Flagship service
An AI workspace that knows your business, built with you twice a month.
The AI Concierge gives your company a Claude workspace loaded with your services, policies, pricing rules, and voice. Then, session by session, we build custom AI skills for the recurring work that eats your week.
What it knows
What it connects to
Why it's different
Generic chatbots don't know how your business works. This one does.
Most owners who've tried AI got generic answers that needed so much editing it wasn't worth it. The fix isn't a smarter chatbot. It's giving the AI your company's knowledge and rules, then teaching it your specific tasks.
A tailored Claude workspace
Set up for your company and your team, with standing instructions for your tone, your rules, and what it must never do.
A company knowledge base
Your services, pricing logic, policies, and FAQs, organized into one source of truth that the AI and new hires can both rely on.
SOP systems
The processes that live in someone's head get written down, cleaned up, and turned into reusable templates and checklists.
Custom AI skills
Each skill handles one recurring task from start to finish, such as a follow-up email, a job summary, or a document pulled into a clean record.
Admin workflow improvements
We find steps that can be removed or merged, so the process gets simpler before any AI touches it.
Staff training built in
Your team is in the room while we build. They learn how each skill works and how to adjust it.
How it runs
From questionnaire to your first working skill
A steady rhythm of two one-hour sessions a month. Each session ends with something your team can use the next morning.
- Before we start
Intake questionnaire
You tell us how your business runs: your team, your tools, your key documents, and where the time goes. We turn your answers into your company knowledge base.
- 30 minutes
Discovery call
We confirm anything unclear and agree on the first problems worth solving.
- Session 1 · 60 minutes
AI Workspace Foundation
We build your workspace live: company knowledge, standing rules, key documents, and connections to your everyday tools. Then we test it on a real task from your week.
- Session 2 · 60 minutes
Your first custom skill
We build your highest-priority skill together and walk you through how skills work, so you understand what you're getting.
- Every session after
One new skill per session
We rank the next opportunities by time saved and build them in order, refining earlier skills as your business changes.
Examples
Skills we build for clients
Every skill handles one clear task: a specific trigger and a specific output. Here are common starting points.
Inbound lead triage
Reads a web form, email, or call note, rates the lead, and drafts a reply in your voice for approval.
Estimate follow-up
Drafts a timely, personal follow-up on every open quote so none go quiet.
Document extraction
Pulls the details out of applications, work orders, and invoices into a clean, copy-ready record.
Listing and marketing copy
Turns property or job details into on-brand descriptions and posts.
Meeting and job summaries
Turns notes or transcripts into action items, customer updates, and CRM entries.
Staff answer desk
Answers "how do we handle this?" from your own SOPs and policies.
Guardrails
What the AI Concierge will and won't do
We build tools that help people work faster. We don't hand your customer relationships to a machine.
It will
- Draft emails, replies, and documents for review
- Organize, summarize, and extract information
- Follow the rules and boundaries you set
- Flag what it doesn't know instead of guessing
It won't
- Send to customers without an approved template and your review
- Handle passwords or process payments
- Change your live systems without sign-off
- Replace professional, legal, or medical judgment
Investment
One monthly price, set by when you join
The AI Concierge is limited to 30 clients so every business gets real attention. Pricing is set by enrollment order: the earlier you join, the lower your monthly rate.
Founding cohort · clients 1–10
$499 / month
For the first ten businesses to join.
Second cohort · clients 11–20
$998 / month
For clients eleven through twenty.
Final cohort · clients 21–30
$1,499 / month
For the last ten spots before enrollment closes.
Every cohort includes
- Two one-hour working sessions each month
- Your company knowledge base, kept up to date
- One new custom AI skill per session
- Refinement of the skills you already have
Your Claude subscription is billed separately by Anthropic, in your name. Book a discovery call to find out which cohort is open now.
Not sure where to start?
AI Tools Assessment
A one-time diagnosis of your workflows, with a written plan you keep either way.
About the assessment →Often added later
AI Automation
When a workflow needs systems to talk to each other automatically, such as form to CRM to calendar, we build it with Make.com, Zapier, or n8n. Quoted separately as a project.
AI Automation →Questions
AI Concierge FAQ
Do I need a Claude subscription?
Yes. Your workspace runs on your own Claude account, so you own it and everything in it. We'll recommend the right plan for your team size during discovery.
How much of my time does it take?
The questionnaire takes an hour or two. After that, two one-hour sessions a month, plus whatever time you choose to spend using the tools we build.
What happens to my company's information?
It stays in your accounts. We don't copy client data into shared libraries, and we flag sensitive information such as health, legal, or financial records before working with it.
What if a skill doesn't work the way we need?
We refine it at the next session. Skills are meant to be adjusted as your business changes.
Can we stop anytime?
Everything we build lives in your workspace, and you keep it. Engagement terms are covered in your agreement before we start.
Keep reading
Claude foundations
Guide
What a knowledge base is
The foundation every skill is built on, session 1.
Guide
Claude skills explained
What a skill actually is, built session 2 and after.
Guide
Standing instructions
Teaching Claude your rules and tone, not just the facts.
Guide
What to keep out
Passwords, unreviewed judgment, and what stays a person's job.