Founding Client Program
Your operation is probably paying $5,000+ a month to stitch together tools that still need someone doing the work manually. I replaced all of it.
Nine AI agents. Under $60 a month. That's how I run this practice — and it's what I build for founding clients outside insurance. I map your operation, find where AI carries the weight, and build a lean custom AI OS for your specific workflows. You get in first, you get preferred pricing, and when the work lands, you're the proof point I bring to the next company in your space.
← Back to home“Most businesses are spending north of $1,100 a month stitching together tools that still require someone to do the work manually. I replaced all of it with nine AI agents running for under $60. That's not a demo — that's how I run this practice every day. For founding clients outside insurance, that's the offer: I map your operation, find where AI carries the weight, and build it lean for your specific workflows. You get in first. You get preferred pricing. And when the work lands, you're the proof point I bring to the next company in your industry.”
Who the program is for right now
Marketing agencies
The average agency is running over 100 SaaS tools and leaving 36% of its licenses unused — and someone is still manually compiling the client report every Friday. I cut the stack, map where the real operational drag is, and build AI systems that handle it. Your people do the work clients actually pay for.
Consulting & professional services
Consulting firm EBITDA hit a 5-year low of 9.8% in 2024. Billable utilization dropped to 68.9% — the third consecutive year of decline. The culprit is almost always the same: admin, status updates, invoicing, and pipeline work eating hours that should be billed. I run this practice on nine AI agents for under $60 a month. I build the same lean infrastructure for consulting firms that want those hours back.
Something else entirely
If your operation is process-heavy, you're already using AI in some form, and someone in leadership knows you need to get ahead of it — use the chat below. I'll tell you quickly whether there's a fit worth pursuing.
How I build it
- 1
I map where your operation is leaking
Discovery starts with your actual workflows — what tools you're paying for, what's still done manually, where time and money are going. I'm looking for process-heavy operations where AI can carry real weight, not surface-level automation.
- 2
I build lean, not broad
No bloated SaaS stack, no Zapier/Monday/n8n duct tape. I build a custom AI OS targeting your highest-leverage workflows first — the same way I built mine. Scoped to your operation, owned by you, running for a fraction of what you're paying now.
- 3
Founding economics reflect the partnership
Preferred pricing is tied to a case study agreement: defined deliverables, reference rights, and co-marketing where it makes sense. A clear exchange, not an informal discount.
- 4
You become the reference in your space
When the work lands well, you're the proof point I bring to the next company in your industry. That's how I build the vertical — and why the economics make sense for both sides.
Three ways I build — you don't have to choose one
Most operations need all three, in different parts of the business. Part of my job is figuring out which workflow gets which approach.
End-to-end automation
The workflow runs. You don't touch it.
For repeatable, low-stakes processes — outreach sequences, report generation, content publishing, lead scoring, invoicing — I build agents that handle it start to finish. No handoff, no queue, no one waiting on someone to log in. The work just happens.
This is where the cost story lives. Workflows that used to eat dedicated time — or a tool subscription for each one — now run on infrastructure you own, for a fraction of what you were spending.
Human-in-the-loop
Your people do the job they were actually hired for.
Some decisions need a person — client relationships, high-stakes approvals, anything where accountability matters. I don't remove the human from those. I remove everything that shouldn't require a human.
AI does the research, drafts the output, flags what needs attention, and surfaces it to your employee. They review, decide, and move. What used to take three hours of prep now takes twenty minutes.
That's the difference between an employee who feels capable and one who feels buried.
AI layer on your existing stack
No migrations. No ripping out Salesforce.
You're not replacing your CRM. You're not migrating off NetSuite, HubSpot, Dynamics, or Pipedrive. I'm not asking you to. I build an AI layer that sits between your team and the systems they already live in.
Call notes auto-populate. Follow-up emails get drafted and queued for approval. Pipeline stages update from what actually happened — not from what someone remembered to log. Tasks route to the right person by role, not by whoever sees the notification first.
Your employee reviews what AI drafted, approves it, and it flows into the system. They stop being data-entry operators for tools they were supposed to be using to do their actual job.
Questions I hear from buyers considering this
| What you might be thinking | How I address it |
|---|---|
| How is this different from Zapier, Monday, or n8n? | I own the infrastructure — no per-task fees, no vendor lock-in. The system is custom to your workflows, not a templated integration you'll eventually outgrow. Zapier charges per task and breaks when your process changes. What I build doesn't. |
| I can't see how your case study applies to what we do. | That's the right question. My operation is a proof of method, not a template. I don't copy my stack onto yours — I audit your workflows, find where AI carries the weight, and build specifically for what your operation does. The proof is that the approach works, not that your business looks like mine. |
| My leadership wants proven ROI before approving spend. | I show you where the math lives before you commit — what you're currently spending on tools and manual hours in the workflows we're targeting, and what a conservative improvement looks like. The discovery call exists specifically for this conversation. |
| We've tried automation before and it didn't stick. | Most automation fails because it's bolted on top of broken processes or built by someone who left. I build it into your actual workflows, document how it works, and stay involved after the build. Founding clients get ongoing access — it's not a handoff. |
Tell me about your operation
Use the chat below to describe what you're working with. I'll tell you quickly whether there's a fit worth pursuing and what the engagement could look like.
Ask a question or explore fit
Chat below, or skip straight to booking a 15-minute discovery call.
Two things I need to know upfront: what does your operation do, and where is the most time getting wasted right now — manual work, tool chaos, reporting, something else? That's usually where this conversation gets useful fast.
Rather just get on a call?
I'll tell you upfront whether there's a strong enough match to make a founding engagement worthwhile for both sides — and what it would look like if there is.
Book a 15-minute discovery call