I build and run the AI operating layer for owner-led businesses.
For a small number of businesses in Palm Beach County each year, I take responsibility for the systems that run underneath the company: how inquiries are captured and answered, how follow-up happens, how the owner sees the numbers, how the business shows up in search and in AI assistants. I lead the design, build and operation, with the scope, responsibilities and reporting agreed in writing.
01 · Operating snapshot · September 6, 2026
What "running" looks like
Receipts · read from the operating layer on 2026-09-06
Selected work — live systems, not mockups
Screenshots of products and sites I have built. Founder projects and the client example are identified below.
What you are actually buying
A defined set of operational systems, with me responsible for their architecture, implementation and ongoing review. The written scope identifies what each workflow should produce, how it is monitored, and which decisions remain with your team. A daily status line and monthly report make the work visible.
I operate related publishing and lead-handling systems in my own businesses. The examples below show that work; your engagement starts with the workflows, tools and constraints of your business.
Three engagement levels
Foundation
One operational system, end to end — usually intake and follow-up — with monitoring and a monthly report. The right place to start when you want to see how I work before handing over more.
Operating Layer
Intake, follow-up, reporting, and your search and AI presence, coordinated under one scope with a quarterly review.
Embedded
I act as your head of systems: roadmap, build, operation, vendor decisions, and a seat at the quarterly review. A handful of these exist at any time.
Annual terms
Twelve-month engagements with an onboarding fee. The first month establishes the agreed workflow, access, first implementation and monitoring. We review progress against that scope before choosing the next priorities.
Quarterly review
A working session on what ran, what it produced and what needs attention. Changes to scope and fees are agreed in writing.
One accountable person
I lead the architecture, implementation and review. Your team approves business decisions and provides the access and operational context the work needs.
Who this is for
Owner-led businesses in Palm Beach County with real revenue and a back office that has stopped scaling: private wealth and family-office operations, luxury residential and development, aesthetic and medical practices, marine services, boutique law and accounting, design-build and high-end trades. The common thread is that the owner's time is the constraint. We assess the work, expected value and investment together before agreeing to a scope.
02 · Process
How an engagement runs
Discovery
Where your time goes, and what the business must do without you.
Scope
Systems, outputs, reporting and the annual fee — in writing before anything starts.
Onboarding
Confirm access, business rules and approvals; plan the first system for the first month and review readiness against the scope.
Operation
Continuous monitoring, a daily plain-English line, a monthly report.
Review
A board-style quarterly session: what ran, what it produced, what comes next.
03 · Deliverables
What the scope can include
The written engagement identifies which of these systems and outputs are included.
- An intake and response system across phone, web, text and email
- Follow-up cadences with an owner and a receipt for every step
- A daily plain-English status line and a monthly outcomes report
- Quarterly review materials and a written roadmap
- Structured website content and entity information for search and AI discovery
- Content production: signature stills, detail reels and kinetic pieces, verified and posted with receipts (see the work)
- Monitoring and an agreed route for alerts and exceptions
- Documentation your team can operate from
- Custom software where off-the-shelf fails
Frequently asked questions
What does this cost?
Engagements are priced annually against the scope in writing. As a reference, Foundation engagements begin in the low five figures per year; Operating Layer and Embedded engagements run into six figures. We compare the proposed work, expected value and investment before deciding whether to proceed. A specific advertising or call-handling need may fit Ads Handled or CallsHandled instead.
Why annual?
The engagement includes implementation, operation and quarterly review. The first month has defined onboarding and implementation priorities; later reviews use the reporting to decide what to improve. The annual scope sets out fees, responsibilities and what is included before work begins.
How many clients do you take?
A handful of engagements a year, by design. I do the work myself, and the value is in that.
What if we already have an agency or an IT provider?
We identify who owns each part of the workflow before starting. I coordinate the agreed systems work with the people responsible for marketing and infrastructure, including access, approvals, monitoring and reporting.
How do your other businesses fit?
Ads Handled and CallsHandled focus on specific advertising and call-handling needs. This personal engagement is for work that needs my involvement across several systems. We choose any specialist service because it fits the agreed scope; its role and responsibilities are explicit.
What do you need from us?
A decision-maker, someone who knows the current workflow, and appropriate access to the tools in scope. Your team confirms the business rules and approves the first workflow before it goes live. We agree who receives alerts and who makes decisions when an exception needs attention.
If your time is the constraint
A short conversation is enough to tell whether there's an engagement here. I'll say so plainly either way.
Request a conversationI reply within one business day.