A working lunch for business owners · New Braunfels, Texas

Hand off the
right work.
Keep the judgment.

Two hours, one table, twelve owners. You leave knowing the two or three places an AI agent would genuinely change your week — and the places it would quietly cost you money, time, or a client.

Twelve seats, first come. Registration opens shortly — joining the list holds your place in line, takes no payment, and commits you to nothing.

A business owner sitting unhurried at an oak desk in a warm office, reviewing work on a laptop with a printed page and pen beside it. Two business owners at the corner of a long table in a warm private room, talking through something on a laptop between them. A business owner standing in late afternoon light by a window, reading a single printed page with quiet satisfaction.
Scoped properly, this is the job: reading what came back, not typing it yourself.
Next class
Then every second Wednesday
Time
12:00 – 2:00Lunch included, not a seminar
Room
12 seatsOne table, no back row
Cost
$125Credited to any engagement

Why now

The hard part was never
the software.
It’s knowing what
to trust it with.

You are not short on AI tools. You are short on a way to decide. The demos all work. What arrives six weeks later is an assistant nobody checks, wired into systems nobody scoped, doing work nobody can audit.

  1. The agent that emailed the wrong client.

    It ran correctly for six weeks. Then it ran correctly on the wrong record, and a person had to make the apology.

  2. The workflow that broke in silence.

    A vendor moved a button. Nothing errored, nothing alerted, nothing ran. The gap only showed up in the numbers.

  3. The access that was never scoped.

    Setup took an afternoon because it was handed the keys to everything. The blast radius outlives the convenience.

  4. The agent nobody noticed had stopped.

    A month of follow-ups that were never sent, to leads who assumed you were not interested.

  5. The agent nobody ever trusted.

    Built in a weekend, checked twice a day ever since. That is not leverage. That is a second job.

None of these are software failures.
Every one is a scoping decision made too early.

What you leave with

You leave with decisions,
not inspiration.

A map of your own week

Your recurring work, sorted on paper into three columns: what an agent could carry now, what still needs your judgment, and what should never be touched at all.

A clear-eyed read on what’s real

What agents genuinely do well at your size today, with examples from businesses like yours — and the exact point where the impressive demos quietly stop working.

The five questions to ask first

What to ask any vendor — us included — before you spend a dollar or a weekend. Enough to tell a careful build from an expensive gamble.

You take the paper home: the Map Your Week worksheet, the Doing It Right checklist, and the five questions card. Nothing else. It should stay short enough to actually get referred to.

One real job, start to finish

Watch an agent
work a Friday.

Not a chatbot answering a question. This is a scoped follow-up agent at a six-person roofing company, running its weekly job — every step it takes, everything it refuses to touch, and the exact moment it hands the work back to a person.

Friday, 4:00 pm Wakes up on a schedule
  • L‑01Roof inspection after the April hailWaiting
  • L‑02Gutter replacement quoteWaiting
  • L‑03Storm damage, insurance pendingWaiting
  • L‑04Second opinion on a leakWaiting
  • L‑05Re-roof, asked about financingWaiting
  • L‑06Skylight, no phone number givenWaiting

It runs on a timer at 4:00 pm every Friday. It cannot decide to run itself, and it cannot run early.

Blank cream index cards in two groups on linen: one squared-up tabbed stack, one loose fan set aside.

The power is in the second column.

Any tool can write seventeen emails. What makes this one safe to leave running is everything it was never given: no send permission, no ability to edit a record, no guessing when two leads share a phone number.

Scoping that second column is the work. It is most of what the two hours are about, and it is the part almost nobody does before they wire something into their business.

Register interest

The session

Two hours.
One table.

Twelve owners, name cards with business names, and a whiteboard that fills up with your actual work. The instructor sits with the group, not in front of it.

Planned venue
VIP room, Cowboys & Cadillacs
New Braunfels, Texas
Seating
One long table, or two of six
Lunch
Served during the working segment
Register interest
  1. 0:00

    Why you’re here

    Everyone names their business and the one task they would hand off tomorrow. It goes on the whiteboard, and that list becomes the spine of the whole session.

  2. 0:10

    What an agent actually is

    Chatbots answer. Agents act. Instructions, access, and memory in plain language — then a live build on something someone in the room just said. Deliberately unglamorous.

  3. 0:30

    Where they pay off

    Four categories, one concrete example each, sized for a business with one to twenty people. Then we sort the room’s whiteboard list into them, live.

  4. 0:45

    Working lunch — Map Your Week

    Food arrives. Fifteen minutes alone with the worksheet, then a go-round: you read your top item out loud and get a straight answer about it. This is the part people come back for.

  5. 1:15

    How this goes wrong

    Five failure modes, each tied to something actually said at the table. Then the checklist that prevents them: scoping, access boundaries, testing, monitoring, and a plan for the day it breaks.

  6. 1:35

    Your first agent, done right

    Narrow scope, low risk, visible payoff, thirty days to earn trust. Everyone circles one item and says their first project out loud, which is how it stops being theoretical.

  7. 1:50

    What happens next

    A recap, and one offer: a free thirty-minute audit built from your own worksheet, if you want it. Then twenty minutes of the instructor staying put for the questions people ask privately.

A private dining room set for a small working lunch: one long oak table, twelve chairs, folded place cards, printed booklets and a flip chart.

When & where

Second Wednesday.
Every month.

The first session is Wednesday, October 14. After that it runs on the second Wednesday of the month — same room, same table, twelve seats each time.

  1. First session

    Wednesday, 12:00 – 2:00 pm

    Taking names
  2. Second session

    Wednesday, 12:00 – 2:00 pm

    Planned
  3. Third session

    Wednesday, 12:00 – 2:00 pm

    Planned
  4. Fourth session

    Wednesday, 12:00 – 2:00 pm

    Planned

Who it’s for

A small room.
Deliberately.

Twelve seats means every person gets individual attention and the demo runs on someone’s real problem. It also means the wrong twelve people would waste the room. So — plainly:

Take a seat if you

  • Own or run the business, and can act on what you decide
  • Have recurring work that eats hours and doesn’t really need you
  • Have heard enough about AI to be interested, and enough to be wary
  • Would rather get the first one right than get it fast
  • Are comfortable saying your actual problem out loud at a table of peers

Give your seat away if you

  • Want to learn to build agents yourself — this is judgment, not a how-to
  • Are looking for a product demo or a vendor pitch
  • Need regulated-industry or enterprise compliance architecture
  • Already run agents in production and want tuning advice
  • Want someone to tell you AI will replace your staff. It won’t, and we won’t

Who’s running it

Practical judgment,
not AI theatre.

Robert builds careful, useful systems for real work — the unglamorous kind that still has to be running correctly in month six, when nobody is watching it any more.

This class is a compressed version of how he scopes an actual project: what the thing is for, what it is allowed to touch, and how you would know if it broke. Same questions, two hours instead of two weeks.

He also sells the thing being taught, so it is worth saying the quiet part out loud: the session is built to be useful whether or not you ever hire anyone. You leave with the worksheet, the checklist and the questions — including the ones that would let you say no to him.

Practical details

Everything else,
plainly.

What it is
A two-hour working lunch, not a seminar or a webinar
Where
VIP room, Cowboys & Cadillacs, New Braunfels, TX
Seats
Twelve, capped
Cost
$125, credited in full toward any engagement
Food
Lunch included, served mid-session
Next date
, 12:00 – 2:00 pm
Bring
One recurring task, and who owns it today
Cadence
Second Wednesday of every month

Questions people actually ask

Is this a booking or a payment?

An interest list, for now. The date is set — Wednesday, October 14 — but online payment is not open yet, so nothing is charged and no seat is formally held. Joining the list puts you in order of arrival, and we confirm your seat directly before the room fills.

What is the $125 actually for?

It covers lunch and it does filtering work. A free class fills with people who are curious but not deciding, which ruins the go-round for everyone who is. The fee is credited in full against any work you later do with us, so if you hire us it costs you nothing.

Do I need to be technical?

No, and it is not an advantage. The session is about deciding what work should be handed off and what it costs you to get that wrong. There is no code, no setup, and no jargon that goes unexplained.

Will we build an agent at the table?

There is one short live build, on a task somebody in the room names, so you can see what the work actually looks like. You will not leave with a running system, and that is deliberate — an agent built in two hours in front of an audience is exactly the kind nobody ends up trusting.

Will an agent send anything on my behalf?

Not in the class, and not in the demo on this page. We start at drafts, boundaries and explicit human approval. Anything that can act without a person signing off is a later decision, made on purpose.

What should I bring, and what should I leave at home?

Bring one recurring task and a rough sense of who handles it today. Leave confidential customer data at home — we work from examples and shapes, never from your records.

Is this a sales pitch?

There is one offer, it takes about ninety seconds, and it comes in the last ten minutes: a free thirty-minute audit if you want one. The other hundred and ten minutes are the class.

My business is tiny. Is it still worth it?

That is the target. Every example is sized for one to twenty people. Small businesses tend to get more out of a first agent than large ones, because the recurring work is concentrated in fewer hands — usually yours.

Register interest

Twelve seats.
Tell us about yours.

Four questions is enough to get you on the list for . The optional ones let the instructor walk in with an example that is already about your business — that is the whole reason intake gets read beforehand.

  • No payment taken today
  • No sales call unless you ask for one
  • Stored locally, deleted on request
Add context — all optional, and it’s what gets you a tailored example

Please don’t include customer names, secrets, or medical detail.

You’ll receive an immediate email confirmation with the date, place, and what happens next.

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