01/03
Answer a few questions
Seven short sections about how you actually work. Plain English, no jargon, no account to create. Skip anything that doesn't feel right. Takes about 20 minutes.
Answer a few questions about how you work. Back comes a plan — which tools fit your situation, how to set them up, and what to skip.
$79 one-time. No subscription, no follow-up sales calls.
You answer the questions, we do the research. Three steps, and the longest one is yours — at your kitchen table, on your schedule.
Seven short sections about how you actually work. Plain English, no jargon, no account to create. Skip anything that doesn't feel right. Takes about 20 minutes.
We read your answers, research the tools that fit your setup, and send back a custom plan as a PDF. What to use, how to set it up step by step, what to skip, and what it all costs. Written for you, not a template.
The plan walks you through everything — which buttons to press, what to type, how to test that it's working. Most people can do it themselves. If you get stuck, reply to the email and we'll help.
Forget about tool names. Here's what our clients tell us feels different a month after we're done. Your plan will say exactly which of these apply to you — and which don't.
Paper bills, receipts, and documents stop accumulating on your desk and kitchen counter.
Everything flows into one place. You approve from your phone in seconds. Your accountant stops asking for things you can't find.
The emails, letters, and notes you used to dread suddenly take a fraction of the time.
You talk, it types. You ask, it drafts. It sounds like you — because it's learning from you. Most clients say this is the part they didn't know they needed.
Important dates, emails, and follow-ups stop slipping your mind.
A quiet assistant watches your calendar and inbox. Lease ending in 60 days? You'll know. Email that actually needs a reply today? It won't get buried.
The “I need to go to the office for that” feeling goes away.
Your files, your books, your documents — all on any device, automatically. Travel more. Play golf Tuesday afternoon. The business keeps running.
You have a patient, always-available thinking partner for the things you used to Google.
Summarize a long document. Explain a confusing letter. Draft a response. Research something you've been wondering about. No ten-tab rabbit holes.
Most clients find they were paying for things they didn't need.
We look at what you already have first. Duplicate subscriptions, forgotten services, software you already own but don't use. Often the savings cover part of our fee.
You'd spend a weekend reading reviews and still not know what fits. We do ten hours of research in minutes, tailored to your exact situation. $79, and it's yours to keep.
14-day full refund from delivery. No forms, no hoops — just reply to your email.
ChatGPT is genuinely useful — it's a great thinking partner once you know what to ask it. The problem it doesn't solve is the one that comes before: which tools actually fit your situation, which ones overlap with what you already have, what's safe with your data, and what order to set things up in. That's research, not a conversation. Your plan does that research and hands you a decision you can act on, not a list of options to sort through yourself.
Good — that's actually the most common starting point. The first thing the plan does is look at what you already pay for. Most people are surprised how many features they already have and aren't using. Your plan tells you what to keep, what to cancel, and where the gaps are. If something you already own does the job, the plan says so and saves you the subscription.
No. The plan is written for people who aren't. Every recommendation comes with step-by-step instructions — which screen to open, what to type, how to tell it's working. If the words "API" or "terminal" would need to appear, that tool doesn't make the cut. And if you get stuck anyway, reply to the email that delivered your plan. A real person reads it.
You have 14 days from delivery to ask for a full refund — reply to your email and say the word. No form, no phone call, no justification required. The plan is yours to keep either way. I'd rather give you your money back and part on good terms than hold onto a dollar I didn't earn. That's the whole policy.
A technology consultant charges $150–300 an hour and typically needs several hours of calls before making a recommendation. You'd spend more on the introductory meeting than the entire plan costs. The difference isn't just price — it's that you don't have to explain your life on the phone to find out whether someone can help. Answer the questionnaire when it's convenient, and the plan arrives in minutes. If it's not useful, you get a refund. Try that with a consultant.