How we work
How we approach Claude in your business
Most AI consulting is a slide deck and a prompt cheat sheet. Ours is closer to hiring and onboarding a new operator for your business, except the operator is Claude.
The four stages
- 1
Discovery. A recorded conversation about how the business runs. We listen for the repeat work, the bottlenecks and the things that only live in the owner's head.
- 2
The brief. We turn that conversation into Claude's starting brief: who you are, what you do, who you serve, how you speak, what the rules are. Claude reads it every time it works. This is the single most important document in the whole setup.
- 3
Install and connect. Claude goes onto your business account, connected to your email, calendar, files and CRM, with your first workflows built and running.
- 4
Sessions. Three working sessions to begin with, then regular consulting if you want it. Each session adds a capability: a scheduled task, a dashboard, a skill, a new connection.
Principles we work by
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Real work, not demos. If a session ends and nothing in your business runs differently, the session failed.
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Your data stays yours. Business plans only, no training on your data, and private AI for the cases that need it.
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Review, then trust. Claude drafts, you review, until the pattern is proven. Then it runs.
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Written down. Every decision and workflow is documented so it survives staff changes and does not live in one person's head.
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Honest about limits. We say when AI is the wrong tool for something.
What it looks like three months in
Inbox triaged before you sit down. Meeting notes turned into follow-ups the same afternoon. A dashboard you look at instead of a spreadsheet you build. Reports that arrive on schedule. An owner who spends more of the week on customers and less on admin.
It starts with a Claude setup, continues with Claude training and grows through ongoing Claude consulting. Prefer to do it yourself? Follow how to set up Claude for your business.