Five moves. First week to first results. No tech background required. You stay in control the whole way — nothing sends, posts, or pays without your say-so.
Each phase says exactly what you do and what we do. No surprises, no homework, no jargon.
A plain conversation. No deck, no jargon. We ask you what's eating your time, what you're good at, and what you wish you never had to touch again. We'll tell you exactly what we'd build and what it would cost.
Show up. Talk honestly.
Listen, map the bottlenecks, scope the install.
We stand up Claude AI and connect it to the tools you already use — QuickBooks, Gmail, your estimate templates, your scheduling system. We write your CLAUDE.md: your business's operating manual. Your terms, your tone, your rules. This is what makes it feel like you, not a robot.
Give us read access to the tools you already use. One 30-min onboarding call.
Build the workflows, write the operating manual, set up the approval gates.
We turn on one workflow first — usually quote follow-up or invoice chasing. Every message drafts, then stops. You see it, you approve it, it sends. Or you edit it. You're always in control. Nothing posts, sends, or pays without your say-so.
Tap approve (or edit) on the drafts that come through. 5 minutes a day, tops.
Monitor for edge cases, tune the prompts, watch the results.
We walk you through the approve button and the Monday Morning Brief. That's it. No manual. No certification. You learn what you need in half an hour.
Show up for 30 minutes.
Teach you the two things that matter. Leave the rest to the system.
We come back with the numbers — in your language. Jobs recovered. Days-to-payment. Hours back. Reviews answered. We show you the before and after, and we decide together what to add next.
Look at the results. Tell us what feels off.
Present the ROI report, propose the next workflow, move you onto the retainer.
Most agencies hand you a finished product and vanish. The reason software never sticks is nobody stays to make sure it gets used. That’s the part we built the whole process around.
We walk through exactly how you used the AI that week. What's working, what's not. We fix friction in real time.
One specific thing that's annoying gets fixed that week. Always. You feel heard. You stay engaged.
We pull your numbers. Follow-ups sent, reviews requested, hours saved. We put a dollar figure on it.
Monthly outcomes report on the 1st — in dollars and hours back, never “uptime.” Direct access to Josh’s cell. Cancel any month, no penalty.
Once the system is running, we monitor it, tune it, and add new workflows every month. The system works because we make sure it works.
We’ll tell you exactly what we’d build for your business and what it would cost. If it doesn’t make sense, we’ll tell you that too.
No pitch · No obligation · Just a real conversation