Working calls in your tools

We meet remotely for two 45-minute calls a month. You share your screen, and we work in the accounts your business already uses. We choose the next task from your assessment and current priorities.

A call might focus on drafting a quote from your job notes, documenting a process your team keeps asking about, or organizing follow-ups. We agree on the task and check what the tools can do before building.

Audit, optimize, automate

First, I watch how you do the task. We remove unnecessary steps and clarify where your judgment is needed. Then we build the workflow or Claude skill around that process and test it with you.

Each call records what we completed, what is blocked, and who does what next. Your priorities and action items stay in your client hub so you can pick up the work between calls.

Support between calls

You can message me through Voxer between sessions, with answers within 12 business hours, Monday through Friday. Bring questions about the workflow we built or the next task you want to tackle.

The retainer is month-to-month. We agree on your monthly fee and scope before starting. Larger projects that would consume the working calls need a separate scope.

Your team learns to run it

You drive during the calls. We build in your accounts and document the steps so your team can use and edit the workflow. Your workflows and files stay with you if we stop working together; software subscriptions remain yours to manage.

The assessment's guarantee covers identifying reclaimable hours in the report. Implementation results depend on setting up, testing, and using the recommendations.

Start with the assessment

The $999 AI Tools Assessment gives us the evidence to choose what to work on. It includes a discovery call, a written report, a four-day quick-start plan, and a review call. Continuing with Concierge is your decision.

See the fictional sample report for the kind of recommendations we work from, or read about Seattle and Eastside consulting.

Ask about AI Concierge