Hands-on guidance to learn the tools, put them to work, and use them confidently.
For small businesses, teams, and clubs. Individual coaching and private group workshops are also available for work and everyday life.
Start with a task worth improving, not a new subscription.
Hands-on setup, testing, and guidance you can use again.
Work directly with us, from first conversation to handoff.
A few examples of projects I’ve implemented or worked on, connecting business data, reporting, and everyday processes.
Connected customer data to Power BI dashboards showing sales and business performance.
A clearer, consolidated view of sales and performance for business review.
Built workflows that monitor predefined filenames across a company network. When a new version appears, the current file is placed in a central location for senior management.
One place to find current reports, rather than searching across folders and locations.
Updated a website contact form to email new inquiries to the salesperson responsible for that territory and add the prospect to the email marketing system with salesperson and mailing-list tags.
A defined handoff from a new inquiry to the right salesperson and email list.
Set up an automated workflow that generates Excel spreadsheets from daily company database data.
Repeatable report preparation with fewer manual export and spreadsheet-building steps.
The right solution may combine AI, data integration, and rules-based automation. Not every step needs AI.
Have a process like this?Practical coaching for your business, club, or everyday work. Choose the tasks you want to tackle; we’ll match the pace and support to your experience.
Start with one useful task, mix topics across levels, or work toward a bigger goal. New to AI? We can cover the foundations first.
For people who want to get more done with everyday tools, without a technical project.
Comfortable with email, documents, and basic web tools. No coding needed for these examples.
Turn your notes into a polished draft for your business or club, then review and refine it.
Work through spreadsheets, presentations, and other tools step by step, using your own tasks.
Improve copy, swap images, and adjust existing page layouts with guided checks.
Summarize selected emails, documents, or meeting notes and draft useful follow-ups.
A practical AI-assisted task you can repeat with confidence.
For people ready to move beyond individual AI tasks and build repeatable ways of working.
Some everyday AI use, plus a willingness to configure settings and test results.
Build reusable templates and a repeatable process from source material to a reviewed draft.
Work on forms, new sections, and supported features; test changes before publishing.
Configure a recurring research brief or summary with clear instructions and review points.
Choose topics, senders, and checking schedules for focused digests or alerts.
A defined workflow with reusable instructions, checks, and clear approval points.
For people ready to connect business systems and build tailored workflows with hands-on guidance.
A defined process, access to the relevant systems, and time for technical setup and testing.
Link website inquiries, sales handoffs, customer records, and email marketing where supported.
Build connections from source data to Excel reports, Power BI dashboards, or a central report folder.
Use approved business information and connected tools, with permissions and review steps.
Handle exceptions, check outputs, monitor failures, and document how to maintain the workflow.
A connected workflow you understand, can test, and know how to maintain.
Coaching and workshops can draw from any level. For a larger project, combine learning with hands-on implementation. We’ll agree on scope and support before starting.
Connected workflows depend on the tools, permissions, and integrations available. We agree on access, schedules, and approval rules before setup. Email monitoring is additional support—not a guarantee that every important message will be caught. Not every workflow step needs AI.
Learn to do it yourself, build it with me, or have a defined workflow set up for you. Each engagement starts with your goals and current tools.
Bring one or two recurring tasks—such as a newsletter, website update, or unfamiliar software tool. We’ll choose a manageable starting point and work through it together.
Connect AI to the way your business works. We’ll scope one process, configure the tools and supported integrations, test the results, and put a clear review step in place.
Choose Medium, Advanced, or Expert tasks for your team or club. Workshops are matched to the group’s experience and combine practical exercises, questions, and ways to check the results.
Each engagement has a defined scope, deliverables, and fee agreed before work begins. Any software subscriptions or third-party costs are discussed separately.
Whether you’re a professional, a curious beginner, or a group learning together, we can work on the tasks and tools that matter to you.
Ask about coaching or a workshopChoose Medium, Advanced, or Expert tasks for writing, research, software, websites, or connected workflows. Learn at your own pace, using your own examples; we can cover the foundations first.
Explore the coaching levels ↑Bring colleagues, friends, or a community group together for a tailored, hands-on session. Practice useful tasks and leave with approaches you can try again.
Video sessions, screen sharing, and hands-on setup make it possible to work together wherever you are. We’ll agree on any access needed and document the finished process.
Review what you do, what takes time, and which tools you already use. Choose one manageable starting point and agree on what a useful result looks like.
Configure the tools around your information and process. Test representative examples, check the output, and identify where your approval is required.
Walk through the setup together and leave with reusable instructions. Agree on any follow-up support so you know what happens next.
My background spans equity research, digital marketing, websites, and business systems. I bring a business-first perspective to AI: what is worth improving, how it fits your work, and how you’ll use the result.
Through PC3 Digital, I help businesses solve practical digital problems. This service brings that same approach to AI—understand the need, get the tools working, and help you build the skills to keep using them.
The levels describe the complexity of the tasks, not your ability or a certification. Medium focuses on everyday productivity, Advanced on repeatable workflows, and Expert on connecting systems and tailored agents. We’ll choose a starting point together based on your experience, goals, and tools. You can mix topics, and we can cover the foundations first.
No. Start with the task or the problem. We’ll review your goals, budget, and current tools before deciding what makes sense.
That is the starting point. We’ll assess your email, documents, spreadsheets, website, and other systems. Any connection depends on platform capabilities, account plans, permissions, and the information involved. Those requirements are reviewed before work begins.
That depends on the tools, integrations, and permissions in place. We’ll define the task, what information the agent can access, when it runs, and which actions require approval. Email monitoring is an extra layer of support—not a replacement for checking important messages yourself.
No. Individual coaching and private group workshops are available for professionals, friends, and community groups, including people who are completely new to AI.
No. I work remotely with businesses and individuals nationwide. Sessions use video and screen sharing, with setup, documentation, and follow-up support tailored to the engagement.
We’ll agree on scope and fees before starting. A focused session, a workshop, and a workflow implementation are different engagements. Any third-party software costs are discussed separately.
Tell us about a task you’d like to make easier—or something you’d like to learn how to do with AI. We’ll use that as our starting point.