- AI Concierge Offer
- A productized consulting retainer that delivers done-with-you AI implementation across two monthly strategy calls, unlimited async voice messaging, and a shared documentation hub — positioned as a high-touch advisory relationship rather than project-based work.
- AOA Framework
- Audit, Optimize, Automate — a three-step sequence for AI implementation that deliberately fixes and streamlines a client's process before building any automation on top of it.
- Claude CoWork
- A Claude feature that lets you save and run reusable instruction sets (skills) within a shared workspace, enabling automated post-call workflows like populating a Notion log or drafting a client email.
- Voxer
- A walkie-talkie-style voice messaging app used as the async communication layer between strategy calls, replacing email or additional Zoom sessions for quick questions and feedback.
- SLA (Service Level Agreement)
- In this offer, a commitment to respond to any client Voxer message within 12 business hours — a defined response window that sets expectations and signals professionalism without requiring the consultant to be always-available.
- Done-with-you
- A service delivery model where the consultant works alongside the client in live sessions rather than completing work independently — the client stays involved, learns the tools, and co-builds the automations.
- Effective hourly rate
- The monthly retainer fee divided by the actual hours of direct client contact — in this model, $1,500/month across two 45-minute calls produces a $1,000/hour effective rate, separate from async time spent on Voxer.