AI Integration Session

Service Description

You’re Already Using AI. But Is It Actually Saving You Time? Most small business owners dabble in AI — they open a chat window, type a question, maybe get a useful answer. Then they go back to copying and pasting between twelve different apps and wondering why they’re still behind. The problem isn’t the AI. It’s that it’s not connected to anything. When your AI can’t see your calendar, your emails, your documents, or your task list — it can’t actually help you run your business. It can only answer questions in a vacuum. That’s what we’re here to fix. What You Get: - 3 private Zoom sessions (approximately 1 hour each) — no group calls, no courses, no self-guided anything - Up to 5 tool integrations connected directly to your Claude account (more than most people need — so you’re covered) - Full session transcripts delivered after each call — so you always know exactly what was built and how to use it - Live, hands-on setup — we build your integrations together in real time, not just talk about them - A workflow you can actually use — by the end of session three, Claude is connected, configured, and working for your specific business How It Works: Session 1 — Discovery & Audit We start by mapping out your business: what tools you use, where your time is going, and where things fall through the cracks. By the end of this call, we’ll have a clear integration plan tailored to how you actually work — not a generic template. Session 2 — Build & Configure This is where we roll up our sleeves. We connect your tools to Claude live on the call — email, calendar, Drive, project management, whatever makes the most impact for your workflow. You watch it happen and ask questions in real time. Session 3 — Train & Hand Off We make sure you’re confident using everything we’ve built. I walk you through how to get the most out of each integration, what to ask Claude, and how to expand on your own over time. You leave with a working system and the knowledge to actually use it. This Is For You If… You’re already using (or curious about) Claude but not getting much out of it You run your business solo or with a small team and wear a lot of hats You’re tired of switching between apps and losing information in the process You want a real system — not another course to sit through You’re ready to actually use AI instead of just thinking about it