AI Consulting · Coaching · Custom Software

We don't talk about AI.
We build it.

We help founders and executives implement AI across their businesses — from strategy and team training to bespoke software built for problems no off-the-shelf tool can solve. We also build and run our own turnkey AI platforms that other founders leverage directly.

Three companies. Sixty-plus platforms built. Every one running in production, not sitting in a pitch deck.

Email Geoffrey — our AI Chief of Staff See how we work
60+
Platforms shipped
3
SaaS companies built
100%
In production
Principal-led
No hand-offs
How we work with clients

AI implementation
isn't a product demo.
It's an engagement.

We work directly with founders, executives, and sales leaders to design, build, and deploy AI systems that solve specific business problems. No junior teams. No hand-offs. Principal-level expertise from a team that has built and run the same tools in its own companies.

01

AI Implementation & Strategy

From selecting the right AI tools to deploying them across your organization. Whether it's rolling out Claude to your team, building custom workflows with MCP connectors, or standing up AI agents for specific business functions — we've done it sixty-plus times. You get a working system, not a recommendation deck.

02

AI Coaching & Training

Most teams adopt AI tools at 10% of their capability. We get them to 90%. Hands-on training sessions personalized to your team's actual workflows. From your first 60 minutes on Claude to advanced prompt engineering, MCP integrations, and persistent workflows. Every participant walks out with a working setup.

03

Bespoke Software Development

Some problems don't have off-the-shelf solutions. We build custom AI-powered software for individual businesses — hyper-niche tools designed for one company's specific workflow, data, and operating constraints. Inbox automation, lead qualification engines, custom CRM agents, internal ops tools. Each one built from the ground up.

Custom Sales Playbook Development

Your sales process, codified and weaponized. We generate comprehensive B2B sales playbooks — company overview, value propositions, target audience profiles, needs assessment questions, demo personas, closing techniques, and lead generation strategy — all tailored to your specific product, market, and methodology.

SEO & AEO Marketing Reviews

Search engines are changing. AI-generated answers are replacing traditional results. We audit your digital presence for both SEO and AEO (answer engine optimization) — ensuring your brand shows up correctly when prospects ask ChatGPT, Perplexity, or Google's AI Overview about your industry.

The fit

Who we work
best with.

We work with small and mid-sized businesses — typically at least five employees and roughly $3 million or more in annual revenue. Founder-run companies, businesses with established executive teams and boards, and CEOs of private-equity-backed operators all fit. But the number that matters most isn't revenue. It's how fast you can decide.

Our model depends on a clear decision-maker or an empowered leadership group who can approve and move. That's the real ceiling: once AI decisions have to route through a long procurement cycle or a committee with no owner, the speed that makes this work disappears — no matter what the revenue line says.

Team size
5+ employees
Enough people that process and repetition are real costs.
Revenue
$3M+
Complex enough to benefit, with real budget to build against.
Decision-making
Empowered
A clear decision-maker or leadership group who can approve and move.
Posture
Ready to build
You want working systems, not another strategy deck.

Strong fit when

  • Your team spends real hours on repetitive work that software should handle
  • Your KPIs live in five or six systems that don't talk to each other
  • Critical process knowledge lives in a few people's heads
  • You run on EOS or a similar operating system and want it to actually run itself
  • You know AI matters but don't have — or need — a full-time AI executive
  • You're a founder, executive team, board, or PE-backed CEO with a mandate to move on AI

Probably not us when

  • You're pre-revenue or a solo operator — start with our free tools instead
  • AI spend has no clear owner, or requires a long procurement cycle
  • You want a vendor to hand a spec to, not a partner embedded in the work
  • You're looking for headcount reduction. That isn't what we do
Outside the standard model

Doesn't describe you? We still scope custom engagements.

The monthly partnership is our most common shape, not our only one. We regularly scope single-project builds, one-day strategic intensives, training-only programs, AI readiness assessments, and fractional Chief AI Officer advisory — including for larger organizations and for teams who just need one thing built well. If your situation doesn't fit the standard model, we shape the engagement around it.

Scope a custom engagement
Turnkey platforms

Products we've built
that founders leverage.

Everything we consult on, we've built for ourselves first. These are production platforms — live, revenue-generating, and available for founders who want a proven tool instead of a custom build.

SAAS PLATFORM

TheSalesTrainer.AI

Train your sales team with AI that fights back.

AI-generated playbooks tailored to your product and market. Role-play against AI prospects that use real objections. A 50-day structured curriculum blending Challenger, Sandler, and Carnegie methodologies — with manager dashboards that track every rep's progress.

Visit →
OPERATING SYSTEM

EOS AI Platform

Your Entrepreneurial Operating System, finally running itself.

Most companies running EOS do the work in spreadsheets and meetings that eat a morning. Our EOS platform puts AI behind the model — keeping the scorecard current, tracking Rocks and accountability, prepping Level 10 meetings, triaging the issues list, and keeping the V/TO a living document instead of a slide someone updates quarterly. Included for partnership clients running EOS.

Ask about it →
BESPOKE AI AGENT

Geoffrey — AI Chief of Staff

A bespoke AI executive assistant, built for one person.

Geoffrey manages John's inbox, schedules meetings across three calendars, triages communications, maintains CRM hygiene, and handles LinkedIn handoffs — all without John touching a keyboard. Now we build them for other executives, one at a time, tuned to their lanes and communication style.

Meet Geoffrey →
AUTHOR PLATFORM

BeyondTheBook.AI

Your book changed their thinking. Now help them change their life.

AI-powered companion apps for nonfiction authors — custom-built from your manuscript, your methodology, and your voice. We turn your book from a one-time read into an interactive experience where every reader feels like they just had a one-on-one session with you. Built-in subscription billing turns your backlist into recurring revenue.

Visit →
HANDS-ON TRAINING

Frontier Certified

Your first 60 minutes on Claude. Hands-on. Not theoretical.

A facilitated training session that gets your team set up and operational on Anthropic's Claude — account configuration, plugins, Chrome extension, Cowork desktop agent, Office add-ins, and persistent projects. Every participant walks out with a working setup, not a list of things to try later.

Learn more →
Proof

Manual work out.
Capacity in.

The pattern repeats across industries: a team of capable people — or an expensive team of outside professionals — spending hours on work that software should have been doing all along. We find that work and take it off the plate.

Three builds, all in production, all with numbers attached.

Real estate holdings · Virginia

Dozens of properties, finally on one map

Taylor Holdings owns dozens of properties across Virginia. Their accounting and legal teams were working through how to structure it all — valuation, tax treatment, entity structure — but nobody could actually see the portfolio. Where everything sat, how it related to the surrounding community, and how it was all classified lived in scattered records, and their CPAs and attorneys were billing research hours just to assemble the picture.

We ingested every record and turned it into a clickable map. Every property they own, plotted and color-coded by how it's held — click any one and the details come up.

It's amazing. I can't believe how fast you could build this! It's going to save our attorneys and CPAs so much time. Bekah — Taylor Holdings
  • The whole portfolio visible at a glance, in geographic context
  • Fewer billable hours from the highest-cost people in the process — professional-services savings that hit the bottom line directly
Lawn care & soil services
20 min 1 click

Automated soil sample reporting

Every soil sample took a technician up to 20 minutes of manual work: pulling data off third-party websites, running calculations in spreadsheets, then writing up and sending results to the customer. We automated the entire chain — ingest, calculate, generate the customer-facing report, deliver it.

  • Enough capacity freed to catch up on a nine-month backlog
  • Six figures of new revenue during the pilot period alone
Field services & technician training
10+ hrs saved / week

Unified training & certification tracking

Technician training progress lived in Google Sheets and Excel, with the underlying records scattered across several learning management platforms. Their HR coordinator spent her week re-keying data between systems. We consolidated it into one platform where technicians update their own profiles and progress rolls up automatically.

  • Several disconnected LMS platforms reduced to a single source of truth
  • Over 10 hours a week of manual data entry eliminated

Nobody lost a job in any of these engagements. The soil team processed more samples; the HR coordinator got her week back for work that actually needs a human; Taylor Holdings' attorneys stopped billing for research and got back to advising. That is what we mean when we say AI should complement your people — the bottleneck was never the staff.

IP & upside

Build a tool.
Or build a business.

Because we build with AI-accelerated senior engineers instead of a billable-hours team, custom software costs a fraction of what it used to. That changes the math on something most consultancies never offer.

Much of what we build for one company has obvious value to every other company like it. So you have a choice: own your build outright, or co-own the IP with us and take it to market together.

01

We build it lean

A production-grade tool built for your specific workflow, at a cost that only works because of how we build — senior engineers with AI leverage, not a floor of junior developers.

02

You co-own the IP

Instead of paying full custom-development price, you can elect to share ownership of the resulting platform with us. Lower cost to build, and a stake in whatever it becomes.

03

You decide if it goes to market

If the tool has legs, we stand up a SaaS business around it: you bring the industry expertise and the relationships, we bring the build and the engineering. Entirely your call — nothing happens without a separate signed agreement.

Never competitive
Any commercialization happens in markets that don't compete with you — defined and agreed in writing before anything ships.
Your data stays yours
Your financials, customers, and proprietary business data are never exposed in any productized version. Full stop.
Or just own it
The standard path is simplest: you own the deliverable outright, we keep only our reusable non-client code. Co-ownership is an option, never a condition.

The result is that a build can stop being a line item and start being an asset — a second revenue stream in a market you already understand better than we ever will.

Talk through the model
Innovation, training and optimization

We focus on AUI
artificial useable intelligence.

Most businesses are using tools like ChatGPT as a new version of Google. It can be so much more. The power is in the creation of specific applications for your specific business needs — and AUI makes all that possible.

From the lab

A few more things
we've built along the way.

Before there was a product suite, there were experiments. These proof-of-concept tools show the range of what's possible when AI meets a specific business problem.

01

Sales Playbook Generator

With a few inputs about your business, this tool generates elevator pitches, value propositions, email templates, and an entire playbook framework. Eventually became TheSalesTrainer.AI.

See a demo →
02

Monthly P&L Review

Most small business owners can't afford a CFO to walk them through their financials. This chat-based tool reads your P&L, highlights what matters, and lets you ask questions in plain English.

See a demo →
03

Interview Simulator

Hiring is hard when you don't know what great answers sound like. Click through interview questions and compare responses from great, average, and poor candidates — so you learn what to listen for.

Try it →
04

Smart Lawn Analyzer

We turned a static PDF customer report into an actionable, interactive customer experience. How could we improve your customer reports?

See it (code SOIL-2057892A) →
05

Jessica — Telephone Assistant

An AI-driven personal assistant. She takes a message, answers basic questions, and lets you know the details after the call. Call her right now to interact.

Call (877) 556-1312 →
06

The Still Point

A reflective journaling companion that helps you pause and reframe. With one click, generates a timeless question inspired by your mood and the wisdom of Rumi, Marcus Aurelius, Buddha, and Solomon.

Try it out →
Ready to see what AI can do for your business?

Whether you need consulting,
training, custom software,
or a turnkey platform —
it starts with a conversation.

Email Geoffrey — our AI Chief of Staff Or use the contact form