How the session works
What you’ll have when we hang up
A practical plan you can execute immediately—without a massive overhaul. You’ll know what to automate, what to augment, and what to ignore for now.
Typical deliverables (examples)
• AI-assisted proposal + scope generator
• Client intake + discovery summary automation
• Meeting notes → action items → CRM updates
• Content repurposing workflow (long → short → posts)
• Internal knowledge base Q&A (RAG) for your team
Who this is for
Consultants
Reduce admin load, ship smarter deliverables, and create repeatable “AI-assisted” workflows that scale.
Coaches
Streamline onboarding, session notes, homework creation, and content repurposing—without losing your voice.
Service Businesses
Automate quoting, follow-ups, FAQs, scheduling, and internal operations so your team stays focused on delivery.
Signs you’ll get value immediately
• You’re buried in writing, summarizing, or repeating the same explanations.
• You have scattered docs, SOPs, and templates and want a smarter system.
• You know AI “could help,” but you don’t know what to do first.
• You want to protect quality and reduce time per deliverable.
What this is not
• A generic AI overview or tool demo
• A massive “digital transformation” project
• A call that ends with “just try a few prompts”
It’s a working session with a concrete 90-day plan.
FAQ
How long is the session?
Set it to whatever you prefer in production (30/45/60 minutes). The template defaults to 45 minutes. You can change the duration field in the booking form.
Will this work if I’m not “technical”?
Yes. The plan focuses on outcomes, workflows, and practical tool choices. If you have a team, we’ll define who owns what. If it’s just you, we’ll prioritize the simplest quick wins first.
Do I need to bring anything?
Bring your current tools (CRM, email platform, docs), plus 2–3 examples of “repeat work” you do weekly. If you already have SOPs or templates, even better.
Do you implement the plan for me?
This offer is for the planning session. If you want help implementing, add a follow-on package (weekly calls, build-outs, or “done-with-you” execution). You can add that after the session.
What if I already use ChatGPT?
Perfect. We’ll move beyond “prompts” and build workflow-level automation: intake → processing → output → follow-up, including quality controls and guardrails.
Ready to leave with a 90-day AI plan?
Book the session. We’ll turn your best AI opportunities into an action plan.