01
Free AI Readiness Check
- What it does
- Grades how ready your files are for AI, area by area.
- What you need first
- Nothing. No sign-in.
- Time
- About 2 minutes
- Price
- Free
Organize once. Then let AI do the busywork.
Five steps, from a free check to a helper built for your business. Start wherever you are.
Everything else stands on this.
AI Drive Foundation
Clients & Projects
- Agreements
- Work
- Meetings & Notes
- Billing
Business Operations
- Marketing
- Sales
- Delivery
- Customer Service
Finance
- Reporting
- Capital & Lending
- Taxes
Legal
- Entities
- Contracts
02
Drive Foundation
- What it does
- Turns your Google Drive into one organized home your AI helper can safely use. Nothing changes until you approve it.
- What you need first
- A Google Drive
- Time
- You run the setup, then a free 15-minute review call
- Price
- $299 One time
AI helpers need somewhere to plug in.
Point one at a messy Drive and it has nothing to hold on to. It can't tell this year's invoice from an old draft.
Drive Foundation gives every file a place. Each place gets its own plug.
Bookkeeping plugs in and sees Finance. Nothing else.
Meeting Recap sees your clients and day-to-day work. Never your books.
Each helper sees only what you allow.
It asks before it changes anything. $99 a month per helper, once your Drive Foundation is in place.
03
AI helpers
- What it does
- Ready-made helpers that take busywork off your plate, working from your organized Drive inside your own Claude account. First up: Meeting Recap, Bookkeeping and Coco Light for flippers.
- What you need first
- Drive Foundation, plus your own Claude plan
- Time
- Coming soon
- Price
- $99 Per helper, per month
04
Custom build
- What it does
- A helper built around the way your business already works, from your own steps and templates, for you and your team.
- What you need first
- Drive Foundation
- Time
- Planned together on a call
- Price
- From $2,500 Starts with a $500 scoping session, credited to your build
05
Private AI Chief of Staff
- What it does
- One private assistant that knows your whole business, on its own dedicated computer, with separate helpers your team can use.
- What you need first
- A custom build
- Time
- By invitation
- Price
- By invitation
Not sure which one fits?
Start at 01. The free check shows where your files stand, and your report points to the next step.
Start here
Every step starts with knowing where you stand.
- What it does
- Grades your files for AI and points you to the step that fits
- What you need first
- Nothing
- Time
- About 2 minutes
- Price
- Free
Rather talk first? Book a free 15-minute call. No pressure to buy.