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What we set up, and three ways to buy it.

Every engagement configures your AI, connects your tools and puts a person in the loop. The tier decides how far it reaches: one person, a team, or the whole company kept current.

Book a readiness checkSee how an engagement runs

Three ways to start.

Start where the work is. Move up when the numbers hold.

The readiness check comes first and is included with every tier. On its own it is free.

For one operator

Individual Seat

You already have capable AI. This sets up the environment around it, so it gives you the output you want in fewer steps.

  • Your environment, configured
  • An identity brief in your voice
  • A guide to run it yourself
One person

An assistant that sounds like you and knows your standing rules.

For a growing team

Company Build

The full setup across your business, with a shared library so every seat starts from what already works.

  • A brief per workstream
  • Role-based assistants
  • Your tools connected
  • A pilot on live work
The whole team

A working environment your team uses, handed over with training.

For the long run

Managed Retainer

Everything in Company Build, kept current on a schedule so quality does not drift. Every change is reviewed, approved, and recorded.

  • Scheduled reviews
  • KPIs tracked over time
  • Auditable upkeep without a rebuild
The whole company, kept current

The setup stays current month to month, so you do not start over.

Book a readiness check

Add-ons: what is included, what is extra.

Included in Company Build and Managed Retainer

Role assistants

Built for the jobs your team repeats. In a construction business that is the estimator, scheduler, submittals, subcontract and compliance, and a bookkeeping liaison. Other industries get their own set.

What is includedHide the detail: Role assistants
  • One narrow job per assistant, stated plainly
  • Your rules for that job, taken from the intake answers
  • Drafts handed back for review, never sent, signed or posted
  • Read-only on money: an assistant proposes an entry and a person posts it
What you end up with
A set of named assistants your team calls on by role, each kept to one job.
Where it fits
Included in Company Build and Managed Retainer. An add-on for an Individual Seat.
What it needs first
Role assistants need standing instructions in place first. Every tier includes them. AI settings cleanup sharpens instructions you already have.

See the case studies

Connector wiring

Connect the tools you already use: file storage, email, calendar, accounting, project management.

What is includedHide the detail: Connector wiring
  • Only the tools you already use
  • Connected with your own sign-ins, on your machines
  • A read test on each one, and where it applies a safe write test, such as saving a draft
  • Email and calendar wired once per person
  • A note of each connector and its test result, kept with your setup
What you end up with
Tools your assistant can read and draft in, with a record of what was tested.
Where it fits
Included in Company Build and Managed Retainer. An Individual Seat connects one or two core tools. Tools outside the standard set are scoped and quoted separately.
Good to know
Payments and banking stay read and report only. Moving money is yours to do. QuickBooks Online connects; QuickBooks Desktop works from exported reports.

See the case studies

Training and enablement

A team workshop, the guide, and a kickoff that teaches your people to edit their own brief.

What is includedHide the detail: Training and enablement
  • A live workshop run on your own work
  • The written guide and a fill-in worksheet
  • Three ways to change a brief: ask in plain English, use the assistant's memory editor, or edit the file
  • Starting rules for business leaders
What you end up with
A team that can run the setup and change it without calling us.
Where it fits
Part of every Company Build handoff. Available on its own for teams already set up.

Automations (Managed Retainer only)

Scheduled tasks and helpers for recurring work, like a morning briefing or a standing report, set up to run on their own.

What is includedHide the detail: Automations
  • The recurring job written down first: what it reads, what it produces, who sees it
  • A schedule and a place for the output to land
  • A person approves the job before it runs on its own
  • A log of each run
What you end up with
Briefings and reports that arrive on schedule, each with a log entry.
Where it fits
Managed Retainer only, once the tools are connected.
What it needs first
Automations need Connector wiring.

Standalone, any tier

Platform migration

Moving a team from ChatGPT or another tool to Claude keeps the work they built there. Instructions, projects, knowledge and memory come across, so the team picks up in the new tool without starting over. We tell you what does not transfer.

What is includedHide the detail: Platform migration
  • You export from your own account, and we work from the export
  • Instructions, project knowledge and memory pulled into a tracker you can read line by line
  • Projects rebuilt as briefs you can open and edit
  • A guided session for each person, since private chats belong to their owner
  • A pilot on live work before the old tool is retired
What you end up with
A working environment in the new tool, and a tracker showing what moved and what did not.
Where it fits
On its own, or as the first stage of a Company Build.
Good to know
Some things do not move as they are, custom GPTs for one. Those get rebuilt where they earn their keep, and we say when one does not.

How a migration runs

Construction Industry Pack

The same setup, fitted to a builder or construction business. It drafts and tracks the paperwork the trade already produces, in the form builders expect, and a person approves everything that goes out.

What is includedHide the detail: Construction Industry Pack
  • Estimates drafted from cost and code data, with material and labor estimated and marked for a person to verify
  • RFIs, submittals and change orders drafted and tracked
  • Lookaheads
  • Subcontract scopes, insurance and lien tracking, drafted and chased
  • A pilot on live jobs before anything runs on its own
What you end up with
An assistant that works in a builder's own documents, with a named person approving what goes out.
Where it fits
On its own for a builder or construction business, or added to any tier.
What it needs first
Works with your project management tool, scoped to the one you use.

See the Construction pack

AI settings cleanup

We clean up the standing instructions and settings your AI assistant reads, such as custom instructions, project instructions or a CLAUDE.md file, so it follows the rules that matter and skips the noise.

What is includedHide the detail: AI settings cleanup
  • A review of the instructions you have now, line by line
  • One test for every line: would removing it cause a mistake?
  • Your naming rules, formats, hard rules and known repeat mistakes written in
  • A short session on how to edit the instructions yourself
What you end up with
Instructions short enough to be followed, in your voice, that your team can change without us.
Where it fits
Any tier, or on its own for a setup someone else built.

Voice to project management automation

Virtual meeting transcripts are summarized in your own terms and filed into your project management tool as project updates. The next agenda is drafted from the open items, and leadership gets a board that shows what moved.

What is includedHide the detail: Voice to project management automation
  • Transcripts from Teams, Zoom or Meet summarized in your own terms: decisions, open questions, and action items with owners
  • The summary filed into your project management tool as an update on the right project
  • The next agenda drafted from open items
  • A leadership board showing what moved, what is stuck, and what needs a decision
  • A pilot of three to five live meetings, reviewed by a named person on your side before anything files unattended
What you end up with
Meetings that turn into project records and the next agenda, with a reviewer in the loop.
Where it fits
On its own, or as a workstream inside a Company Build. Upkeep folds into a Managed Retainer.
What it needs first
Voice to project management automation needs access to your project management tool.
Good to know
You provide access limited to the projects in scope, and your own recording consent practice. The build is scoped to the project management tool you use, and its licenses stay yours.

See it running

Book your readiness check.

A few questions about how work moves through your business, and a plain write-up back from a person on our team. Included with every engagement, and free on its own.

Book a readiness checkBook a call instead

Free, with no lock-in and no sales script.

What you get

  • A read on how your tools and work run today
  • The tier and connectors that fit
  • Where AI would pay off first, and what to leave alone