Chief of Staff
Leadership
Morning briefing, inbox sorting, and keeping every department on track.
Runs every weekday, 7:45 AMAI consulting for growing service firms and project teams
Get the work out of your head and into a system that keeps moving.
I help growing service firms and project teams find where AI actually fits, build it around the tools you already use, and make sure your people use it. Nothing goes out without your OK.
About 3 minutes. Or book a free 15-minute Fit Call.
- LinkedIn Learning Instructor
- PMP
- 16+ years in project delivery
- Spoke at PMI Los Angeles
The problem
Does this sound like you?
Your best people are doing data entry.
Copying, formatting, and scheduling crowd out the work only they can do.
Leads wait on whoever's free.
Follow-up waits, handoffs lack an owner, and clients notice the gaps.
Some people use AI. Nobody can say what it's done.
There's no shared approach, clear owner, or result to point to.
Everything runs through you.
Leads and priorities live in your inbox. Work waits until you push it.
If two of these sound familiar, the Free AI Check will show you where to start.
It started with my own meeting notes.
In January 2025, I started using AI for the repetitive parts of my project work: meeting notes, status reports, and risk logs.
So I kept going. Today I run my business with an AI team that saves me about 8 hours a week, and nothing goes out without my OK.
After 16+ years in project delivery, I know a new tool only helps if someone owns it, people know how to use it, and you can tell whether it's working. That's what I help you build.
How I run my own business
I run my business with an AI team. I'll help you build yours.
Each AI employee has one job, works from the same business brain, and checks with me before anything goes out.
Chat
You use AI
You open it, re-explain your business, and copy and paste the answer. Every time.
Train
You teach AI
It knows your offers, voice, and rules, and follows written instructions. Better, but you still have to start it.
Delegate
You lead an AI team
Each AI employee has a job, a schedule, and a place to put its work. It runs without you and checks with you before anything goes out.
Stop chatting with AI. Start delegating to it.
Watch my AI team work
Shared business brain
My offers, voice, clients, and rules. Everyone reads this first.
Google Drive
Notion
Company files
Gmail
Calendar
Meeting notes
Chief of Staff
Keeps everyone on track.
Sales
- Lead Finder
- Follow-up Assistant
- Proposal Writer
Marketing
- Content Team
- Visibility Analyst
In training
- Strategy Advisor
- Finance Assistant
- Project Coordinator
Command Center
All the work lands here.
Anna
I review and approve.
It goes out
Sent, posted, or published.
Meet the whole team
Lead Finder
Sales
A weekly list of people who need what I offer, and why.
Runs every MondayFollow-up Assistant
Sales
Drafts replies so no lead or client goes quiet.
Runs Tue and ThuProposal Writer
Sales
Turns a call into a proposal draft for my review.
After every fit callContent Team
Marketing
Drafts my newsletters, show scripts, and social posts.
Runs weeklyVisibility Analyst
Marketing
Checks how my websites show up in Google and AI search.
Runs monthlyStrategy Advisor
Leadership
Weekly review of goals, numbers, and decisions.
In trainingFinance Assistant
Finance
Monthly revenue by offer, and what's booked ahead.
In trainingProject Coordinator
Delivery
Client onboarding checklists, project plans, and weekly status updates.
In trainingNone of them send, pay, or publish without my OK.
What could your AI team look like?
Here's an example for a small service business. Yours is built around where your week actually goes.
You (Owner)
Your business brain: your services, prices, voice, and rules.
Sales
Lead Finder: A weekly list of people who need what you offer, and why.
Follow-up Assistant: Makes sure no lead or client goes quiet.
Operations
Front Desk Assistant: Sorts your inbox and drafts replies for you to approve.
Operations Helper: Turns how you work into checklists, SOPs, and simple reports.
Your dashboard
One place to see what your AI team found, what's waiting on you, and what's next.
In a free 15-minute fit call, we'll look at where your week goes and pick the first AI team member worth building.
How it works
Three clear steps
You choose how far to go. Every step ends with a decision, not a commitment to the next one.
- 01
Start with the free check or a 15-minute call.
See where AI could help your business and whether we're a good fit.
- 02
Get a clear plan, or start with one quick win.
A prioritized plan built around your goals and current tools, or one working AI assistant in your business now.
- 03
Build it, get it used, and measure it.
I help put the approved changes in place, support your team as they adopt them, and check the results against where you started. Optional and scoped separately.
Start where you are
Every option ends with something useful. Pick the one that matches where your business is today.
- Plan
AI Operations & Delivery Assessment
Best if you want a plan before you build
A focused look at how work moves through your business, ending in a plan for where AI fits and where it doesn't.
- 45‑minute discovery conversation
- A tailored report with your top opportunities
- 30‑minute review to walk through next steps
See what's included
A focused look at how work moves through your business, ending in a plan for where AI fits and where it doesn't.
- 45‑minute discovery conversation
- A tailored report with your top opportunities
- 30‑minute review to walk through next steps
- Full build
AI Command Center
Best if you're ready for your own AI team
Your AI team, built around how you work, plus one dashboard showing what they found, what's waiting on you, and what's next.
- Two to three connected workflows
- A simple dashboard for leads, follow-ups, and priorities
- Training and support so it keeps working as you grow
See what's included
Your AI team, built around how you work, plus one dashboard showing what they found, what's waiting on you, and what's next.
- Two to three connected workflows
- A simple dashboard for leads, follow-ups, and priorities
- Training and support so it keeps working as you grow
- Start small
AI Quick Win
Best if one problem is costing you the most right now
One working AI assistant set up in your business, aimed at the thing that eats the most of your week.
- Choose one: inbox sorting, a weekly lead list, or a morning priorities brief
- Set up around the tools you already use
- A walkthrough so you're comfortable using it
See what's included
One working AI assistant set up in your business, aimed at the thing that eats the most of your week.
- Choose one: inbox sorting, a weekly lead list, or a morning priorities brief
- Set up around the tools you already use
- A walkthrough so you're comfortable using it
- Free
Free AI Check
Best if you're curious but not sure where AI fits
Answer a few quick questions and see where AI could help. No AI experience needed.
- Takes about 3 minutes
- Get suggested areas to explore right away
- Get a copy of your results if you want one
See what's included
Answer a few quick questions and see where AI could help. No AI experience needed.
- Takes about 3 minutes
- Get suggested areas to explore right away
- Get a copy of your results if you want one
What does it cost?
It depends on which option you choose and how many tools we connect. You'll get a clear price on your free Fit Call, before you commit to anything. You'll never be pushed into the next step.
Free AI Check
The AI Check: Which AI stage are you in?
Answer 10 quick questions and find out what's keeping AI from giving you your hours back, plus your next 3 moves.
About 3 minutes
Paid engagement
AI Operations & Delivery Assessment
A focused look at how work moves through your business. You'll leave with a plan you can act on: what to change now, what can wait, and how you'll know it's working.
- A 45-minute discovery conversation.
- A tailored report with prioritized opportunities.
- Which changes are worth it now and which can wait.
- Recommended tools or process improvements.
- Estimated benefits with assumptions identified.
- A simple starting plan and how we'll know it's working.
- A 30-minute review call.
Implementation and ongoing support are separately scoped and optional.
What your assessment could look like
Example of what you'd receiveOpportunity
Slow inquiry follow-up.
Possible improvement
Draft replies for human review and track follow-up.
How we would measure
Response time and missed follow-ups.
Opportunity
Inconsistent project handoffs.
Possible improvement
A structured handoff checklist and reviewed summary.
How we would measure
Missing information and clarification requests.
Opportunity
Repeated searches for internal information.
Possible improvement
An organized knowledge resource with source references.
How we would measure
Search time and answer accuracy.
Your recommendations would be based on your own discovery findings, systems and constraints.
More support
Other ways I can help
Ongoing AI Support
Monthly help to keep your AI tools working.
Tool Setup & Automations
Set up and test the tools your team needs.
Custom Workflows & AI Skills
Workflows and AI skills built around your team.
AI Workflow Lab
Want to go deeper and learn in a class?
Join the wait list here.
A 6-week live program where you build AI assistants around the tools you already use, with you approving what goes out. You leave with real, working workflows, not just notes.
- 1Week 1: Map your work
- 2Week 2: Build your business brain and skills
- 3Week 3: Your first AI assistant, end to end with your workforce
- 4Week 4: Connect AI to your tools
- 5Week 5: Your AI command center
- 6Week 6: Make it stick and prove it
See the six-week program
- Week 1: Map your work
- Week 2: Build your business brain and skills
- Week 3: Your first AI assistant, end to end with your workforce
- Week 4: Connect AI to your tools
- Week 5: Your AI command center
- Week 6: Make it stick and prove it
From the basics to your own AI workforce. Learn AI end to end: start with the fundamentals, then build AI employees and agents that support you and your business, and much more.
Save your spot for the next class
Speaking and team training
Bring this to your team or event.
I teach practical AI and project delivery through talks, hands-on workshops, and team training. People leave knowing where AI fits in their real work and how to use it well.
- Talks and keynotes
- Hands-on workshops
- Team training
Recent talk: PMI Los Angeles, on using AI in day-to-day project work.
Talk to me about your event or team
From my live sessions
“I got two opportunities!”
“This has blown my mind!”
About
Hi, I'm Anna.
I've spent 16+ years helping organizations deliver projects across technology, government, insurance, and financial services. The lesson that carries straight over to AI: a new tool only helps if someone owns it, people know how to use it, and you can tell whether it's working.
That's how I work with you. I keep the language plain, start from the work you already do, and make sure someone owns each change.
I also run my own business with an AI team, so what I build for you is the same kind of system I rely on every week.
I'm a PMP and a LinkedIn Learning instructor, based in Minneapolis. I work with clients across the Twin Cities in person, and anywhere remotely.
FAQ
Questions people ask first
What does it cost?
It depends on which option you choose and how many tools we connect. The free check and Fit Call cost nothing. On the Fit Call, I'll give you a clear price for whatever we discuss, and you decide from there.
Do I need technical or AI experience?
No. We start with your business priorities and how your team works today. Your input makes sure the solution fits your people and that they know how to use it.
Will we need to replace our current software?
Not usually. I start with the tools you already have. Sometimes the answer is using a feature you're already paying for, connecting two systems, or adding one tool where it clearly earns its place.
How will we know it's working?
We agree on where you're starting, what you're aiming for, and how long we'll test it. Depending on the problem, we might track time spent, response speed, errors, consistency, or how many people are using it. Benefits stay estimates until we've tested them.
What's the difference between the free check, the Fit Call, and the Assessment?
The free check suggests areas worth exploring. The Fit Call is a 15-minute conversation to see if we're a good match. The paid Assessment is the deep look: a 45-minute discovery conversation, a tailored report with prioritized recommendations, and a 30-minute review call.
Can you help implement the recommendations?
Yes. Setup, team training, and ongoing support are scoped separately. You can also implement them yourself or with your own team.
Is this only for project managers?
No. I work with service business owners, operations leaders, and project teams. My project background is what keeps the work organized and owned after setup.
Do you work with businesses in Minneapolis and St. Paul?
Yes. I'm based in Minneapolis and can meet in person for the assessment kickoff and review. Everything else works well remotely, and I work with clients outside Minnesota too.
Contact
Ready to get some work off your plate?
Take the free check, or book a 15-minute call. Happy to answer questions first, too: hello@annalanderson.com
Or email hello@annalanderson.com