Chief of Staff
One role that grows with the business. It starts by keeping your AI roles, tasks and approvals in one place, and becomes the single view of how the whole company is running.
Phase 02 · Foundation · Available now
For your first few roles
A role registry, one task register, owners and approvals, and a weekly implementation brief. It defines the standard handoff every other role sends in.
Kit $149 · with a call $499 · done for you $2,500
Phase 09 · Integrated · Custom implementation
Once four or more roles report in
Daily executive brief, weekly operating review and monthly business review; controlled handoffs between departments; decision log, risk register and escalation.
Upgrade kit $199 · with a 90-minute call $599 · done for you $4,500 (up to six reporting roles, +$500 each after; $6,500 if you don’t have a Foundation yet)
The Integrated version is the same project with new instructions, not a second assistant. It’s available as a done-for-you build now; the DIY upgrade kit follows once it’s tested. Optional management: $1,250 or $2,500 a month.
How it works
Less chasing. Fewer dropped handoffs.
Every role sends a standard weekly handoff: what got done with evidence, numbers with dates and sources, decisions needed, blockers and next priorities. The Chief of Staff turns those into one view, flags what’s missing or conflicting, and makes sure decisions become owned work.
Daily (optional)
One screen: up to three decisions for you, critical exceptions, what’s due, what’s missing.
Weekly
Operating review: one scorecard, red flags, dependencies, top five recommendations, each with an owner and date.
Monthly
Business review after your books close: what to stop, continue, improve or build next, and a 30/90-day plan.
What it doesn’t do
Run the company
It prepares decisions; you make them. Nothing is spent, sent or published without approval.
Read other projects by magic
Separate Claude projects don’t share memory. Reports arrive as files, a shared doc, your task tool or a tested integration.
Fill in gaps
A missing report stays missing. It asks the owner instead of guessing.
Questions
Do I need the Integrated version?
Not with two or three roles. Foundation is enough until four or more roles are reporting regularly.
Is this the same as Claude’s built-in assistants?
No. It’s a Claude project configured for your business, your roles and your approval rules.
What about the complete system?
Building several phases at once is scoped through the AI Readiness Audit, typically $25,000–$45,000.
Not sure where to start?
The $1,500 AI Readiness Audit looks at your team, tools and costs, including your financial baseline, and recommends which roles to build first. The fee is credited toward any build within 60 days.