How It Works

From “I’m in” to live on the platform — in under 5 minutes of your time.

No sales calls. No setup fees. No month-long onboarding cycle. Most founding members are running the system the same day they sign up, and every step is designed so you always know exactly what happens next.

  1. 1

    Claim your founding seat

    60 seconds

    Fill in your name, business, email. We pre-qualify that you're a real operator we can actually help, then send you a Stripe Checkout link. $97/month, locked for life as a founding member.

  2. 2

    Pay via Stripe Checkout

    30 seconds

    Standard Stripe flow — credit card, Apple Pay, whatever you prefer. The moment payment clears, your account is provisioned automatically behind the scenes.

  3. 3

    Branded welcome email + sign-in link lands in your inbox

    within 1 minute of payment

    Not a generic SaaS welcome email. A personal note from me with a one-click sign-in link. First time in? Click the link, you're in. Works on phone, laptop, whatever.

  4. 4

    Connect Gmail or Outlook

    2 minutes

    Click Connect, approve access on Google or Microsoft's consent screen, come back. That's it. Your inbox + calendar are now readable by the platform — securely, encrypted at rest, revocable from your account any time.

  5. 5

    Build your business profile

    60 seconds

    Pick your industry (Gym Owner / Service Business / Coach / Real Estate / Something Else) — we pre-fill a starter profile tailored to your kind of business. Edit anything that doesn't match. Your AI agents read this before they write anything for you.

  6. 6

    First pipeline import

    30 seconds

    We scan the last 30 days of your inbox, find everyone who's actually been talking to you (no newsletters, no no-reply addresses), and put them in your pipeline as contacts. You review the list, uncheck anyone who shouldn't be there, and commit.

  7. 7

    Your first Morning Brief generates on the spot

    ~30 seconds of Claude compute

    The platform reads your actual calendar + inbox and assembles your first brief right now — so you don't have to wait until 6 AM tomorrow to see the value. Executive summary, today's priorities, urgent emails, calendar context.

  8. 8

    Tomorrow morning at 6 AM (your time)

    automated

    Your second Morning Brief fires while you're asleep. Push notification hits your phone. Open the app or email — everything's ready. Same rhythm every day after that.

  9. 9

    Follow-Up Agent starts drafting tomorrow night

    automated

    Every night at 12:30 UTC (~4:30 AM Pacific), the agent scans your pipeline for leads that have gone quiet. Drafts a personal follow-up message for each, grounded in your real conversation history. You wake up, review, tap Approve & Send — messages go out from your own Gmail or Outlook.

  10. 10

    Sunday night: your first Weekly Review

    automated

    By the end of week one, you get a personal letter about how the week went. Wins, open loops, what to focus on next. Not dashboard porn — an actual note that reads like a trusted second-in-command wrote it for you.

No setup fees

Ever. The $97/mo is everything — no onboarding fee, no training package, no upsell.

Cancel any time

No contract. No cancellation fee. Export your data on the way out if you want it.

Direct line to me

Stuck? Text me. My actual phone and email, not a ticketing system. That's what founding means.

Ready

That's the whole flow. The next one is up to you.

10 founding seats. $97/month locked for life. After May 7, founding pricing is gone.

Lock in my founding seat →