AI Concierge, from Castro Klein

Every month, one more thing comes off your plate for good.

AI Concierge. One to one AI coaching with Denise, two working sessions a month. You share your screen, we fix the process, then we build it. You keep everything.

Two sessions a month, an hour each $1,497 a month, no minimum Or $3,600 for three months Two spots
Month one Session by session

Here's what we built together.

Session one

Claude, connected. Your calendar, your email and your files, all in one place.

Session two

Business review. Six places the business is losing time or money, ranked, with the first one already started.

Running now

Quote follow-up. Was 40 minutes a day. Now 4.

All of it lives in your own accounts and keeps working if you ever leave.

An example. The numbers are made up.

You already bought the tools

Most owners we talk to have already tried. That's the frustrating part.

You pay for Claude or ChatGPT every month and use it like a slightly better search box.

You watched the videos, understood them, and still didn't know what to do on Monday morning.

You automated something once, it broke, and you quietly went back to doing it by hand.

You know exactly which task is eating your week. You just never get the hour to fix it.

Every tool you tried wanted you to change how you already work, so you stopped using it.

You've got three half-finished systems and nobody to ask why they stalled.

Nothing on that list is a willpower problem. It's what happens when a tool gets handed over and nobody fixes the process underneath it first.

We don't automate a broken process

Every session runs the same four steps in the same order. Jumping straight to the end is how automation projects fail, and it's why the last thing you tried didn't hold.

Step oneAudit

You share your screen and do the job the way you actually do it, not the way it's supposed to work. We watch and write it down.

What changesYou see the real shape of the task for the first time.

Step twoOptimize

Most manual jobs carry more steps than the work needs. We cut the ones that are only there out of habit, before anything gets built.

What changesThe task gets shorter even if we stopped right here.

Step threeImplement

Then we build it, live on the call, with you driving. You'll know how it works because you're the one who made it.

What changesSomething is running in your business by the end of the call.

Step fourImprove

The next month we come back to what's already running and make it better as the business changes around it.

What changesWhat you built in month one is still right in month six.

What you get

Four things, and the first three get built in month one with you at the keyboard. The fourth is every month you stay.

Claude, connected to your business

This isn't a chat box you paste things into. Claude gets hooked up to your calendar, your email and your files, in your own account. Ask it about your week and the answer is actually about your week.

  • Your calendar, so it knows what's coming up
  • Your email, so it can draft the reply for you
  • Your files, so it answers from your own documents
  • Set up in your Claude account, not ours

A business brain, so it stops living in your head

Your offers, your prices, your clients, and the way you actually do things, written down once in plain files. Claude reads them, so you stop re-explaining your business every time you ask for help.

  • What you sell and what it costs, in one place
  • Every client and every open project, where Claude can read them
  • Meeting notes and decisions it remembers for you
  • Plain files in your own drive, yours to keep

A business review that picks what comes off your plate first

Together we look at where the time and the money are actually going. Then we choose one job to take off your plate first, and that job goes through the four steps. The next one lines up behind it.

Business reviewRanked

Where the hours are going, and what to fix first.

  • Fix first. Quote follow-up, 40 minutes a day by hand
  • Fix second. Chasing unpaid invoices at month end
  • Later. Onboarding emails typed fresh for every client

An example. The jobs and the numbers are made up.

Two working sessions per month, plus private message support in between

Twice a month you share your screen for an hour and the work gets done while you're both there. If something breaks on a Thursday, you send Denise a message and hear back the same working day.

  • Two 60-minute sessions a month, screen shared
  • Built live on the call, so nothing lands on your to-do list
  • Private message support between sessions, answered the same working day
  • A recording and a summary after every session
Denise Klein

Who you'll be working with

Denise Klein has spent more than twenty years building sales and marketing systems for real businesses, and the last few putting AI to work inside them. She runs every session herself.

Castro Klein is her joint venture with Hilary Engelhart Castro. About forty years of running businesses between them, with AI as the newest tool in the kit rather than the whole pitch. Castro Klein is new, and we're not going to invent case studies we don't have.

More about Castro Klein

Words from our clients

AI Concierge is new and nobody has finished a year of it yet. These two worked with Denise on the Sprint, which is the same teaching on a shorter clock.

"The hands-on on the screen with you is invaluable. To be able to share my screen and say, where am I at, how do I find that? And the copy and paste of the skills and the prompts is just primo."

Mary GaulSuccess Magnified

"What really sets this apart is that support doesn't stop when the class ends. Other courses will say, sure, we can hop on a call sometime, but nobody actually follows through on that. You do."

Lori Osborne Lori OsborneBizbolster

AI Concierge

$1,497

A month. No minimum, and you can stop any time. Two sessions a month, an hour each, with Denise.

Two spots. Denise runs every session herself, so that's the real number. When they're taken, they're taken. No countdown timer.

$3,600

Three months, paid up front. Saves you $891 against the monthly rate.

Three months is about how long it takes for the fourth step to start paying. By then you have several things running, and the sessions turn into making them better rather than starting from scratch.

Pick this one if you already know which job you want gone.

This isn't for everyone

A good fit if

  • You can give an hour twice a month and actually be at the keyboard for it.
  • You want to make progress with AI, not just learn about it.
  • You want to understand what got built, not just have it appear.

Not a fit if

  • You want someone to go away and build it without you. Ask about a full system build instead.
  • You'd rather work through something on your own time. The Daily AI Operating System Sprint costs less and suits that better.
  • You want AI put on top of a process that isn't working. The first session will be spent taking that process apart, and some people don't want that.

The questions everyone asks

I've never used AI. Is this too advanced for me?
No. Most people arrive having used ChatGPT a handful of times and nothing else. Month one assumes you're starting from zero, which is exactly why it's setup rather than automation.
How much of my time does this take?
Two 60-minute calls a month, plus the intake form once at the start. There's no homework. Anything that needs building gets built while we're on the call together.
Can I cancel?
Any time, on the monthly option. There's no minimum and no notice period. The three-month option is paid up front, so that one runs the three months.
What do I need to have?
A paid Claude plan and a computer you can share your screen from. That's it. If you're already on Google Workspace, HighLevel, Zoho or QuickBooks, those connect too.
Who owns what we build?
You do. It lives in your account as plain files, it works without us, and it leaves with you whenever you go.
Is this a course?
No. There's nothing to watch and nothing to work through on your own. Denise is on the call with you and things get built while you're both there.
What am I still paying for in month four?
Whatever you want next. You can keep going month to month, or we can sign a longer agreement. If you have deeper work and need more support than two sessions a month, we can do that too.
Why only two spots?
Denise runs every session herself and this is a high-touch offer. Two is the number where the service doesn't slip. It isn't a marketing device and there's no timer on this page.

Two spots, and one form to find out if you're one of them.

Fill out the application. If it's a fit, we'll book a call. If it isn't, we'll say so and point you somewhere that suits you better.

AI Concierge, from Castro Klein. Systems & AI for service businesses · Colorado