In-person AI setup for owner-operators · South Florida

You run the business.
AI helps do the work.

I run a small business too. In one visit, I set up a work assistant on your workstation and smartphone. We test it on two jobs you repeat, using only the files and tools you approve. You practice with it and keep the setup and guide.

$2,750 one-timeUp to 4 hours in person · 1 workstation (desktop or laptop) + 1 smartphoneAI account plan paid separately.

Human in the loop. You direct the work, review the result, and approve important actions before they happen.

You keep what we build

Your personal setup is yours to keep. I configure it in accounts you control and give you the instructions and files behind it. Use the same foundation as the work on your desk changes.

See the setup

You ask. Your agent prepares. You decide.

Your assistant uses only the folders and tools you approve. Ask it to prepare work, check the result, and decide what happens next.

  1. 01 / YOUGive it a request

    Ask in your own words, from your computer or smartphone.

  2. 02 / YOUR AGENTWorks with what you approve

    Uses the working folders and connected tools we set up and test together.

  3. 03 / PREPARED WORKShows its work

    Organizes information, updates a working list, or prepares a draft.

  4. 04 / YOUReview and decide

    Check the sources, correct anything missing, and approve important actions.

WHEN YOU'RE AWAY FROM YOUR DESKONE CONNECTED SESSION
ON THE ROAD · YOUR PHONEAsk for work“Check my approved work folder and draft a reply.”
ON YOUR COMPUTERYour agent prepares itUses the folders and tools you approved and tested.

Human in the loop: you review it on your phone. Check the result and approve important actions before they happen.

We test supported access with your account and devices. Work that uses your computer requires it to be on and connected; cloud work may continue while it is off. Cloud processing still follows the provider's policies. How we handle privacy.

Your daily operations

Know what needs your attention today.

You could say

“Review the email and work files I approved. What needs my attention today? Update my priority list and draft replies for me to review. Show your sources. Don't send anything.”

It pulls the pieces together, updates a working list, and prepares drafts for your review.

The same setup can also help you draft a reply in your voice, prepare a meeting brief, or turn a weekly report into clear next steps.

Illustrative examples. Available actions depend on approved connections and your device setup.Talk through your work
What you leave with

A setup you can actually use.

We set up the basics together, practice on your work, and leave the instructions in a place you control. Here is what the owner visit includes.

Your working folder
About your business
How you write
Workflow starter 01
Workflow starter 02
Approved sources
Quick guide
Plain files and instructions in accounts you control.
01

Learn to direct the assistant.

We cover what AI can help with, where it can be wrong, and how to give it a useful request. You practice checking its sources and deciding what needs your approval.

02

Reach your agent from your computer and phone.

Where your account has access, we set up your personal Dot, connect one workstation, and test messaging from your phone. We set review rules together. If one-to-one texting is available, we test that too; otherwise you can message it in the app.

03

Give it your context and voice.

We create a working folder for approved business facts, key links, and instructions. We set up dictation and a short writing guide from examples you choose, so you can review drafts in your style.

04

Start two jobs you repeat.

We map two recurring jobs, give each starter instructions and a project folder, and try one agreed example for each. The handoff notes show what worked and what needs more work.

05

Know what it can access.

We list the apps and files you approve, test one supported path to information, and check whether supervised browser use is available for an agreed site. We record any access that remains untested.

Your take-home record

A start-here guide, your writing guide, two starter workflow notes, an approved-access list, and the results of our tests. You can see what is ready to use and what needs a separate build.

Built for one owner. Once the foundation is in place, we can quote deeper workflows, more app connections, or team access as your business needs them.

How the visit works

A foundation you can build on.

  1. Before

    We check your computer, account plan, privacy needs, and the two recurring jobs you want to start with.

  2. In person

    We spend up to four hours setting up your assistant, testing approved access, and practicing on your work.

  3. After

    You get the take-home record and two 30-minute remote support calls within 30 days, including attended screen help when needed.

The handoff test

You run it before I leave.

The setup is useful when you can use it without me. Near the end of our visit, you give it a fresh request in your own words and we check the result together.

  1. 01

    Give it a real request. Ask it to help with a real piece of work, in your own words.

  2. 02

    Check its work. See the source, spot missing details, and decide what needs your approval.

  3. 03

    Keep the method. We correct the instructions and save the steps in your folder.

Privacy is part of the setup

Privacy comes first.

Before connecting business information, we check each tool's settings or terms for keeping your content out of model training. If we can't confirm that for a tool, we don't connect it to your work.

01 / JUST YOU

Personal account

We turn off model-improvement settings, then check voice and computer-agent controls separately. If you want audio to stay on your device, we choose a dictation option that supports that.

02 / BUSINESS ACCOUNT

Business workspace

If you choose a business workspace, we check its no-training terms. Your work stays under your account; others see only what you choose to share.

No training still involves processing. Cloud tools may process and retain requests under their own policies. We review permissions, connected apps, and how to remove access. You choose what business information to connect. See how we decide what can connect.

Read the provider policies: personal data controls · team workspace privacy · dictation privacy · connected apps

01 / PERSONAL AGENT FOUNDATION

Your personal work agent.

For one owner-operator, one primary workstation (desktop or laptop) and one smartphone. We begin with a short free conversation about the work you personally handle and the accounts you use. In-person visits are in South Florida; other Florida cities are by request.

$2,750

One-time · up to 4 hours in person

  • Hands-on training in useful requests, AI limits, and reviewing its work
  • Assistant, working folder, and writing/dictation setup on one workstation
  • Two starter workflows with mapped steps and one sample test each
  • One smartphone configured; personal Dot and messaging tested where available
  • Privacy and access review; one supported information path tested
  • Supervised browser readiness checked for one agreed site, where supported
  • Start-here guide, test results, and two 30-minute remote calls within 30 days

Before we book: For this personal setup, I work with an AI plan costing at least $100/month, paid directly to the provider. It gives us room for regular agent work; we check its current features before you subscribe. Business workspace? We check the right seat and usage plan with you.

Ask about owner setup

Any third-party software subscriptions stay in your name and are paid separately. Dot access and phone texting depend on account eligibility, rollout, and device support. When texting is unavailable, we test the available app messaging route. A browser check does not include a working portal process. Fully built workflows, custom skills, further app integrations, other owners or staff, and support beyond the two calls are quoted separately. Travel is confirmed before booking.

Help after the visit

A guide you can use, and live help when you need it.

We document the setup we tested in a guide you control. Your setup includes two 30-minute remote support calls within 30 days for questions, troubleshooting, and small refinements.

Remote screen help. When needed, we use an attended screen-sharing or remote-control session. You start and end each session, and I work with you present. Any AI tools I use to troubleshoot stay under my supervision.

More than the foundation. Recurring workflow builds, custom skills, or system connections can be scoped as a separate project. See how a workflow build works.

Ongoing care. If your business needs regular help after the two included calls, we can agree on a support plan with clear hours and response times. See support options. Your original setup remains yours without one.

After the owner setup

Other services.

The foundation is a complete setup for one owner. If you want more, I also offer recurring workflow builds, team setup, and a private class. Each is a separate engagement.

START WITH THE OWNERPersonal agent foundationOne owner, one workstation, one smartphone

Need a shared introduction first? The private class is available on its own.

02 / RECURRING WORKFLOW BUILDS

Build out recurring workflows.

We map the repeat jobs that take up your week, then build at least two named workflows under a written proposal. For example: a weekly operations review, document intake, and meeting preparation. Each included workflow has a defined result and a point where you review the work.

  • Set up project folders and reusable instructions for the workflows in your proposal
  • Test approved connections or supervised browser and computer steps where feasible
  • Choose practical model and helper routes, then check actual usage
  • Document your review and approval points, tests, and steps that still need a person

The proposal lists the exact workflows, systems, tests, delivery time, and support. Browser, computer, and app access are included only when specified and tested. If you sign a build of $5,000 or more within 60 days of your foundation visit, a $1,500 credit applies to that project.

ScopedProposal before work beginsExplore workflow builds
03 / TEAM ROLLOUT

Give your team the right setup.

When staff need to work with the agent too, we set up their own access, shared instructions, and handoffs around the jobs they actually do.

  • Define roles and what each person can see or do
  • Set up shared projects and test a first team workflow
  • Train the people who will use it and document the handoff

Quoted separately based on the people, systems, permissions, and support needed.

ScopedProposal before work beginsExplore team setup
PRIVATE TEAM CLASS

Learn it together, then put it to work.

A two-hour class for you or a group of up to eight people. We cover where AI helps, practice one example from your business, and leave you with a short guide and safe-use checklist.

In person or live video. Individual device setup, app connections, and completed workflows are separate.

$1,7502 hours · up to 8 peopleExplore the private class
Medardo A. Cevallos
Who's doing the setup

I'm Medardo.

I help run Home Financial Group and have spent more than a decade in real estate and mortgage work. I test these tools on my own emails, files, and daily decisions before bringing them to another owner's desk.

A little more about me
Good questions

Before we start.

I already use AI chat. What's different?

You may already have the software. I set up a personal work agent around how you run the business and show you how to use approved files and tools to research, organize, and prepare work on your computer. You direct it, check its sources and results, and keep the setup.

What do the two workflow starters include?

We map two jobs you repeat, put starter instructions in your project folders, and test each with an agreed example. We note what worked, what needs correction, and any missing access. Recurring workflow builds with more testing, connections, or team handoffs are a separate project. The proposal names the workflows included. If you sign a custom implementation of at least $5,000 within 60 days of the setup visit, a $1,500 credit applies to that project.

Can you connect the apps I already use?

We list the apps you want to use and test one approved, supported way to get information into your assistant. That may be a built-in connection, an approved export, or a folder you control. We record what worked and what needs a separate integration or feasibility test.

Can it use my browser or help with files on my computer?

During setup, we check supervised browser access on one agreed site where the selected tools support it. You handle sign-in; we do not copy saved passwords or browser sessions into the agent's files. A repeatable portal process or file cleanup needs its own scope, sample tests, and your review before changes.

Can I message or text my personal agent?

If your account has Dot access, we set it up and test messages in the ChatGPT app. One-to-one iMessage or Android RCS texting is a beta feature for eligible U.S. Pro accounts. You can send a request, photo, or voice message and receive results; approval requests may open in the app. Email is different: with an approved inbox connection, Dot can find relevant messages and prepare drafts for you, but email is not currently a direct way to message your Dot. Texting does not give it access to your other texts. See current messaging options.

Does the assistant act on its own?

Dot can continue a request after you leave the conversation. We choose what it can access and set review rules for important actions, so you stay in charge. You can review activity and pause work. If you want recurring work later, we can plan that together.

Do I need to keep paying you to use it?

No. The instructions and files we create are yours, and the setup runs in accounts you control. You may still pay for the software you choose. Help beyond the two included calls is optional and quoted separately.

Will my data train AI models?

We check each chosen service before using real business content. For a solo setup, we turn off model improvement and check voice and computer-agent controls. For a team, we choose a workspace with a no-training commitment. Cloud processing and retention policies still apply.

Can it send emails or delete files?

We start with research, summaries, and drafts for your review. Sending, deleting, and other consequential actions stay behind your approval.

Will you still have access afterward?

Your accounts stay yours. There is no standing remote access. If we use temporary access during setup or support, you start and end each attended session and can stop it at any time. We show you how to verify it is closed.

What AI plan do I need?

For the personal-account route, I require an AI plan costing at least $100/month, paid directly to the provider. This is a requirement for my setup service; we check the plan’s current agent features before you subscribe. If you use a business workspace, we confirm the appropriate seat and usage allowance instead. Other software or usage charges are separate.

See all questions

Start with a conversation

What work keeps landing back on your desk?

Choose a starting point, or tell me you're not sure yet. I'll review your note and suggest what makes sense.

Your request is saved for me to review. Please don't include passwords or client records. How this site handles your information.