Do I need to know anything about AI before the call?
No. Even if today is the first day you’ve thought about using AI properly, the engagement starts at the basics. The point is to end up with a working system and the ability to run it.
Can I use this with confidential client documents?
Yes, and that’s a large part of the point. The setup uses a no-training tool tier, a redact-before-paste habit, separate locked-down environments, and the chat rating button switched off across your organisation, so you can put AI to work on sensitive material without exposing client data. It sets up safe AI usage, not legal or compliance advice.
How does pricing work?
Discovery is priced up front, and you get the figure on your intro call before you commit to anything. Half your discovery fee credits toward your build. The build is quoted from what discovery finds: a monthly amount for an ongoing engagement, or a fixed number for a bounded build. You see every number before you commit.
Why can’t we skip discovery?
Because skipping the mapping means guessing what to build, and systems built from guesses don’t get used. Discovery finds how the work runs on the floor, not just in the org chart. That’s why what we build gets adopted.
What about the tools we already have?
The goal is to remove tools, not add one. Most businesses this size run fifteen or more subscriptions, some used by one person or by nobody. The build consolidates onto fewer tools you already own, and the subscriptions you cancel usually fund part of the work.
Which system should I pick?
If the bottleneck is the back office, the AI Operations System. If it’s consistent marketing without a hire, the AI Marketing System. Most businesses start with operations, because marketing leans on it. We choose together on the call.
What do I need before the call?
An active Claude account, uninterrupted time for discovery, and answers to a short pre-call form I’ll send when you book. The best outcomes come from Claude for Work, Team or Enterprise, because those plans do not use your inputs for training by default. We confirm the right plan on the call and set the data controls with you.
Can my whole team use this?
Yes. The systems run on your own Claude account, so the team works from the same context and handoffs stay clean. We scope the setup on the call.
What happens when you leave?
That’s planned from week one. Every system comes with a written runbook, you learn it as it’s built, and you keep the accounts, the tools, and the capability. After handover you can keep me on call for a quarterly review or an ad-hoc tune-up. No lock-in.
What about ChatGPT or Gemini?
Different tools, different setup. I go deep on one platform, Claude, so your setup is built properly and privately, not spread thin across three tools that half-work. If you need help across multiple AI tools, book a call and we’ll talk it through.