Proposal 01→ Upcoming

Wendy SmithSave Time & Amplify Productivity Through AI Integration

A 2-hour hands-on build session that connects Gmail, monday.com, GHL, and Calendly into one integrated AI layer — so you can tell your systems what you want and have them action it, giving you back 10-15 hours a week.

Start Phase 1 — $1,250 Deposit View full scope

Review the phases

What we deliver, session by session

Review per-phase investment

Phase-by-phase breakdown + payment timing

Read the FAQ

Answers to the questions every decision-maker asks

💰 Investment Overview

💰

Total Investment

$2,500

Split across 2 phases

⏱️

Session Length

2 hours

Hands-on, live build

🎯

Time Recovered

10-15 hrs/wk

40-60 hours per month back

💡

Phase 1 due on approval. Phase 2 invoiced when the training session wraps.

Phase 1

$1,250

due on approval

Phase 2

$1,250

due on completion

“who wouldn’t want to save 10-15 hours every week”
— Wendy Smith, in our discovery
Here’s what we’re building.

The transformation

Where you are. Where you'll be.

In one focused 2-hour build session — plus the training that locks it in — you walk away with a clean Claude setup, an email layer that hands you back 40-60 hours a month, and a single command prompt to run your business from.

⏳

Right now

~2 hours a day spent triaging email; SaneBox isn’t carrying its weight
ChatGPT-to-Claude migration in progress, project-by-project, no framework
Gmail, monday.com, GHL, and Calendly all live in separate tabs and separate heads
175 high-interest leads waiting on calls — every hour spent on admin is an hour not spent selling
AI is being used, but it isn’t yet the operating layer of the business

✨

After this engagement

Claude set up cleanly, with your projects and context migrated the right way
Email triage down from ~2 hours to ≤45 minutes a day
One command prompt that pulls across your tools and acts on your behalf
A repeatable way to add the next workflow — bit by bit, on your terms
10-15 hours a week back, redirected to the calls that move revenue

The plan

Two phases. One system.

Phase 1

"My Jarvis" Foundation

Outcome: You tell your systems what you want — and they action it. All your systems integrated, one command layer, and the ability to run your business by voice or text is live before you log off the session.

What we do together

Migrate ChatGPT projects, prompts, and working context into Claude — structured, not scattered
Stand up your AI command prompt — the single place you talk to your business from
Wire email triage so the noise gets filtered, drafts get pre-written, and the important stuff surfaces first
Connect the workflows that matter most across Gmail, GHL, and your daily ops
Configure voice-to-action so you can move things forward without typing

You walk away with

A working Claude setupA live command promptEmail triage runningA short Loom of the build for replay

Phase 1 investment

$1,250

due on approval

Pay to start

Phase 2

Enablement & Scaling The Foundation

Outcome: You can run the system without me. You know how to add the next workflow, how to talk to your command prompt to get real work done, and how to keep the system clean as your business grows.

What we do together

Walkthrough of every piece we built in Phase 1 — at your pace, in your words
The patterns: how to ask, how to delegate to the system, how to course-correct
Adding the next workflow yourself — the framework, not just the fish
Email rhythm: the daily flow that keeps you at ≤45 minutes
A short reference doc — your operator’s manual for the new setup

You walk away with

Confidence to run it soloA reference docA clear next workflow to add when you’re ready

Phase 2 investment

$1,250

due on completion

Pay on completion

Why this sequence

Implementation before Training because the system has to exist before you can be trained on it — and because most "AI training" sessions fail when there’s nothing real to train on. We build it together first, with your actual email, your actual projects, your actual tools. Then we walk it back through so you own it.

Investment

What you're paying for.

Total investment

$2,500

Split across 2 phases — no surprise invoices

What's included

2-hour hands-on build session (Implementation)
Clean ChatGPT → Claude migration with your projects intact
Email triage layer configured on your account
Command-prompt setup wired to your daily workflow
Training & enablement walkthrough
Short reference doc you can come back to
Loom recording of the build for replay

Settle Phase 1 to kick off

If the Implementation session doesn’t deliver what’s described above, we don’t invoice Phase 2.

Payment schedule

Phase 1 — on approval

$1,250

Locks your session, kicks off the build

Phase 2 — on completion

$1,250

Settled when the training session wraps

Questions first?

Book a 15-minute call to talk through anything before committing.

Book a conversation

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.

Next steps

How we kick this off.

Settle the first payment

Locks your session on the calendar.

Pay Phase 1 invoice

Pick a 2-hour window

Pick a block where you can be at your desk, on your accounts, undistracted.

Bring your current setup

ChatGPT account, Gmail, GHL, anything you want connected. No prep doc needed.

We build, together

You watch, you steer, you walk away with it running.

Phase 2 wraps it

Training session, reference doc, second invoice. No hard deadline — the offer holds through end of May.

This offer holds through 2026-05-29. Take the space you need — no pressure.

FAQ

The questions you're probably already asking.

You don’t have to. The proposal sits on the shelf until you’re ready. That said — the math works the other way too. 10-15 hours a week back is 10-15 more hours of calls. The session shortens the runway between now and the revenue, it doesn’t compete with it.

Yes. The migration is structured — projects, prompts, and working context move into Claude in a clean, organized way. You won’t lose the work you’ve already done; you’ll be able to find it faster.

That’s exactly what Phase 2 is for. Implementation is the build; Training is the walkthrough at your pace, with your words, on your screen. Plus a reference doc and a Loom of the build to come back to.

A Claude account (we’ll set it up if not), your Gmail, your GHL login, and 2 hours where you can stay at your desk. That’s it.

Those are separate — already in motion under the existing engagement. This proposal is only the AI Foundation. One service, one outcome, two payments. We don’t mix them.

Yes — that’s the “bit by bit” path. Phase 2 leaves you with the framework to add the next workflow yourself, and we can scope a follow-on engagement when you’re ready. Not in this proposal.

Still have a question?

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