Choose what you want to learn
- Catch up at work. Practise the tools and tasks you are expected to use, at a pace that suits you.
- Work out what is useful. Try tools against a real task and see what helps, what needs checking and what you can leave alone.
- Start from scratch. Get comfortable with the basics before adding more tools or connections.
- Build a workflow. Take a job you repeat and learn to run it with clear steps and checks, including where a person takes over.
You can mix these. I use the first call to check your starting point and suggest a session plan.
Your own workbook
Once your session is booked, I share your own workbook in Google Docs. It starts with a few questions about where you’re starting from, what you want help with and the tools you use. The questions are optional.
After each session I add notes and recommendations to the same document, then a two-week review and a long-term plan, so everything stays in one place.
Keep your options open
AI plans and prices change. I teach the steps behind the work so you can judge whether another tool would suit you. Your instructions and working files stay in accounts you control. If you want to change services, I check what can carry over and which connections need adjusting.
Where I start
- What you already know and have tried
- What you want to be able to do yourself
- Where your time goes each week
- The jobs you repeat, step by step
- The tools you already use and what they connect to
- Who else in your business would use what I build
What you get
The session plan follows your goal. A first session might be practising the basics rather than setting up an agent team.
- Set-up help when you need it. With your business context, connections to the tools you use and clear instructions for how it should work.
- Practice on your own screen. You try the steps yourself, with me guiding you. If your goal is a workflow, you learn how to run and change it.
- A build list in your Google Drive. Every session written up, with what I built and how to use it.
- A clear next step. I suggest what to practise next, based on what you learnt in the session.
How each job is handled
- You show me how it is done today. Every step, including the ones that feel too small to mention.
- I cut the steps that don’t need to exist. Some work disappears once it is written down.
- I turn what is left into a workflow. You build it with me guiding you, or I build it while you watch. Either way you run it before the session ends, so you know it works.
How it starts
- You fill in the intake, so I know where your time goes before the first call.
- On the free first call, I ask what you know and what you want to learn. I send a session plan and price in writing.
- Once the session is booked, I share your workbook. During the session you try the steps yourself, with help as you need it. I use what you learn to plan the next session.