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Productivity and AI coaching

Run your business from one place with an AI Team

Leave behind the documents, spreadsheets, project boards, email and calendar and show up to one place every day where work gets done.

My system is set up for you to build an AI staff of interns and assistants to do the work of an entire team customized for your small business or solo operation. 

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  • Google and Microsoft Docs
  • Excel and Sheets
  • Trello and Asana
  • CRM
  • Gmail and Outlook
  • Calendar
Claude
One place
Harbor Dental My business Business Development Hub Central Command
What needs me today? Three things. They're on your board.

Your Own Custom Work HQ in Claude

Business Development Hub

A CRM that runs your business development. No spreadsheets, reminders, tasks, or notes. Just talk to it and it does the rest. 

Today

4 screens with a CRM

CRMEmailCalendarSpreadsheet
  • Type the notes into the contact
  • Change the stage by hand
  • Write the follow-up in email
  • Find a time in the calendar
  • Then again for the next person
With the Hub

1 chat line with the Hub

Coffee with Kelly went great, she's sending two intros. Vicky wants the proposal by Friday. Tom never called back, try him again next week. And an idea: a January workshop for HVAC owners.
Typed, or said out loud from the car
What it did
  • Kelly ShahTwo intros noted, thank-you drafted
  • Vicky OrtizProposal due Friday, on your list
  • Tom BeckerCheck-in drafted for next Tuesday
  • Workshop ideaSaved to your business workspace

Real world example: Tell it about three conversations in one go, and it updates each person, drafts each follow-up and files the other notes, all from one chat line, without a spreadsheet, a menu or clicking between screens.

Central Command

Like an executive assistant bringing you your most important decisions. Every client and project gets a dedicated workspace which reports here. Make decisions and advance work from one screen.

Today

Reading a briefing

Good morning. You have 5 meetings today. Rise Bakery asked about a start date. The Harbor Dental proposal is due Friday. 12 emails need replies.

  • Then you've still got to open email, the calendar and each project to deal with it
With Central Command

Deciding right here, with Central Command

Your workspaces Harbor Dental Rise Bakery Westside Youth Board Business Development Hub My business
Decisions and to-dosYour answers
From Rise Bakery
Start in November or January?
NovemberJanuary
From Harbor Dental
Proposal ready for your read
Open itTomorrow
From the Hub
Send Kelly the thank-you?
Send itEdit first

A briefing tells you what's going on. Central Command is where all your Claude workspaces send their decisions and to-dos, where you answer them, and where the latest on everything lives.

Your AI team

Hand it the big project you never get to. It builds the plan and the AI staff to get it done, and you approve each piece.

Today

The project that keeps waiting

  • It's been on your list for months
  • Nobody has time to plan it
  • Getting it done would mean hiring help
  • So it waits another quarter
With your AI team

One click: a plan, and a staff to run it

ProjectA January workshop for HVAC owners
  • ResearcherFinds dates, rooms and what owners are asking about
  • WriterDrafts the invite, the sign-up page and the emails
  • CoordinatorBuilds the sign-up list and sends the reminders
  • YouApprove each piece before anything goes out
Plus one task it runs every weekFollow up on unpaid invoices. Finds the late ones, drafts a note in your voice, and leaves it in your drafts. Runs every Monday.

How it works:

  1. On your own

    Before

    Install the free kit and open it on Claude. It guides you through every step of the setup on your own.

  2. Together

    Session 1

    We put the setup to work on whatever's actually on your plate that week, so by the end of the session it's already doing real work and it's clear where everything lives.

  3. On your own

    Between

    For one week, keep a short list of the tasks that came up again, big projects you never have time to tackle, and ideas you have to grow your business.

  4. Together

    Session 2

    We pick one repetitive task and automate it together, test it on real examples, and watch it run. Then we review your list of big projects and I recommend which one to tackle with your new AI team. My system comes with a "1-click" process that builds the plan and creates the AI staff to get that project done. 

  5. Yours from here

    After

    It keeps running on your own Claude account, and since we built it together, the next one's something to build on your own.

$750

The whole automated system, two coaching sessions, and the work between them

100% satisfaction money-back guarantee. If you're not happy with what you got, tell me and I'll refund what you paid.

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