AI is your new hire.
Here's the onboarding.

Org chart kit

Map your firm with the worksheet, then use Claude to turn it into an interactive org chart branded to your business. Prefer to sketch it visually first? Start with the Canva template. Click into any role to see the job description, who they report to, and whether the position is in-house, outsourced, or still needs to be hired.

See an example → A sample org chart for a fictional design firm, built in Claude with this kit.

• Fillable worksheet for your roles, goals, and brand
• Canva org chart template built for interior design firms (optional)
• Prompts to turn your chart into an interactive artifact
• Prompts to help fill in missing job descriptions

To update your chart later, go back to the same chat and tell Claude what changed.

Time tracking skill

Tell Claude how you bill, what you want to track, and what tools you already use. It’ll build the setup around the way you work, so tracking your time can be as simple as saying, “Two hours sourcing for the Miller project.”

Where are you stuck?

If you know you need help but you’re not totally sure what you should be handing off first, start here. It’s ten questions and takes about three minutes. Based on your answers, I’ll point you toward the area of your business that could use the most support right now, whether that’s project management, drafting, admin, strategy, marketing, or finance, and give you a next step and a resource to help you move forward.