Your Claude is a glorified Google. Turn it into your executive assistant.
You're hired for your judgment. But half your week goes to admin. Rebuilding the same deliverable for every client. Writing the follow-up at 9pm. Your own lead gen, always last. Things slipping through the cracks. I set up Claude to run that part with you. You get your time back for the work only you can do.
20 minutes on your real week. We see if the workshop's a fit.Claude as a thinking partner. So you delegate the thinking and keep the work. Backwards. The pot stays the size of your day, and the opportunities pass.
Claude as your assistant. You keep the judgment and delegate the work. It knows every move you want to make, and takes what never needed your hands. You grow.
Here's the offer.
Two working sessions on your real tools. Two skills built and running when you leave. A roadmap you keep.
- Two working sessions, live on your tools.
- Two custom skills.
- Your personalized roadmap to run Claude at 80–90%.
- BonusThe plugin bundle: meeting prep, follow-up, email triage, and more.
$499
One flat price. Everything listed, start to finish.
7-day money-back guarantee. If it's not worth it, every dollar back. I'm confident like that.
Start with 20 minutes on your real week. We make sure it's a fit before you commit.Expert by title. Secretary by reality.
Clients pay for the way you think. But look at last week. Follow-ups you chased. Meetings you moved. CRM fields you filled at 9pm. A proposal you formatted instead of wrote. Notes you never filed.
Two jobs. One pays. The other eats the week. There's a name for this role: the Chief of Everything Officer.
Teams have EOS. The solo expert has nothing. You run a real practice out of scattered tabs and willpower. You believe systems matter. You'd build one. But you got burned before. You won't build it twice.
Five tools. One person. Every single day.
Most advisors use Claude like a glorified Google.
That's the 10%. Here's the 90% that runs your day.
Claude as a search engine
- You ask. It answers. You still do everything.
- Summarize this. Draft that. Look this up.
- It knows nothing about your clients.
- Then you go back to 10 tabs. You run the day yourself.
Claude as your assistant
- I set Claude up on your email, calendar, and CRM.
- Claude works from your real day. Not guesses.
- It flags what needs you. Before a client calls in a panic.
- You stay in one place. Claude handles the rest.
You sit down and ask Claude what's going on with your day. It tells you. Your deals, your pipeline, what's slipping. You never opened your CRM. It checked your meetings. It checked your tasks. Like an assistant who already read everything. You're in one place. You're ahead.
Your whole practice, on one screen.
No new tool to learn. I set Claude up across the tools you already pay for. You stay in charge. Claude does the busywork.
An example brief. I set Claude up to send you one like this. Your tools. Your data. Your morning.
- I set Claude up on the tools you already use.Email, calendar, CRM, notes. Nothing to rip out.
- Claude hands you one brief each morning.What's due. What's stuck. What's about to slip.
- Claude knows where every project stands.Ask about any client. It pulls the status from your notes, tasks, and email.
- Claude drafts a proposal in minutes, not hours.From your notes and the way you write. You review. You send.
- Claude answers questions about your practice.Your deals. Your pipeline. Your follow-ups. No CRM tab needed.
Five tools → one control center.
Two sessions. Then you run it.
Not a course. Not a prompt pack. Two working sessions with me, on your real tools, plus a roadmap you keep. Here's how it works.
The walkthrough
I show you how Claude actually works. Skills, connections, projects. How to run it at full power, not 20%.
We build together
We build two working skills that solve a real problem in your practice. You leave with them running.
Your roadmap
A plan for your exact situation. Everything to do next to master Claude and run it at 80–90%, not 20%.
Built for one kind of operator.
This works because it's narrow. Read both lists honestly before you book anything.
- ✓You're a fractional CFO, CMO, or CHRO. Or a consultant or coach. You run solo.
- ✓You're doing $10,000 a month and up. Your week is already full.
- ✓You're hired for judgment. But admin eats half your week.
- ✓You believe systems matter. You won't build one twice.
- ✓You want Claude working on your real data. Set up for how you work.
- ✗You're building an agency or a team. This is for one person.
- ✗You want a magic button with zero effort.
- ✗You're happy running your practice from 10 tabs.
- ✗You want ChatGPT tips. This workshop covers more than simple tips.
- ✗You're not willing to change how your week runs.
FAQ
The questions I get on almost every call. Straight answers, so you can decide faster.
Will this work with my tools?
If your practice runs on email, a calendar, and a CRM, yes. Claude connects to the common ones: Gmail, Outlook, Google Calendar, Notion, HubSpot, and more. Nothing gets ripped out or replaced.
On the fit call we go through your exact stack. If something in it won't connect, I tell you right there, before you pay anything.
What happens to my client data?
You run Claude in your own account. Your data stays in your tools, and Claude only reads what you choose to connect. I never take copies of your client files.
Before anything connects, we walk through what Claude can see and what it can't. And if you'd rather build on dummy data during the sessions, we do that. You connect the real thing later, on your own.
How much work is this for me?
Two sessions, and you show up to both. That's the work. We build on your screen, together, so nothing lands on your plate to figure out alone at night.
After that, the roadmap tells you what to build next, one small step at a time. You pick the pace.
What if I'm not technical?
There's no code in this. If you can write an email and you use Claude today, even as a glorified Google, you're technical enough.
The walkthrough exists exactly for this. I show you the parts nobody showed you, on your own screen, at your pace.
What happens after the two sessions?
You keep everything. The two skills we built, the plugin bundle, and your roadmap. You run it yourself from there, and the roadmap tells you what to do next.
If you get stuck later, email me. And the 7-day money-back guarantee holds: if it wasn't worth it, every dollar back.
Something I didn't answer? Email me, or just bring it to the fit call.
Get out of the pot.
You don't need 10 tools. You need one, set up right. That's the workshop. Two sessions, a roadmap, and Claude running your practice.
Start with a free 20-minute fit-check call. We see if it's right for you.