01
Scheduled
Morning Brief
A short owner summary of today's meetings, follow-ups, priorities, and items that need a decision.
- Arrives on your schedule
- Uses only approved sources
- Written in your preferred format
AI that reports for duty every day
Give your business owner a digital chief of staff.
We connect AI to the tools you already use and install simple routines that brief you, prepare you, and help you respond—without learning prompt engineering.
New York City local serviceNationwide remote setupFrom $249 one time
Morning Brief
7:30 AM
Monday, September 14
Good morning, Alex.
Two decisions need you
Vendor quote expires today. Client change order is ready.
Prepare for the 10:00 call
Last conversation, open items, and three talking points.
Follow up with three leads
Draft replies are ready for review.
Most owners do not need another app.
They need the apps they already pay for to work together.
Your first AI team
Start with two routines that earn their place.
Each setup is built around one recurring job and one on-demand job. Simple enough to use tomorrow. Useful enough to keep.
02
On demand
Meeting Prep
Pulls together the last conversation, open tasks, important files, and a practical agenda before a call.
- One-click instructions
- Consistent preparation
- Less searching, more deciding
03
Optional
Opportunity Scout
Watches selected sources for leads, bids, grants, or competitor moves and sends only relevant matches.
- Your filters and territory
- Useful links and next steps
- No endless browsing
Built around the owner
No blank chat box. No library of clever prompts.
You get named routines with clear jobs, boundaries, and instructions. We configure the AI, connect approved tools, test the workflow, and show you how to supervise it.
10–20minutes saved on a typical morning
2useful routines in the starter setup
1plain-language owner guide
A small first step
Useful in days, not months.
- 01
Choose the job
We identify the repetitive owner task worth fixing first.
- 02
Approve access
You choose the accounts and information the routine may use.
- 03
We build and test
We configure the assistant, instructions, connections, and guardrails.
- 04
You take control
You receive training, documentation, and a seven-day tune-up window.
Straightforward pricing
Start small. Prove value. Expand when it makes sense.
Your business pays the AI provider directly, so you keep ownership and see the actual subscription cost.
Remote AI Owner Starter
$349 one time
- One discovery and workflow session
- One scheduled owner routine
- One on-demand owner routine
- Connection to approved existing tools
- 45-minute owner training
- Plain-language handoff guide
- Seven-day tune-up window
Local setup: $499 · Opportunity Scout: $249
Common questions
Clear answers before you begin.
Do I need to replace my current software?
No. The first goal is to use your approved calendar, email, files, notes, and other existing tools more effectively.
Which AI platform do you use?
We recommend the best fit after reviewing your tools, comfort level, and workflow. Options may include Claude, ChatGPT, Microsoft Copilot, Google Gemini, or an automation platform.
Who pays for the AI subscription?
You subscribe directly to the provider. That keeps the account, data controls, and billing in your name. We charge only for setup, training, and optional support.
Will the AI send messages or make decisions by itself?
Only when you explicitly approve that behavior. Starter setups normally prepare summaries and drafts for your review.
Your first step
Bring one repetitive owner task.
We will tell you whether it can become a practical AI routine—and whether a starter setup is worth the money.