Selected work

Client names stay private by default. Every engagement below is real, shown with its current status.

Delivered and ongoing

Problem: The inbox decided what got attention, follow-ups depended on memory, and client touchpoints like birthdays and home anniversaries were done by hand.
What we did: Built AI email triage that sorts incoming mail into six folders by deal stage and sender type, plus automated touchpoints for birthdays, home anniversaries, market updates and seasonal notes, connected to the client's contact system.
Where it stands: Email triage is live. The touchpoint automations are nearly done.

Workshop delivered, blueprint in build

Problem: Staff time was going to repetitive administrative work, and leadership needed a clear, safe starting point for AI.
What we did: Ran a leadership workshop and prioritized five workflows that AI can take on.
Where it stands: Blueprint in build.

Delivered, follow-on in progress

Problem: He wanted to know where AI would actually help his practice, and in what order, before buying any tools.
What we did: Delivered an AI adoption roadmap.
Where it stands: A follow-on engagement is under way.

Discovery complete, blueprint in progress

Problem: Ticketing onboarding done by hand, daily manual bookkeeping entry, donor and accounting records that don't reconcile, and donor outreach run manually.
What we did: Completed a discovery phase with the leadership team to rank where automation pays off first.
Where it stands: Building the prioritized blueprint.

Discovery delivered, follow-on in discussion

Problem: Back-office work such as reporting and routine admin depended on manual effort and a few key people.
What we did: Delivered a paid discovery phase.
Where it stands: Scoping AI work for the back office.

Engagement started

Where it stands: Kickoff meeting held with the business director. Discovery workshop scheduled.

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