to read
The readYour list grew every week this quarter. Steady, not a spike. Keep the freebie.
Where the money wentTwo of your four offers did all the work. Plan Q1 around those two.
This weekYour welcome email is losing people at number three. Fix that before you spend another dollar on ads.

Those three lines are examples, written to show you the shape of it. Yours will use your numbers and your words.

Jillian Thomas

Your host

Hi, I'm Jillian.

Before this business, I led a team of multimedia editors at a TV production company, and I took our content system online. I built a single source of truth in Airtable where shows could send requests to the editors and have all the information at their fingertips. It worked so well that other divisions had me build databases for their teams too.

Then eleven years building marketing systems. This is one of them, and it's the one I'd hand a business owner first, because everything else gets easier once you can see what's working.

In August I watched a room of business owners who don't call themselves tech people get real numbers read back to them by Thursday. This round, we do it again, pointed at your 2027.

You should be able to look at your business and know.

Save my seat · $27

Thursday, most rounds

You can watch the moment it works.

That's the Zoom chat from August, unedited. Somewhere around Thursday, someone's report lands, their numbers are on the page, and the chat goes off. They stop asking whether this is possible and start asking what else it can read.

That's the part I can't put on a page. You're not watching slides. You're watching your own numbers show up.

Zoom chat message: I just got my completed Morning Paper, sent to Porter, all is working
You'll watch this happen live

The daily rhythm

Two parts to every morning.

7:00 AM CT
The Drop

The day's build lands in your hub. A short video, the written steps, and any file you need that day. Watch it with your coffee. Most people are done with the watching in under twenty minutes.

10:00 AM CT
The Live Lab

Bring your screen, not your questions. We build the day's piece together, live, and I unstick whoever is stuck. Sixty minutes booked, and the room stays open after. Replay in your hub the same day.

Same Zoom link all five mornings. Miss a lab and the Drop plus the replay still carry you to the next one.

The build, day by day

Five mornings. One working analyst.
One 2027 plan you can defend.

This is a build, so the order matters. Every day you leave with a piece that exists and works.

Tap a morning to open it

Day 1 · Monday, Nov 9 · Drop 7:00 AM · Lab 10:00 AM CT

The Job Description

You name the 5 numbers that show whether your business is working, in your words, and you find the home account each one lives in. The Q1 lens starts here: the five you pick are the five you'll plan the year on.

You leave with: your 5 numbers, named, each with a home.

Save my seat · $27

Inside

Your hub opens the moment you pay.
Each day drops the morning we build it.

Five Drops

One short video and the written steps for each day, released at 7:00 AM CT the morning we build it, so nobody is overwhelmed on Monday and nobody is waiting on an email.

Five Live Labs

10:00 AM CT, Nov 9 to 13. Bring your screen. We build together and I unstick you live.

The analyst skill

The same skill I use inside Rooted & Seen, with the methodology baked in. Works in Claude or ChatGPT. Install it in the one you already use and like.

Yours to keep

The report template and dashboard

The HTML report and the dashboard you customize on Day 3. Your colors, your five numbers, your name at the top.

Yours to keep

Written steps for everything

Every click, written down, for people who don't consider themselves tech people.

Your hub

Every Drop, every Lab replay, every download and every link in one place, for as long as your access runs. Plus a members-only board for wins and questions, and a help button that reaches me.

You build with Porter Metrics and the AI you already use. I'll show you both from zero. By Friday, everything on this list is in your hands.

Pick your seat

Both seats build the same analyst.

The difference is how long the hub stays open and whether you get an hour alone with me after.

Early bird ends in57d 04h 41m 30s· $27 becomes $47 on Monday, Nov 9
ChallengeOne seat
$97$27
Early bird through Nov 8, then $47. The fastest way in the door.
  • Five Drops and five Live Labs, Nov 9 to 13
  • Hub open the moment you pay
  • Analyst skill, report template and dashboard, yours to keep
  • 30 days of hub and replay access, through Dec 13
  • Private 1:1 hour with Jillian
Join for $27
One payment. No subscription.
VIP · Most popular5 seats
$197$97
Keep the hub open through Q1, and get an hour with me.
  • Everything in Challenge
  • 90 days of hub and replay access, through Feb 11, 2027. Rerun the build in January with Q4 closed.
  • One private 1:1 hour with Jillian, week of Nov 16. Your screen, your analyst, your Q1 plan. We fix what isn't right and decide what you're betting on.
  • Recording of your session
Take a VIP seat for $97
5 seats, because that's how many hours I have that week. Offered once more right after checkout.
Ship it by Sunday, Nov 15: post your scheduled report link in the hub and your access extends 30 days, on either seat.

The straight answer

All sales are final. Here's why that's fair.

Your hub opens the moment you pay, each day's build lands the morning we do it, and by Friday everything on the list above is in your hands, including the skill and the template you keep for good. There's nothing to send back. What I promise instead: if something in the build isn't working for you, reply to any email and a human, usually me, gets you unstuck.

Fit check

Built for you if...

This is for you if

  • You have at least one place your numbers live: an email platform, a checkout, a booking tool, an ad account
  • You've meant to look at your numbers for months and haven't
  • You want your 2027 plan to come from what happened in your business, not what you remember
  • You can open a browser tab and copy and paste

Save my seat · $27

Before you ask

A few things people ask before they join.

I'm not a tech person.

Good. That's who this was built for. Every step is written down, every day has a short video, and every morning has a live lab where getting stuck means you say so and we fix it.

Claude or ChatGPT?

Either. The skill installs in both. Use the one you already pay for and like.

I don't run ads. Do I still have numbers worth watching?

Yes. You choose your 5 numbers on Day 1, and they're yours. Email, sales, bookings, content, whatever shows your business is working. Ads are one option on that list.

I can't make 10:00 AM CT every day.

The Drop lands at 7 and the Lab replay is in your hub the same day. You can build on your own schedule and bring what's stuck to the next lab.

Do I get everything on day one?

Your hub opens the moment you pay with your start-here page and prep. Each day's build drops the morning we do it, so the week stays in order and nobody drowns on Monday. By Friday it's all yours.

How long do I have access?

Challenge seats have the hub for 30 days, through Dec 13. VIP seats have it for 90 days, through Feb 11. The skill, the template and the dashboard are downloads, and those are yours for good on either seat. Ship your scheduled report by Sunday Nov 15 and you get 30 more days on either seat.

What should I have ready?

Your logins for wherever your numbers live, a Claude or ChatGPT account, and the one number you always mean to check and never do. The hub has the full prep list. It's about ten minutes.

What's the refund policy?

All sales are final. See the straight answer above. If something isn't working, reply to any email and I'll personally get you unstuck.

I'm already in Rooted & Seen.

Then this is already yours. Check your inbox, don't buy it.

I did the free round in August.

Then your seat is on me. August was the free round, and every round from here is paid. This one is my thank-you for being in the first room. Look for an email from me in early October with how to claim it, and don't buy one here.

What's different: August got your analyst connected. This round is about what it tells you. On Day 1 you set your 12-month number next to your five numbers. You get the skill for ChatGPT, the template and the hub. Then on Day 4 we read your report against the number you want.

What's the VIP hour?

One private hour with me, week of Nov 16, VIP seats only. Your screen. I look at your analyst and your Q1 plan and we fix whatever isn't right, live. You get the recording.

Nov 9 to 13, 2026 · The Drop at 7 · The Lab at 10 · Central time

Save your seat.

Save my seat · $27

You'll get one email with your hub login, your Zoom link, and calendar invites for all five mornings. Save it.