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Templates, frameworks, guides, and video courses built from real-world experience — so you can implement them without hiring a consultant.
Prompt packs are free — enter your email to download · Questions? email me
Proposals Mini-Trav
Generate polished, professional proposals in minutes. Describe the project and let the assistant handle the structure, scope, and language.
- Scope & deliverables drafting
- Pricing section templates
- Tone & format customization
Interview Prep Mini-Trav
Walk into any interview ready. Practice with realistic questions, get instant feedback on your answers, and sharpen your story before the real thing.
- Role-specific question generation
- Answer coaching & feedback
- STAR method structuring
Behavioral Health Notes Mini-Trav
Turn session notes into structured clinical documentation in seconds. Built for behavioral health practitioners who want to spend less time charting and more time with clients.
- DAP & SOAP note generation
- Treatment plan progress summaries
- Session-to-documentation workflow
PT Notes Mini-Trav
Generate accurate, compliant physical therapy documentation from your session notes in seconds. Spend more time on patient care and less time on paperwork.
- SOAP & progress note generation
- Functional outcome summaries
- Discharge & plan-of-care documentation
Clinical Notes Mini-Trav
Transform clinical encounters into polished documentation instantly. Built for healthcare providers who want to reduce administrative burden and focus on patient care.
- H&P, SOAP & progress note generation
- Diagnosis & assessment summaries
- Referral & follow-up documentation
Metrics Mini-Trav
Ask questions about your business numbers in plain English. Track KPIs, spot trends, and get plain-language summaries — no spreadsheet skills needed.
- Natural language metric queries
- KPI trend summaries
- Weekly digest reports
SlackOps Mini-Trav
Manage Slack chaos with an AI assistant that summarizes threads, drafts responses, and helps you write clearer team communications.
- Thread & channel summaries
- Message drafting & rewrites
- Action item extraction
Medical Billing Mini-Trav
Simplify medical billing with an assistant that helps code encounters, review claims, and flag common denial reasons before submission.
- CPT & ICD-10 code lookups
- Claim review & denial flags
- Plain-language billing guidance
Weekly Business Review Prompt Pack
Run your own CEO-level weekly review in under 30 minutes — without hiring a chief of staff. Works with Claude and ChatGPT.
- Revenue Pulse — raw numbers to one-sentence verdict
- Priority Stack Ranking — brain dump to ruthless action list
- CEO Weekly Summary master prompt
AI Email Triage & Response Kit
Clear your inbox in half the time. 15+ prompts for client follow-up, vendor negotiation, team delegation, polite declines, and cold outreach evaluation.
- 15+ prompts across 5 email categories
- The Tone Dial — adjust formality & assertiveness on demand
- Tips for building a personal email response library
Meeting-to-Action Converter
Never leave a meeting without clarity again. Turns raw notes or messy transcripts into summaries, decisions, action tables, and a draft next-meeting agenda.
- Master Extraction Prompt — notes to structured output
- Stakeholder Update Generator — action items to polished email
- Meeting Scorecard + Recurring Meeting Optimizer
Client Proposal Generator
Close more deals with proposals that actually get read. 7 modular prompts covering every section — discovery to full assembly, with built-in pricing psychology.
- 7 modular prompts — scope, pricing, timeline & more
- Good/Better/Best Pricing Prompt with anchoring psychology
- 3-email follow-up sequence (Day 2, Day 5, Day 10)
AI SOPs in a Day
Document your business so it can run without you. A Socratic AI dialogue extracts a complete SOP from a 10–15 minute conversation — no writing required.
- Process Interview Prompt — Socratic dialogue extracts full SOP
- SOP Quality Checker — flags ambiguities and missing steps
- 10 SOP starters: onboarding, invoicing, social media & more
Invoice & Contract Extraction Pack
Make your paperwork work for you. Extract structured data from any invoice, flag contract red flags before you sign, and track renewals before they sneak up on you.
- Invoice Extractor — pull data & compare vendors side-by-side
- Contract Red Flag Detector — unusual clauses & liability exposure
- Renewal & Deadline Tracker — urgency-sorted action calendar
Custom AI Assistant Starter Kit
Build your first AI assistant in an afternoon — no code required. Includes a fill-in-the-blank system prompt framework plus 5 ready-to-deploy assistant templates.
- Core System Prompt Framework — persona, role, tone & limits
- 5 pre-built templates: FAQ Bot, Sales Qualifier & more
- Prompt Iteration Framework + Evaluation Rubric
Setting Up Claude Code For Beginners
A step-by-step walkthrough for getting Claude Code installed and running on your machine — no prior developer experience needed. Be up and running in under an hour.
- Full setup walkthrough from scratch
- Common install issues & fixes
- First project walkthrough
Need Something Custom?
These products give you the frameworks — but if you want the whole thing built for you, that's what my consulting services are for. Let's talk about what you're trying to solve.
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