Health logistics
Visit prep, referrals, refills and portal follow-ups.
You decide: everything clinical, with your doctors.
Executive AI coach · AI-ify your life
AI-ify your life. Without becoming the AI expert.
A private AI chief of staff for your life and your business, designed around how you already work and alongside the team you already have. Set up on the AI you use today. Then I keep you current as it changes.
- $4,000one-time setup
- 30 daysor less, start to finish
- 2clients a month
Tuesday brief · 7:00 AM
Thursday travel moved to the earlier flight. Vendor quotes compared, one pick. Imaging bill escalated per your rule.
Looks goodTell me more
Works with the AI you already know.
No sprawling stack and no new system to learn. Your accounts, your subscriptions.
- ClaudeAnthropic
- ChatGPTOpenAI
- GeminiGoogle
- GrokxAI
See it work
Your chief of staff, in action.
Illustrative demos with sample data. Your setup runs on your own accounts.
What your bots run
The admin nobody else will touch, at home and at work.
Pick the two to four that matter most, personal or business. Add more later.
Medical billing disputes
The bots chase. You approve.
“Never pay before the EOB posts. Follow up every ten days. Escalate after two attempts.”
Open disputesIllustrative
Imaging center$1,240Draft ready
Lab work$310EOB pending
ER visit$2,880Appeal sent
Physical therapy$95Resolved
For your life
Household sourcing
Researched to your standard, down to one short pick.
You decide: which option, from whom.
Shopping
Comparisons and price watches. The cart gets filled.
You decide: every purchase.
Budgeting
A monthly read on spend, subscriptions and duplicates.
You decide: what to cut, with your advisors.
Contract review
What you are committing to and what to ask counsel.
You decide: whether to sign.
Contractors
Quotes requested, visits booked, silence followed up.
You decide: who gets the job.
For the business you run
Multi-inbox triage
Every work and personal inbox sorted into one list of what needs you.
You decide: what gets answered, and how.
Vendor follow-ups
Quotes, invoices and open threads with vendors and contractors chased on schedule.
You decide: who gets paid and hired.
Ops digests
A weekly read on sales, spend and open items across the businesses you oversee.
You decide: what to act on.
SEO assist
Page briefs, keyword checks and drafts for your site, ready for review.
You decide: what gets published.
Customer replies
Routine customer emails drafted from how you have answered before.
You decide: what gets sent.
Proposals and docs
First drafts of quotes, SOWs and one-pagers in your voice.
You decide: every word before it ships.
Included in every setup: the chief of staff itself
A daily brief across inbox and calendar, scheduling handled, meetings turned into follow-ups. Every bot reports here.
How it works
A concierge setup, done in under 30 days.
Built around your life, your people and your rules. Not a template, and not a copy of my setup.
- 01 · Days 1 to 3
Intake
Your accounts, people, rules and voice.
About 30 min of you - 02 · About a week
Build
Chief of staff bot plus two to four specialists, tested.
None of you - 03 · Live with Brad
Setup call
You connect accounts. We run real tasks together.
Under an hour - 04 · 14 days
Tune
Voice, rules and schedules adjusted. Handoff guide.
Quick replies
~10hours of hands-on setup from Brad
~2hours of yours
Paced around your availability. After that, your time goes to approvals.
Control stays with you
Real work, without giving up the keys.
Draft and approve
Nothing sends, pays or buys without your yes.
Your accounts
You connect them and can revoke anytime. No passwords to us.
One point of contact
Every bot reports to your chief of staff.
Plain-English rules
Change a rule by saying so.
On models
Start on the best. Then tune with your eyes open.
Always top-tier
Judgment work
Lighter is fine
Volume work
The frontier moves faster than anyone can digest.
The gap between what AI can do and what most people actually use widens every month. A setup locked in 90 days ago is already behind. On retainer, I keep you current: new models, new features, better workflows, rolled into your setup before you have to ask.
Investment
One setup. Optional coaching after.
AI Chief of Staff Setup
A working system, in under 30 days.
$4,000one time
- Designed around your life, accounts and rules
- Chief of staff bot: daily brief, inbox, calendar, meetings
- Two to four specialist bots
- About 10 hours of hands-on setup
- Live setup call plus 14 days of tuning
- Handoff guide: every bot, every rule
AI subscriptions are billed by the provider, in your name.
Optional
Executive AI coach on retainer
$500/ month
- I keep you current as AI changes, every month
- A 60-minute video call with Brad each month
- Weekly digest from your bots, coached into fixes
- New models and tools rolled in as they land
- Help with your biggest AI problems as they come up
Capability, not dependency. You own the setup and can run it without us.
Offered at the end of setup. Cancel anytime.
We only take two clients a month.
Who’s behind it
Brad Schmitt
I’m an operator first. I’m an executive at Post Ventures: I lead Control Health and serve as fractional CMO for the other portfolio companies. The personal and business admin was quietly eating my evenings.
So I built a system that runs my household and my work today. Yours won’t be a copy of it. I design each setup around the client’s own life, then coach them to get the most from it, on whichever AI fits.
Brad Schmitt · Executive AI coach · Executive at Post Ventures · Leads Control Health · Fractional CMO for the portfolio
OperatorHealth, retail, supply and consulting businesses
Uses it dailyRuns his own life and work this way
Platform-agnosticClaude, ChatGPT, Gemini, Grok
Questions, or want this for your team? [email protected]
Questions
Asked and answered.
Who is this for?
Executives and operators whose personal admin, small-business ops, or both have outgrown their evenings, and who would rather have it set up properly than build it themselves. It is one system for home and work, not an agency retainer for your whole company.
Why $4,000?
About 10 hours of hands-on setup, done in under 30 days. It replaces weeks of picking tools, writing instructions, connecting accounts and setting approval rules. You start with a working system, not a blank chat box.
Will the bots send, pay or buy without me?
No. Everything waits for your approval unless you grant a specific standing permission, like “calendar holds under 30 minutes are fine.”
What about my data and logins?
You connect your own accounts and can revoke access anytime. Brad never asks for your passwords.
Which AI do you use?
Claude, ChatGPT, Gemini and Grok, whichever fits the accounts you already have. Subscriptions stay in your name.
Do you guarantee results?
No promises about money or hours saved. The commitment is a working system on your accounts, tuned to your rules for 14 days.
Is this medical, legal or financial advice?
No. The bots organize, draft and track. Decisions stay with you and your advisors.
Request a setup
What would you hand off first?
Every request is reviewed privately. If it’s a fit, you’ll get an invitation to confirm and pick a time.
Already confirmed?
Your invitation email has the payment and scheduling links.