Offer letters
Simple, accurate and on brand. Anyone on the team can have one ready in minutes.
I get your whole team using Claude on your real jobs, files and numbers. Hands-on, one company at a time.
The answer exists. It's in a Teams folder, an email thread, a spreadsheet, or somebody's head.
So the phone rings, and you go dig.
A quick fix turns into an hour because nobody can find the latest drawing. Your estimator asks the office for a file to send a customer, and the office stops what they're doing to find it. That happens all day, and everybody's just doing their job.
Every proposal looks a little different. Every offer letter gets rebuilt from the last one. Half the job paperwork never makes it to the job folder, because you're in a hurry.
You built a good company. The answers just shouldn't all live with you.
Each one has a tool that fixes one small problem, and each one wants a monthly payment and a login.
I do something different. I help you and your team get fluent with AI and use it in your everyday work. That's the part that lasts, because it goes with your people into every job, every bid and every phone call.
Buying seats is the easy part. Then the seats sit there, or everybody uses them differently, or the one person who loves it runs ahead while the rest of the office goes back to how they've always done it.
Your people learn this best on their own real work, with someone in the room who can see where they're stuck.
Simple, accurate and on brand. Anyone on the team can have one ready in minutes.
A long scope comes back as clean bullets and an editable spreadsheet. An estimator takes it from there.
Claude works through big drawing sets overnight to pull quantities for a person to check.
Every morning starts with a ranked list of leads, with a map link for each.
The safety officer built the tools personally. Plans flag hazards from the bid documents and find the nearest hospital.
Find one error, and Claude fixes it across every page in minutes.
None of these people are programmers. They got together one morning and showed each other what they'd built.
Examples of what's possible, built from the real work in a service shop.
"What's the latest drawing, and who sent it?" The answer comes back in seconds, at your desk or in the field.
Scripts for the no-cool emergency and the price shopper, in your voice. Then practice with Claude playing the upset homeowner.
Any past quote, found by asking. A clean good-better-best proposal in minutes, with the same look every time.
A 20-minute talk about troubleshooting becomes a written procedure and checklist that new techs can ask questions of.
When a supplier's increase lands, Claude reads the letter and lists the pricebook lines to update.
Your weekly reports on one page: what went up, what went down, and the one thing worth talking about.
We connect your information to Claude, right where it already lives. Your files stay put, and we add a map so Claude knows where to look.
We check who can open what. Claude reaches only what each person's login can already open, so pay records and HR files stay protected.
Your team learns how to ask, what Claude can reach, and how to check its answers.
Your office manager and your estimator have different days, so they need different things. We sit down with each person and build what fits their job.
A clear AI policy, so everybody knows what's allowed before anything gets connected.
Help changing habits. We start small, get a win people can see, and build from there.

Your fractional AI implementation lead.
I've spent 28 years in transportation and logistics, working with truck drivers, warehouse teams and the office staff keeping it all moving. I know how a real operation runs.
Now I help small to mid-sized home and commercial service companies get their whole team fluent with AI, using Claude. I'm a Claude Certified Associate (Foundations) through Anthropic, and I work hands-on with a handful of companies at a time.
Here's what I've seen up close: when people learn to use AI in their own day-to-day work, they move faster and get more done with the team you already have. That's where better margins come from.
And you get to stop holding the whole business together in your head.
Everything we build stays in your own accounts, so your team can keep running it long after we're done.
I get everyone on your team using Claude, from the owner to the office to the estimators. We start with how it works, what it can reach and how to check its work. Then we go deeper with each person and build workflows around their actual job. All of it happens on your real jobs, files and numbers.
A Claude account your company owns, connected to the files you already use. A written AI policy. Workflows built for each role, like proposals, offer letters and bid review. And people who know how to keep building without me.
A course teaches general ideas, and then everybody goes back to work. A new tool fixes one small problem and adds one more login. I work with your people on your real work until the new habits stick, and what they learn goes with them into every job.
That's the real risk with any new tool, so it's what we plan around. We pick one job people can see and fix that first. Then we build from there with group sessions and 1:1 time, and your team shows each other what's working. We note where each person starts, so you can see the change.
It can be, if company information is sitting in personal accounts you can't see. Banning it rarely works, because they're using it for a reason. We give them a company account set up for their real work, with clear rules, so the approved way becomes the easy way.
No. Some companies bring in the whole team early, and some start with a few people and add more. Either way, someone besides the owner becomes your point person.
We start with 3 months. Phase 1 builds the brain, so people can find what they need. Phase 2 builds around each role. AI policy and habit change run through both.
On a business plan, your conversations stay out of AI training by default. Claude can only reach what each person can already open with their own login, so we check who can open what before connecting anything. Social Security numbers, pay rates and ID documents stay out.
It gives them their time back. Your people still make the calls and sign off on the work.
It will, sometimes. So Claude reads and drafts, your numbers do the math, and your people sign off. We teach your team how to check its work, and anything with your name on it gets reviewed by a person.
They don't need to be. If they can explain a job to a new hire, they can learn this.
Claude connects to common tools like Microsoft 365, Google Drive, Dropbox and QuickBooks Online. Some field software doesn't connect directly yet, so we check yours before promising anything. Your files stay where they are, and you don't have to reorganize them.
Everything we built stays in your own accounts, and your team knows how to run it and keep building. If you want more help after that, we can talk about what makes sense.
I do. You get me on your calls, in your files and working with your people. I take on a handful of companies at a time, so I can stay hands-on with each one.
Tell me where your office loses the most hours. We'll talk through it and figure out if I can help.