Selected work

Business challenge

A U.S.-facing technical procurement company struggled to convert customer demand into revenue because its team had limited capacity to source, technically validate, and quality-check specialized components manufactured in China. Each new requirement triggered significant supplier coordination, sampling, testing, and exception-handling work.

Approach

Redesigned the operating model to separate technical judgment from repeatable procurement and QC execution, standardized sourcing, sampling and quality workflows, and expanded capacity around the binding constraint.

Outcome

Increased effective technical sourcing capacity and unlocked $100K in incremental ARR that the existing operating model could not support.

Business challenge

Missed inbound calls went unanswered during busy periods and evenings. Staff often called back hours later, by which point the homeowner had already contacted another HVAC company. The owner could see lead volume, not booked jobs.

Approach

Built a lightweight AI-assisted intake and follow-up system: an automatic text after a missed call, plus a phone receptionist limited to intake, qualification, scheduling, and escalation. Every interaction was logged against the eventual booked job.

Outcome

Missed-call follow-up fell from hours to minutes, recovering two to three extra booked service calls a week and an estimated $116K–$154K in additional annualized revenue.

Business challenge

Account managers preparing commercial insurance quotations searched insurer websites, brochures, policy wordings, underwriting guides, and internal folders to find which insurers covered a given risk. The same research started over for every opportunity.

Approach

Built a searchable internal research tool that indexed publicly available insurer documentation and the brokerage's own non-confidential reference material, returning source documents and excerpts rather than unsupported recommendations.

Outcome

Initial product research fell from about ninety minutes to twenty or thirty minutes per opportunity, recovering account-manager capacity the brokerage was already paying for.