EdgeOS Operations Manager perspectiveHow an EVA supports operating rhythm and execution.
● Live WorkshopFor Trades OwnersRecording Included
Build Your Company Intelligence With Claude.
A live 2.5-hour implementation workshop where we turn your scattered company knowledge into a queryable AI memory layer your team can actually use.
What you are buying: a hands-on install of the first Company Intelligence layer — jobs, claims, SOPs, roles, decisions, team context, and owner knowledge organized so Claude can read it.
For owners with at least 1–2 staff who are tired of being the only brain in the business.
Company Memory Console
Live Build
Company IntelligenceQueryable memory layer
Workflow processeshow work moves
Playbookshow-to guides
Role responsibilitieswho owns what
Company scorecardswinning / losing
Department scorecardsteam metrics
Meeting summaries & decisionswhat changed
Company valuesbehavior rules
Profit goalsnumbers that matter
Company missionwhy we exist
Strategic anchorsdecision compass
Internal company memoscompany learning
›Claude, what changed this week, which scorecard is red, and what playbook should the team follow?
3 red metrics foundProduction, collections, customer follow-up
Decision pulledUse the strategic anchor from last week’s memo
Playbook surfacedSupplement follow-up after denial
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 teach Claude how to read it.
The owner bottleneck
If this sounds like your week, this workshop is for you.
Your people are not dumb. Your company context is trapped in your head, texts, emails, random Drive folders, and half-finished SOPs.
Hiring loop
“I keep hiring office people and project managers… different people, same headaches.”
Decision bottleneck
“My team still texts me ‘Is this okay?’ for every change order, supplement, or customer issue.”
Owner drag
“I plan to sell and get on roofs, then production, collections, crews, and customers steal the day.”
Only brain
“If I’m not thinking about it and pushing it, it doesn’t happen.”
Knowledge loss
“When someone quits, I lose how we do things — then I’m reteaching from scratch.”
That is not a people problem. It is a systems and company-memory problem. Company Intelligence is the first fix.
Value stack
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.
Your working Company Intelligence$997
Your Company Intelligence context prompt$497
Company Intelligence folder structure install$497
The Obsidian install playbook$297
The permanent recording$197
The efficiency prompts playbook bonus$297
Live Q&A with Cole Kline$997
Total value: $3,780Your 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 and company context.
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, Google Meet 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.
Built for field chaos
Not clean-desk AI theory.
Company Intelligence is built around claims, production, collections, customer issues, field work, and the operating reality of trades businesses.
10 years as a public adjuster across 28 states
Millions in claims handled
Edge supports existing teams — we do not frame this as replacing your people
Built by someone who knows the field chaos.
Cole built Edge Virtual Assistants to give roofing, restoration, construction, trades, and PA firms the operating system he wished he had when everything lived in his own head.
See what you getOptional 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, 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, 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.
Thursday, June 11 · 1:00 PM ET · 2.5 hours · Live on Google Meet · $97
Claim my seat for $97 →