Helix L1 & L2 Engagement — How it Works

Stephen enters company name, industry vertical, location, staff count, and GM contact details. The system creates the engagement record and generates the GM's unique session link.

Before the GM meeting, Helix runs an initial external scan scoped to the client's sector and geography. This gives Stephen a grounded view of the market landscape — competitive dynamics, structural trends, and key disruption forces — before asking the GM a single question.

Using the first-pass scan results, Helix tailors the GM's scoping questionnaire to the specific sector and business context — so the conversation is relevant from the first question, not generic.

The GM works through the tailored AI-guided conversation (~40 minutes) covering business activities, growth ambitions, current challenges, people structure, and operating priorities. No preparation required — it's a conversation, not a survey.

Helix analyses the GM's responses alongside the first-pass external scan and produces a prioritised element recommendation — which of the seven business areas to focus on, at what depth, and in what order. Includes a plain-English rationale for each element selected.

Stephen reviews the AI recommendation against his own assessment. He can accept as-is or override the element and level selection. This confirmed scope drives every subsequent phase of the engagement.

Stephen walks the GM through the recommended scope. Elements, levels, and sequencing are confirmed. The engagement plan is locked.

Helix generates element-specific interview prompts for each leader — tailored to the confirmed scope and informed by the external scan and internal synthesis. Each leader gets questions relevant to their function and the elements selected.

Each leader works through a structured one-on-one session with Helix AI (~30–45 min), focused on the confirmed elements. Asynchronous — completed at each leader's convenience via a personal session link. No facilitator needed.

Helix cross-references all leader responses to identify alignment, divergence, and blind spots across the team. The synthesis becomes Stephen's facilitation brief for the group session — highlighting consensus and the conversations that need to happen.

Helix generates a complete facilitation pack for Stephen — agenda structure, discussion prompts per element, suggested reframes for likely tension points, and a working document template ready to capture decisions in real time. L1 and L2 elements run first.

Stephen facilitates the leadership team through the agenda. Helix assists in real time — capturing decisions as they're made, suggesting follow-up questions, and flagging themes that need deeper exploration. All output flows directly into artefact generation.

For each confirmed element, Helix generates structured Word documents from the session output. Level 1 (Design): Identity Diagnostic Pack + Identity–Market Gap Report. Higher levels produce additional implementation and roadmap outputs.

Stephen reviews each artefact, approves or regenerates, and walks the GM through the outputs. Depending on the element, artefacts may be internal operational documents (accountability charts, priority registers, meeting rhythms) or customer-facing materials (brand identity, value proposition). Engagement closes with a defined implementation roadmap.