Professional services · Sales
From the conversation to a reviewed proposal
Writing every proposal from scratch eats time. AI drafts the text from the conversation, and the team checks the fields and the final page before anything goes out.
Selected work
Systems people use
every working day.
28 projects designed and built, from sales and finance to health and operations. Each one starts from a problem in a real process and ends in a system the team works in.
Client Zero
The Audit starts
at home.
I run the AI Decision Audit on my own companies first: the same inventory, the same kill, fix or scale verdicts, the same cut list.
- A written list of about 60 AI tools, wins and problems across my companies.
- A shared workspace where AI agents and people split tasks and documents every day.
- A blind test, 48 human votes on 24 pairs of model answers, picked the model behind a sales assistant I built. Demos do not get a vote.
Selected builds
Eight of the 28,
by sector.
Accounting · Operations and data
Invoices become a month-end close you can check
Documents sit in different files and have to become consistent calculations. The system imports them, computes the month, and leaves pending items and statements for review.
Healthcare · Financial management
A practice's finances, on one phone screen
Revenue, taxes and upcoming payments in an experience built for the phone, fed by the same calculation the team uses.
Healthcare · Client technology hub
Requests and answers in one place
Tools, materials and requests stop living in separate channels. The first version is a queue with one conversation per request.
Professional services · Market research
Market research with AI and real sources
Videos and comments feed an analysis of language, objections and themes, so the message starts from what the audience actually says.
Construction · Real estate sales
A payment plan the buyer can try out
Down payment, annual installments and monthly payments change on the screen while the visitor explores payment scenarios.
Sales · Lead hub
Leads with a source, a next step and an alert
Leads from several businesses in one place, with origin, segmentation and next step, and a notice when a new one arrives.
B2B intelligence · Prospecting
Prospecting by company and profile
Filters for activity, size and location find the right companies and organize their contacts in one list.
What the projects show
AI, data and systems
inside the daily work.
Each case is a problem and the system built to solve it.
- Multi-company dashboards with access roles
- Web applications with authentication and per-user data isolation
- Installable mobile apps that work offline
- AI agents for market research and customer listening
- Citation checks done in code
- CRM and ERP integrations
- Data engineering, analytics and semantic search
- Document processing and financial close
- Interactive financial simulators
Sectors
Where the work has been done.
- Healthcare
- Accounting
- Professional services
- B2B software and sales
- Food and e-commerce
- Real estate and construction
- Education
- Personal finance
- Fitness and wellness
- Automotive
Next step
Which process should
run in production next?
Tell me where the work stalls and which systems your team uses. We start from that.