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AI & Automation Guides for Small 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 Growth Plan call 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.
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 guideGuide · 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 guideGuide · 60-min 1:1
Codex & ChatGPT Work 1:1 Setup
Cowork-style 1:1 training for OpenAI Codex and ChatGPT Work. Install on Mac or PC, wire into a real project folder, run a scripted task end-to-end. $295.
Read the guideGuide · 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 guideAI 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 guideGuide · 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 guideSmall-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 guideGuide · 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 guideGuide · 11 min read
GoHighLevel Setup Checklist for Small Businesses
A real checklist you can run end to end: pipelines, calendars, missed-call text-back, follow-up, reviews, reporting.
Read the guideGuide · 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 guideWant something you can use in the next five minutes? Start with our copy-paste AI prompts for business owners.
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.