// the upgrade

Upgrade the AI your team already uses.

Matt Roberts
By Matt Roberts, co-founder, ZOKRI
Strategy & OKR consultant

Your teams already ask Claude, ChatGPT and Copilot for goal help. A generic model gives them the average, and the average is why most goals underdeliver. Install our pack and it gives advice that is yours, not the internet’s. Pick the door that matches what you run.

Get the book and the pack →

One pack, a door for every framework

There is one free pack. It adapts to whatever you already use, so you do not have to abandon your system to improve it. Choose your world below; each page shows the specific gap the average AI leaves in that framework, two or three improvements you can make today, and a worked before-and-after.

// choose your door
Upgrade your OKRs →
The framework of the moment, minus the two habits that make it fail.
Upgrade your EOS Rocks →
For teams running EOS: make each Rock move a number, not just get marked done.
Upgrade your SMART goals →
Keep the sharp sentence; add the ambition and the why SMART leaves out.
Upgrade your KPIs & dashboards →
Tell apart the numbers you watch from the one you should move.
Upgrade your V2MOM →
Keep Measures as outcomes, and spend the honesty in Obstacles.
Upgrade your North Star metric →
Give your one metric the inputs and guardrails that keep it honest.
Upgrade your No framework yet →
No jargon. Three questions that make any goal a good one.
// the two-minute install

Install it into the AI you already use

Same files, three tools. Pick yours. It really is about two minutes.

Claude recommended
  1. New Project.
  2. Add the files to Project knowledge.
  3. Ask it to review a goal.
ChatGPT
  1. New Project (or a chat).
  2. Upload the files.
  3. Ask it to review a goal.
Microsoft Copilot
  1. Start a chat.
  2. Attach the files.
  3. Ask it to review a goal.
// the 30-second proof

Before you install, ask your AI to review one real goal and screenshot the answer. Install, ask again, screenshot the difference. That gap is the point.

// what it does

A coach, not a chatbot

// get the pack

The book and the install pack

The AI install pack comes with From Trading to Scaling: an hour to read, five working templates, the instructions and knowledge files for Claude, ChatGPT or Copilot, and a conversation with Matt about any of it.

·The book, 13 chapters, about an hour’s read
·The Strategy Template, the OKR Template, the Idea Collection sheet and the Bonus Calculator
·The AI install pack, two minutes to install
·A conversation with Matt
Get it for £100 →

Free things get downloaded, not installed. A hundred pounds is the smallest number that makes somebody open the file, and this is the only place the pack is available.

// the honest boundary

What the pack is, and is not

The pack carries the principles and the working templates: the book, the strategy one-pager, the OKR template, the idea sheet and the bonus calculator, plus the knowledge files that make your AI coach against a method rather than the internet average. That is yours to keep, and it is enough to install all six things without us.

What it is not is the whole machinery. The playbooks, scoring scales and the 140-plus linked concepts, installed into your own tools and kept current, are the licensed layer above this. And the human work, the training, facilitation, coaching and mentoring that gets a company past its first messy quarter, is our people. Knowledge does not install courage, or referee a hard conversation. We would rather say that here than let you find out.

// one install, or the whole company

One install helps one person. The advantage is your whole company running on a shared operating system: the same method in the AI everyone already uses, at every level, with routines and automations carrying the repeatable work, and your people freed to find and compound the knowledge and IP only you have.

One install at a time does not create that. Building the operating system does, and that is what ZOKRI does. See the method we install and the platform it runs on.

// the layer above this

When you want more than the pack

The full method, installed →
The licensed upgrade: all the machinery in your own tools.
The human help →
Training, facilitation, coaching and mentoring.
A short, low-pressure chat with Matt →
Bring a goal. Leave with a straight answer, no pitch.
// asked and answered
What is the ZOKRI Upgrade? +

A small set of free training files you install into the AI your team already uses, Claude, ChatGPT or Copilot, so it coaches your goals against a real methodology instead of the internet average. One pack, and a door for whichever framework you run.

Is it really free? +

Yes. Install it, use it, keep it, whether or not you ever talk to us. It is a working sample of the method we license and install, and if it is useful you will know who to call.

Which AI should I use? +

Any of the three. Use the most capable model you have access to, because reviewing goals is judgement work and cheaper models tend to agree with you, which defeats the point.

Will this fix our goals on its own? +

It will make them noticeably better and teach you why. The full machinery and the human work, the training, facilitation, coaching and mentoring, are the licensed upgrade and our people. The book and install pack are a genuine gift and the first step, not the whole journey.

// still deciding?
Comparing frameworks rather than upgrading one

OKRs against Hoshin Kanri, MBOs and the Balanced Scorecard, plus whether you need software, a coach or a consultant.

See the comparisons →