How it works

You start with a Diagnostic. Each step stands on its own, so you can stop after any of them.

Book a Diagnostic Or try the free scorecard first

You don't pay anything until we've talked and agreed it suits your firm.

Three steps, each at a fixed price

I take on two Diagnostics a month, run one Install at a time and work with five Operate clients at most.

Diagnostic

Five working days

US$1,950

I invoice after the free fit call, and you pay before the first session.

You leave with

  • A written report on how you win work and where you lose it
  • A straight answer on whether the system fits
  • The one number I'd judge it on

So far $1,950

Install

Three weeks, fixed

US$9,500

You pay half when you book and half when you accept it, with $975 off the Install if you book it within 90 days of your report.

You leave with

  • The system set up in your own accounts
  • Tested on your own past enquiries and proposals
  • Training for you and one colleague

So far $1,950 + $9,500 − $975 credit = $10,475

Operate

Three-month minimum

US$2,900 a month

After the first three months you can stop with 30 days' notice, and you keep everything.

Each month

  • One finished improvement each month
  • The system kept current
  • A report of your numbers against where you started

So far $19,175 in total through the three-month minimum

Then $2,900 a month ($34,800 a year), and you can stop with 30 days' notice

If something goes wrong

  • Diagnostic

    If the report gives you nothing you can act on, tell me at the walk-through or within seven days and I'll refund the $1,950. You keep the report, whatever it concludes.

  • Install

    In week one we agree in writing the tests the system must pass. If it hasn't passed them after three weeks, I keep working for up to five more days at no cost. If it still hasn't, you can stop: you don't pay the second half, and you keep everything I've built. After you accept it, I fix anything that breaks for 30 days, free.

  • Operate

    If I don't deliver a month's improvement and report, you don't pay for that month, including in the first three.

You stay in charge

The system does the preparing, and the people at your firm decide what happens to every draft.

  • Nothing reaches a customer without a person approving it.

    I switch sending off in the system's connection to your email, so all it can do is prepare drafts. Every month I check that it still can't send.

  • The system lives in your own accounts.

    I set it up inside your firm's own Claude organisation, email, documents and pipeline, and I don't host any of it.

  • You keep everything if you leave.

    Everything is in your firm's name. If you stop working with me, it carries on running and it's still yours.

  • How your data is handled is agreed in writing before work starts.

    You sign a one-page statement before you share anything with me. It says what I can see and for how long, and it says plainly that Claude stores business data in the United States, so you can decide before you pay.

    Read the data statement

Workshop

A half day in which your team builds its own proposal workflow in Claude, using a live proposal of its own.

Start with a five‑day Diagnostic

You start with a five-day Diagnostic, for $1,950.

Book a Diagnostic