Pilot program · 4 seats · 4 weeks
The AI Operating System for the Portfolio Executive — a live, 4-week program where you build a personalized set of AI workflows around your actual clients, pipeline, and life. Not theory. A working system, by week four.
Baseline your hours. Set the confidentiality rules.
Meeting prep, board drafts, research briefs.
Pipeline, outreach, rate and scope discipline.
Household, travel, and family systems. Certified.
The gap
Portfolio executives run two to four engagements plus a life — with no EA, no chief of staff, no firm behind them for the first time in their careers. The hours lost to prep, admin, and context-switching are the real tax on what you earn.
The client load
Board decks, research briefs, and proposals used to move through a team. Now they move through you — at 11pm, between engagements.
The practice engine
Outreach, scoping, and renewals compete with billable hours for the same calendar — and billable hours usually win, until the pipeline runs dry.
The life load
Travel, household, family logistics — the invisible operations that used to happen in the margins of a structured week now have no margins to happen in.
The build
Four live 90-minute sessions plus a weekly office hour. Each week ends with a working piece of your system — not a slide about one.
Baseline how your hours actually move today. Set up your tool stack. Establish the non-negotiable rule of the whole program: exactly what client data may — and may never — enter which tools.
Meeting prep and synthesis, board-material drafting, research briefs, proposal and SOW acceleration — built around your actual engagements, not a generic template.
Pipeline and outreach workflows, rate and scope analysis, engagement documentation, and renewal prep — the parts of running a practice that don't bill, but decide whether there's a practice next quarter.
Household admin, travel, and family logistics — then everything from all four weeks is assembled into one documented operating system and measured against your week-one baseline.
What you're actually getting
Built around your real engagements and your real week — not a case study borrowed from someone else's industry.
Board prep, client comms, research briefs, and proposal frameworks — reusable long after week four.
A verifiable digital credential and a branded certificate — a completion mark, never framed as a professional accreditation.
Who's in the room
Bevin McArthur
Founder & CEO, Seat & Signal™Two decades building enterprise digital-transformation and AI capabilities for Deloitte, IBM, and HSBC — eighteen of those years living and working across Latin America and Canada. She's led enterprise-scale change for banks, insurers, and media companies across the Salesforce, ServiceNow, Amazon, Google, Adobe, and Adyen ecosystems, and now runs Seat & Signal™'s own operations almost entirely through the same AI-first discipline this program teaches.
Planned cohorts include members of Seat & Signal™'s Founding Council, based on availability — senior judgment in the room, not just the curriculum.Council access
C-level executives from across the collective, bringing a practitioner's view on running a fractional or portfolio practice at scale.C-suite peers
Members who have served on public and/or nonprofit boards, on governance discipline that holds up under real scrutiny.Board experience
The deal
A pilot cohort of four keeps every week genuinely built around your work, not a generic curriculum read aloud to a lecture hall. The first cohort will likely take place in person.
Common questions
Yes. The pilot cohort is open to any executive building a portfolio or fractional practice. Members of the collective get early access to seats; the program itself is separate from — and never a condition of — matching or membership.
No. This is built for senior operators, not engineers. You'll leave with working systems and the judgment to evaluate new tools — not a coding skill.
Week one sets a firm, non-negotiable rule: exactly what may and may never enter which tools. This is the module that makes the program executive-grade rather than a generic AI-tips class.
No, under any circumstance. Enrollment is entirely optional and never affects matching priority, member standing, or access to opportunities — in either direction.
The pilot cohort is confirmed once four executives commit. If it doesn't fill, everyone on the waitlist hears directly and nothing is charged.
Pilot cohort
Email [email protected] to be added to the waitlist for the pilot and future cohorts — no payment now, just a seat in line and first word when the pilot date is set. Four seats, significant founding discount, likely in person.
Join the Pilot Waitlist →