Bring one regular task. We’ll set up an AI assistant for it in your Claude or ChatGPT account and test it with you in a 90-minute session.
From £750 + VAT.
Set up in your own account, with instructions you can use again.
Based near Stratford-upon-Avon, we work with owners and small teams across Warwickshire, including Warwick and Leamington Spa, as well as online.
Pick one, and we’ll check the fit on the intro call.
It uses your examples, working instructions and an agreed output format. We test it on your material and show you how to use it again.
It is a setup within Claude or ChatGPT, not a separate software application. You still check the output.
Choose one task. On the intro call, we agree what fits the session and check the material, account and any connections it needs.
Bring your inbox and diary together in a brief showing priorities, replies and preparation. We check approved connections and agree whether you request the brief or it can be scheduled before booking the session.
You open your inbox to plan the day and get pulled into everything in it.
A short brief shows what needs attention, what is coming up and any replies to draft.
Turn notes or an existing transcript into decisions, actions and a follow-up email in your usual format. Missing owners or deadlines are flagged for you to fill in.
The meeting ends, but the actions stay in someone’s notebook.
You have an action list and a follow-up draft to check and send.
Use two or three past proposals and notes on a new job to create a draft in your usual style and agreed structure. You check the scope, figures and terms before sending.
You start from a blank page and hunt for a similar proposal.
You have a draft to work from, with gaps clearly marked rather than guessed.
A free 15-minute intro call to check the fit, account and price. We then agree what to bring and complete any setup before the paid session.
One 90-minute Teams session using your own material. We set up the assistant, test the result and show you how to run it again.
Your assistant is ready to use in the session. Written handover notes and a prioritised roadmap follow within 48 hours of the session.
Teams by default. In-person delivery and any travel costs are agreed separately.
We check your account, plan and company permissions on the intro call. We build in a suitable paid account, with subscriptions charged separately. If you are starting from scratch, we agree what needs setting up before the session.
For Morning Brief, approved inbox and calendar connections must be ready first. We confirm the features and whether the brief is on demand or scheduled.
If you already use Microsoft 365 Copilot, we can discuss whether it is relevant to your existing licences and workflow. This Quick Start is not a Microsoft 365 Copilot training programme.
For owners and small teams with a regular task and examples of their work. Choose a different task on the intro call if these starting points are not quite right.
A company-wide knowledge system, software integration or unattended automation needs a separate scope. We’ll say so before you book.
Dan, we’re not even 15 mins into the workshop and I can’t believe how much I’ve already learned.
There was some brilliant advice on the Mastermind last week. Particularly around AI. ... thank you to Dan for his workshop and the follow-up handout - really really useful (and I learned that I don’t have to be a tec whizz to get it doing some seriously useful things. Great confidence boost)
The agreed assistant setup, testing, handover notes and roadmap. We confirm the task and fixed price before starting; software subscriptions and travel are separate.
We agree a smaller first step or discuss separately scoped work. We do not squeeze a larger project into the session.
We check who will use it and their account access before agreeing the setup. Sharing depends on the platform and your company permissions.
It prepares outputs for you to check. You send drafts and make decisions. Morning Brief scheduling is agreed separately if supported.
Meeting Follow-Up can use your notes or an existing transcript. Teams intelligent recap needs Teams Premium or Microsoft 365 Copilot, but our follow-up workflow does not require an additional Microsoft licence.
Use a free 15-minute call with Dan to check the fit and what needs preparing.
From £750 + VAT.
Book a free 15-minute intro call