Where I work and how I approach each one

How I approach it

Your state likely already requires a written AI governance program. I build it, document your AI tools, and set up the human oversight your regulators want to see — then run the revenue side in parallel.

Independent brokerages with commercial P&C books who are already using AI — formally or not — and know they need to get ahead of the documentation and governance requirements before a regulator or E&O carrier asks. I start with compliance because it's urgent and it's the foundation. Then I build the workflows that retain your accounts and grow your book on top of it.

How I approach it

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.

Most agencies have an ops problem that looks like a capacity problem. SaaS spend per employee hit $4,830 in 2025 and is still climbing — and 60% of teams say they still have too much manual work. That means you're paying more for tools and still doing the same things by hand. Briefing workflows that eat 45 minutes. Status updates requiring three CRM fields. Reports someone assembles instead of generates. I replace that overhead with lean infrastructure you own — so your margin reflects the talent you've already hired.

How I approach it

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.

Solo practitioners, fractional executives, and small consulting firms where every unbilled hour is a direct hit to the bottom line. Professionals lose 10–15% of billable time annually to admin, manual tracking, and non-billable overhead — and it's recoverable. The conversation isn't 'AI will transform your business.' It's 'here are my numbers, here's what I've automated, here's what it costs me to run this operation. Now let's find where yours is bleeding and build something lean to fix it.' You see the case study before you commit to anything.

How I approach it

If your business is process-heavy with emerging AI use and compliance exposure, you're likely a fit. I'm selective — not because I'm protecting a waiting list, but because founding engagements require real partnership investment from both sides.

Process-heavy, relationship-driven businesses where AI is already in use — formally or otherwise — and someone in leadership knows they need to get ahead of it. Founding clients get preferred pricing in exchange for being the first case study in their industry. Same work, different economics.