For businesses working out which job to give AI first
AI Concierge: a guided, done-with-you way to find the opportunity worth pursuing, prove it and build it.
Too many decisions, follow-ups and routine tasks still depend on your personal attention.
Leads cool, customers wait and improvement work slips whenever the week becomes overloaded.
Software and AI subscriptions add little value when the process, ownership and desired result remain unclear.
Start with the bottleneck. Then decide whether AI, automation or better context is the right move.
Not the only options. They're the patterns that come up most often once we start following the work. The free call and the paid assessment confirm which one, if any, applies to you.
Give new enquiries and customer requests a reliable path (capture, response, qualification, follow-up) that runs whether or not you're free to chase it yourself.
Useful when
Improve a clearly defined workflow around the tools, information, approvals and people already involved in the work.
Useful when
Bring together customer history, decisions, working rules and source material when scattered context is the problem holding work back.
Useful when
The free call confirms there is something worth assessing. The assessment is where it gets narrowed to one thing worth building, and it is the required step before any implementation starts.
Everything that hurts
You already know these
Time sinks, slow follow-up, dropped enquiries, scattered knowledge, the jobs only you can do.
Three to seven candidates
Researched and costed
Each one written up with what it would take, what it would return and whether your current tools can carry it.
One priority, scoped
Your 9-slide roadmap
A named workflow with a trigger, a defined result and an owner. Agreed before a single thing gets built.
One problem worth solving beats five half-built tools.
A working session through the tasks, the handoffs and the places the week gets stuck.
Named and scoped, not a generic list of things AI can theoretically do.
What would actually carry each one, checked against what you already pay for.
Ordered by value and effort, yours to keep whether or not you continue.
Walking the findings together so the first move is a decision, not a guess.
Two 45-minute working calls per month, in your own accounts, with async support between calls: the default recommendation the assessment leads to.
Separately scoped build and operation, monitoring, support and continuous improvement, once a workflow has proved its value.
How the service works →A structured knowledge and database layer, grounded AI agent, team chat access, permissions, testing and maintenance, often the next step once earlier work has built the trust and context to justify it.
What it involves →A full rebuild of the systems a business runs on: website, CRM, community platform, lead generation. Built from scratch, not a working-call retainer.
See an example →Managed AI service is the ongoing tier, not the starting point. It suits a workflow that has already proved its value: a clear trigger and desired result, a trusted source of truth, defined action boundaries, human approval on consequential actions, a responsible owner and an escalation route, with monitoring and refinement once it's live.
Engineering leadership across distributed teams, delivery, performance and operational accountability.
Experience across SaaS, cloud, data, cybersecurity, IoT, embedded systems and technical operations.
Hands-on work with local LLMs, retrieval-augmented knowledge systems, AI coding agents, workflow improvement and internal market-intelligence dashboards.
Full delivery for independent ventures: a marketing website, a community platform and a complete Google Cloud application stack, front end to back end.
A live, AI-powered trading assessment. A brand skill built together with Charlie on working calls. The full website, CRM and community platform behind all of it. Real work, in progress, not a demo.
Read the case study →