Services · seven areas
Everything I build, sorted by where it helps.
Nobody needs all 37 of these. The first call is where we find the few that matter for your agency.
Strategy and support
5- Agency discovery and systems mappingWatch 1:02
- Software selection and setup
- AI training for teams
- AI use policy
- Ongoing support and builds
AI agents
7- AI executive assistant
- AI agent teams
- Research agents
- Inbox agents
- Shared memory
- Custom agents
- Human approval and guardrails
Go-to-market engineering
7- ICP list building and enrichment
- Signal data
- Deep personalization at scale
- Outbound email with reply handling
- Meeting prep briefs
- Call blitzWatch 1:13
- Custom CRM
Sales
4Client service
5- Client portals
- Benefits Q&A assistant
- Renewal reminders
- Service request tracking
- Automated monthly client updates
Enrollment and operations
5- Online enrollment platformsWatch 1:01
- Enrollment tracking
- Automated data movement between systems
- CRM activity logging
- Commission tracking
Marketing
4- Landing pagesWatch 0:59
- LinkedIn content systems
- Employee education campaigns
- Video and graphics
Not on the list?
Ask anyway. Everything here started as a problem I didn't have a tool for.
+Talk to Chris