A private 2-session hands-on setup for investors, advisors, and executives. Built live on your screen, around your real tools and workflow.
Email, calendar, documents: whatever you run on. Connected properly, with the right permissions.
We go through what's available, install what's useful for your work, and leave the rest.
We build it together on your screen, with your real data, and run it before we finish. You leave with something that works today.
By session 2 you'll know how the system works, what it can do, and where to take it next.
90-min setup + 60-min follow-up within 5–7 days. All via Zoom, Teams, or Meet, whichever you use. Materials, session recordings, and 30 days email support included.
Session 1 only: $397. The 90-minute setup session, all materials and recordings. Follow-up session not included. Add it at $197.
35 years in operations and systems across finance, legal, healthcare, and SaaS. 8 years running her own executive support business. Now building AI workflows for people who want to run their own.
Her philosophy: if it's not simple enough to use on a bad day, it won't get used. Everything she builds is documented well enough that you can maintain it without her.
Each program is tailored individually. Book a 15-minute intro call first, no obligation.
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