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The product

Free inbox mapSee where your time goes. Free for Microsoft 365.
Sample auditClick through a real one before you connect.
For partnersOffer it to your clients, under your name.

Get my free mapOpen now for Microsoft 365 business accounts. About two minutes.

What can you automate? Pick a part of your business.See every automation →

By business function

Sales and pipelineEvery lead answered, every quote followed up.
Collections and cashInvoices out on time, money in sooner.
Client retention and upsellKeep the clients you have, sell them the next thing.
Marketing and reviewsReviews, referrals and partners, on a rhythm.
Operations and deliveryThe work gets booked, logged and done.
Admin and back officeBills, meetings, handovers, the board.

Find the right place to start.Explore services →

Put AI to work

Free inbox mapSee where your time goes. Free.
AI implementationBuild a working system, then keep it running.
AI workshopTrain your team, half-day or full-day.
Talk to usTell us what you need. We'll point you to the right next step.

Method

A clearer picture of the investment.Explore pricing →

Plan the investment

AI Sherpa retainerFrom $2,500 a month, inbox agent included.
AI cost calculatorPlan what the software and models will cost.

Ideas. Tools. People.Explore Learn →

AI in Context

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I always want to get it into a Google Sheet or some form of database
The social contract is broken.
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How to manage multiple AI-native companiesYou’ve heard about the portfolio company. Here’s how I actually run two of them with agents.Read the latest issue

ProductNew

Free inbox mapFree.
Sample auditClick through a real one.
For partnersOffer it under your name.

Automations

See every automation →

Sales and pipelineEvery lead answered, every quote followed up.
Collections and cashInvoices out on time, money in sooner.
Client retention and upsellKeep the clients you have, sell them the next thing.
Marketing and reviewsReviews, referrals and partners, on a rhythm.
Operations and deliveryThe work gets booked, logged and done.
Admin and back officeBills, meetings, handovers, the board.

Services

Explore services →

Free inbox mapSee where your time goes. Free.
AI implementationBuild a working system, then keep it running.
AI workshopTrain your team, half-day or full-day.
Talk to usTell us what you need. We'll point you to the right next step.

Method→

Pricing

Explore pricing →

AI Sherpa retainerFrom $2,500 a month, inbox agent included.
AI cost calculatorPlan what the software and models will cost.

Learn

How to manage multiple AI-native companiesYou’ve heard about the portfolio company. Here’s how I actually run two of them with agents.Read the latest issue Explore Learn →

AI in Context

The newsletterMy reading, my take, and the bigger picture.
All issues
Subscribe

Live sessions

All sessionsSee what I'm doing with AI, live.
Calendar and registration

Watch

I always want to get it into a Google Sheet or some form of database
The social contract is broken.
YouTube

Explore

Practical tools and outlines
Ask a question

Partners→

Find your level

Find the current level of one process.

Answer four questions about one process and see which level, and which ceiling, is holding it there. We keep none of your answers.

Two minutes

Four levels. You are already on one of them.

Pick one process and answer four questions. We keep none of your answers, and we do not ask who you are.

Which of these are you thinking of?

Month-endClient onboardingReportingDispatch and schedulingSomething else

What do people actually use for this work today?

Nothing, or a rule in software you already ownChatGPT or Claude in a browser tabSomething that runs the steps: Claude Code, Codex, Cowork, or an internal buildStanding assistants that run without anyone opening them

Who checks the output?

Someone watches every step as it happensSomeone reads and edits every output before it is usedSomeone approves the finished result, not the stepsNobody routinely. You look at outcomes

Whose job is this work?

Nobody's. It gets done because someone picks it upOne person does it, by habit. It is not in their job descriptionA named owner, and it is in their objectivesAn executive sponsor, with a budget line

What happens when that person is away?

It waitsSomeone covers it badlyA documented process someone else followsIt runs regardless

Pick one answer in each.

Result

See the level your process is on and the next ceiling to address.

Scope the next step

Get your free inbox map.See how your team really works. Free for Microsoft 365 business accounts.

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Learn

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Microsoft
Partner

ChatGPT-certified partner: OpenAI Select Partner. Member of the Microsoft AI Cloud Partner Program (Partner ID 7167563). Member of Anthropic's Claude Partner Network.

Microsoft
Partner

ChatGPT-certified partner: OpenAI Select Partner. Member of the Microsoft AI Cloud Partner Program (Partner ID 7167563). Member of Anthropic's Claude Partner Network.

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