Learn to Set Up an AI That Never Sees the Internet, On Your Own Files
The Private Vault™ Challenge Training is for anyone who holds confidential client information, and anyone who's simply concerned about uploading their own information, or anyone else's, to a cloud-based AI. Not because AI can't help. Because uploading it felt wrong.
Three days. Two hours a day. Live on Zoom. The Replay is Yours.
Where Do You Draw the Line on Client Work?
You already use AI for your marketing. Where do you draw the line on what goes into it for client work?
If you're a coach, therapist, biller, bookkeeper, attorney, or HR consultant, that line probably sits right at the client file. Not because you don't trust AI. Because you've never had a version of it that didn't mean uploading someone else's information to a server you don't control.
This training shows you how to change that.
Your files never leave your computer. Not because we promise it, because of how it's built.
Secure Your Spot, $97Three Days, Two Hours a Day, Live
We show you how to set up an AI that runs on your own computer.
Not in a browser. Not on somebody's server. On the machine in front of you, working with documents you add to it yourself, with nothing sent to an outside server.
One download. One installer. No code. We do the setup together, live, while you watch, and a full hour is set aside for helping people get running, with two people in the chat answering questions.
From Download to Learning the System
One Download, One Installer
No code. Nothing to configure on your own beforehand.
We Set It Up Together, Live
You watch it happen on your own machine, step by step.
Upload Your Documents
Your own files become searchable, privately, on your computer.
A Full Hour Set Aside for Help
Two people in the chat, answering questions as you go.
Who Walks Into This Training
You Hold Confidential Client Information
Anyone doing client work under an NDA. Coaches. Therapists and counselors. Medical billers and practice administrators. CPAs, bookkeepers, and tax preparers. Attorneys and legal staff. HR consultants. Insurance agents.
You Care About AI Privacy, Period
You don't have to hold client files under an NDA to feel this. If you've ever hesitated before uploading your own information, or anyone else's, to a cloud-based AI, this training is for you too.
You're Not Technical, and That's Fine
There is no code in what we teach. The setup happens live on screen, and a full hour of help is built into the schedule rather than offered as an afterthought.
Three Days. Your Own Machine. Your Own Files.
$97 through the end of the event. Price rises to $147 after. The Replay is Yours.
Secure Your Spot, $97Included in This Training
Your AI, Running Locally
Step-by-step guidance for setting up your AI on the machine you actually own, plus a written setup guide for Mac and Windows so you can do it again on another machine.
Your Documents, Searchable
Your own documents, uploaded and made searchable, privately, plus a one-page written description of how you handle client information that you can share with a prospect.
Prompts and Workflow, Built For You
Twelve prompts written for this kind of AI, which behaves differently from ChatGPT.
Ongoing Clarity and Support
A simple rule for deciding which of your tools a given piece of information belongs in, guidance on the other software in this category. The replay is yours, for all three sessions.
Get These Ready Ahead of Day 1
Jonathan Mast
Founder · White Beard Strategies
I teach entrepreneurs and small business owners how to use AI as a serious business tool, not a novelty. I build the skills, run the sessions, and show the work live. Everything I teach, I use myself. This training is no exception.
I've trained over 500,000 entrepreneurs through the AI Prompts for Entrepreneurs Facebook group.
If you've followed my work, you know what I stand for, real systems, no hype, AI that amplifies humans instead of replacing them.
This training is that philosophy in action.
What Your Registration Includes
The software is free. What you're paying for is three days of learning how to get it running on your machine, on your documents, with your one page written. The replay is yours, so you can do it again.
This Training Is Included for AI Insiders™ Members
Registration is currently closed, but you can join the waitlist to be notified when AI Insiders™ reopens.
Join the AI Insiders™ Waitlist
Before You Register
I am not technical at all.
One download. One installer. No code in what we teach. The setup happens live on screen, slowly, and a full hour of help is built into the schedule, with two people in the chat.
Will this slow down or break my computer?
It is ordinary desktop software. It uses memory while you are actively using it and releases it when you close it.
Do I have to buy any other software?
No. The software we set up is free for commercial use.
Does this make me compliant with my profession's rules?
Nobody here can answer that, and anyone who answers it confidently on a sales page is selling you something. What this does is take one outside company out of one part of your workflow. Bring the compliance question to your own advisor.
What if I miss a day?
The replay is yours, so you can catch up on any day you miss.
Is this training included with AI Insiders™?
Yes. If you're already an AI Insider, this training is included at no additional cost.