The process
01
We start with what you're actually trying to accomplish: more time, fewer dropped balls, a course that finally ships, a podcast that doesn't eat your weekend. Nobody talks about tools until the goal is clear.
What you bring
The goal, the friction, and the people involved.
What we do
Ask, map, and separate the real need from the noise.
What you leave with
A clear problem statement and a useful measure of success.
02
We've used every tool we recommend, and we'll tell you which one fits, which one is overkill, and when a plain spreadsheet wins. If we earn a referral fee, we say so.
What you bring
Current tools, constraints, and honest preferences.
What we do
Compare fit, cost, overlap, and the work of maintaining each option.
What you leave with
A short recommendation with the tradeoffs made clear.
03
We build the setup for you: accounts created, tools talking to each other, your information organized so the AI is working from your business, not a blank slate.
What you bring
Access to the accounts and information the setup needs.
What we do
Configure, connect, organize, test, and document the full system.
What you leave with
A working stack built around your business and owned by you.
04
We teach you and your team how to run it. From there you choose: keep us on a light retainer, or take the tools as your own and call us when something changes.
What you bring
The people who will use and own the setup.
What we do
Train the team, record the session, and answer the real-world questions.
What you leave with
Confidence, documentation, recordings, and a clear next step.
Week 1
Conversation and tool choice
Weeks 2 to 3
Setup and integration
Week 4
Training and handoff
After
Retainer, on your own, or ongoing sessions
05
Live, small-group working sessions on the tools you use, new tools worth a look, and the questions that come up once you're running things yourself. Monthly or quarterly, recorded, with the notes and prompts to keep.
