A tailored strategy to solve your most critical challenges and unlock growth.
We've taken the time to deeply understand your current situation. Here's what we identified.
SOPs, assembly guides, FAQs, project archives, and sales objection notes sitting in shared folders and Excel files means your team is searching manually, asking each other the same questions, or guessing — instead of getting fast, consistent answers from a system that knows your business.
Internal AI tools built without a clean knowledge architecture — organized source folders, consistent formatting, a clear process for adding new content — drift quickly. The team loses trust, stops using the tool, and the early work gets abandoned before value is proven.
Enterprise tools, full API integrations, and complex dashboards built before the team has adopted anything simple almost always fail. The right move is a lean, properly-architected pilot that proves usefulness first — then expands from a foundation that doesn't need to be rebuilt.
I'll build your four pilot modules on a clean, expandable foundation — a properly structured Airtable precedent database, organized knowledge folders your AI assistants can actually search reliably, and AI tools (custom GPT or Claude project) wired to your real company documents. Built simple enough to prove value immediately, architected correctly so adding Nutshell, RingCentral, or deeper automation later is a straight extension — not a rebuild. One training session, full documentation, and a clear roadmap for what's worth doing next.
Everything you need — built, delivered, and ready to run.
A clear, phased approach so you always know what's next.
Review your existing folders, documents, Excel archives, and early Miracle Brain experiments. Map what you have, identify the gaps, and design the clean knowledge architecture before building anything.
Build the Airtable base, import and clean your historical project and quote archives, set up filtered views and search, and create a simple intake process for new jobs going forward.
Organize source folders, configure the AI assistants (Detailer SOP, FAQ, Sales/BC Problem-Solver) on your real company documents, and test with realistic questions your team actually asks.
Live training session for your team, full maintenance documentation handed off, and a clear written Phase 2 recommendation — what's worth integrating next and what to leave alone.
A visual breakdown of your build — from first touch to close.
I've built AI knowledge systems and structured databases for small, document-heavy operations teams. I know how to keep scope tight in Phase 1 and architect it so Phase 2 is easy. Happy to jump on a quick Zoom and walk through your current setup before we start.