How it works

You and your team bring what you know. We organize it, set it up in your own accounts, and connect it to the AI tools you use.

  1. 01

    Assessment

    After a free intro call, a deeper look at how your business runs, then a written plan: what to capture first, which AI tools fit your team, and what's worth automating.

    $300, credited to any build
    Your plan
    1Pricing and quoting rules
    2How jobs and projects get done
    3Customer questions and policies
    4Automations to add later
  2. 02

    Capture

    Short guided interviews with you and your key people. Our interview kit asks the questions and turns the answers into clear draft pages. In the Kit and Guided Build, the interviews run in your own AI account, so we never see your content.

    About six weeks on the Guided Build
    How do you decide when a job needs a second visit?
    If the first visit runs over two hours, or the customer adds work on site, we book a second one.
    Draft added to Processes / Scheduling
  3. 03

    Approve

    Each area has an owner. Pricing is approved by you, field processes by your operations lead, and so on. Nothing becomes the official answer until the right person signs off, and every change is saved so you can go back.

    Ongoing
    Rush feeWaiting for you
    15% of the job→20% of the job, $150 minimum
    Suggested by Sam, office manager
  4. 04

    Use it everywhere

    Every AI tool your team uses works from the same approved knowledge: ChatGPT, Claude, or whatever comes next. It's kept in your accounts and backed up in three places.

    Yours to keep
    Your cloud accountEvery version kept
    A second cloudCopied every night
    A drive in your officeCopied every night

What you end up with

One place for what your company knowsPricing, processes, policies, customers and roles, written down clearly.
Works with any AIConnected to the tools your team uses, and ready for the next one.
Approved before it's officialThe right person signs off on each area. Every change is saved.
Yours, in your accountsYou own the files and every login. It keeps working if you stop working with us.

Then: AI setup and automation

With your knowledge written down, AI tools give answers that fit your business, and automations have something reliable to work from. We set these up after the build, scoped in your Assessment.

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