Service · Diagnose

Workshops that leave something running.

Owner and team sessions where every person builds one thing for their own job, in the tools they already use. One fixed fee per session, never per person. The fee credits toward a Blueprint or a build within 60 days.

Who it is for

Owners who already use AI and want the business to run on it.

Boutique hotels, wineries, law and CPA firms, and the teams behind them. If your team needs the basics first, we start there, or point you to a strong local program where one already exists.

Three formats

Pick the room.

90 min

Owner session

For owners and partners, up to eight. We map calls, inquiries and back-office work on one page, cost each in hours and missed inquiries, and rank three places to start and one to leave alone this year.

One fixed fee · credits toward the Blueprint

Half day

Team session

For a team of 6 to 15. Each person names a task they repeat every week and builds the shortcut for it, saved to keep. We end with a ranked list of what is too big for a shortcut.

One fixed fee · credits toward the Blueprint

Full day

AI in a Day

For one business. Morning: your one-page AI rule and your house book. Afternoon: shortcuts by role. You leave with a 90-day plan and two deliverables a build would otherwise start with.

One fixed fee · credits toward a Blueprint or build

How a session runs

Demo. Build. Review. Rank.

Demo

One task from your business, end to end, live.

Build

Everyone builds theirs. We circulate.

Review

What the AI got wrong, and how a person catches it.

Rank

What is left, in order. The big items become the Blueprint.

What you leave with

Something that runs on Monday.

Written steps

and a reusable template for every shortcut.

A one-page AI rule

what goes in, what never does, who reviews.

A house book

hours, prices, policies and exceptions on one page.

A ranked list

what to build next and what to leave alone.

A summary

from us within 48 hours, and a 30-minute check-in two weeks later.

Where we teach

A session for your team or your members.

We come to you: your business, your association, or your chamber. Owner and team sessions also run well online; full days are in person. 


If your team needs the basics first, we start there, or point you to a strong local program where one already exists.
For a chamber or association, the session runs ninety minutes, hands-on, and every attendee leaves with one thing working. You receive a one-page summary of what members asked and want next.

If your team needs the basics first, we start there, or point you to a strong local program where one already exists.

Straight answers

The questions you're actually asking.

Do we need laptops?

For team sessions and full days, yes, one per person, with the account level we name in the invitation. Owner sessions need a notebook.

Which tools do you teach?

The ones you already use, with Claude as the working tool. What you learn transfers to other tools.

Will our data be on a screen?

No. Every exercise uses sample material we bring. Your own records stay in your systems.

What does it cost?

One fixed fee per session, agreed before we book it, never per person. The fee credits toward a Blueprint or a build within 60 days.

Can you come to us?

Yes, in all three regions. Owner and team sessions also run well online.

Which topics?

Ask on the call and we will send the one-page list. We pick the topic for the room, not from a menu.

Book a session.

Thirty minutes to pick the room, the topic and the date. If a workshop is not the right first step, we will say so on the call.