Tool selection
Claude vs ChatGPT vs Gemini for your specific use case. The right paid tier for the workload. Honest answer on which subscriptions you can drop.
Turn AI on properly. With context. Documented for your team.
For businesses that have an AI subscription open in another tab and aren't getting much from it. We pick the right tools, load them with your real business context, write the prompts your workflows actually need, and document the lot as Playbooks your team can run.
BEFORE · AI TABS, NOTHING CONNECTED
half-on → properly on
AI is on. Nothing's connected.
Result: AI feels like a toy, not a tool. The Setup Session is the fix.
- The ChatGPT tab is open. Someone signed up for Claude.
- None of it is loaded with your business context.
- None of it is connected to your tools.
- None of it has been written down so the rest of the team can use it.
Six things, every Setup Session.
Context, prompts, integrations and Playbooks your team can run.
Business context setup
Custom GPTs, Claude Projects, and system prompts loaded with your real business context — products, voice, customer profile, internal rules — so the AI stops sounding generic.
Prompt library
Five to ten ready-to-use prompts for the workflows you actually run — quote follow-up, weekly reports, content briefs, customer responses, internal documentation.
Integration with what you already use
Wire AI into your Google Drive, Notion, email, or CRM where it makes sense. Not for the sake of integration — only where it removes manual work.
Privacy and safety guardrails
Clear hard rules on what goes into AI tools and what doesn't. Documentation your team can read in five minutes and follow forever.
Playbooks your team can actually run
Every prompt and workflow documented as a Playbook so the value doesn't walk out the door with the person who set it up.
Four phases. Two to four weeks end-to-end.
From honest audit to a team that runs the prompts themselves.
- 01
Audit
We look at what you're already using, what's working, what's been turned on but never connected. Honest before-state in writing. - 02
Configure
Tools selected, paid plans confirmed, projects set up with your business context, prompts written and tested against real workloads. - 03
Hand over
Working session with you and your team. We run the prompts, you run the prompts, you ask the questions. Documentation goes home with you. - 04
Stay close
Two weeks of email support after the session. Optional retainer if you want ongoing access. Most clients run independently from there.
Kathryn leads every engagement.
Specialist contractors come in for design, copy, and bespoke development as the scope requires — all working off the same brief, all answering to the same quality standard.
A more organised business isn't about doing more. It's about removing the things the owner should not still be carrying.
Your questions, answered.
01What's an AI Setup Session?
A focused CH Digitals engagement for small businesses that have turned AI on but haven't connected it properly. We map your workflows, set up Claude or ChatGPT with your real business context, wire it into your tools, and leave you with documented prompts your team can actually use. Most engagements run two to four weeks end-to-end.
02What does it cost?
Project-priced from a written quote after the discovery call. Setup sessions are smaller than a full Digital Operating System build — most sit in the $2K–$8K range depending on integration complexity. We don't publish a fixed price because the scope changes per business.
03Which AI tools do you set up?
Whichever fits the use case. We work most often with Claude (Anthropic) and ChatGPT (OpenAI), occasionally Gemini, plus the platform-specific AI features inside Notion, Shopify, HubSpot and Klaviyo. We pick the tool, not the brand.
04Do I need to already have AI subscriptions?
No. We'll review your needs and recommend the right paid tier. If you've been paying for a tool you don't actually use, we'll tell you to cancel it. We're not on commission.
05Will this replace anyone on my team?
Almost never. AI Setup Sessions are about removing manual work — drafting, summarising, tagging, repetitive admin — so your team can spend more time on the work that actually requires them. If headcount reduction is your goal, this isn't the right engagement.
06How is this different from just buying the Playbooks?
The Playbook library gives you the recipes to run yourself — $19 each or $79 for the bundle. An AI Setup Session is a one-off engagement where we do the setup for you and document it in your business. Many clients start with a Playbook, then book a Setup Session when they want it done properly and documented.
If AI feels half-on, the Setup Session is how we finish it.
Free thirty-minute discovery call. We look at what you have, what's missing, and whether a Setup Session is the right fit. If it's not, we say so.
Book a discovery call