No. 03 / Strategy & AI Consulting
I’ve been an early and relentless AI power user since before it was a line item — and I rebuild marketing operations around automation, AI optimization (AIO), and data. Not a tool bolted onto a broken process, but the process itself, re-architected: pipelines that cut cost while compounding output, search strategy built for the results page that actually exists now, and reporting an operator can bet a budget on. Strategy first, tools second, results always.
Costs too high, leads too few, a stack held together with duct tape, or the sense that AI is passing you by — every engagement starts with a specific problem and ends with a working system. These are the six I get hired to solve.
N8N · Make · Zapier · Prompt Engineering
The pipelines that cut cost while compounding output. I design, build, and hand over the automations myself — lead routing, enrichment, follow-up, reporting — engineered around your process, not somebody’s template.
AIO · Google Business Profile · Local & Long-Tail
The search results page changed; most strategies didn’t. I build for the page that exists now — AI Overviews, entity signals, Google Business Profile, and the local and long-tail plays that still convert.
Builder Prime · Salesforce · HubSpot · Zoho · ServiceTitan
The right stack, picked for your business — then integrated, migrated, and actually adopted by the team. I’ve moved 500K records without losing a lead; I don’t recommend what I can’t implement.
Attribution Modeling · Dashboards · Reporting
You can’t cut what you can’t see. Attribution modeling from first touch to closed revenue, dashboards your leadership team will actually open, and decision-grade reporting that ends the “what’s working” argument.
Market Opportunity · Positioning · Pricing
The funnel, end-to-end: where the market opportunity actually is, how you should be positioned against it, what to charge, and how the whole machine connects — from first impression to invoice.
Market Mapping · Gap Analysis · Play Design
What your competitors are doing, what they’re missing, and where the asymmetric plays are. Structured intelligence in, ranked growth ideas out — each one with the math attached.
Client engagements stay confidential by default — identified here by industry, not by logo. The exception is the one where I own the platform relationship end-to-end.
Midwest · CNC & Metal Fabrication
Business, AI, and marketing counsel for a precision manufacturer navigating a rebrand and an acquisition-era transition — repositioning the company, rebuilding the web presence, and standing up AI-assisted operations while the ground moved under it.
Scope: Positioning · Web · AI Operations
Manufacturer · Technical B2B
Business, AI, and marketing consulting for an industrial controls manufacturer: demand generation for a deep technical catalog, data capture that actually feeds the funnel, and modernization of the entire marketing motion.
Scope: Demand Gen · Data Capture · Modernization
Stationery E-Commerce · Named With Permission
Architected and built the entire commerce platform end-to-end — custom storefront, CRM, order, label, and shipping operations, analytics, and back-office — and serve as standing strategic counsel to the owner. Not advice about a system. The system.
Scope: Full Platform Build · Standing Advisory
Every engagement is scoped to an outcome, not a retainer clock. Start where the pain is.
2–3 weeks · Diagnostic
I go through your funnel, your stack, your spend, and your data — everything, spared nothing. You get a ranked roadmap of what to fix, what to kill, and what to build, with the math behind every line. Take it to your team or bring me back to build it; it’s yours either way.
Deliverable: the ranked roadmap, with the math
Scoped engagement · Implementation
Strategy decks don’t move numbers; systems do. I architect and implement the automations, the CRM, the attribution, the search strategy — hands on keyboard, alongside your team — and I don’t leave until your people can run it without me.
Deliverable: working systems, adopted by your team
Standing counsel · Ongoing
For the operator who wants a bench. A standing line to someone who has held the P&L, spent the budget, and built the machine — for the pricing call, the vendor negotiation, the hire, the “is this AI thing real or noise” question at 9 p.m.
Deliverable: an executive on call, not on payroll
04 / The Consultant’s Difference
There is no shortage of people who will sell you an AI strategy assembled from the same webinars you could have watched yourself. That’s not what this is.
I’ve sat in the CMO seat with a $25M budget and answered for every dollar of it. I’ve founded two companies on exactly these systems and sold both. And the automations I recommend aren’t sketches on a whiteboard — I personally built them, node by node, prompt by prompt, in the platforms I’m recommending.
You get recommendations you can hold me to — because I’ve held the bag.
When I tell you a system will cut your cost per lead, it’s because I’ve watched it do that with my own money and my own quarter on the line. That’s the difference between advice and counsel.
Owned the full marketing P&L across six brands — accountable for every dollar deployed and every dollar returned.
Built on the same systems I now install for clients — bootstrapped, scaled, and sold. The playbook has been paid for.
The N8N pipelines, the prompt libraries, the CRM migrations — built personally, not delegated to a deck.
Every engagement ends in something that runs without me — not a deck about it. A sample of what’s shipped.
AI-Assisted · Cost & Process Diagnostics
AI-assisted audits that go line by line through operations and spend — and surface the cost items nobody was tracking, with the math attached to each one.
N8N · Make · Zapier
Production workflows built node by node — like the lead-routing and enrichment pipeline that runs intake for a three-state roofing operation.
Live Data · Daily Operations
Capacity-planning dashboards that ops teams check every morning — live numbers a scheduler can act on, not last month’s export.
Storefront · CRM · Fulfillment · Analytics
Full commerce platforms shipped with AI-assisted development — storefront, CRM, order and shipping operations, and the analytics to run all of it.
Data Augmentation · Quantitative Analytics
Complex raw data turned into decisions — augmented, quantified, and returned as a ranked list of actions with the expected value on each line.
Data Capture · Decision-Grade Reporting
Data-capture and reporting infrastructure that makes the numbers trustworthy enough to run a company on — because most aren’t.
He is an expert in SEO, web design, digital marketing, and lead generation — and a fantastic leader. I can confidently attest to his outstanding capabilities.
07 / Start a Conversation
Costs too high, leads too few, a stack that fights you, or an AI opportunity you can feel slipping past — tell me what’s broken, and I’ll tell you exactly what I’d build.
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