Bridgital
Guides

An assistant who knows your clients. Built around the way you work.

I set up Claude for trusted advisors and business owners, so it handles their inbox, CRM and follow-ups like an assistant who already knows every client. Two sessions to live, and it costs less than hiring one.

Two working sessions, plus a presentation call. On the tools you already use.

Free. A Claude plugin for your inbox, meetings and follow-ups. Already know you want help?
Watch first: what this is, and who it's for.

What changed for clients.

The work we did together, and what they said afterward.

Client feedback

Two worksheets. One admin headache cleared.

A financial advisory principal needed to reconcile consulting fees against payments. He gave Claude the two worksheets to find what had been missed.

“I put the two worksheets in and it reconciled them. It knocked out that administrative nightmare very quickly.”

Financial advisory principalConsulting-fee reconciliation

Client feedback

A triple booking caught before the day ran away.

We set up a morning brief for a business development executive at a financial advisory firm. It flagged three commitments competing for the same time.

“It actually reminded me to untangle a triple booking.”

Financial advisory executiveMorning brief

Client feedback

Good introductions stopped getting buried.

An M&A advisor was losing track of introductions in a busy inbox. During our session, the email review brought those conversations back into view.

“With all the emails I get, sometimes I forget an introduction. This brings it back up.”

M&A advisor and business ownerEmail introductions

Client feedback

More able to do the work himself.

We worked on prospect follow-ups, proposals and a newsletter with a fractional sales leader. At our final session, he offered to be a reference.

“I feel empowered. I feel like I can do things. I’ll certainly be a reference for you.”

Fractional sales leaderFeedback at the end of the engagement

Recorded testimonial

From hunting for leads to working a qualified list.

Angela was searching LinkedIn by hand. We built a Claude setup that ranks prospects against her ideal-client criteria.

“I’m not manually searching. I’m already working through a list that’s prequalified based on my ideal-client criteria.”

Angela GerberThe Marketing Apothecary

Recorded testimonial

Internal work he expected to spend a week building.

We built a lead-scoring skill Ian could run inside his own business. This was his estimate of the work it would have taken him to build it himself.

“For me, it would probably take a week of work. Maybe less now that I’ve researched the topic, but that research took hours as well.”

Ian UriarteTimbergrove

Client feedback

Help without training another assistant.

An overworked private investor wanted help getting caught up on his own projects. He compared using the setup with teaching an assistant how he works.

“Using this to get me caught up certainly beats having an assistant, having to teach them everything I’m doing, and then having them leave.”

Private investorPersonal workflow and project organization

Client feedback

Less document checking. More things spotted.

An HR advisor needed to compare a client’s policies with new grant guidelines. We walked through a way to identify what needed changing.

“It saved a whole lot of time going through both documents and pointed out things I hadn’t thought of before.”

Fractional HR advisorPolicy and grant-guideline comparison

Recorded testimonial

Through the setup he had been stuck on.

CV wanted to use Claude in his business but was struggling with the workflow setup and privacy controls. We worked through those together.

“Setting up a Claude workflow environment with privacy controls was something I was struggling with. You guided me through that.”

CV RaoLotus TechPros

Client feedback

A clearer starting point each morning.

After our group demo, an owner running two businesses tried the morning-priorities technique. She reported this benefit before her paid workshop.

“The little trick you showed me has already helped. I go in in the morning and ask, ‘What are my priorities for the day?’”

Owner of two businessesEarly feedback after a group demo

Client feedback

Updating HubSpot without opening HubSpot.

An executive advisor used his Claude setup to update opportunities and add follow-up dates. He described what changed after trying it that day.

“It saves me time not having to log into HubSpot. If I’ve got an opportunity, I can say, ‘Put this in HubSpot with a follow-up date,’ and it’ll do it.”

Executive advisorCRM follow-ups

Quotes are lightly edited for length and clarity. Clients who recorded a testimonial are named. Others are identified by role.

Hired for judgment. Buried in admin.

Clients pay for the way you think. But look at last week. Follow-ups you chased. Meetings you moved. CRM fields you filled at 9pm. A proposal you formatted instead of wrote. Notes you never filed.

Two jobs. One pays. The other eats the week.

Teams have EOS. The advisory practice has nothing. You run real client work out of scattered tabs and willpower. You believe systems matter. You'd build one. But you got burned before. You won't build it twice.

InboxCalendarCRMNotesProposals

Five tools. Every single day. And nobody whose job it is.

Now / The pot You're a tree in a pot. The pot is you, plus 10 tools, plus the hours in the day. Your roots curl against the walls. You can only grow as big as the pot allows.

With Claude / Open ground Same tree, open ground. Growth didn't stop because you got worse. It stopped because the pot got full.

Start the day knowing what needs you.

Your meetings, pending follow-ups and client work, brought into one morning brief. We connect Claude to the tools you already use, then work through it together.

ClaudeMon 7:42 AM
Good morning. Three things need you today. ▸ Two follow-ups went quiet. Drafts are ready to send. ▸ One project has two open items. One is waiting on the client. ▸ Yesterday's call notes are filed. The proposal draft is ready. Ask me anything: your projects, your pipeline, today's plan.

An example brief. I set Claude up to send you one like this. Your tools. Your data. Your morning.

  • Set up on the tools you already use.Email, calendar, CRM, notes. Nothing to rip out.
  • One brief each morning.What's due. What's stuck. What's about to slip.
  • It knows where every project stands.Ask about any client. It pulls the status from your notes, tasks, and email.
  • A proposal drafted in minutes, not hours.From your notes and the way you write. You review. You send.
  • Answers about your practice, on demand.Your deals. Your pipeline. Your follow-ups. No CRM tab needed.

Five tools → one control center.

Handed over. Still running.

Two people. Two builds. What happened after I stepped away.

Ian Uriarte

Timbergrove · Industrial IoT · Houston

Ian was sitting on 25,000 contacts spread across HubSpot, Zoho and LinkedIn. Years of them. No way to look at that pile and tell who was worth a call.

We helped him build an internal business-process tool inside Claude. It pulls all three databases into one, scores the companies against his ideal customer, then ranks the actual humans inside those companies.

Then he took it and ran it in his own environment. He has done integrations for years, so he expected the usual pain.

“I thought it was gonna be more difficult. I was like, oh really? That's it?”

Ian estimated that writing the scoring logic himself could have taken a week. His estimate was about the time to build it, rather than a measured ongoing return.

You don't need an agency or a six month project. One build, handed over, and the owner runs it himself.

Angela Gerber

The Marketing Apothecary · Solo marketing consultant

Angela was hunting her own leads by hand. LinkedIn, one basic filter at a time. Slow, and it still wasn't reaching the people she actually wanted.

We helped her build a setup in Claude that pulls the full list, plus a skill that scores every name against her own client criteria.

The manual hunting stopped. She opens a list that's already qualified and just starts working it. Weeks later she still hasn't made a dent in it.

“It saved me lots of time, lots of manual work.”

You don't need to learn every AI tool that exists. You need one of them pointed at the exact spot in your week that's eating you.

Two sessions.
Then you run it.

Not a course. Not a prompt pack. Two working sessions with me, live on your real tools, and a clear picture of what to automate next.

  1. The walkthrough

    I show you how Claude actually works. Skills, connections, projects. How to run it at full power, not 20%.

  2. We build together

    We connect Claude to the tools you already use, then build one or two working skills that solve a real problem in your practice. You leave with them running.

Then I leave, and you keep:

  • Working skills, in your account. One or two, built on a real problem in your practice and running before we finish.
  • Claude, connected to your tools. Your email, calendar, CRM, and whatever else your practice runs on. Wired in, nothing replaced.
  • A clear view of what's possible. What Claude can take off your plate, and exactly how to keep using it to automate more of your work.
One flat price

$599

Everything listed, start to finish.

7-day money-back guarantee. If it's not worth it, every dollar back. I'm confident like that.

Start with 20 free minutes on your real week. We make sure it's a fit before you commit.

Who you're actually buying from.

I'm Mick. I run Bridgital, and I run it solo.

I spent years building systems that made other people's businesses run without them. For a long time I didn't have one of my own. I was the bottleneck in my own company, doing the exact thing I'm describing on this page.

So I built it. The morning brief, the follow-ups that write themselves, the proposal that starts from my own notes: that's the setup I run my own practice on. The workshop is me handing you that setup and showing you how it was built, on your tools instead of mine.

If it turns out not to be worth it, you get every dollar back and we part as friends. Either way you'll know more about Claude after 20 free minutes than most people learn in a year of using it.

Mick Rudskyi

Founder, Bridgital · mick@bridgital.io · I answer my own email.

Built for one kind of operator.

This works because it's narrow. Read both lists honestly before you book anything.

  • You're a fractional CFO, CMO or CHRO. Or a partner in an advisory firm.
  • You're doing $10,000 a month and up.
  • You're hired for judgment. But admin eats half your week.
  • You believe systems matter. You won't build one twice.
  • You want Claude working on your real data. Set up for how you work.

Skip it if this is you.

  • You want an enterprise rollout, with procurement and IT sign-off. This runs on your own accounts.
  • You want a magic button with zero effort.
  • You're not willing to change how your week runs.

FAQ

The questions I get on almost every call. Straight answers, so you can decide faster.

What happens to my client data?

You run Claude in your own account. Your data stays in your tools, and Claude only reads what you choose to connect. I never take copies of your client files.

Before anything connects, we walk through what Claude can see and what it can't. And if you'd rather build on dummy data during the sessions, we do that. You connect the real thing later, on your own.

Will this work with my tools?

If your practice runs on email, a calendar, and a CRM, yes. Claude connects to the common ones: Gmail, Outlook, Google Calendar, Notion, HubSpot, and more. Nothing gets ripped out or replaced.

On the fit call we go through your exact stack. If something in it won't connect, I tell you right there, before you pay anything.

How much work is this for me?

Two sessions, and you show up to both. That's the work. We build on your screen, together, so nothing lands on your plate to figure out alone at night.

After that, you know what to automate next, one small step at a time. You pick the pace.

What if I'm not technical?

There's no code in this. If you can write an email and you use Claude today, you can start here.

The walkthrough exists exactly for this. I show you the parts nobody showed you, on your own screen, at your pace.

What happens after the two sessions?

You keep everything. The skills we built, running in your own Claude account and connected to your tools, plus a clear picture of what to automate next. You run it yourself from there.

If you get stuck later, email me. And the 7-day money-back guarantee holds: if it wasn't worth it, every dollar back.

Something I didn't answer? Email me, or just bring it to the fit call.

Guides

How I set this work up, step by step, and where it stops working.

All guides

Get out of the pot.

You don't need 10 tools. You need one, set up right. That's the workshop. Two sessions, working skills, and Claude connected to the tools you already run.

Start with the free kit. If you want a hand setting it up, book a call after.

Already know you want help?
Free: the Executive Assistant KitA Claude plugin for your day.