AI Consulting Services
Client-facing AI systems built for measurable business outcomes
Explore completed implementation patterns across lead operations, support performance, project execution, lifecycle nurture, and custom-built workflows tailored to your business.
$150/hr advisory + implementation
4–8 week sprints with defined milestones
Customer-ready dashboards and handoff
↓ 42%response lag reduction
↑ 18%lead conversion lift
↑ 24%SLA adherence improvement
↓ 31%launch rework reduction
Lead Intake System
Unified capture, qualification, routing, and conversion visibility.
Process Flow — Lead Intake
1CaptureUnified inbound leads from web, referral, and paid channels.
2NormalizeStandardized fields, source tags, and priority metadata.
3QualifyApplied fit scoring using need, budget, and urgency.
4RouteAuto-assigned owner with SLA timers and fallback logic.
5EngageTriggered response + booking pathway by segment.
6OptimizeWeekly calibration using conversion and response outcomes.
- Outcome: faster first response + better qualification consistency.
- Control: SLA breach alerts and routing guardrails.
Northstar Roofing Group
Lead Intake Performance Dashboard
View: All • Last 7 Days
128New Leads
1.9hAvg Response
36%Book Rate
+12%Gain vs Prior
Stage Conversion
SLA Bands
Booked Trend
Regional Pipeline Map
Recommended AI Action
Prioritize web leads with response-time risk > 90 minutes and auto-create callback tasks for top-fit accounts.
Support Triage System
Prioritization, escalation discipline, and SLA protection at scale.
Process Flow — Support Triage
1IngestUnified intake across channels with timestamp integrity.
2ClassifyTagged type, severity, and probable root cause.
3Auto-ResolveApplied known-fix flows for repeat low-complexity issues.
4EscalateRouted high-impact incidents to the right owner quickly.
5CommunicateTriggered customer updates by severity cadence.
6LearnFed recurring patterns into automation backlog.
- Outcome: improved FCR and lower backlog volatility.
- Control: severity model + closure QA standards.
Bluewave Home Services
Support Triage Dashboard
View: All • Last 7 Days
412Total Tickets
63%FCR
91%SLA Hit
+9%Gain vs Prior
Severity Mix
Root Cause Mix
Resolution Channel
SLA Risk Curve
Queue by Team
Aging Distribution
Recommended AI Action
Auto-escalate high-risk tickets predicted to miss SLA and trigger proactive customer update workflows.
Project Delivery System
Milestone governance, dependency visibility, and launch confidence.
Process Flow — Project Delivery
1Define ScopeAligned goals, constraints, and acceptance criteria.
2Sequence WorkBuilt owner-based milestones and dependencies.
3IterateExecuted with checkpoints and stakeholder demos.
4Quality GatesValidated functional and edge-case readiness.
5LaunchReleased with rollback protocol and ownership model.
6HandoffTransferred dashboards, runbooks, and cadence.
- Outcome: fewer late-cycle surprises, stronger launch reliability.
- Control: milestone health + risk thresholds.
Summit Field Logistics
Project Delivery Dashboard
View: All Workstreams • Last 7 Days
22Planned Tasks
17Completed
89%Milestone Health
+15%Gain vs Baseline
Delivery Velocity Timeline
Defect Burndown
Scope Change Trend
Milestone Status
Load by Workstream
Risk Mix
Blocker Trend
Recommended AI Action
Detect milestone drift early and auto-generate dependency mitigation plans for critical path items.
Email & Nurture System
Segment strategy, AI-assisted messaging, and conversion analytics.
Process Flow — Email & Nurture
1SegmentGrouped contacts by lifecycle and intent behavior.
2PersonalizeMapped offer framing and CTA by segment.
3Draft + QAGenerated AI drafts with compliance and tone checks.
4SequenceDefined cadence, branching, and suppression rules.
5ExperimentRan controlled tests on copy, offer, and send windows.
6OptimizePromoted winners into production playbooks.
- Outcome: stronger replies and nurture-to-meeting yield.
- Control: frequency capping + deliverability hygiene.
Beacon Dental Collective
Email Nurture Dashboard
View: All Segments • Last 7 Days
41%Open Rate
8.7%CTR
12.4%Reply Rate
+11%Gain vs Prior
Nurture Funnel
Segment Lift
Send-Time Curve
CTA Variant Wins
Outcome Mix
Throughput
Reply Velocity
Recommended AI Action
Boost warm-segment reply rates with adaptive subject line generation and send-time optimization.
Custom Systems (Anything You Need)
If your workflow doesn’t fit a template, we design and implement a tailored AI-enabled operating system around your exact process.
Process Flow — Custom Build
1Business MappingDocument your current process, bottlenecks, risks, and must-keep steps.
2Solution BlueprintDesign data model, integrations, automations, and operator views.
3PrototypeBuild a pilot version for your highest-value use case first.
4ValidationRun controlled tests against baseline metrics and edge-case scenarios.
5Scale-OutExpand to adjacent teams/workflows with reusable standards.
6OperateFormalize runbooks, ownership, SLAs, and improvement backlog.
- Outcome: a system shaped to your exact business reality, not a forced template.
- Control: architecture decisions documented with explicit tradeoffs and rollback paths.
Harbor Multi-Services Co.
Custom Workflow Command Dashboard
View: All Streams • Last 7 Days
37Automations Live
2.4hAvg Cycle Time
93%Process Conformance
+14%Efficiency Gain
Workflow Throughput
Queue by Stream
Exception Trend
SLA Bands
Automation Mix
Owner Load
Change Requests
Recommended AI Action
Identify top exception drivers and auto-propose automation candidates ranked by effort vs impact.
Typical delivery timeline
A structured 4–8 week engagement with explicit deliverables, decisions, and go-live controls.
Discovery & Baseline
- Stakeholder interviews + workflow mapping
- Current-state KPI baseline and pain-point heatmap
- Data/source inventory and access plan
- Risk register (operational + technical)
- Deliverables: Discovery brief, KPI baseline, draft scope boundaries
- Gate: Discovery signoff + target outcomes approved
Architecture & Design
- Future-state process + owner responsibilities
- Rules engine/routing logic and exception handling design
- Dashboard wireframes + reporting definitions
- Acceptance criteria mapped to business outcomes
- Deliverables: Solution blueprint, data contract, test strategy v1
- Gate: Design review and implementation approval
Build Iteration 1
- Core workflow implementation + instrumentation
- Initial automations and SLA controls
- Operator dashboard v1 + alerting logic
- Integration shakedown (inputs/outputs)
- Deliverables: Working prototype, test evidence pack v1
- Gate: Midpoint demo + go/no-go to iterate
Build Iteration 2 + QA
- Exception-path hardening and edge-case coverage
- Performance + reliability checks under expected load
- Data reconciliation and metric parity validation
- Runbook drafting + handoff prep
- Deliverables: QA report, release candidate, operational runbook
- Gate: Acceptance test pass + launch readiness signoff
Launch, Enablement & Stabilization
- Production rollout with rollback protocol
- Operator + leadership enablement sessions
- Daily hypercare metrics during stabilization window
- Optimization backlog prioritized by ROI
- Deliverables: Final dashboard package, handoff set, 30-day optimization plan
- Gate: Transition to operating cadence
Governance and quality standards
Execution discipline that protects quality, ensures traceability, and keeps ownership clear after go-live.
Quality Assurance Framework
- Functional: primary path + exception path validation against requirements
- Data: field-level integrity checks, reconciliation, and null/format controls
- Reliability: retry/fallback behavior, timeout handling, alert thresholds
- Usability: operator workflow clarity, friction review, and error messaging quality
- Security hygiene: role-based access assumptions, sensitive field handling, audit notes
Acceptance Criteria Model
- Every objective tied to a measurable KPI with baseline and target range
- Pass/fail evidence captured per milestone (screens, logs, metric snapshots)
- Formal signoff sequence: business owner + operational owner
- Known limitations and deferred items documented with owner + due window
- Production readiness checklist required before launch authorization
Operating Model & Ownership
- Defined owners for triage, change requests, and incident escalation
- Weekly operator review cadence + monthly leadership KPI review
- Runbooks for normal operations, exceptions, and rollback scenarios
- Change protocol: intake → impact review → test → approve → release
- Continuous improvement queue prioritized by business impact and effort
Risk, Compliance & Auditability
- Decision log for significant workflow/routing logic changes
- Traceability from requirement → implementation → test evidence
- Policy checkpoints for regulated or customer-sensitive operations
- Escalation matrix with response SLAs for critical incidents
- Post-incident review template with corrective/preventive action tracking
Ready to build your first AI system?
Start with one workflow. We’ll implement it with measurable outcomes and a clean handoff your team can run.
Book a strategy call
Fast response + recommended first sprint.