AI Won't Replace You. Someone Using AI Will.

The retainer is a commitment fee, not a prepaid session bundle. It does three things: (1) it reserves your slot in the program (we only take a handful of new students at a time), (2) it triggers your personalized business questionnaire and the custom session plan I build from your answers, and (3) it locks in your $200/session pricing for as long as you stay a student. Sessions themselves are billed separately at $200 each, paid before each session. Think of the retainer as the launch pad; sessions are the missions.

Two reasons. First, the retainer tells me you're serious. I only take a handful of new students at a time and I block calendar time for our work. The retainer makes sure your slot is yours and not someone tire-kicking. Second, it covers real prep work I do before our first session: reviewing your detailed questionnaire, designing a custom plan around your business and goals, and pre-configuring what we'll need. The actual sessions are billed per hour so you only pay for time we actually spend.

Each $200 session is a live Zoom call where I remote into your computer and we work together. You watch, ask questions, and learn how to actually use AI in your business while I build. We set things up properly, configure Claude, install and integrate Obsidian, build agents and workflows — whatever your session plan calls for. Many sessions naturally run a bit over the hour because we don't want to stop in the middle of something important. If a session goes over, I do not charge you extra. I'm not here to nickel-and-dime you. The $200 is for the work we do together, and we finish what we start.

For most clients: $1,000 retainer (50% off) + 3-5 sessions at $200 each = $1,600-$2,000 total to fully adopt AI into your business. Add about $100-200/month for a serious Claude plan (a real cost of doing business with AI), and Obsidian is free. That's everything. No upsells, no surprise fees, no monthly recurring fee to me. You pay for what you use and you're done.

Yes. The same Iron Man-style command center I run my own business on can be built with you through this coaching service. Depending on how complex you want it — how many panels, integrations, AI agents, voice tools, and custom workflows — it usually takes more than a few sessions to build a full Jarvis-grade command center, but it's absolutely possible. We start with your foundation, then layer in the bridge piece by piece across sessions. If you'd rather have it built FOR you as a single done-for-you package instead, that's a separate service — see the Command Center section above for that option.

Yes. We are a GoHighLevel agency — building automations, workflows, and integrations on GHL is what we do every day. During coaching sessions we can wire your GHL account directly into your Claude setup so your AI can read leads, update contacts, trigger workflows, send messages, and operate inside your CRM. The same applies to most major CRMs (HubSpot, Salesforce, Pipedrive, Close, and others) — if there's an API or webhook, we can integrate it. Your CRM stops being a data silo and starts working as part of your AI system.

Yes. Email (Gmail, Outlook), calendar (Google, Microsoft, Calendly), Google Drive / Docs / Sheets, Notion, Slack, ClickUp, Airtable, and most major business apps can all be wired into your Claude setup. If it has an API or an MCP server, it can connect. We set up integrations during sessions based on what your business actually uses every day, so your AI lives inside your real workflow instead of in a separate tab.

Most clients need 3-5 one-hour sessions to fully adopt AI into their business and feel confident building things on their own. Some clients go further because they keep finding new things to build — that's fine. You book and pay for sessions when you want them. There's no minimum after the retainer, and no maximum either.

It's a detailed form sent to you within 24 hours of the retainer clearing. It covers your business model, your current AI use, your short and long-term goals, what you're trying to build, what you're stuck on, and what success looks like for you. It takes 20-30 minutes to fill out properly. The deeper your answers, the more dialed-in your sessions will be — this is the foundation everything else is built on.

When you book a session on my calendar, the confirmation email includes a payment link for $200. Once payment is in, the session is locked. This keeps the calendar clean, makes sure we both show up prepared, and means I don't have to chase invoices after the work is done. It's how I work and it's non-negotiable.

When you click any of the "Lock In My Half-Off Retainer" buttons, you're taken straight to Stripe checkout — the same secure payment processor used by Amazon, Shopify, Target, and millions of businesses. Pay with credit card, debit card, Apple Pay, Google Pay, or Link. Your card details never touch my server; Stripe handles all of it directly. The moment payment clears, your slot is locked, I'm notified, and your questionnaire goes out within 24 hours.

If the retainer is paid today, your questionnaire goes out within 24 hours, your custom session plan is back to you within 2-3 days, and your first session is usually booked within the same week — sometimes within a day or two depending on my availability and current workload. I work normal business hours (US Eastern Time) but I also typically work nights and weekends, so we can usually find a slot at almost any hour, including odd times if that's what fits your schedule better.

Sessions are non-refundable if you cancel inside 48 hours or no-show. I block my calendar for you and turn down other work for that hour. If you reschedule with at least 48 hours notice, the payment carries over to the new time. Cancel or no-show inside that window and the session is forfeit.

The retainer is non-refundable once we send the questionnaire and start prep, because that time is committed and the slot is held for you. If you change your mind within the first 24 hours (before the questionnaire goes out), the retainer can be refunded minus a small admin fee. After that, the retainer stays with your slot — sessions are still billed separately and only when you book them.

I've spent the last 6+ years running HighLevel agencies and building AI and automation systems inside financial services and small business. I work in Claude and Obsidian every single day, and the setup I teach is the same one I run my own business on — not theory I'm testing on you. If you want to see receipts before we start, just ask on the questionnaire and I'll show you what I'm running.

Yes, and I'm very responsive. If you send me an email or text I typically respond within minutes, and I don't charge you for simple questions. Often, if it's something I can show better than I can explain, I'll record a quick Loom video walking you through the solution and email it back to you within a few hours. If something needs more involved hands-on time, we can schedule another 1-on-1 session. The point is: you're never on your own between calls.

Yes, no extra cost. If multiple people in your business need to be part of the AI rollout, bring them on the Zoom. The retainer covers your slot; sessions are billed per hour regardless of how many people are watching and learning. Two heads watching the same build is often better than one.

Yes. Everything we discuss is confidential. If your business requires a mutual NDA, send it before the questionnaire and I'll review and sign it. Your data, customer information, and business strategies stay between us. Recordings are sent only to you.

No, you don't need it before we start — if you don't have one we set it up together on your first session. But you should plan for a real Claude plan as a cost of doing business with AI. The $20/month Claude Pro plan runs out of capacity fast and isn't realistic for the kind of work we'll do (long projects, big context, agent workflows). The $100/month plan is the practical floor, and the $200/month plan is what I actually recommend — it removes the usage limits that get in your way once you start working seriously.

That's actually who this is built for. You don't need to write code or use a terminal. I drive your computer through remote screen-share while you watch and learn. The whole point is that you don't have to figure out the technical pieces — I do that part, and I teach you the patterns so you can repeat them yourself.

Works on both. I use Mac myself, but everything we set up runs on Mac, Windows, and Linux. Claude is web-based. Obsidian runs on all three. Remote login works with any computer and any operating system. Your current hardware isn't a blocker — we can do plenty of meaningful work with whatever you've already got.

That said, if you're shopping for a new machine and you're serious about AI long-term, here's my honest recommendation: Apple Silicon (M-series chips) are genuinely great for local LLMs. Aim for at least an M4 chip with 32GB of unified memory — that's the sweet spot where you can comfortably run local models at decent speeds. 64GB opens things up even more for bigger models and heavier workloads. I'd avoid the base 16GB configurations if local AI is part of your long-term plan — you'll outgrow it quickly.

Yes. We use standard tools like Zoom remote control or AnyDesk. You watch the entire time, you can end the session in one click, and you enter any passwords yourself — I never see or store them. The connection is encrypted and ends when the call does.

Yes. Every session is recorded and sent to you to keep. Rewatch them any time. Most clients go back to recordings when they're trying to repeat a setup themselves.

For business automation work, Claude is the most capable model right now — longest context windows, best reasoning, strongest coding, and the cleanest MCP and tool ecosystem for connecting to your business systems. We can integrate ChatGPT or Gemini too if you prefer, but Claude is what I recommend and what I use myself for the kind of systems we're building together. You're getting my honest opinion based on what actually performs.

Because big consultancies bill for slide decks, account managers, and account executives. You're paying me directly for hands-on time on your computer. There's no overhead, no junior staff handed your project, no white-glove sales process. Same outcome (often better, because it's actually built), much less money.

A course teaches generic concepts. This builds your specific business's AI foundation, live, on your machine, with you watching. By the end you have working systems plus the skills to build the next one yourself. Courses teach. This does both: builds AND teaches.

Any business doing knowledge work: agencies, consultants, coaches, insurance agents, real estate operators, ecommerce founders, SaaS owners, content creators, financial advisors. If your work involves writing, research, customer communication, content, sales, or operations — AI can fast-track it. This program shows you how.

Obsidian is a local knowledge app where notes link together. We use it as your second brain — a private, searchable store of everything about your business that lives on your machine, not someone else's cloud. When it's wired into your LLM, Claude gets long-term memory of your operation. The more it knows about your business, the more useful it becomes. It's the missing piece between "I use AI" and "AI knows my business."

Yes. Everything we build is yours and runs on your machine with your own accounts. There's no monthly subscription to me. Your Claude, Obsidian, integrations, and workflows keep working as long as you pay for those services directly. When Claude releases updates, your setup usually just gets better automatically. If something breaks months later, you can either fix it yourself with what you learned, watch your session recordings, or come back for a session.

Yes — that's the entire point. You're not just buying a setup. You're watching it get built, learning the patterns, and asking questions in real time. Most clients can build their next workflow themselves within 3-5 sessions. The goal is to set you up so you can run with it on your own.