6 hours to 1.
10-15% margin recovery.
Zero to 42% meeting booking.
A live dashboard in 10 days.

The problem

Running 7 active projects from a 15-tab Excel spreadsheet. Finding out about cost overruns 30 days after the fact. Losing 10-15% of project margins to manual processes the team had accepted as normal. The CEO couldn't answer "are we making or losing money?" without asking three people and waiting for a spreadsheet update.

What I built

Capataz, an AI system that searches across 10+ years of contracts, tracks project costs against actuals in real time, automates certification for compliance, manages workers across sites, and gives the executive team a dashboard showing every critical metric without spreadsheets.

The result

• ▸CEO sees every project's cost and schedule status in real time
• ▸Monday status meetings eliminated, the dashboard replaced them
• ▸Field teams report faster, finance catches overruns 3 weeks earlier
• ▸Document lookups went from 60 minutes to 30 seconds

The problem

Invisible to AI search despite 12 years of published expertise. A visibility gap of roughly two orders of magnitude between branded and unbranded search. Six operational problems nobody had mapped: proposals written from scratch, knowledge trapped in email, tools deployed but not configured, meeting intelligence disappearing after every call.

What I built

What started as a 6-week AI Visibility project became a 9-month Fractional Head of AI engagement. Voice DNA Profile from more than a decade of published materials. 60 authority pages for AI citation. Then: proposal automation engine, SharePoint knowledge base, intelligence briefing system, team AI environments, Lyra CRM evaluation, and a full Operational Blueprint. Everything built belongs to the firm.

The result

• ▸AI visibility: from appearing in 2 of 10 queries to a framework to own all 10
• ▸Proposals: 4-8 hours from scratch → 80% first draft in minutes
• ▸12 years of institutional knowledge made searchable in seconds
• ▸Partner morning briefing: 2+ hours across 20 platforms → one document, shareable
• ▸Every tool (Copilot, SharePoint, Power Automate, Addepar) evaluated and configured
• ▸Team trained, systems documented, no ongoing dependency

The problem

$1M in annual ad spend generating 167 clicks and zero conversions. Every lead had to be manually qualified by the founding attorney. The attorney was answering WhatsApp at 11pm trying to book meetings. Most leads fell through the cracks.

What I built

Victoria, an AI system that handles incoming WhatsApp leads, qualifies them with the right questions, books qualified meetings into the calendar, and syncs everything to the CRM. The attorney only calls people actually ready to work.

The result

• ▸Meeting booking rate from 0% to 42% (on same $1M ad spend)
• ▸Founding attorney got nights back. Victoria handles the 11pm messages
• ▸CRM clean because every lead goes through the same qualified process
• ▸First client for Work-Smart.ai, came from a referral, led to everything else

The problem

Grant writing process took 6-8 hours per grant, repeating the same research, structure, and funder cultivation. A VA was handling blueprints at $25-30/hour but the cost exceeded the value delivered. Strategic planning post-work took 2-3 days. More time spent on process work than strategy.

What I built

Read everything she'd ever written, proposals, strategic plans, emails, workshop decks, and extracted a 280-line communication profile. Structured her entire process into a shared workspace with 15 reference documents and 7 pre-built AI skills (meeting debriefs, email composition, grant blueprints, newsletters, discovery call processing, proposal generation, and workshop creation). Her VA now runs the system independently.

The result

• ▸Grant blueprints from 6-8 hours to 1-2 hours
• ▸Meeting debriefs from hours of documentation to minutes
• ▸VA productivity increased, same person, same hours, 3-4x more output
• ▸First standalone training/workshop client for Work-Smart.ai

The problem

Three divisions (Residential, Office, Revalue) with no unified digital presence. No client portal. No admin dashboard. No CRM connecting leads, projects, and analytics.

What I built

Three optimized websites (one per division), a client portal where projects track milestones and get automatic progress summaries, an admin dashboard that connects leads, projects, and revenue in one view. Included training on how to use AI tools for future operations.

The result

• ▸Unified digital presence across three divisions
• ▸Client portal replaced manual update emails
• ▸Admin dashboard provides single-view operations
• ▸Team trained on AI tools for ongoing use

The problem

Website down half the time. A field sales team across 4 countries with no digital selling tools. Reps carried physical catalogs. No career portal despite constant hiring.

What I built

An integrated digital platform where sales, catalog, customer operations, and lead capture run from one place across all four markets.

The result

• ▸Digital credibility restored across all four markets
• ▸Field sales team selling from one unified system
• ▸Hiring pipeline streamlined into a single workflow
• ▸Inbound leads captured automatically into the same platform

The problem

Running a membership business on separate tools. Website on Squarespace. Membership on Memberful. CRM scattered across email. No content hub. Booking through Calendly with manual CRM entry.

What I built

A unified platform: website, membership billing, content hub, booking system, and CRM all talking to each other. Leads get qualified automatically, booked, and tracked, no manual re-entry.

The result

• ▸Everything managed from one place
• ▸No more manual data entry between systems
• ▸Business owner reclaimed operational hours

The problem

Thousands of SKUs across multiple export markets, all analytics running through Excel pivot tables connected to an on-prem ERP. Getting a sales breakdown by country, customer, or SKU meant hours of manual filtering. Leadership asked one question and got three different answers. A previous vendor spent 3-4 months building a dashboard that didn't match the numbers anyone trusted.

What I built

A real-time sales dashboard pulling directly from the on-prem ERP. Leadership sees sales by country, customer, product, and salesperson, in dollars and cases. Daily automatic updates. Still exportable to Excel for teams who prefer it.

The result

• ▸Report generation from hours of filtering to seconds (page load)
• ▸One shared dashboard replaced individual Excel files across the team
• ▸Number consistency, one source of truth instead of three different answers
• ▸Previous vendor: 3-4 months with no usable output. This build: 10 business days to live dashboard
• ▸Foundation set for AI layer: anomaly detection, purchasing suggestions, inventory alerts