AI for operations
We teach your office manager to use Claude Code as their second brain.
Targeted at ops staff in healthcare practices and small businesses. No IT degree required. In 4 sessions, your team has practical AI workflows they use every day.
What your team learns
Six practical outcomes from coaching.
Weekly status reports written by AI
Your office manager describes what happened this week. AI drafts the summary to send to partners or owners.
Custom internal tools without IT
Simple tools built with Claude Code: appointment trackers, intake summaries, billing checklists. Without hiring a developer.
Claim narratives from EHR exports
Paste a denial reason. Get a peer to peer appeal narrative in 30 seconds. No template hunting.
Staff training documentation
AI turns your process notes into formatted SOPs, onboarding checklists, and training guides.
Meeting preparation
AI reads the agenda and your notes, then generates talking points and outstanding questions before the call.
Inbox triage and drafting
Teach your office manager to draft replies, sort by urgency, and flag sensitive patient messages. AI does the first pass.
How it works
Four sessions. Real workflows. No slides.
Audit session
We watch how your team works for an hour. We identify 3 things AI can replace immediately.
Tool setup
Claude Code, Claude.ai, and any local tools configured on your team's machines. Policies set.
Hands on practice
Your team does real work using AI, live. We correct and coach in real time.
Workflow handoff
Written playbook for each workflow. Your team owns it. We're available for follow ups.
When NOT to use this service
Coaching isn't always the right starting point.
Your team already uses AI tools daily.
If your staff is already working with Claude or ChatGPT regularly, they don't need coaching. They need more complex workflows. Start with the Build service instead.
You want automation that runs without staff.
Coaching teaches people to use AI. If you want a system that runs on its own without anyone prompting it, that's an automation build. Different service, different outcome.
You have fewer than 2 staff members to train.
The workshop format works best with 2 to 4 people. If it's just you, a one on one consulting session is more efficient. Ask about that on the discovery call.
Investment
Coaching pricing.
4 session workshop
$2,500
Four live sessions with up to 4 staff members. Written playbook included. Remote or on site.
Ongoing coaching
$500/mo
Monthly check in, new workflow development, and question support for your operations team.