Client work · Case study
AI Sales Engine — 14-Day Sprint
Diagnosing a stalled healthcare-automation pipeline and rebuilding the path from interest to a sales conversation.
Explore the workTransform / Automation & Marketing Operations
Give repeatable work a dependable process.
Map the inputs, decisions, systems and handoffs before automating them. Build around clear ownership, human approvals where needed and a way to recover when something fails.
The work we can do together
A practical scope.
A useful outcome.
- Workflow and integration mapping
- CRM routing and follow-up systems
- Approval, notification and reporting workflows
- Operating instructions and handoff
Define success before we start
What we would
look for.
- Manual steps and turnaround time
- Routing accuracy and missed handoffs
- Reliability and recovery effort
The measures depend on your starting point, scope and available data. We agree on those together.
Relevant experience
See how it shows up
in the work.
Product & portfolio work · Case study
Agency White-Label Platform
White-label AI platform agencies use to deliver AI services to their clients without hiring engineers. Embedded Stripe checkout, founding-rate coupon flow, multi-tenant Postgres with RLS, magic-link onboarding.
Explore the workProduct & portfolio work · Case study
Cockpit + Practice Engine
Two production surfaces shipped in 2026: Project Cockpit, an orchestration layer that infers what stage a project is in and wires launch, marketing, and the product brain together — and Principles Into Practice, a learning engine that turns abstract principles into trackable daily reps.
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Wealth Experiment & projects · Project brief
Automately
Workflow guides and planning tools for applying AI and automation to the tasks that take up your day.
Explore the work