Free assessment
Hands-on help

Bring the task you keep repeating.

Learn it live with an expert, or have it built for you.

Build it together Have it built for me
Working session · 75 minutes, live

Leave with it working, not with homework.

You bring one recurring task and a real (or anonymized) example. You build the workflow together, then you run it yourself on your own example before the session ends.

  1. Short intakeThe task, an example, the tools you’re allowed to use and the outcome you want.
  2. PrepYour example is reviewed ahead of time and matched to the right guide section.
  3. The sessionBuild the workflow together, then you practice it live on your own example.
  4. AfterA short written recap, plus the relevant guide, so you can repeat it on your own.

One task, one workflow. Connected-system setup isn’t part of a session.

$249paid when booking · non-refundableBook a working session
Setup · by quote

Built for you. Reviewed by you.

One agreed workflow, built around your real tools, tested on representative examples, documented and handed off with training. Ideal for teams that want approved changes written into a shared CRM.

  1. IntakeA short form, then a conversation before any quote. No surprises.
  2. BuildThe agreed workflow, set up in your environment with clear review points.
  3. TestingRun against representative examples until the output is right.
  4. Docs and handoffWritten documentation and a training session for whoever runs it.

Complex integrations, multiple systems, team rollout and ongoing support are scoped separately.

From $995by quoteRequest a setup quote
The fully set-up version

Imagine opening your laptop to this.

Drafts waiting. CRM updated. Files filed. You just review.

This isn’t a concept. Setups like this run every day in real sales work.

Runs on its own Drafted for review Your call

Tap any row. Nothing sends without you.

Get a system like this set up Find your first piece
monday · 8:02 am

Good morning. Here’s what got done while you were away.A fictional example of a fully set-up week

Not sure which?

A quick way to choose.

Choose a working session if…

  • You want to learn it and own it yourself
  • It’s one task you do every week
  • You’d like to see it work on your own example today

Choose a setup if…

  • You’d rather not build it at all
  • It needs to connect to email, calendar or a CRM
  • Other people on your team will run it

Tell us about the task.

About two minutes. After this you’ll pick a time and pay to confirm.

For example: “writing the follow-up and CRM note after discovery calls.”
Fictional or anonymized is perfect. Please don’t include client names or confidential details.
Questions

About hands-on help

Can I use real client data in a session?

Please don’t. Bring a fictional or anonymized example. The workflow you build will work the same on the real thing afterward, inside the tools your company approves.

What’s included in “from $995”?

One agreed workflow, tested with representative examples, documented and handed off with training. Integrations across several systems, team-wide rollout and ongoing support are quoted separately after intake.

Do you guarantee time savings?

No. Anyone who guarantees a number of hours without seeing your work is guessing. A setup is scoped so you can see the workflow running on real-looking examples before handoff.

Can a session become a setup later?

Yes. Plenty of people learn one workflow live, then decide they want the next one built for them.