AI for companies and teams
AI that delivers real results for your business.
Results first, with a baseline before we start.
Example scorecard: where the work slips, scored and ranked.
Sample data for a made-up business, not a client result. A real scorecard is built from your own answers and records.
Overall readiness
SamplePieces, not a systemSome tools, no connection between them
Five areas
SampleArea scores
Sample- Inquiry response speed45
- Follow-up coverage38
- Document workload52
- Data safety70
- Tool readiness62
Records ranked by fit
Sample- Record #418294Dental practiceNew patient form, no reply yetCall today
- Record #390788Family lawSecond inbound in 10 daysSend proposal
- Record #441076AccountingReferred by past clientDraft follow-up
- Record #228861Insurance brokerRenewal in 45 daysQueue reminder
- Record #450134Marketing agencyData thin, no contact verifiedHold
Example workflow
Agentic AI handling a new inquiry, step by step
An illustration of how the steps connect. The AI reads, sorts, drafts and logs. Nothing goes out until you approve it.
Example only. A real workflow would follow your own tools and rules.
Example AI team
One person running a team of AI assistants
Each assistant has one job, checks its own work, and hands it to you. You approve what goes out.
Review tray
- Sorted inquiryfrom Inbox assistantWaiting
- Follow-up draftfrom Follow-up assistantApproved
- Quality reviewfrom Quality checkerWaiting
Sample data for illustration only. These numbers are not results from a real client.
Start with a free tool
Four steps. Stop after any one.
I start with the software you already have and proven tools on the market, and build custom only when nothing else fits.
How I work
Results first
- Before any work starts, we agree on one clear result we can measure.
- We take a baseline first, so we both know where you started.
- If there's no result we can measure, I won't take the work.
That's the only way I work.
Book a 30-minute call
What's the work you never get to? I tell you plainly whether a tool can take it. If the answer is that you already own the software and just need a setting turned on, I say so and we're done.
Book a 30-minute callDiagnosis
Which tools, wired to what, what it changes, and how it runs. You can stop here and keep everything.
Setup
Selected, connected, and running in your own accounts. Training for you and your team is included.
Retainer
I watch what breaks and fix it before it costs you money, and every quarter I re-evaluate whether what you're running is still the best option — because the tools change fast.
Before setup starts we agree in writing on what success looks like — hours recovered, invoices out, follow-ups sent. We review the results against that agreement. If it doesn't hit, the result portion is waived. I stay accountable long after handoff.
Three problems, in your words
Work you never billed.
Hours delivered and never written down. That is money already earned, left uncollected.
Follow-ups that never happened.
The second, third, and seventh touch that closes the deal, lost because the person responsible was in a meeting.
Leads you never worked.
A database, a spreadsheet, a stack of cards from last year's event. The names are there. The time to find the twenty worth calling is missing.
Repeatable work goes to the system. Judgment stays with you.
Examples by industry. Your setup is built around your business.
Example industry problems, rated by severity, each with a first fix.
- DentalHigh
After-hours inquiries wait until morning
First fixDraft the first reply from your own records; a person approves it before it sends.
- Family lawHigh
Follow-ups that never happen
First fixPut the follow-up on a schedule instead of a reminder.
- AccountingMedium
Routine documents written from scratch
First fixGenerate the draft from your own records and keep the human edit at the end.
- AgencyHigh
Client data pasted into AI tools with no rules
First fixSet an AI use policy and limit which tools can see client data.
- Insurance brokerMedium
The same details re-typed in several systems
First fixMove the data once, automatically, and stop the second entry.
Examples only. Severity ratings are illustrative, not measured.
Process, redesigned
- 01
Inquiries in
Calls, forms, email, WeChat
- 02
One record each
No duplicates
- 03
Best first
Ranked by value and timing
- 04
Draft
Reply, estimate, invoice
- 05
Numbers checked
Against your own records
- 06
Approve
You, in one screen
- 07
Send and file
Delivered, tracked, filed
Ask an AI tool for a figure it doesn't have and it will invent one, confidently. Send one fabricated number to a client who checks and your name is done. Every figure in anything I put in front of your clients traces back to a source record, or it doesn't send.
What I actually do
Four things the software doesn't come with.
I set up AI that answers new inquiries, sends every follow-up and drafts the routine documents.
Choose
Most teams already have enough tools. The hard part is choosing. I look at where the time is actually going and name the tool that already solves it. If the answer is “turn on the setting in software you're already paying for,” I tell you that and charge nothing.
Connect
The tool is the easy half. I hook it into the software you already use, like your client files, contact list, accounting and calendar, so nobody types the same thing twice. When nothing on the market fits, I build the missing piece.
Train
Software companies sell you a login and a knowledge base. I sit across from you and walk you through it, in English or Mandarin, at your pace, until you can run it on your own.
Watch
A password gets forgotten. A connection breaks silently. A setting changes and nobody notices for three weeks. I monitor what I put in and fix it before it costs you money — and every quarter I re-check whether the tool that was right in March is still the right one.
The human before the system.
Based in Frisco. I select the tools, connect them to your existing software, and train your team in English or Mandarin. You work directly with me.
- MBA, UT Dallas
- English and Mandarin
- Direct access — no account managers
Your data and accounts stay yours
You approve what goes out and own all of it.
Your systems run in your own accounts. Your records stay under your credentials. Access is limited to what the work needs. You keep the setup when the engagement ends.
08 / FAQ
A few questions before we talk
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