
Live on Zoom · Wednesday, October 28
Pick one job you're tired of doing. In one live session, we build an agent that does it for you, step by step, together. You don't need to be technical. You need to show up with one job in mind.
Limited to 10 people so nobody gets left behind. For business owners.
Why this matters now
Every week a repeating job stays on your plate, your business pays for it: in hours, in inquiries that wait too long, in follow-ups that never go out. Put in your own numbers.
That number isn't what AI costs you. It's what not using it costs you. AI agents can now take jobs like this off your plate, and you don't need to be technical to set one up.
Save my seat for $99What we'll build
You'll pick one of three small business agents and make it yours, with your prices, your voice and your booking link. It drafts. You approve. Nothing goes out in your name until you've read it.
Finds new customer inquiries in your email and drafts a reply with a clear next step.
This week's appointments, the emails that need you, and your top three priorities.
Turns your call notes into a follow-up email and a to-do list. Works with any email.
How the session runs
Put a dollar figure on what this job costs you, and what doing it well could earn you.
Turn the documents you already have into a Business Fact Sheet in Gemini Notebook. It only uses your facts, so it won't make up your prices.
Cut it to the smallest version that can run today: one input, one output, you approve.
Build it in Claude, run it, coach it once, and set it up to run every week.
Plus open Q&A. Time at the end for your questions, until 1:00pm.
What you walk away with
Set up in your own Claude account, run at least twice before we hang up.
Your prices, services and voice on one page, ready for every agent you build after this.
Watch any step again at your own pace.
Step-by-step guides and the exact prompts, so you can build agent number two on your own.
Your guide
I've spent more than thirty years hiring and training people, and I owned and ran my own businesses for more than twenty of them. When a job repeats, you don't keep doing it yourself. You train someone. Now I train AI the same way, one small job at a time.
I'm not a coder. I'm a Certified AI Consultant, the author of Hire Higher, and the creator of the Quick-WINS Method™. I teach business owners to get results from AI without becoming technical.
No. If you can send an email and open a Google Doc, you can do this. We go one step at a time and nobody moves on until most people have a green check in the chat.
Claude and Gemini Notebook, plus your email, calendar and Google Drive. You'll need Claude Pro, the $20 a month plan, or higher.
Yes, if it's a work Microsoft 365 account. Personal Outlook.com, Hotmail and Live addresses won't connect, and if a company manages your account, its IT admin may need to approve it. Come anyway: you'll build the Client Follow-Up agent, which works with any email because you paste your notes in yourself.
Your agent drafts and never sends. You stay in charge of everything that goes out in your name. We also cover the three things an agent should never get: your money, your signature and your passwords.
You'll get the full recording and the playbooks, so you can build along at your own pace. Live is better, though. That's where you get help when you're stuck.
Yes, a laptop or desktop, Mac or PC. You'll have two windows open, and a phone screen makes that hard.
If you don't walk away with at least one AI agent working for you, then I'll meet with you one-on-one for 30 minutes at no cost to make sure you do have an agent that works for you.
Wednesday, October 28 · 11:30am to 1:00pm ET · Live on Zoom · Recording and playbooks included
Save my seat for $9910 seats. Registration closes Tuesday, October 27 at 5:00pm ET so there's time for setup.