AI·Set·Up

Recent work

Systems we've installed,
running inside real teams.

From operator support to sales research to shared internal knowledge, built on seven years of software development experience.

01Marketing agencyHolland, MI

Managed AI Department

Built an AI operator that helps a marketing agency manage email drafts, client context, task follow-up, lead research, and networking opportunities.

The team was managing client context, email drafts, tasks, networking opportunities, lead research, and follow-up reminders across scattered tools. We audited their workflows, mapped the repeatable patterns, and installed a VPS-hosted AI assistant connected through Composio. The assistant now helps draft emails, retrieve client context, research leads and events, manage task follow-through, and keep don't drop the ball items visible.

02Quality Cold CallHolland, MI

Custom Agentic Setup

Pulled cold calling into one workflow, end to end.

The team's cold-call workflow lived across spreadsheets, lists, and tabs, and follow-ups had a habit of disappearing after the call. We built an assistant that handles the whole arc: it helps reps think through the product and the right targets, pulls a call list via Apollo, and enriches each prospect with LinkedIn, Google, and broader web research. After the call, the rep tells the assistant how it went, and it keeps a running lightweight CRM with notes, follow-up needs, and timing.

03Paraco · Fractional COONYC

Chief of Staff (Basic)

Held the operating context across multiple firms at once.

As a fractional COO, Rachel lives in the messy middle of several businesses at the same time: email, Slack, DMs, and calendars across each client, with no single place to hold the threads. We installed an assistant that watches every signal source, separates what needs her attention from what can wait, and keeps a single source of truth for conversations and action across the firms she supports. Less mental overhead, fewer dropped threads, and reliable coordination across several operating environments at once.

04Memory BrightTraverse City, MI

Custom Agentic Setup

Replaced isolated AI chats with one shared team memory.

The team had been using ChatGPT and Claude individually, which meant every person was rediscovering the same answers. We built them an internal chat that looks like the tools they already knew but is grounded in the organization itself, with a tailored org prompt, per-user prompts, and shared context that propagates across threads so what one teammate surfaces is available to the rest. Live web access via Exa keeps responses current. The team works from shared context now instead of isolated chats.

Want a system like one of these?

Every install above started with the same 30-minute fit call. Describe the firm; we'll tell you what would actually help.

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