Questions
Questions, answered.
Getting started
What should I start with?
The task that costs you the most time. Not sure which one? Book the free call and we’ll find it together.
Am I too small for this?
No. Everything here is built for businesses of 1 to 20 people.
What do you need from me?
The information the setup runs on, like your price list and policies for the business assistant, or where your numbers live for the Monday report. You sign in to your own accounts, and you set aside 30 minutes to an hour for the lesson. Each setup on the services page lists exactly what.
How long does a setup take?
Most setups are handed over within two weeks of our first working session. The new-hire kit and the front office setup take about a month. We agree on the date before we start.
Cost and what you get
Do I need a paid AI account?
Often not. Your Google or Microsoft account may already include Gemini or Copilot, and ChatGPT and Claude both have free plans. If a setup needs a paid plan, you’ll know before you book, and you pay the provider directly.
What if it doesn’t work?
Before we start, we write down what the setup must do. Within 30 days of handoff we check it together. If what we set up doesn’t do what we agreed, I fix it at no charge. If it still doesn’t, you get your money back.
Setup or training: which one do I want?
With a setup, we build it together and your team runs it. With a training session, your team learns to do the task on their own, in a session I lead. Not sure? That’s what the free call is for.
What happens after?
You keep everything we built and the training that goes with it. For help later there’s the $150 coaching hour, and for clients the $149 coaching plan: a 30-minute call each month and a quick fix when something changes, with questions by email in between.
Can you help me get ChatGPT, Gemini, Copilot or Claude working the way I already work?
Yes. That’s what a setup or a training session is for: your tools and your files, set up around how you already work.
Privacy
Is it safe to put my documents into a chat?
It depends on the account and how it’s set up. Before anything of yours goes in, we go through the account’s data settings and your own workplace rules together. Some free plans can use what you type to improve their models, and that can usually be turned off. More on the Your data page.
Can we bring real customer or staff information?
In a training session we start with made-up or redacted examples until the account’s settings are checked. In a setup, the assistant works from the real prices, policies and past replies you choose, in an account we’ve set up together first.
Logistics
Is this available on the neighbor islands?
Yes, by video, at the same prices. For bigger projects on Hawaiʻi Island, Maui or Kauaʻi, I can also come in person. Ask on the free call.
Terms you’ll hear
People keep saying “agents” and “skills.” What are they?
An agent is AI that can take steps on its own, like opening a file or looking something up, then come back with the result. A skill is a saved set of instructions that teaches the AI to do a task your way, every time, so you don’t re-explain it. Both are useful in a small business, and both still need a person to approve the result before it goes out.
Still have a question?
Ask me on a free call. If AI isn’t the right fit for what you need, I’ll tell you.
Rather text? 808-895-8545 · dean@deanahlgren.com