Strategy, custom AI systems and paid growth for mid-market companies, delivered by one team that also runs what it ships.
Every engagement starts with the audit. The rest depends on what the roadmap says will move your numbers.
A paid two-week audit of your operations. We map where intelligent systems move your P&L, model the return on each, and hand you a prioritized roadmap: what to build, what to buy, and what to skip. You own the plan whether or not we build it.
We do not hand over a login and disappear. Retained advisory, continuous tuning on live performance data, and new capabilities shipped each cycle. Where it fits, the partnership is priced on outcomes: revenue share or a fee per qualified lead.
Verticals where one system changes the P&L, and where a build for one operator can be licensed to the rest.
Patient intake CRMs, sentiment tracking on every conversation, AI voice agents for scheduling, and document intelligence for referrals and records.
AI voice agents that answer, qualify and book every inbound call, replacing or relieving the call center, plus paid search that feeds them.
Lead qualification agents, compliance-aware document processing, advisor CRMs, and LinkedIn programs that bring in mid-market buyers.
Intake and claims document intelligence, quote follow-up automation, and voice agents that keep response time under a minute.
Speed-to-lead voice agents for online leads, brokerage CRMs, and paid campaigns built with a founding partner who has closed $150M in transactions.
Client intake automation, document review pipelines, and dashboards that show partners where the work and the margin actually sit.
Client-facing web apps, automated request routing across time zones, and internal tooling that cut one firm's response time by 45%.
Full intake rebuilds: paid acquisition, AI qualification, live transfer, and a partner portal, priced per qualified lead.
Mid-market operators, roughly $5M to $50M in revenue, with real lead flow and real call volume, and a leadership team that wants a number moved this year.
We are a poor fit for local small businesses, e-commerce stores, consumer apps, and agencies looking to white-label a vendor. Those businesses have other good options, and our model does not work there.
Two weeks. We map your operations, model the highest-return AI opportunities, and prioritize by revenue impact.
Custom systems engineered around your business and shipped to production.
Systems go live with real leads and real calls. We run them alongside you and tune on actual performance.
Retained partnership: new capabilities each cycle, and a system that can be licensed across your industry.
One call to see if there is a fit. The booking page asks everything we need up front.