Guided Setup: build your own AI agents, with me coaching
You build your own AI agents on your own accounts while I coach you through it, live. The point is that you can run what we set up after I leave the call, so you're never stuck waiting on a consultant.
Every engagement starts with a free 30-minute call. If we have not already done an AI Audit, we will use that call to pick the first workflow.
The problem
A written plan only gets you so far if you have never set one of these tools up. It is easy to stall on the first login, the first prompt, or the first time a draft has to be checked before it goes to a customer.
I teach owners to set up and run these tools on their own accounts. You do the building. I coach, watch for where a person still has to approve the work, and leave you with a recap and the prompts we used.
I won't promise specific savings before I've seen how your business runs.
What's included
Single session: $500
- 2 hours, live
- One agent or workflow built start to finish
- A written recap and the prompts we used
4-week sprint: $1,500
- Four weekly 90-minute sessions
- 2 to 3 agents or workflows built from your roadmap
- Written recaps
- Email questions between sessions
- A check-in call 30 days later
Everything is set up in your accounts, so you keep it all. I'll tell you what any new subscription costs before you sign up.
A typical first workflow is a quote draft a person still checks, a bid follow-up, a customer update, or a late-payment reminder. We pick the one that will actually get used.
How it works
1. Book a free 30-minute call. We confirm the workflow, the tools you already have, and whether a single session or the sprint is the better starting point. If an AI Audit would help us rank the work first, I'll say so.
2. You build it, live, on your accounts. I coach you through the setup in plain language. We write the steps, set the approval rule, and run it on a real task from your business.
3. You leave with a recap. After a single session you have one working workflow plus the prompts and notes. After a sprint you have 2 to 3 workflows, email support between sessions, and a check-in 30 days later. If you want ongoing advice after that, look at advisory retainers.
Sessions can be remote or, for Charleston-area clients, in person at your office or job site.
Who it's for
Guided Setup is for owners and their teams who want to learn the work, not outsource it. If you can use email and a smartphone, you can learn this.
My first focus is Charleston-area general contractors, builders, and remodelers. For a GC, a session might mean setting up an agent for takeoff drafts, bid follow-ups, daily logs, or client updates. The same approach works in other owner-run businesses that run on repeat office work.
I'm not a software company and I don't resell tools.
Pricing
- $500 per session
- $1,500 for a 4-week sprint
Fixed prices, with the scope agreed in writing up front. The full AI Audit fee is credited toward a sprint if you sign within 30 days.
FAQ
Will you build it for me in these sessions? No. You build it on your own accounts while I coach you, live. My job is to teach you and your team to run these tools yourselves, so you're never dependent on me.
Do I need to be technical? No. If you can use email and a smartphone, you can learn this. You get written recaps of each session.
How fast will I see results? Most owners set up their first agent in a single guided session. I won't promise specific savings before I've seen how your business runs.
Do I need the audit first? It helps, because the audit gives you a ranked roadmap, but it is not required. If you sign up for a sprint within 30 days of an audit, the full audit fee is credited.
What tools will I be using? AI agent tools like Grok Bot and similar assistants, plus whatever you already have — QuickBooks, Google Workspace or Microsoft 365, and tools like Procore, Buildertrend, or JobTread. I'll tell you what any new subscription costs before you sign up.
CTA
Pick a workflow and we will set it up together.