Will ChartainAI setup and coaching

San Francisco and Zoom

Up and running with AI, and confident using it.

Private sessions for anyone who wants AI doing real work in their life: first timers, busy professionals, people running a business or a team. We set it up together on your own computer, around the things you actually do.

Twenty minutes, no prep needed. You leave the first full session with three things already working.

YouWe're taking my parents to Lisbon for five days in April, and they don't love long walks. Plan it around one museum a day, early dinners, and two nights we can do on our own.
ClaudeHere's a day by day plan with short subway hops and a cab option for each stop. Before I book anything in, two quick questions: which museums are must sees, and should dinners be walkable from the hotel?
Built in a first session

Who this is for

Anyone who'd rather learn it with someone next to them

Curious, and a little stuck

You opened ChatGPT a few times, got generic answers and stopped. That is almost always a setup problem, and it takes one session to fix. No tech background needed.

Busy professionals

You run your own calendar, inbox and paperwork. You want back the hours that go to email, documents and research, starting this week.

Owners and small teams

You run a business, an office or a crew, and you want everyone using AI the same careful way, on the tools you already pay for.

What we work on

Your work, your life, your voice

Every session runs on something you actually need. A few of the things people bring:

  • Writing that sounds like you. Emails, letters, posts and forms, drafted from examples you already have, so you edit instead of starting from a blank page.
  • Research you'd never have time for. A real question answered from dozens of sources, with links you can check, turned into a guide you keep.
  • Plans and logistics. Trips, moves, family schedules, a home project, a big purchase compared side by side.
  • Starting or running something. Website copy, a launch checklist, pricing, a plan for the first ninety days.
  • Inbox and meetings. Replies drafted for you to approve, notes turned into next steps, prep before a call.
  • Learning anything. One friend went from zero to an interactive guide on air dry clay in a single evening, then did the next one on leather painting by herself.

Packages

Pick the amount of help you want

Each package is a fixed price agreed before we start. Everything happens on your own accounts and devices, so you keep all of it.

One session · 2 hours

Setup Session

  • The right plan, with privacy settings turned on
  • The app on your computer and phone
  • Three things built on your real work before we finish
  • A one page cheat sheet, plus a short check in a week later

Best if you want a strong start and are happy to practice on your own.

Recommended

Four weeks · 5 sessions

Confidence Month

  • Everything in the Setup Session
  • Four weekly sessions, one habit each, on your own work
  • Text me between sessions when you get stuck
  • A saved library of the prompts that work for you

Best if you want AI to become part of your week, with someone checking in.

For small businesses and teams

Team Setup

  • A review of the tools and subscriptions your team already pays for
  • A clear plan for which tools may touch confidential client information
  • A short AI use policy your team can actually follow
  • A training session for everyone, plus a Setup Session for the owner

Best for a business of up to ten people that wants everyone on the same page.

Small group workshop

Two hours for three to ten people, in a living room or over Zoom. Everyone leaves with their own setup working. Good for friends, family, a book club or a small team.

Office hours

A standing monthly session after any package, for new questions, new tools and the next thing you want to build.

Prices come out on the intro call, once we know what you need. No hourly meter and no surprise invoices.

Privacy

Your information, handled carefully

The first thing we do is turn off the setting that lets your chats train future AI models. Then you learn what's safe to share, what isn't, and where to check.

This is practical setup and coaching. It isn't legal or compliance advice, and any policy we draft is written for your own advisor to review.

Everyday use

Letters, plans, research, marketing and your inbox go in a general assistant with training turned off and your own sensible limits on what goes in.

Confidential work

If your work involves client files, contracts or anything regulated, we decide up front which tools it may go in and which it never does, based on each provider's own terms. You leave with that written down.

I never need your private details

Every exercise works with made up examples or your own everyday material. Passwords and payment details are always typed by you, never by me.

How it works

Four steps, and you own everything at the end

  1. Intro call

    Twenty minutes, free. What you'd like help with, what you use today, and whether I'm the right fit.

  2. Setup on your real work

    In person or over Zoom, on your own computer. We pick the right plan and build your first workflows together.

  3. Practice with backup

    You use it during your week. I check in, answer questions and fix what gets in the way.

  4. Yours to keep

    Accounts in your name, settings you understand and a cheat sheet in plain language. Nothing ties you to me.

About

Hi, I'm Will

I use AI for most of my working day, and I host a weekly session where friends bring what they're building and leave with it working. I package the setups that work best, so the next person starts from a finished version instead of a blank screen. This practice grew out of those nights.

Before that I spent a decade in contract technology, most recently as the first GTM operations hire at LegalOn, an AI company for legal teams. Selling to lawyers teaches you to take privacy seriously, and teaching it to friends taught me to explain it plainly.

  • Based in San Francisco
  • In person around the Bay Area
  • Zoom anywhere in the US
  • Mac and Windows

Questions

Before you book

Do I need to be good with computers?

No. Most people I work with aren't. We go at your pace on your own computer, and you get a plain language cheat sheet so you don't have to remember everything.

Which AI do you teach?

Mostly Claude, which I use every day. ChatGPT and Gemini are fine too. If you already pay for Microsoft 365 or Google Workspace, we start with what you have before you buy anything new.

Will my information be used to train AI?

Not after setup. Turning that setting off is one of the first things we do, and I'll show you where it lives so you can check it yourself.

Can my whole team do this?

Yes. Team Setup covers a business of up to ten people: one set of tools, one short policy and a training session for everyone.

What does it cost?

Every package is a fixed price, agreed in writing before we start. I'll give you the number on the intro call once I know what you need. The AI subscription itself is separate and in your name, usually around $20 a month.

In person or Zoom?

Either. In person around San Francisco, and Zoom anywhere in the US. Zoom works well because we share your screen and you do the clicking.

Can we do it as a group?

Yes. The small group workshop is two hours for three to ten people, and everyone leaves with their own setup. Friends and family groups are some of the best sessions.

What happens after?

You keep everything: accounts, settings, saved prompts and the cheat sheet. If you want ongoing help, monthly office hours are there. If not, you're set.

Get started

Book a free intro call

Tell me a little about you and what you'd like help with. I'll reply within two business days with a few times to talk.

Prefer email? billychartain@gmail.com

Keep it general. Please leave out passwords, account numbers and anything confidential about your clients.
In person or Zoom?