You don't have to feel overwhelmed. We start on dry land, with what's already on your plate.
No idea how to swim, or which way the shore is.
The fear, the angst and sometimes the anger usually come from two places:
“I don't know how, and there is nobody to teach me,” one small business told a Federal Reserve survey.
Nobody has to jump in. We talk first: I learn what you like, what you don't, and where you're struggling.
Then I walk you through examples that help your current situation, like a reminder, a follow up or a research question. You start using it as a tool, on your own work.
As you get comfortable, you lean on it for more. The tools keep evolving too. As you get better, so does the tool, and you find new and better ways to use it.
Each one deserves a straight answer.
It's coming for my industry.
The worry is real, and it's widespread. Most of it comes from the unknown and from the echo chamber. The way through is to understand it little by little, on your own work, so you can see for yourself what it does and doesn't do.
71% of U.S. adults expect AI to mean fewer jobs over the next 20 years. Pew Research Center, 2026
I don't know how to use it.
Nobody starts knowing. We start with three things from your own week: a reminder, a follow up and a research question.
Of U.S. adults who never use AI chatbots, 55% say not knowing how is a reason. Pew Research Center, 2026
It usually gets things wrong.
Sometimes it does, and Anthropic says so itself: don’t rely on Claude as your single source of truth. So you give it your own documents in a Project, turn on web search so it cites its sources, and check anything a client will see. I'll show you how.
Of U.S. adults who never use AI chatbots, 76% say not trusting them to be accurate is a reason. Pew Research Center, 2026
I don't trust it with my documents or emails.
Fair. On Claude's business plans, Anthropic doesn’t train its models on your chats by default. On personal plans, you decide in Settings whether your chats help train Claude, though chats flagged for a safety review can still be used. Incognito chats aren't used for training. On any plan, rating an answer with a thumbs up or down sends that chat to Anthropic as feedback, which Anthropic may use for training. We set it up together and decide what stays out.
Of U.S. adults who never use AI chatbots, 79% say concern about how their personal information is used is a reason. Pew Research Center, 2026
Small wins first, on your own work. Almost half of small employer firms use AI now, but only 7% of those have it fully built into the business (Federal Reserve, 2026).
“AI multiplies whatever process you already have. Point it at a mess and you get a faster mess. That's why every AI build starts by looking at how the work runs today.”
Kiran GopinathReal builds, names left out on purpose
A property management team spent its week chasing clients for paperwork. They wanted to use their time better, and to show property owners the value they provide.
It was tools that didn't talk to each other.
What I did. Client onboarding and resident information lived in separate subscriptions. I built them an onboarding tool in Claude that tracks what each applicant still owes and reminds them, on desktop and mobile, in their brand. Then a team dashboard of every client's onboarding progress that can trigger an email and copy information into their other tools, and one for each property owner showing how much the team does for them.
What changed. Owners renewed without hesitation, trust grew, they added services, and revenue rose 18% year over year.
A window installation company's jobs lived in spreadsheet exports from its estimating app, and sales tax dates had to be worked out job by job.
It was Data sitting where the team couldn't use it.
What I did. I built a jobs and sales tracker on top of the exports. From each job's description, cost and timeline it estimates when sales tax is due and how much, and it updates itself from the start and finish dates the team enters.
What changed. The team chats with it like a colleague for answers, insights, reminders and follow ups, and what they discuss is logged back into the tracker.
Small wins first, on your own work.
No. It's about getting your hours back.
Yes. When building a tool is the right answer, Discovery and planning typically end with a working prototype, like the onboarding tool and the jobs tracker on this page.
Not to start. What changes is how your data is handled: on business plans it isn't used for training by default, and on personal plans you choose in Settings. Anthropic explains the difference here.
20+ years leading change for Fortune 500 brands and growing businesses. Now I work with owners and leaders directly, and I build with Claude every day.
In person across Orange County, South LA and San Diego. Online anywhere.
