AI setup & consulting
Out of the box, an AI assistant knows nothing about your prices, your customers or how you quote. I fix that. I write your business down in a form Claude can use, connect it to the tools you already have, and show you how to use it on your own jobs.
Start here
Free 20-minute call
Priced per job, agreed before I start.
If Claude has a connector for a tool, I can set it up for you. That includes these, and many more in Claude's connector directory (opens in a new tab). Not sure about yours? Ask, and I'll check before you spend anything.
How you price a job. What you say when someone asks for a discount. Which supplier you ring first. Most of it isn't written anywhere, and the parts that are sit in a Drive folder, an inbox and a notebook in the van.
AI is only as good as what it can see. Ask it to draft a quote with none of that and you get something generic you have to rewrite. Give it your price list, your past quotes and your tone of voice, and the first draft is close to right.
Every set-up is different, but most cover these four parts.
Part 1
I interview you, read what you already have, and turn it into short, clear documents: services and prices, how you quote, FAQs, policies, your brand book and tone of voice. They're yours to keep, and useful to new staff as well as to AI.
You get
Part 2
I set up Claude with those documents loaded, written instructions so it answers the way you would, and reusable skills for the jobs you do most often.
You get
Part 3
Claude can connect to the apps you already use, so it can find an email, check your diary or open a file without you copying and pasting. I set up the connectors you need and test each one.
You get
Part 4
You pick two or three routine jobs that eat your week, like drafting quotes, answering common questions or chasing invoices. I set them up end to end and check them against your real work.
You get
Not everyone needs a full set-up. Sometimes you want someone to look at how you work and tell you straight what AI is good for and what it isn't.
A session on how your business runs day to day, followed by a written plan: the jobs worth handing to AI, the ones to leave alone, and what it would take.
Hands-on sessions for you or your team, using your own work rather than made-up examples, so the habits stick.
Claude and its connectors change every few weeks. Occasional check-ins keep your set-up working and add anything new that's worth having.
Twenty minutes on what takes up your week. No charge.
The tools you use, what's written down already, where the time goes.
What I'll set up, what you'll be able to do afterwards, and the cost. Nothing starts until you agree it.
Documents, Claude, connectors and the first jobs, each tested on your own work.
I show you how it all works and leave notes you can come back to.
Price
Priced per job
A sole trader using Gmail needs a lot less than an office of eight on Microsoft 365. The price depends on how many tools are involved, how much is already written down and how many people will use it. You get a fixed price in the written plan before any work starts.
Your Claude plan is in your name and paid to Anthropic, not to me. I'll tell you which plan suits how you'll use it before you sign up.
Talk it throughBefore I offered this, I set it up for myself. My quotes, invoices and receipts are drafted by a Claude skill I wrote, in my own brand. Claude reads my diary and email when I ask it to, keeps a written record of every project, and helps me research local businesses before I pitch them.
A connector is a secure link between Claude and another app, such as Gmail or Xero, so Claude can look things up or do a task there when you ask. MCP (Model Context Protocol) is the open standard most connectors use. You don't need to know how it works; I set it up.
It depends on how you'll use it and how many people need it. Claude has free and paid plans, and the apps you connect have their own accounts. I'll tell you which Claude plan fits before you sign up, and you pay Anthropic directly.
Yes, if you use Microsoft 365 for business. Claude's Microsoft 365 connector covers Outlook, OneDrive, SharePoint and Teams. It doesn't work with personal Outlook or Hotmail addresses, and whoever runs your Microsoft account has to approve it once. If that's you, I'll walk you through it.
You can, and some people do. The connectors take minutes. The slow part is working out what to write down, how to write it so Claude uses it well, and which jobs are worth automating. That's where I save you time.
It stays in your accounts. I set connectors so Claude asks before it sends, changes or deletes anything, and I leave you notes on what each one can see.
Not for this. But if AI assistants can't read your site, they won't recommend you either. The Website AI audit checks that for £150.
A few lines is plenty. I'll come back to you within a day, and the first twenty-minute call is free.
I'll come back to you within a day.
Start with a free twenty-minute call. Email richardgleeson83@gmail.com, ring +44 7823 77 88 95, or use the form.
