You have already bought the tools. Xero does the books, the inbox holds half the client history, and a spreadsheet holds the rest. Nothing talks to each other, and no AI runs through any of it. Connect fixes that without replacing what works.
HOW I WORK
Anthropic's Claude is the AI I build with and the AI I set your team up on. Connected to your calendar, your accounts, your files, and your job history, it stops being a chatbot and starts being the thing that drafts the quote, chases the invoice, and answers "where is that job at" without anyone digging. I am open about the choice: one AI, wired in properly, beats five subscriptions that never talk.
THE WORK
Four ways to engage, from a strategic look through to your whole team running on AI. There is no set order and nothing to climb. Most clients start with the diagnostic or a working session and go further once the value proves out.
A paid diagnostic, processed by me personally. I map what you actually run: which tools hold what, what is not talking to what, and where AI can carry real load. You get the findings as an interactive report and a clear recommendation on what to do next.
A fixed-scope session where we make it real. Specific tools connected, specific workflows running through AI, working before we finish. Scoped in conversation before we start, so you know exactly what you are getting.
The full Connect engagement. Your team set up on Claude, connected to the tools you already run, with permissions scoped per person and training included. Your business comes out the other side running on AI, with the guardrails in place.
Ongoing, for after the setup. AI capability moves monthly and you do not have time to track it. Each quarter I review what has landed, where it fits your operation, and we act on what is worth acting on. Scoped per client.
THE FLAGSHIP
Scoped and priced in conversation, agreed before any work begins.
The free diagnostic takes five minutes and tells you where your business is leaking, whether the answer is connecting what you have, building what is missing, or growing what already runs.