Incoming
The Agentic Business Lab
Build AI agents that do real work inside your business.
Start with an AI executive assistant. Then build the systems and judgment to add more useful agents over time.
The Agentic Business Lab™ is a private 12-month advisory for five owners ready to move beyond occasional prompts and create dependable operating capacity.
Monday operating brief07:12
Three decisions need you. Everything else is moving.
01 Review partnership response02 Approve weekly priorities03 Resolve hiring exception
Built and led by meStrategy + systems + AI agents
01 / The operating shift
A more capable org chart
Turn AI from a tool you visit into work you can delegate.
Using ChatGPT can save an hour. Building a dependable agent changes how the company operates. The difference is not a better prompt—it is a designed role, useful context, clear guardrails, and work that keeps moving after the chat closes.
An illustrative workflowFrom conversation to accountable work
Agent work
Extract decisions
Assign follow-ups · flag unresolved questionsFounder review
Three decisions
Approve two drafts · resolve one exceptionA leadership conversationreturns as decisions, drafts, and exceptions ready for founder judgment.
Humans keep judgment, relationships, leadership, taste, and accountability.
Agents prepare, organize, draft, monitor, coordinate, and move defined work forward.
Founding membership
Build your first agent.
Then build the team.
Apply for a founding seat if you are ready to stop treating AI like a chatbot and start turning it into useful operating capacity.
- Weekly private group sessions
- Teaching, demonstrations, hot seats, troubleshooting, and implementation support
- Four quarterly one-on-one strategy sessions
- Annual in-person gathering in Nashville
- A private group capped at five owners
- Guidance beginning with your AI executive assistant and expanding around your business needs
Investment
$1,000/ month
12-month commitment · $12,000 total
Software subscriptions, travel, and lodging are not included.Five founding seats
See if the Lab is the right fit for you.
This begins with a short fit conversation—not a checkout page. Share your details and I’ll personally review whether the program matches what you are ready to build.
02 / The first milestone
Your first agent: an AI executive assistant.
We will not begin with a giant “AI transformation” plan. We will begin with one practical role at the center of your work.
What reaches you today
Unsorted notesOpen loopsScattered researchUnclear follow-upExecutive assistant agentContext in.
Decisions out.Built around your priorities, systems, access, and approval boundaries.
Decisions out.Built around your priorities, systems, access, and approval boundaries.
What comes back
01Prepare research and briefs02Turn meetings into organized action items03Draft routine communications and documents04Capture ideas and move them toward executionThe point is not to promise a magical assistant that does everything. It is to build one useful agent, learn how to delegate to it, and establish the foundation for what comes next.
From one useful agent to an AI team
Your business determines the roadmap.
We will use a simple progression to create useful capacity without chasing every new tool.
- 01
Identify the work
Find recurring responsibilities, stalled projects, and capability gaps where an agent may be useful.
- 02
Design the role
Define the outcome, context, workflow, tools, and guardrails the agent needs.
- 03
Build and test
Put the agent to work on real tasks, then improve its instructions and workflow.
- 04
Expand deliberately
Add capabilities only after the first agents have earned a place in the business.
By the end of the year, the goal is to have multiple agents doing meaningful work alongside your human team—and the confidence to keep building beyond the program.
03 / Membership
A year of implementation, experimentation, and strategic support.
This is not a course library you buy and forget. The work happens around the agents you are actively building.
Every week
Private group sessions
Practical teaching, live demonstrations, member hot seats, workflow design, troubleshooting, implementation support, and accountability.Every quarter
One-on-one strategy
A direct look at your company, your vision, what is working, and what you should build or improve next.Once a year
Nashville gathering
An in-person gathering for deeper planning, implementation, and relationships. Travel and lodging are not included.The whole year
A five-owner cohort
Enough space to examine each member’s business, troubleshoot actual builds, and learn from what the other owners are testing.Why only five owners?
A smaller cohort creates a more useful year.
This is not a program built for anonymous attendance. Capping the Lab at five owners gives me the capacity to understand each business, challenge the right priorities, troubleshoot the agents being built, and stay close to the work as it moves from idea to implementation.
Every member brings a different company, set of constraints, and operating reality. Five is small enough for direct attention—and large enough for each owner to learn from what the others are building.
Implementation support, clearly defined
We build together. You stay in command.
This is hands-on guidance and implementation support—not a done-for-you service. I’ll help you design and improve the system; you’ll provide the business context and make the decisions that only an owner can make.
- Identify the highest-value work to delegate
- Design each agent’s role, context, workflow, and guardrails
- Build and troubleshoot during group sessions and one-on-ones
- Test agents on real work and improve their output
- Provide access, context, and business decisions
- Participate in the build and testing process
- Implement workflows between sessions
- Pay for any software your agents require
Why work with me
You do not need another list of AI tools.
You need a guide who understands both the technology and the reality of running a business.
Over the past decade, I’ve helped thousands of small business owners use better strategy, systems, and tools to grow while protecting their attention for the work only they can do.
One real client build
29agents architected inside one client’s business
- The work
- Turn recurring business responsibilities into clearly defined agent roles.
- The system
- Give each role the context, workflow, tools, and guardrails needed to perform useful work.
- Human control
- Keep consequential decisions and exceptions with the people accountable for the outcome.
“The technology is rarely the hardest part. The harder work is choosing the right role, giving the agent useful context, and deciding where human judgment remains in control.”
A strong fit
This is for owners ready to build.
- ✓You have experimented with ChatGPT or Claude but have not built dependable operating capacity
- ✓You feel behind on agentic AI and want a practical starting point
- ✓You want agents doing real work—not just generating occasional answers
- ✓You are willing to test, refine, and improve what you build
- ✓You want the judgment and confidence to keep building after the program ends
Probably not a fit
This is not passive AI education.
- —You want a fully done-for-you AI implementation service
- —You want instant results without participating in the build
- —You are unwilling to change workflows or experiment with how work gets done
- —You are not prepared to make a 12-month commitment
I’ll guide, teach, demonstrate, help design workflows, and troubleshoot alongside you. You remain responsible for participating, making decisions, and implementing inside your business.
Questions, answered
What to know before you apply.
Do I need to be technically advanced?
No advanced technical background is required. You should be willing to experiment, learn new workflows, and participate in implementation.
Will you build the agents for me?
This is a guidance, coaching, and implementation-support program—not a fully done-for-you service. I’ll teach, demonstrate, help design workflows, and troubleshoot with you.
What will we build first?
The first milestone is an AI executive assistant. We’ll define its role around your business and use that build to establish the skills and systems needed for future agents.
How many agents will I have by the end?
The goal is to have multiple useful agents working in your business by the end of the year. There is no fixed number because every company’s needs, systems, pace, and use cases differ.
Are software costs included?
No. Members may need separate software subscriptions based on the agents and workflows they choose to build.
What is the investment?
Founding membership is $1,000 per month for 12 months—a total commitment of $12,000. Software subscriptions, travel, and lodging are not included.
What happens after I apply?
I’ll review your information. If the group appears to be a fit, I’ll invite you to schedule a conversation before a final decision is made.
The future org chart will not be human or AI.