HOW IT WORKS

Six steps.
A few hours of your time.
A system that runs without you.

Most people who almost did not book a call say the same thing: they could not picture what they were getting into. This page shows you exactly what happens, from the first conversation to a running system, and how little of your time it actually takes.

No surprises
No proprietary systems
No lock-in
Book a Discovery Call
01
01
Duration: 30 minutes | Free | No commitment required

Discovery Call

Before you spend a dollar with us, we spend 30 minutes together. You tell us what you do, what is eating your time, what you have tried before, what a good outcome looks like. We ask questions and listen without a pitch waiting at the end.

One thing worth knowing: we have already researched your business before we show up. Your website, your competitive landscape, how you compare. We skip tell me about your business and ask what is underneath it. You will notice.

By the end of the call, we will give you an honest read: which tier fits your situation, whether now is the right time to start, and what the engagement would look like. If it is not a fit, we will say so and tell you why.

WHAT YOU NEED

30 minutes and a willingness to be direct about your business.

WHAT YOU GET

A clear recommendation, an honest assessment, no pressure to commit.

01B
01B
Optional but recommended Duration: 3 to 5 business days after the discovery call

Strategic Assessment (Optional)

For clients who want to move forward with confidence, or who are not sure yet whether AI is the right investment, the Strategic Assessment gives both of us a clear picture of what is worth doing before we start building.

The work comes from a career spent in environments where getting the analysis wrong had real consequences. That is the standard applied to every assessment. We research your market, analyze your top competitors, audit your current positioning, and identify your three highest-ROI opportunities. The result is a plain-language brief you can act on immediately, whether or not you continue with ChronoSage.

The fee ($500 to $1,500, depending on scope) applies toward your implementation tier if you decide to move forward. If you do not, you still walk away with a useful document.

WHAT YOU NEED

Nothing. We do the research.

WHAT YOU GET

A plain-language strategic brief that tells you exactly where the opportunities are and what is actually worth doing.

02
02
Duration: 45 to 60 min (Tier 1) | 60 to 90 min (Tiers 2 and 3)

Knowledge Capture

This is the step that makes everything else work. And the one most AI consultants skip entirely.

We sit down with you, in person across the DMV or over video. For Tier 1 clients, a focused 45 to 60 minute session on how your business talks: your tone, your phrases, how you handle customer questions, what you would never say. For Tier 2 and Tier 3 clients, the full 60 to 90 minute interview goes deeper: repeatable workflows, operational processes, and a dedicated section on strategic positioning -- how you differentiate, who you are not for, where the business is going.

WHAT YOU NEED

Your time, honest answers, and real examples of how you communicate. Emails, texts, social posts. Real ones, not polished ones.

WHAT YOU GET

The foundation your entire AI system is built on.

03
03
Duration: Up to 5 business days

Synthesis

Once the knowledge capture is complete, we build the documents your system runs on before any configuration starts.

Brand voice document

Your signature phrases, tone, and communication rules. What makes the AI sound like you.

Business knowledge base

Services, pricing, FAQs, policies. The AI long-term memory.

System prompt

The master instruction that defines how Claude behaves in your account.

Workflow task templates

Written instructions for each automation we will build. Tier 2 and Tier 3 only.

WHAT YOU NEED

Nothing. This is our work.

WHAT YOU GET

A complete set of configuration documents, ready for the build.

04
04
Duration: 1 to 2 weeks

Build and Configure

With the synthesis documents complete, we build your system. This is our work, not yours.

Account setup

Your account, your name, you pay them directly.

Content engine or automated workflows

Tier 1 gets the content system. Tiers 2 and 3 get workflow automations. Tier 3 gets both.

Connectors and plugins

Your existing tools connected. Gmail, Google Drive, Calendar, Slack, QuickBooks. Only what you actually use.

Your Google tools are usually where the most valuable automations live. Follow-ups through Gmail, files through Drive, scheduling through Calendar. Most clients already use all three.

WHAT YOU NEED

Access to your tools so we can connect and test them.

WHAT YOU GET

A fully configured system, tested before you touch it.

05
05
Duration: 1 to 2 hours

Training and Hand-Off

A working session, not a demo. You use the tools while we guide you.

How to start a conversation in your Claude project and get useful output
How to trigger each automated workflow and what to expect from it
How to steer the AI when the output is not quite right, in plain English, no technical knowledge needed
What to do if something breaks and how to reach us
We leave you with a plain-English reference guide for daily use.
WHAT YOU NEED

An hour. Bring whoever will use the system regularly.

WHAT YOU GET

Confidence to run the system on your own from day one.

06
06
Duration: 30 days included

Support and Ongoing Improvement

TIER 1 AND TIER 2

30 days of follow-up support included. Questions, tweaks, and fixes at no additional charge. After that, standalone updates and new workflows are available as add-ons.

TIER 3

Monthly retainer relationship. Every quarter we review what is working, update the knowledge base and automations to reflect how your business has changed, and add new workflows as needed. The system gets more capable over time, not less.

WHAT YOU NEED

To reach out when something changes in your business.

WHAT YOU GET

A system that stays accurate and keeps improving.

WHAT TO EXPECT

A typical engagement from call to go-live.

DAY 1
Discovery Call

30 min. Free. No pitch.

DAYS 3-5
Strategic Assessment

Optional. Plain-language brief.

WEEK 1
Knowledge Capture + Synthesis

Interview plus document build.

WEEKS 1-2
Build + Configure

System built and tested.

WEEK 2-3
Training + Go-Live

Hands-on training. System live.

DAY 1
Discovery Call
DAYS 3-5
Strategic Assessment (optional)
WEEK 1
Knowledge Capture + Synthesis
WEEK 1-2
Build + Configure
WEEK 2-3
Training + Go-Live

Complex engagements with multiple integrations may take up to 4 weeks. We will give you an honest timeline before the build starts, not after.

Ready to see what this looks like for your business?

The discovery call is 30 minutes and free. By the end you will know exactly which tier fits your situation, what it costs, and what the engagement looks like. If it is not the right time, we will tell you that too.

Book a Free Discovery Call
30 minutes. Free. No pitch.