Take Off a Hat (or Two)
Take a hat or two off your plate. For good.
You're wearing six hats when you could be wearing four. I build three workflows that take your most repetitive chores off your plate, inside the tools you already use, plus a one-page AI policy so everyone knows the rules. Then I show you how to run it yourself.
$1,997 · three workflows plus a one-page AI policy · most builds are live in about two weeks
Fixed price, no surprisesBuilt in the tools you already useWorks with Claude, ChatGPT, Copilot or GeminiTwo weeks of tweaks after launch
What you get
Three workflows, and the rules to run them.
You pick the three chores you're most tired of. These are the ones people pick most, but if something else eats your week, we'll talk about it on the call. Each one runs quietly in the background, with simple rules for what it can and can't touch.
Inbox sorting
Your email sorted as it arrives, with drafts ready for the replies you write over and over. You open your inbox to what needs you, not everything.
- Rules that sort and label new mail
- Draft replies for your most common questions
- You review and send. Nothing goes out on its own.
Start-of-day email
One email each morning that tells you what matters today: your calendar, the emails that need you, and what's due. You stop starting the day by digging.
- Pulls from your calendar, inbox, and task list
- Arrives at the time you choose
- Tuned to what you care about, so it stays short
Quote follow-up
A quote goes out, and the follow-up happens without you remembering to send it. Written once in your voice, so the quiet ones don't slip away.
- A short note on a schedule after every quote
- Stops as soon as the customer replies
- You approve the wording before anything goes out
Meeting notes
Your calls summarized, with action items sent straight to your task list or CRM. No more notebook pages you never look at again.
- A short summary after every call
- Action items land where you already track work
- Works with the meeting tools you use now
IncludedA one-page AI policy
What's encouraged, what needs approval, and what's off limits. So you, and anyone who works with you, know exactly what it can and can't touch.
The priceTake Off a Hat (or Two)
$1,997
Three workflows built in your own tools, a one-page AI policy, a walkthrough, and two weeks of tweaks after launch.
Pick your hats on a free call →
How it works
Short call. Quiet build. You run it.
We pick the hats
A free 20-minute call. I ask a lot of questions about how your week runs, and we choose the three workflows that give you the most time back.
I build it in your tools
Inside the email, calendar, and apps you already have, with whichever AI you use: Claude, ChatGPT, Copilot or Gemini. Most builds are live in about two weeks. I'll give you a firm date on our call, once I know what we're building.
You run it
A short walkthrough, your one-page AI policy, and two weeks of tweaks after launch. Then it's yours to run.
Other ways to work with me
Need less, or want me to stay?
Monthly tune-ups
$500 a month
Things change. A new service, a new hire, a tool that updated overnight. Once a month I check what's running, fix what's off, and add one new workflow.
AI policy only
$750 under 15 staff · $1,250 for 15 to 50
A one-page AI policy written with you, for your team and your tools: what's encouraged, what needs approval, and what's off limits.
Questions
Good questions before you pick.
Do I need new software?
Usually not. I build inside the email, calendar, and apps you already use. If something small would make a big difference, I'll tell you and you decide.
Which AI do you use?
Whichever one you already have. I build with Claude, ChatGPT, Copilot or Gemini, so you're not tied to one tool.
Will it send things without me?
It works in the background, the way you'd hand a chore to an intern. Your one-page AI policy spells out what it can and can't touch, and nothing goes out to a customer without you seeing it first.
How long does it take?
Most builds are live in about two weeks. I'll give you a firm date on our call, once I know what we're building. After launch you get two weeks of tweaks.
How does payment work?
A 50% deposit reserves your start date, and the rest is due when your workflows are live. Full details are in the terms.
What if I want more than three?
Monthly tune-ups at $500 a month add a new workflow each month. We'll figure out the right fit on the call.
Which hats are you ready to take off?
Book a free 20-minute call. We'll pick the three workflows that give you the most time back, and I'll give you a firm date.