Proof of Work
These are the systems I build. Some for myself, some as blueprints for the problems I see every week. Every architecture has been tested with real data and real workflows.
Client Onboarding: 3 Weeks to 3 Days
A growing agency loses new clients in the handoff between sales and delivery. Onboarding requires 14 manual touchpoints across three tools, and things fall through the cracks every week. Goodwill hemorrhages before the first deliverable ships.
An automated onboarding pipeline: signed contract triggers project setup, channel creation, kickoff email sequence, and task assignment - zero human touches. Client-facing portal auto-populates with timelines and access credentials.
“The best onboarding system is one your team never has to think about. The client just shows up and everything is ready.”
Consulting Delivery Pipeline
Early on, every client engagement was custom from scratch. Discovery, scoping, onboarding, delivery, and follow-up were all manual. It didn't scale, it burned me out, and I was spending more time on admin than on the work that actually mattered.
I built the same kind of system I build for clients: automated intake and qualification, templated delivery workflows, progress tracking dashboards, and follow-up sequences. The practice now runs on the same automation architecture I sell.
“I eat my own cooking. If a system isn't good enough for my own business, I won't sell it to yours.”
Proposal Generation: 4 Hours to 15 Minutes
A firm's partners spend 4+ hours per proposal - pulling data from past projects, formatting documents, customizing scope. At 8-10 proposals per month, that's a full-time job hidden inside a senior partner's calendar.
An AI-assisted proposal system: intake form captures requirements, pulls relevant case studies and pricing from a structured database, generates a formatted draft, and routes for partner review. 15 minutes of review instead of 4 hours of building.
“The highest-paid person in your firm shouldn't be spending their week inside a Word template.”