Playbooks for the systems I build for small businesses: answering calls, chasing leads, sorting inboxes and getting found in AI search. Written plainly, with the parts that go wrong included.
A plain-English look at AI receptionists: what happens on a real call, how triage works, where they struggle, and how to roll one out safely.
A five-step system to follow up on every missed call automatically, keep your number, and see exactly what it's worth.
Why speed beats the perfect message, the follow-up cadence I'd use, and how to qualify and book leads automatically while keeping it human.
Bought lists go stale and manual research is slow. Here's how to build a ranked, verified prospect list where every lead comes with a reason to reach out.
More buyers ask AI assistants who to hire. Here's what those assistants look at, five things to do this month, and how to track it.
For agencies, accounting firms and consultancies: how to turn a half-day of onboarding admin into something that happens on its own when a client signs.
The content workflow I recommend to busy founders and partners: talk for 20 minutes, get a week of posts in your own voice, and approve them in 15.
How a company knowledge base assistant works, why sources and 'I don't know' matter more than clever answers, and how to get your documents ready.
A personal AI assistant for founders: the morning brief, inbox triage, drafts in your voice, and the approval rules that keep it safe.
How to connect Claude to your database, tickets and docs with MCP, so ops and sales teams can self-serve answers without SQL or bothering engineering.
What an 'AI agent team' really is, a few setups that work in practice, why every team needs an approval queue, and when you're better off with one agent.
Where to start with AI in a small business: six repetitive tasks that are easy to automate, low-risk and quick to pay off, plus how to pick your first one.
30 minutes with me. You leave with a written plan and a fixed quote, whether or not we work together.