Always Know What’s Next

You open your inbox. Then your calendar. Then the project app, the spreadsheet, and check the sticky note on your monitor. Twenty minutes later you still aren’t sure what to work on first.

Let’s build a dashboard that pulls together everything holding you back: what needs a reply, what’s due, what’s waiting on someone else, and what can wait. It’s built on your real email and your real work, with an AI assistant that sorts it for you every morning.

I run my own businesses this way. In this workshop we’ll build a dashboard together to help you run yours.

Who this is for

• Business owners and leaders who check multiple places every 5 minutes to figure out what matters.
• People who’ve tried Motion, Monday, Notion or ChatGPT and ended up with even more things to check.
• Anyone who wants to walk into January knowing what’s next instead of guessing.

What you’ll build

• One source of truth. Your go-to place where you can ask questions, explore ideas, and find answers.
• An inbox brief. Every morning, the emails that need you, sorted from the ones that don’t.
• A mission board. Your projects and to-dos in one view, with what’s next at the top.
• The habit loop. A short daily routine so the dashboard gets used, plus how to tune it when it starts pulling the wrong things.

How it works

• Virtual: Friday, November 20, 10 AM to noon (Mountain), on Zoom. Recorded.
• In person: Monday, December 7, 10 AM to noon, in Fort Collins. Bring your laptop.
• Before: a short checklist so you show up with the right accounts ready.
• After: a recording of the walkthrough and the prompts we used.

What this isn’t

• Not a lecture about AI. We’ll co-create and build for 90% of the session.
• Not a “let AI do everything for me” class. We’re building habits supported by tools, not replacing you or your team.
• Not another app to pay for that you’ll regret in another 3 months.
• Not a tool that runs your business for you. It tells you what needs you. You decide what to do about it.

Rather have me build it?

Done with you: $2,500 early-bird rate, limited to my first five clients. $3,500 starting December 1.

I sit down with you, map how your work actually flows, and build your dashboard around it. Then we meet for three months to tune it and lock in the habit, until your system runs on habit alone. If it helps you land 1-2 new clients, it’s paid for itself.

• Workflow mapping session
• Your custom dashboard, built with you
• Three months of systems coaching
• You own everything we build

Reserve your build ($50 holds your spot)

Questions

Do I need to be good with technology? You need a laptop and your own email login. I’ll walk you through the rest.

Which AI tool do we use? Claude. A $20-a-month paid plan is required. You can do this in ChatGPT too, but it’s less intuitive.

Is my email safe? Your dashboard lives in your own accounts. I don’t keep copies of your data, and we’ll talk through what to leave out and how to keep your data safe.

What if I can’t make the date? Join the waitlist and you’ll hear about the next one first.

Virtual or in person? Same build either way. In person, you’ll get more hands-on help in the room.

Can’t make these dates?

Join the waitlist and you’ll hear about the next workshop first.