Choose a repeated task, build a workable assistant or workflow, and give the team a clear way to use it. I help with the process, implementation, testing and handover.
Your team spends too much time finding and preparing prospects.
Potential outcome: A clearer view of which accounts deserve attention and why.
I help connect prospect research to the conversations and opportunities your team can act on.
Sales enablement
Turn meeting notes into next steps
Useful conversations lose momentum between the meeting and the CRM.
Potential outcome: A team that knows what was agreed, who owns it and what happens next.
I help turn scattered sales context into follow-up your team can rely on.
Marketing operations
Prepare emails and campaign content
Getting a campaign from an idea to a usable email takes too much manual work.
Potential outcome: More consistent campaign preparation, with less repeated work for your team.
I bring email-building and marketing-automation experience to the work around AI, so the result fits your brand and process.
AI assistants
Find answers in internal documents
People keep searching files or asking the same few colleagues for answers.
Potential outcome: An easier way for the team to find useful answers in the information it already has.
I help shape an internal assistant around your people, information and day-to-day questions.
AI-assisted workflows
Triage inquiries and route work
New requests sit in shared inboxes or arrive without a clear owner.
Potential outcome: A clearer path from an incoming request to the person responsible for the next step.
I connect the information, tools and handoffs behind the process so work is easier to keep moving.
Team enablement
Help the team use AI well
People are experimenting with AI, but the business is not getting consistent value.
Potential outcome: A more confident team using AI for work that is actually useful.
I help identify practical opportunities and give the team the guidance and support to adopt them.
What makes a good first AI project?
Choose work that repeats, has approved source material and produces an output someone can check. Meeting notes that become proposed next actions are a useful starting point: the reviewer can compare the suggestion with the actual conversation.
Pause when the source is incomplete, no one owns the review or a wrong answer could trigger an action the team cannot easily undo. Sometimes a clearer rule or a better CRM view solves the problem before AI is needed.
A first pilot should demonstrate useful output, correction effort and exceptions. It should also show when to stop and ask a person.
A focused AI review compares a few repeated tasks with the information and tools you already have. The useful output is a recommended first use case, the access it would need and the checks a pilot must pass.
If a pilot makes sense, its scope names the person reviewing the result, what stays manual and what your team receives at handover. Training and operating notes can be included so the work is usable beyond the demonstration.
A focused first build
One task. An observable result.
Start with a task review if the right use case is unclear, a draft-only pilot if you have representative examples, or a scoped integration if the workflow already exists. You do not need to buy a full transformation project.
Define the inputs, useful output and person responsible.
Check tool access, data permissions and the limits of the current process.
Test representative examples, missing information and incorrect outputs.
Compare quality, correction time and exception rate with the existing approach.
Hand over prompts, configuration, review guidance and a way to pause the workflow.
Platform support, model costs, production access and ongoing support are agreed for the specific project. A draft is not an approved email or CRM update; external actions need their own controls.
Choose a starting point.
Tell me about a repeated task and what a useful result would look like. I reply personally, usually within two business days.