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Guides & How-Tos for Service Businesses
Plain-English walkthroughs for the tools and workflows we use every day with our clients. Each guide is written for a non-technical owner, leads with diagnosing the workflow before automating it, and gives you the exact steps to follow on your own machine.
Free to read, no email gate. If you want help running it live, book a free consult or join the AI Setup Class.
Live 1:1 Training
Want a guide on screen while you install? Book a 60-minute, one-on-one virtual training session — $295. Codex training coming soon.
Guide · 60-min 1:1
AI Setup 1:1 Training
60-minute, 1:1, virtual session. We install Claude Cowork on your machine and finish your first real task before the call ends. $295.
Read the guide →Guide · 60-min 1:1
Claude Cowork 1:1 Training
Cowork-focused 1:1 training for Mac and PC. Install, connect a sandbox folder, finish a real document or spreadsheet task with a guide on screen. $295.
Read the guide →Guide · Coming soon
Codex 1:1 Training — Coming Soon
Codex 1:1 training is in development. Read what it will cover and join the notify list so you book the first slot.
Read the guide →Guide · 60-min 1:1
GoHighLevel 1:1 Training
60-minute, 1:1, virtual session in your own GoHighLevel account. Pipelines, automations, missed-call text-back, calendars, or reporting. $295.
Read the guide →AI Tool Setup
Install and configure the AI tools we recommend for small-business owners and operators.
Guide · 9 min read
How to Set Up Claude Cowork on Mac & PC
Beginner-friendly install for Claude Cowork on macOS and Windows, with your first task walked through end to end.
Read the guide →Guide · 9 min read
How to Set Up Codex on Your Computer
Step-by-step Codex install for Mac and PC, your first run, and the mistakes that lock most beginners out.
Read the guide →Guide · 8 min read
Claude Cowork vs Codex: Which Should a Small Business Use?
Honest comparison with a side-by-side table and use-case picks for owners who are not full-time engineers.
Read the guide →Service-Business Automation
The exact workflow setups we ship with clients: missed-call text-back, AI receptionist, GoHighLevel, and speed-to-lead.
Guide · 7 min read
How to Set Up Missed-Call Text-Back
The exact GoHighLevel setup, the message template that converts, and the test pass that catches the mistakes.
Read the guide →Guide · 10 min read
How to Set Up an AI Receptionist
Map the call flow first, then configure greetings, routing, and follow-up. The audit-first method.
Read the guide →Guide · 11 min read
GoHighLevel Setup Checklist for Service Businesses
A real checklist you can run end to end: pipelines, calendars, missed-call text-back, follow-up, reviews, reporting.
Read the guide →Guide · 9 min read
Speed-to-Lead: Respond to Every Lead in Under 5 Minutes
Why response time wins jobs, where most leads slip through, and the instant-response workflow that fixes it.
Read the guide →Want a workflow expert to look at yours?
Book a free AI Readiness Consult. We will read your current call flow, CRM, and follow-up, then tell you the smallest move that pays for itself first.