Two working sessions
Two private, 60-minute sessions each month. Bring questions, examples, and the work you want to move forward.
Coaching
Stop figuring out AI on your own.
You have the tools. You have ideas. But when the output looks wrong or the next step is unclear, the work stalls. Bring it into two private working sessions a month with me, and leave knowing what to try next.
Talk about coachingStart with a free 15-minute intro call.
The sticking point
Another saved prompt will not answer your actual question.
Maybe you are unsure which tool belongs in your firm. Maybe you have a useful first attempt that keeps breaking. Or you keep putting off the work because there is nobody to check your thinking. We start with what is on your desk, not a course you have to finish first.
What we work toward
Know what to try, what to check, and when to stop.
The aim is to make your next decision easier: a priority you can explain, an approach you can test, and a clear next step between sessions. You stay involved and build the judgment to use AI with more confidence.
AI Coaching & Support
What the work includes
A useful priority list
Choose the next task based on the work it supports. Leave each session with a next step and a way to check it.
Practical help
Evaluate tools, improve instructions, review outputs, and troubleshoot the work we are discussing.
Slack between sessions
Ask questions and share progress in your private Slack conversation. Expect a response within one to two business days.
The process
How we move it forward
- 01
Bring the sticking point
Describe what you are trying to do, what you tried, and where it got stuck.
- 02
Work through it together
Use the session to make a decision, test an approach, or understand an unexpected result.
- 03
Try it in your work
Follow the next step, note what happened, and bring the evidence back.
Illustrative workflow
For example: make a recurring client email easier to draft.
Bring a redacted example and the points the email must cover. We can work on instructions, compare the draft with the source, and identify what you still need to review. You decide whether the approach belongs in your process. This is an example of session work, not a promised client result.
Working agreement
A clear fit. A clear boundary.
This fits when…
An owner or designated lead who can participate, try the next step, and bring the result back. Accounting and bookkeeping firms are the primary focus; professional-services owners with similar needs are welcome.
What stays separate
Larger builds, custom integrations, substantial investigations, additional sessions, urgent coverage, and third-party tool costs are scoped separately before work starts. Coaching does not include unlimited implementation.
How the scope stays clear
Slack is for questions, feedback, and agreeing on the next useful action. The one-to-two-business-day window is for a response. That may be an answer, a request for more information, or a proposed next step. It is not a deadline for completing a repair or build.
If you need someone to own continuing build work between meetings, look at ongoing implementation support.
Explore implementation supportEvidence
See the approach in real work.
The public ReFrame receipt shows connected commerce, documents, controlled access, and repeated operator review. It is implementation evidence; it does not claim results for a new coaching or training program.
See how a workflow can keep human review See public work and reviewsQuestions
Before we work together
Do I need AI experience?
No. Bring a real task and your questions. We can start with how to give useful instructions and how to check the result.
Will you build things for me?
We can work through practical examples and troubleshooting during the sessions. Larger builds and substantial work between sessions need a separate scope.
How is this different from Build-With?
Coaching provides two one-hour sessions for $1,000 per month. The AI Build-With Partnership provides four private working sessions focused on building one workflow together for $2,500 per month. They are separate offers.
Does Slack mean instant support?
No. Expect a response within one to two business days. Response time does not promise completion of a repair or implementation. Urgent-response coverage is not included.
Can I use my existing tools?
Yes. We start with your firm-approved tools and what you already pay for. Any additional tool cost is discussed separately.
What happens before I start?
We check fit, choose initial priorities, and confirm scheduling, billing, cancellation, and session policies in writing before enrollment.
Next step
Bring the work you want to move forward.
Tell me what happens today and what you want to change. We will decide whether this is the right engagement or whether a smaller next step makes more sense.
Talk about coachingWe confirm scope and terms before paid work begins.