Two ways to train your team.
Which one fits your business?
Same program either way: your people learn to hand off the repetitive work, and they leave owning the tools they built. The only question is where we do it.
Either way
Two rooms, not one.
Owners and their crews carry opposite worries about AI, and neither group says what it really thinks in front of the other. So we don't put them in the same room.
Working on the business
Which jobs in your company are worth automating and which aren't. What it costs, what it saves, and how to tell whether it worked. A written AI policy so your team knows what's allowed before anyone pastes a client document into a chatbot.
Leave with your own AI assistant
Hands-on, laptops open. Everyone builds an assistant trained on the work they actually do, and walks out with it running. Not a demonstration — their tool, on their machine, doing their job.
What teams build
The work that comes back.
Sixteen jobs we target, by role. Find yours.
Turning plan notes into a first-draft scope
- Before
- Retyping scope language from scratch for every bid, mostly at night
- After
- Dictates the walkthrough, gets a structured draft scope back to edit
Change orders and RFI responses
- Before
- Two hours writing up each change order and chasing the paper trail
- After
- Assistant drafts from the field note; PM reviews and sends
Daily reports and next-day look-aheads
- Before
- Writing reports in the truck after a ten-hour day
- After
- Voice note on the drive home becomes a formatted daily report
Permit packages and submittal cover letters
- Before
- Rebuilding the same submittal language for every jurisdiction
- After
- Template assistant that knows each county's requirements
Summarizing depositions and discovery
- Before
- Two hours per deposition producing a summary from scratch
- After
- Twenty minutes reviewing and correcting a generated summary
Routine client correspondence and status letters
- Before
- Drafting each update letter individually between billable work
- After
- Drafts from matter notes; attorney edits for tone and accuracy
New client intake and conflict summaries
- Before
- Manually assembling intake packets and summarizing for partners
- After
- Intake assistant produces the packet and a one-page summary
Certificates of insurance and renewal letters
- Before
- Writing the same three emails forty times a week
- After
- Prompt library turns a request into a finished, on-brand reply
Carrier submissions from client conversations
- Before
- Reconstructing notes into a clean submission after every meeting
- After
- Voice note becomes a structured submission ready for review
Claim status updates and documentation requests
- Before
- Individually drafting every status update to insureds
- After
- Assistant drafts from the claim file; coordinator reviews
Answering recurring client questions
- Before
- Writing the same explanations of the same rules all season
- After
- Firm assistant trained on the firm's standard answers
Categorizing and documenting unusual transactions
- Before
- Researching and writing memos for every unclear entry
- After
- Drafts the memo and flags what genuinely needs human judgment
Proposals and pricing letters
- Before
- Every proposal written personally, usually on a weekend
- After
- Assistant drafts in the owner's own voice from a short brief
Writing and updating standard operating procedures
- Before
- SOPs that never got written because nobody had the time
- After
- Records how the job is done, gets a written SOP back
Job postings, screening summaries, onboarding packets
- Before
- Rewriting postings and reading every resume manually
- After
- Assistant drafts postings and summarizes applicants against criteria
Inbox triage and first-response drafting
- Before
- Ninety minutes a morning sorting and answering routine email
- After
- Triaged and drafted; admin approves and sends
These are representative examples of the work our training targets, not customer testimonials. We're a new program and we'd rather show you honestly what we build than borrow someone else's words. Be one of the first and yours can go here.
Real people, real words
Meet the teams we empower.
Everyone on this wall sat through the training and put their name to what they said about it.
I was losing my Saturdays to estimates, change orders, and submittals. I started using AI to draft the first version of all of it — not software I bought, things we built ourselves in an afternoon. I got my Saturdays back. That's the whole reason this program exists.
Built: Estimating and change-order assistant
Richard Carfagna
Owner · Construction, Boca Raton
Boca Raton, FL
Seat open
Founding cohort. Your team's photo and words go here.
Seat open
Founding cohort. Your team's photo and words go here.
Seat open
Founding cohort. Your team's photo and words go here.
We're assembling the founding cohort. 9 of 10seats are still open. Every business on this wall trained with us and agreed to put their name to it — we don't borrow anyone else's words.
Claim a founding seatWho runs the training
I'm not a consultant. I run a construction company.
I'm Richard Carfagna, and I still run the construction company. This isn't a career change — it's the thing other owners kept asking me to show them.
So everything I teach has been run against a real payroll, a real schedule, and real customers who don't care about technology. If something doesn't survive a job site, it isn't in the training.
Start here
The Owner Briefing
Ninety minutes, no charge, owners only. Bring a piece of paperwork that eats your week and we'll work on it in the room. If it's not a fit for your business, I'll tell you.
90 minutes
Owner briefing, no charge
Saturday mornings
Or weekday 7–10 AM
12 seats
One session per month
No pitch deck
Bring your actual paperwork
Twelve seats. One session a month. Palm Beach and Broward.