The whole thing, start to finish

What actually happens

Most people selling this are vague about the day itself, which is exactly the part you’re paying for. Here it is in order, so you know what you’re buying before you buy it.

The one thing to understand up front: I’m not there to teach you about AI. There are free classes for that and they’re fine. I’m there to leave three or four things running in your business that weren’t running this morning.

Before

A 30-minute call, a few days out

This call decides whether the day is any good, so I don’t skip it and I don’t do it by text.

I’ll ask you to walk me through a normal Tuesday, starting from when you wake up. Then what eats the most time that isn’t actually the work. Then how you quote a job, and I’ll ask you to email me the last one you sent, because a real document tells me more than a description does.

I’ll also ask what software you’ve bought that nobody uses. That answer tells me more about how to make this stick than anything else on the call.

Then some plumbing: who’ll be in the room, what you use for email and files, whether you’re the Google admin, and whether anyone’s ever locked down what outside apps can connect to your account. That last one can eat an hour on the day if we don’t catch it early.

You get a short email after listing the exact workflows I plan to build. No surprises.

The morning

Setup, and the off switch

First twenty minutes

Laptops stay closed. I tell the room what the day is and, more importantly, what it isn’t. If you’ve got staff in there, I say plainly that none of this is about headcount, because everybody’s quietly wondering and it’s better said out loud.

Then, before we connect anything at all, I show you how to disconnect it. Takes thirty seconds. I’d rather you know the door swings both ways before you walk through it.

Next forty

You create your own account. Your name, your card, your password. I don’t touch the keyboard for that part and I never hold your login.

We talk through which plan actually makes sense for you, honestly, including when the free one is enough. We check your privacy settings together and you decide how they’re set. Then we connect your email, calendar, and files, and test each one right away with something real. Find my last email from so-and-so. What’s on my calendar Thursday. Find the file with our pricing.

Three quick wins in a row and the room relaxes.

Half an hour on the workspace

This is the step most people skip and it’s the one that makes the difference. We load in your pricing, your service list, your terms, a couple of your best past quotes, and how you actually talk to customers.

Then I ask the same question inside it and outside it. Outside, you get a generic answer that could be any company. Inside, it sounds like you. Watching that gap is usually the moment it stops feeling like a chatbot.

Then we build

Real customer, real job, real inbox. Never a made-up example.

And you’re the one typing. I talk, you drive. It’s slower and that’s the entire point. Something you watched me build is a magic trick you can’t repeat. Something you built is a skill.

We save everything as we go, so it’s still there Friday.

Lunch

I eat with you

Not working through it, not going to get my own. This is usually where the actual problem comes up, the one that didn’t make it onto the call because it was slightly embarrassing to say out loud.

The afternoon

Your team, then more workflows

90 minutes with everyone

At their own desks, on their own logins. Not a slideshow.

Everyone connects their own account with me walking the room, then each person builds one thing for their own job. The office manager builds something for the office manager. The estimator builds something for the estimator. It's not a group exercise, because a group exercise is something you watch.

Somewhere in that hour, one person in the room gets it faster than everybody else. I find out who and I tell you privately, because that person is what keeps this alive after I drive away.

Another hour on workflows

Back with you and whoever that person turned out to be. Faster now, because you know the shape of it. By this point you should be doing most of it while I just correct.

Half an hour recording

Phone on a stand, and you walk through your own workflows out loud, not me.

Two reasons. It makes a better training video for a new hire because it’s in your words. And explaining something out loud is the hardest test of whether you actually learned it, so if you stumble we find the gap while I’m still standing there.

Last half hour

Printed cheat sheets for everybody, one page, your workflows on it, my number at the bottom. It ends up taped inside a cabinet door, which is exactly where I want it.

Then we put the follow-up call on your calendar before I leave the building. Not “I’ll reach out.” On the calendar, in the room. It’s the most useful sixty seconds of the day.

After

What happens after I drive away

Here’s the uncomfortable truth about training days: on their own, they mostly don’t work. People are fired up on Tuesday and back in their old groove by the following Monday. There’s decent research on this, and it matches what anyone who’s rolled out software already knows.

So the day doesn’t end when I leave the building:

Within 48 hours: your recording, your digital cheat sheet, and a one-page handoff doc saying exactly what we built and where it lives. The last third of the invoice is tied to this landing, so if I don’t send it, I don’t get paid for it.
A follow-up call, booked in the room before I leave. Not “I’ll reach out.” We open your calendar and put it on. What’s working, what you quit using, and roughly how much time you’re actually getting back.
Questions by text, genuinely. If you can’t remember how to do something, or something stopped working, text me and I’ll sort it out.

If it turns into building something new, that’s another day, and I’ll say so up front rather than quietly doing it and feeling odd about it later. I’d rather be clear now than resentful in a month.

What you keep

All of it lives in your account, not mine. If you never speak to me again after the day, you still have:

Every workflow we built, saved where you can find them
A workspace loaded with your pricing, your documents, and your voice
A one-page cheat sheet, printed and digital
A recorded walkthrough in your own words for training new people
A team that’s used it hands-on, not watched a demo

Things go sideways sometimes and I’d rather tell you now. Your wifi might die, and I bring a hotspot. You might get pulled into your own business halfway through, which happens constantly, and I’ll keep working with whoever’s left. A workflow might not work, and I’ll say so and move on instead of debugging in front of a room, then send it to you fixed the next day. And if you ask for something this genuinely can’t do, I’ll tell you that on the spot rather than promise it and disappoint you in week three.

Sound like something worth a Tuesday?

Fifteen minutes on the phone and we’ll both know.

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