EdgeOS Operations Manager perspectiveHow an EVA supports operating rhythm and execution.
● Live WorkshopFor Trades OwnersRecording Included
Build YourCompany IntelligenceWith Claude.
A live 2.5-hour implementation workshop for roofing, restoration, construction, and trades owners. You walk out with the blueprint and starter install for a company-wide AI memory system wired into your real business context.
What you are buying: a hands-on workshop where we install the first layer of Company Intelligence — your company-wide AI memory system for jobs, claims, SOPs, roles, decisions, and team context.
For owners with at least 1–2 staff who are tired of being the only brain in the business.
Company-wide AI Memory System
📁Google Drive
Claude Code + Cowork🗃️Obsidian
Business Operating SystemCompany Intelligencejobs · claims · SOPs · decisions · roles
Today’s bottlenecks3 found
Team questions answered from memory12
Next SOPs to createProduction · Collections
Native integrations • wired up live on the call
Claude
Drive
Gmail
Calendar
Slack
Fathom
ObsidianPlus any tool with an MCP connector or API. Your stack stays yours — we just teach Claude how to read it.
If this sounds like your week, this workshop is for you.
The problem is not that your people are dumb. The problem is that your company context lives in your head, texts, emails, random Drive folders, and half-finished SOPs.
“I keep hiring office people and project managers, training them for weeks, getting my hopes up, then getting disappointed, firing, and starting over. Different people, same headaches. I’m starting to wonder if I’m the problem.”
“I have people who’ve been with me a year and they still text me, ‘Is this okay?’ for every little change order, supplement, or customer issue… because I never gave them a clear way to decide without me.”
“I wake up telling myself, ‘Today I’m just going to sell and get on roofs,’ and by 9 a.m. I’m in production fires, collections, crew drama, and pissed-off customers. By lunch, the whole day is gone.”
“It feels like I’m the only brain in the company and everyone else is just hands. If I’m not thinking about it and pushing it, it doesn’t happen.”
“Any time someone quits, I don’t just lose a body, I lose how we do things. Then I’m stuck reteaching from scratch because all of it lives in our heads and a mess of texts, emails, and random Drive folders.”
If that’s you, you don’t have a people problem. You have a systems and company-memory problem. Company Intelligence is the first fix.
What you’ll have built after 2.5 hours.
The $97 ticket should feel stupid-cheap. You leave with a working Company Intelligence starter install and the first pieces of a real operating system.
Company Intelligence Architecture Map for Trades Businesses$197
Google Drive Company Memory Folder Structure$147
Claude Code / Claude Cowork setup map$147
Obsidian company-memory walkthrough$97
Workflow & Playbook templates for jobs, claims, projects, and service$197
Role Library starter for office & field roles$97
Business Operating System starter map$97
Live build + Q&A on your real company context$197
Total value: $1,075Your price today: $97Claim my seat for $97
Read before you buy: this is hands-on.
To leave with a useful Company Intelligence install, bring real business context. We are not selling cute AI prompts. We are organizing the memory your team needs to execute.
- ✓Google Drive access and real files/folders to organize.
- ✓Examples from jobs, claims, production, collections, admin, customers, or SOPs.
- ✓Claude access is strongly recommended. We’ll structure around Claude Code / Claude Cowork where appropriate.
Who this is not for.
- ×Pre-revenue companies with no real jobs, customers, or team.
- ×Solo operators with no staff and no plan to delegate.
- ×Anyone looking for generic AI tricks instead of building a real company brain and operating system.
How the workshop runs.
1
Reserve your seat for $97
Get the calendar invite, Zoom link, recording access, and prep checklist.
2
Build Company Intelligence live
Map your context sources and install your first company-wide AI memory layer using Drive, Claude, and Obsidian.
3
Choose your next path
Keep building it yourself, or explore how EdgeOS can turn that memory into workflows, roles, scorecards, meetings, and daily execution support.
Company Intelligence is the first layer. EdgeOS is what it grows into.
Most contractors don’t have an AI problem. They have a context problem. Company Intelligence gives your business shared memory. EdgeOS turns that memory into workflows, roles, scorecards, playbooks, meetings, decision rules, internal memos, and support from an EdgeOS Operations Manager / Edge Virtual Assistant — Business Systems Installer.
Start with the workshop01 Memory
Docs, calls, SOPs, jobs, people, and decisions.
02 Workflows
Sales, claims, production, admin, service.
03 Playbooks
How-to guides your team can run.
04 Roles
Who owns what and what good looks like.
05 Scorecards
Numbers that expose stuck work.
06 Meetings
Briefs, reviews, and accountability.
07 Decisions
Rules so your team can make cleaner calls.
08 Memos
Document changes so the company learns.
Replace with Cole roof/action photo
Built by someone who knows the field chaos.
10 years as a public adjuster across 28 states. Millions in claims handled. Built Edge Virtual Assistants to give roofing, restoration, construction, trades, and PA firms the operating system I wish I’d had.
- ✓Public adjuster experience, not clean-desk AI theory.
- ✓Built around claims, production, collections, customer issues, and field execution.
- ✓Edge supports existing teams — we do not frame this as replacing your people.
Optional next step: install the rest of EdgeOS.
The workshop is Company Intelligence. If you want help turning that memory into day-to-day execution, EdgeOS Operations Managers / EVAs can support job flow, claims, production, admin, and your existing team.
Client support in practiceWhat the role looks like helping owners and teams stay organized.
Back-office execution supportHelping move work forward without replacing the client’s people.
100% satisfaction guarantee.
Attend the live workshop. If by the end you don’t think it was worth $97, email us within 24 hours and we’ll refund every cent. The only way you lose is if you don’t show up.
Claim my seat for $97Frequently asked.
What exactly am I signing up for?
A live implementation workshop to build Company Intelligence: a company-wide AI memory system using Claude Code / Claude Cowork, Google Drive, and Obsidian. The purchase is the workshop seat, live build, recording, and implementation assets.
What is the backend offer?
Plainly: at the end, we’ll show the optional next implementation path for companies that want help installing the full EdgeOS operating system — an EdgeOS Operations Manager / Edge Virtual Assistant — Business Systems Installer. The workshop stands on its own.
What if I can’t attend live?
The recording is included, but live is where you actually build, ask questions, and troubleshoot your real context. Treat the recording as backup, not the main plan.
Do I need Claude Pro or special tools?
Claude access is strongly recommended. We’ll show the architecture around Claude Code / Claude Cowork, Google Drive, and Obsidian. The principle is company context first; tools second.
Is this replacing my current team?
No. Company Intelligence and EdgeOS support your existing team with shared memory, clearer decisions, workflows, playbooks, roles, and back-office execution support.
Live WorkshopLimited Seats
Build Your Company Intelligence With Claude.
[Date] · [Time] EST · 2.5 hours · Live on Zoom · $97
Claim my seat for $97 →