How It Works

From first question to live workflows on your own computer, with guidance matched to your comfort level.

You Do Not Need to Be Technical

No need to learn programming, APIs, or system setup. We teach and guide every decision in plain language as we build together on your own machine, so you truly understand what your assistant does and why.

How It All Connects

A few components working together behind the scenes. You just send a message.

Your Path to a Running Assistant

Six straightforward steps to learn and build your assistant, with the level of guidance that fits you.

Fill Out Our Short Intake Form

Takes about five minutes, no tech jargon required. Tell us about your day-to-day tasks, your comfort level, and how hands-on you'd like to be.

We Review Your Submission

We review your answers carefully, and if it's a good fit, reach out within one business day to move forward - making sure we can genuinely help before either of us invests more time.

Discovery Call on Zoom — Completely Free

A completely free Zoom call to talk through your needs, answer questions, and agree on how we'll work together - meeting frequency, check-in times, all over screen share so you see exactly what's happening.

We Guide the Build and Configuration

We teach you through every step as we build on your computer together - explaining each choice, connecting only the accounts you approve, at your pace.

You Try It. We Fine-Tune.

You use your assistant for real tasks and give us feedback - completely normal. Every setup gets a tuning period where we adjust the details until it works exactly how you want.

Your Assistant Runs From Here On

Once you're happy, it runs from your machine - ongoing support stays available, from light check-ins to hands-on help as you expand capabilities.

What to Expect

We've designed the process so you can choose your level of involvement without getting overwhelmed.

What You'll Need to Do

  • Fill out our intake form (about 5 minutes)
  • Join a completely free Zoom discovery call once we've reviewed your submission
  • Choose your preferred guidance level (hands-on, hands-off, or hybrid)
  • Give feedback during the fine-tuning period
  • Message your assistant when you need something

How We Support You

  • Reviewing your intake and confirming it's a good fit
  • Guided setup and configuration on your own computer
  • Choosing and configuring the right AI model
  • Walking through every account connection over Zoom
  • Testing and quality-checking before launch
  • Fine-tuning based on your early feedback
  • Ongoing coaching and troubleshooting after launch

Ready to get started?

Fill out our short intake form and we'll be in touch within one business day.

Get Started