Account research
Employee count, leadership changes, YoY growth, news and initiatives, 10-K areas of concern and competitor news.
What I get: A one-page account brief before the first call.
This is my actual setup: the tools I drive every day, the assistants that run on their own, and the one rule that holds it together. Nothing goes out without my review.
An independent tracker of 40 sales tools and whether they actually connect to Claude and ChatGPT. Every entry is checked against vendor docs.
See the tracker →Ready-made sales bots, which to start with, and the guardrails to set first.
Reusable playbooks and standing workspaces I built in Claude. Each one replaced something I used to do by hand.
Employee count, leadership changes, YoY growth, news and initiatives, 10-K areas of concern and competitor news.
What I get: A one-page account brief before the first call.
Sends research agents across many sources at once to compare options, trends and markets, then pulls it into one narrative report.
What I get: A sourced report on a market, industry or question in one pass.
Builds short, personalized outreach and works with scheduled tasks to build the follow-up cadence.
What I get: Drafts in my voice, queued on schedule. I edit and send.
Flags and strips AI filler from any draft before it goes out.
What I get: Copy that sounds like a person wrote it.
Sorts raw call notes into the MEDDIC framework, field by field, ready for Salesforce.
What I get: Clean opportunity updates in minutes, with gaps flagged.
This site. I own the story. Claude handles structure and code.
What I get: A live static site shipped in weeks.
A public tracker of which sales tools connect to Claude and ChatGPT, verified against vendor docs.
What I get: A live reference reps can use, and a weekly email list.
I ask Oakley, my chief of staff. Oakley assigns the right assistant, and every result comes back to me for review. It covers my work and my life outside it.
Chief of staff · On demand + routines
Runs the team: assigns work, schedules routines, does research and routes every output to me.
I get: Answers, research write-ups, one place to ask.
Daily 7:30 AM · Sunday recap
News and feed digest across AI, markets, sales and sports.
I get: One consolidated morning brief.
Weekly
Drafts social posts from the weekly content plan.
I get: Drafts only. I edit and post.
Per episode
Transcribes podcast episodes, reads Substack and socials.
I get: Cliff notes summaries and quotes with post angles.
On demand
Qualifies prospective jobs the way I qualify prospects: company scoring, referral paths, interview prep.
I get: A scored target list and drafts. I apply.
Weekly digest · Threshold alerts
Investing research: finds and vets ideas, tracks a watchlist, and flags insider-buying clusters and big moves in public filings. Bull case, bear case and the source for every idea.
I get: One short weekly digest, alerts only when a flag is real. Research only. I make every call.
Weekly plan · Daily log
Builds a weekly strength plan around 10-rep sets, with a picture of every movement. I log workouts and meals in chat, by quick text or a photo.
I get: A running daily and weekly fitness log with protein and calorie tracking.
Weekly plan · Daily 5 PM
Builds weekly dinner plan based on meal history, cooks I follow, and social feed recommendations.
I get: Weekly dinners and grocery list. At 5pm I get the recipe bullet instructions (No scrolling!)
Thursdays
Plans my Fridays. Checks the forecast, then weighs dog-friendly spots, seasonal events, games and drive times to pick what actually fits the day.
I get: A shortlist of plan options, ready to pick from Thursday night.
Oakley takes in the signal and hands each job to the right assistant. Every path ends with me.
Signal in
Routes
Assistants
Work
Personal
Review
I act
AI writes the first version. I edit, and I hit send.
Posts, applications and outreach all pass through me first.
AI does the digging and cross-checks the sources. I confirm what matters before I act on it.
Or want a rep who already works this way? Let's talk.