Design Your Own

AI Assistant

This course is designed for people who already use AI and are ready to take it further. You don’t need a technical background. I’ll explain complex concepts in plain language and help you apply them to your own work.

You can fully participate in Design Your Own AI Assistant without attending any of the live sessions. Work through the lesson materials, recordings, and transcripts at your own pace as they become available during your cohort.

Joining live gives you opportunities to ask questions, get feedback, and learn alongside others, and I encourage you to come when you can. If your schedule doesn’t allow it, you’ll still have access to the course community and your three 30-minute one-on-one sessions with me or one of my lab assistants to help you move your project forward.

Your course environment, community, and selected preliminary reading materials open on November 18, 2026. If you enroll later, you’ll receive the available orientation access after your enrollment is confirmed. This is time to get settled and meet your peers. The full course library is not available at that point; lessons and resources are released progressively during the course, generally week by week.

You’ll have access to the course materials, recordings, and transcripts through February 5, 2028, one year after your cohort’s final scheduled live session. You can also download recordings and transcripts for continued personal learning, subject to the course license and full-refund terms.

Each week includes a 90-minute live teaching session and a 90-minute open design lab. The labs are optional and encouraged. They give you time to apply what you’re learning with guidance and support.

I recommend setting aside 2–4 hours each week outside the live sessions to develop your project. The time you need will depend on what you choose to build and the experience you bring. You’re welcome to spend more time exploring ideas and taking your project further.

You’ll still use ChatGPT or Claude, but with an added layer of intelligence shaped around you and your work. The AI Assistant Toolkit gives you a prebuilt foundation for designing how your chosen AI tool works with you, bringing your knowledge, methods, voice, and projects into an organized workspace.

You’ll learn to create repeatable workflows and give your AI assistant guidance about where to find relevant information, when to ask for your input, and what to save for next time. That means less re-explaining and more time building on your ideas, decisions, and work. You’ll also learn how to adapt that foundation as your needs change.

You'll be encouraged to choose a project you’re excited to move forward. Perhaps it’s a workshop you’ve been imagining, a newsletter you’d love to launch, a coaching program taking shape, or a way to organize the knowledge you draw on in your practice.

You’ll have a selection of project options to spark ideas, or you can propose your own. Together, we’ll choose a manageable first step so you can put what you’re learning to work and create something useful to test during the course.

You’ll work toward a personalized AI assistant grounded in your knowledge and way of working. We’ll help you make a clear plan, begin building your project, and test a useful first result.

How far you take it will depend on your project’s scope, the time you invest, and what you discover along the way. You don’t need a finished project to make meaningful progress. The aim is to develop the skills and confidence to keep improving your work after the course ends.

Bring your questions and work in progress to the open design labs. Show us what you’re trying to do and where you’re getting stuck. You’ll receive guidance and feedback to help you work through the challenge, and you can learn from what others are discovering too.

You’ll also have three 30-minute one-on-one sessions with me or one of my lab assistants, focused on you and your project. Use that time to work through a technical problem, explore an idea, simplify your approach, or get a fresh perspective on your next steps.

Book and use your sessions by March 7, 2027. Give at least 24 hours’ notice to cancel or reschedule without using a session. A missed session or later cancellation normally counts as used, with flexibility for illness or unexpected circumstances. If we cancel, we’ll offer a replacement and extend the booking window where needed. Support covers a manageable course project; it does not include unlimited private help or a custom build-for-you service.

The course uses ChatGPT Work in the ChatGPT desktop app, connected to a local project folder, or the Claude desktop app with local-file capabilities. You’ll choose one to use throughout the course, so you don’t need subscriptions to both. The Toolkit uses widely supported file formats and standard conventions. I’ll announce additional compatible tools as they’ve been tested and confirmed to work with it.

Your AI subscription is separate from the course tuition. ChatGPT Plus and Claude Pro currently cost $20 USD per month when billed monthly. That may be sufficient for lighter use.

For more intensive project work, I recommend budgeting for a $100 USD monthly subscription for one or two months. ChatGPT Pro and Claude Max both offer plans at that price. The additional capacity gives you more room to build, test, and refine your work with fewer interruptions from usage limits. You can adjust your monthly subscription as you discover what you need.

You’ll be putting that capacity toward projects, materials, and reusable workflows that can support your work long after the course ends.

Subscription prices and usage limits may change. Check the provider’s current pricing before subscribing.

You’ll need a compatible Mac or Windows laptop or desktop computer with a reliable internet connection. Install the Zoom desktop app for our live sessions and either the ChatGPT desktop app with ChatGPT Work or the Claude desktop app with local-file capabilities for the course activities. You need only one of the two AI apps. Your chosen app and account must support reading and editing files directly in a local folder on your computer. You will grant it access to the folder containing your Toolkit and the materials you choose to use. If you use a work-managed computer or account, confirm that your organization permits the required app installation and folder access. You cannot complete the course using ChatGPT or Claude only in a web browser.

You’ll use your computer during the hands-on activities to work with your project files, follow demonstrations, and put what you’re learning into practice. Bring a microphone for clear audio and an easier, more comfortable experience during our live online sessions.

You choose which files your AI assistant can access and what you share with the group. Your course project will focus on your own business materials. You may apply what you learn and use your original work in paid client projects, while respecting the AI Assistant Toolkit license.

Working with confidential client information or using AI in regulated or high-stakes services requires additional safeguards and expertise beyond this course. Please use fictional or sanitized examples in group activities and support requests.

Your AI provider may process information in the cloud, even when your files are stored on your computer. How that information is handled depends on the tool and its settings.

You’ll learn safer ways to work with your files: choosing a dedicated folder for your AI Assistant Toolkit and project materials, limiting the AI tool’s access through its permission settings, and reviewing changes before relying on them. You do not need to give it access to all your files. We’ll also cover how to authorize additional project folders and understand what information your AI provider processes in the cloud.

Start thinking about a project you’d be excited to develop. Gather a few materials that could support it, such as examples of your writing, workshop notes, descriptions of your methods, or information about your brand.

You don’t need to have everything organized or your entire project mapped out. We’ll work on that together. Use materials you have permission to work with, and leave confidential client information out of anything you share with the group.

You can keep developing your personalized AI assistant after the course. Your original work remains yours, and your continuing AI Assistant Toolkit license lets you keep using its components in your own business. You can build on your project files and workflows as new ideas take shape. Our templates and teaching materials remain protected and cannot be redistributed without permission.

You’ll also have access to the lesson materials, recordings, and transcripts for one year from your cohort’s final scheduled live session. Return to a lesson when you need it, revisit a demonstration, and download recordings and transcripts to keep beyond that period.

Your course community membership continues with no scheduled expiration, so you can stay connected and keep sharing discoveries after your materials-access period ends. This does not include ongoing live teaching or private support.

A full refund is the exception: course access, course community membership, and the license to use the AI Assistant Toolkit and course materials end. You must stop using those resources and delete downloaded copies, but you retain your own original work. Independently held memberships and separately purchased licenses are unaffected.

Yes. You’ll receive a certificate of completion when you complete the core learning activities and submit one project for review. You may watch session recordings instead of attending live, and your project need not be finished or polished. I’ll explain the activities and submission process during the course.

I’m also exploring whether the course can count toward ICF credential renewal through Resource Development credits. The course is not currently ICF-accredited, and continuing education credits are not yet confirmed. I’ll notify participants as soon as I have more information.

Yes. During Super Earlybird enrollment, you can choose:

• General tuition: Three monthly payments of $595 USD ($1,785 total), or $1,700 USD paid in full.
• AI Coaching Intensive alumni: Three monthly payments of $525 USD ($1,575 total), or $1,500 USD paid in full.

Use the Get in Touch form at the bottom of the website, and I’ll help you arrange your payment plan. You’ll receive the payment schedule before enrolling. Your place is secured when your first payment succeeds and you receive your enrollment confirmation, subject to availability. The plan is a fixed tuition commitment, not a cancel-anytime subscription; the course refund and cancellation provisions still apply.

Have you attended the AI Coaching Intensive? Check your inbox for your alumni invitation and discount code, or use the Get in Touch form at the bottom of the website to request yours. If you’d prefer monthly payments, mention that when you get in touch.

Both payment plans include the full course experience and the same money-back guarantee.

To secure Super Earlybird tuition, contact me through the Get in Touch form at the bottom of the website by October 28, 2026, at 11:59 p.m. Pacific, then make your first payment within 48 hours of receiving your payment instructions. The Super Earlybird price is held during that 48-hour period. Your place is secured when your first payment succeeds and you receive your enrollment confirmation, subject to availability. Contacting me alone does not reserve a place.

Sometimes life interrupts even our best plans. If unexpected personal or work circumstances prevent you from continuing, you may return and take the course again once with a later cohort at no additional tuition cost. Choose a cohort beginning within 12 months after your original course ends, by February 5, 2028 for this cohort.

Contact me when you need to pause, and we’ll make a plan for your return. Places are available on a first-come, first-served basis, just as they are for new participants. If we can’t offer you a place within the 12-month period, you can join the next available cohort.

Your return includes the full course experience and three fresh 30-minute individual sessions, even if you used some or all of your original sessions. Unused original sessions do not add to those three. You’ll receive materials access for one year after the returning cohort’s final scheduled live session, and its session-booking and cancellation rules apply. Your original materials remain available through their original expiry in the meantime.

Your original unpaid tuition remains due. This benefit is for you, may be used once, and does not automatically restart the original refund guarantee. We’ll confirm your return dates and access in writing.

You may cancel for any reason from purchase through December 23, 2026, at 11:59 p.m. Pacific. Use the Get in Touch form at the bottom of the website to request your refund. There’s no need to explain your decision, attend a minimum number of sessions, or complete coursework.

I’ll refund all course payments you’ve made, including any installment-price premium already paid, and cancel the remaining installments. There are no deductions for processing fees, materials, community access, or sessions already provided. I’ll issue the refund to your original payment method within 14 calendar days of your request. Your payment provider may take additional time to display it.

See the General Terms and course schedule linked above for the full conditions, including what happens to access after a refund. Your applicable statutory rights remain unaffected.

Yes. The course requires at least six participants, with a maximum of 20. By November 17, 2026, I’ll confirm whether it will proceed. If I cancel because the minimum is not met, or substantially postpone the start, you may choose a full refund with remaining installments canceled or a transfer to an available later cohort. A transfer is always your choice.

Wondering whether this course is right for you, or which of your ideas would make a good project? Tell me a little about your experience and what you have in mind. I’ll help you decide whether it’s a good fit.

Use the Get in Touch form at the bottom of the website.