Personal AI Install — The Install Day
AI wired into your day — in a day.
For you or your team — built on templated tools like Claude that plug into what you already use: email, Google Drive or OneDrive, Microsoft 365, Slack, your CRM. One day to install, configure, and test live. No migration, no new platforms to learn. By end of day, it's running and producing outputs that matter.
01 / What you get
What you're doing differently by the end of the day.
The exact mix is scoped to you on the discovery call. These are the outputs most people take from the install day.
01
Automated email drafting
AI drafts replies in your voice, flags urgency, and summarises long threads before you read them.
02
Meeting prep briefs
Before every meeting, a one-page brief: attendee context, recent correspondence, agenda, and the open questions that actually matter.
03
Weekly business snapshot
Every Monday, a generated summary pulled from your tools: sales, cash, pipeline, team activity, risks — one page, no digging.
04
Customer enquiry triage
Inbound messages sorted by intent, priority, and required response — so nothing slips and your team only touches what actually needs them.
05
Document summarisation
Drop a long contract, proposal, or report in and get the points that matter, the risks, and the questions to ask.
06
Smart search across your tools
Ask a question in plain English and get answers pulled across your email, docs, CRM, and files — without hunting through ten tabs.
02 / How it works
Three steps. One day of actual install.
The install day is what's different. Most AI engagements produce slides. This one produces a working system.
Initial meeting
A working session to understand how you work, the tools you use, and where the hours actually go. By the end, you'll know exactly what's going to be wired up on the day.
Prep work
We configure the AI ahead of time — connectors set up, workflows tailored to you, credentials ready. So on the day, the install runs, not the setup.
Full day on-site
A full working day with you. The system gets installed, connected to your tools, tested live, and handed over running. You end the day with AI live across your tools.
03 / What's included
Fixed scope. No surprises.
- Initial scoping meeting
- Full prep work ahead of the install
- A full day on-site (or remote) with us
- Configuration to your specific workflows
- Live testing on the day
- Written handover documentation
The discovery call is free and carries no obligation. If the install isn't the right fit, we'll say so and point you in the right direction. Want it kept current over time? See Ongoing Enablement.