Every month we identify one bottleneck in your sales or ops, cut the steps, and turn it into an AI workflow you actually use. You leave with working automations, clear documentation, and a growing library of skills.
Simple model: one retainer, one bottleneck per session, compounding results. We’ll confirm fit and pricing on a quick call.
This is the done-with-you package. We work together on Zoom using the AOA method: Audit (watch the process), Optimize (simplify it), Automate (build the skill).
Month 1: get Claude set up, tools connected, and your first automation shipped.
✅ Intake form sent immediately after signup (brain dump + bottleneck selection)
✅ Session 1 (45 min): setup, context, connected tools, one quick-win automation
✅ Process map: the exact steps we’re optimizing (so the skill matches reality)
✅ Client hub: recordings, takeaways, and skill inventory from day one
Ideal for:
✅ Owners doing real revenue who want AI leverage but don’t have time to “learn another tool”
✅ Teams where follow-up is inconsistent and nobody owns it end-to-end
✅ Businesses with repeatable processes that should be systemized
2 calls per month, Voxer support between calls, and a running hub that shows exactly what you’ve gotten for your money.
✅ AOA sessions: Audit → Optimize → Automate (one bottleneck per call)
✅ Voxer access with a 12-business-hour response promise
✅ Notion (or file) hub with call log + recordings + action items
✅ Skill inventory that compounds (so retention is obvious)
✅ Recap email draft after every session (you send it)
Who it’s for:
✅ $2–10M owners who need leverage, not more busywork
✅ Operators willing to show the real process on screen so we can fix it
✅ Teams tired of “we’ll follow up later”
Deploy high-performance infrastructure, autonomous CRM logic, and AI-driven tools engineered to eliminate lead leakage and scale your operational capacity.