[Video: Lee's own story]How the system changed the way he runs his businesses
[Beta tester story]What setup was like, and what it found in the first week
The AI Onboarding System
An AI assistant custom-built for you and your business.
Watch the trailer[Video placeholder]
Prefer to read? Everything is below, in plain English.
Let's be straight with you
Running a small business means doing ten jobs. Only one of them is the work you love.
The rest is email you haven't answered, bills you meant to check, leads you forgot to follow up with, invoices nobody chased and a dozen deadlines you hope you remembered.
You've probably heard AI can help with all that. Maybe you tried it and got a chat box that forgot everything the next day.
This is different. The AI Onboarding System sets up a real assistant that learns your business and keeps working on it every day. It reads your email, your money and your website, figures out how you actually run things, and then quietly takes care of the busywork. Anything that needs you shows up as a simple question you answer with one tap.
I built it over several months to run my own businesses. Now you can set it up for yours.
Lee MorrisPhotographer and co-founder of Fstoppers
The short version
What this is, and what it isn't.
It is
- A setup that turns your own Claude account into an assistant for your business
- A step-by-step video from Lee to get your computer ready
- Daily routines that watch your email, money, clients and deadlines
- One private page where every decision waits for you
- One payment of $999
It isn't
- A monthly subscription to us
- A template that treats every business the same
- Something that sends, pays or posts on its own
- A replacement for your accountant or lawyer
- Something you need to be technical to use
How it works
Four steps. Most of the work isn't yours.
Lee's video gets your computer ready first: the Claude app, Google Chrome and your phone. That takes about 25 minutes. Then your assistant takes over.
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A few minutes
Tell it about you
It asks your name and your main goal. After that, every question is a card with a few choices. It looks at what it already found and puts its best guess at the top, so most answers are one tap.
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Part of day one
Connect your accounts
Your email comes first, both directly and in Chrome. Then your calendar, your website and the other accounts your business runs on. When it spots a service in your email, like your accounting app, it asks if you want to connect that next. You always sign in yourself.
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Starts right away, finishes over a few days
Claude sets up your assistant
Several helpers go to work at the same time. One reads your email history, one your bank and card history, one your website, one your past marketing, and so on. It's built so the first wins land within about an hour: money you can save and important emails you missed.
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Every day after
Daily routines take over
Once it knows your business, it turns on routines that keep watch for you, and it starts on the main goal you gave it at the beginning.
A normal day
What a day with your assistant looks like.
Early morning
Important emails that sat unanswered for two days or more get flagged, after it checks they really are still waiting.
8:00 am
Your morning brief arrives: one short email from your own inbox to you, with what's due today and the top three things to look at.
Morning
It checks bills due in the next week, failed payments and price jumps.
All day
It checks your inbox every hour for clients, leads and money mail, and drafts replies for you to approve.
Whenever
You open your Decisions page on your phone, tap a few answers, and get on with your day.
Each week
Lead follow-ups, a subscription and spending check, an ad report, and personal notes to past clients.
Each month
Unpaid invoices, books check, business deadlines, insurance renewals and tax payment reminders.
Times are suggestions. You choose when things run and how you want to be alerted.
What it does for you
Here's the full list. No fine print.
It drafts, checks, researches and reminds. You approve. It never sends, pays for, posts or deletes anything until you say so.
- Watches your inbox for clients, leads and money mail
- Drafts replies in your own writing style, opened on screen for you to check
- Reminds you about important emails left unanswered
- Finds important emails from the past year you missed
Money
- Bills due soon, failed payments and price jumps
- Forgotten subscriptions, duplicates and fees, with yearly totals
- A monthly check that your books add up
- Unpaid invoices, with polite reminders drafted for you
- Invoices prepared after each job, if you want that
Clients
- Makes sure every inquiry gets a fast reply and a follow-up
- Past clients due a check-in, with a personal note drafted
- Quotes and proposals, built with you
Marketing and ads
- A weekly report on your ads: spend, leads and wasted money
- Researched plans for social media, email campaigns, paid ads and a blog
- Competitor research and new client ideas for your kind of work
- Your website audited, and a brand style guide so everything looks like you
Deadlines and paperwork
- Licenses, permits, sales tax and filings, researched for where you live
- Tax payment reminders and notes for your accountant
- Insurance policies checked for gaps, and renewals flagged
- A daily backup of everything it organizes
Extras
- Real phone calls on your behalf, with your own phone service, plus the recording and transcript
- An optional personal area for household dates, documents and school email
- Works in your language, in any country
At a glance
- ~25 minto get your computer ready with Lee's video
- ~1 houruntil the first wins land, by design
- 4written reports from setup
- 30 daysto get a full refund
The four reports you get from setup
- Money Found
- Subscriptions, duplicates, fees and overbilled bills, with totals.
- Business Snapshot
- A clear picture of each business.
- Tax Review Notes
- Notes for your accountant, based on the rules for your country and region.
- Client Opportunity List
- Past clients due a check-in, plus new ideas researched for your kind of work.
Proof
Don't take our word for it.
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You stay in charge
The rules it never breaks.
Handing your email to an AI is a big deal. These rules are built in from the first minute.
- It never types a password. Chrome fills in your saved logins. Your assistant only clicks Sign in on a form that's already filled. Security codes come to you.
- It never moves money. It finds bills, savings and unpaid invoices. Paying and cancelling are always yours.
- Nothing goes out without your OK. Drafts open on your screen so you can read and edit them. No email, post or payment happens until you say so.
- Your originals are safe. It copies files into one folder to organize them. It never moves, renames or deletes the originals.
- Your data stays with you. Emails, statements and tax files are never sent to us. Your Decisions page runs on a hosting account in your own name. Our server only keeps your license details and a count of how many setup steps are done. Privacy details
- It explains before it asks. Every time it wants access to something, it tells you why first.
What it costs
Here's every cost. All of it.
We'd rather you know the full picture now than be surprised later.
| The AI Onboarding SystemLee's video, the full system, your Decisions page, all routines and add-ons | $999 once |
|---|---|
| Your Claude planWe recommend Max. The cheaper plan tends to run out in the first week. You pay Anthropic directly. | $100 / month |
| Google Chrome | Free |
| A home for your Decisions pageYour assistant sets up a free Cloudflare account in your name, or uses web hosting you already pay for. | Free |
| Optional: a phone line for calls, ad spend, an email marketing toolOnly if you choose them. Billed by those companies, in your name. | Varies |
$999 one time
Works on Mac and Windows, with Gmail, Outlook and other email. Any country.
Get startedTry it for 30 days.
If it's not right for you, run the short uninstall step that removes it from your computer, and you get a full refund.
Honestly
Who this is not for.
This works best when it's a good fit. Please don't buy it if:
- You want it to act with no approval. It's built to ask before anything goes out or gets paid.
- You don't want a monthly Claude plan. The system runs in your own Claude account, and the recommended plan is $100 a month.
- You don't want AI reading your email. Email is the first thing it connects, and most of the value comes from it.
- You can't give it a few hours on day one. Plan on 2 to 3 hours of your attention, with breaks.
Questions
Everything people ask before buying.
I'm not technical at all. Is that a problem?
No. It's made for people who have never used anything like this. Lee's video walks you through the computer setup, and your assistant explains every step in plain words. It only speeds up when you ask.
What happens after I buy?
You get Lee's setup video and your own setup line. Follow the video, then paste the line into the Claude app. Your assistant takes it from there.
What exactly do I have to do?
Follow the video (about 25 minutes), sign in to your accounts when asked, and answer questions with a tap. Your bank and other accounts may text you security codes, so keep your phone nearby.
How long until it's useful?
It's built so the first wins land within about an hour of connecting your email and money accounts. The full setup happens over the next few days, and a Game Plan page shows every step and how far along you are.
Will it email my clients or spend money without me?
No. It drafts and opens things on your screen for you to check. It never sends, posts, pays or deletes until you say so.
Can you see my emails or bank statements?
No. They stay on your computer and in your own accounts. Your Decisions page runs on a hosting account in your name, not ours. Our server only keeps your license details and a count of how many setup steps are done. Your assistant works inside your own Claude account, so Anthropic's terms cover what it reads, the same as when you use Claude yourself.
Where does my Decisions page live?
On a free Cloudflare account in your name, which your assistant sets up with you. If you already pay for web hosting that can run it, it can use that instead. Website builders like Squarespace or Wix can't host it.
Can someone on my team see the Decisions page?
Yes, if you want. You can invite people by email and choose which of your businesses each person sees.
Why do I need a Claude plan?
The assistant runs inside your own Claude account, on your own computer. That keeps your data with you, and it means we don't charge you a monthly fee.
I already use Claude. Will this mess up what I've set up?
It reads what you already set up first, keeps what's useful, and never deletes anything without asking.
Does it work for my kind of business?
Lee is a photographer, but it works for any small business. It learns what you do and researches how businesses like yours are run well. Examples are only examples.
Mac or Windows? Gmail or Outlook?
Both, and both. It also works with other email providers and in any country.
Can I use it on more than one computer?
Your license works on one computer. Pick the one you use for your business.
Is it tax, legal or financial advice?
No. It flags things worth checking and writes notes for your accountant. AI makes mistakes, so confirm anything important with a professional before acting.
Will it keep up to date?
It's a one-time setup, not a subscription. After setup it runs in your Claude account and looks up current information online as it works, so it doesn't depend on updates from us.
What if I get stuck?
Your assistant has a built-in help guide it reads first. If that doesn't solve it, you can email support.
What if I don't like it?
Full refund within 30 days. You run the short uninstall step and we refund you. Refund details
Ready when you are.
Set it up once. Let your assistant keep watch on your business every day after.
Get started for $999Have questions?
Request more info, or book a short call with Lee and ask him anything.