How it works.
One system at a time. Measure the job, build it, test it, hand it to your team. Then the next one.
One job per system,
about a month a lap.
Most AI projects die because somebody tries to automate the whole agency at once. I don't. Each system (paid ads, reporting, content, sales follow-up) gets one job at a time, and every job runs the same loop.
01 · Pick the job.
The one that frees the most of your team's time at the least risk. It comes straight out of the Audit.
02 · Clock it the old way.
Minutes per task, tasks per week. If we don't have a before number, we can't prove an after.
03 · Build it.
I start from what you already have: your SOPs, your team's process, anything your people have already built.
04 · Pilot it.
A few accounts on, a few like them left alone. A person on your team approves every change.
05 · Measure it.
Hours back and results, pilot accounts against the ones we left alone.
06 · Hand it off.
Your team runs it, the SOP gets updated, and the system moves on to its next job.
A lap takes about a month. Two systems can run side by side once the first lap proves out.
Four things go into
every build.
When AI has to do a real job in your agency, it needs four things. I spec every build against them before anything gets switched on.
Context
What it knows
Your services, pricing, clients and voice. This is the Second Brain.
Connections
What it can reach
The CRM, calendar, inbox or ad account it works in. If it can't reach it today, it isn't on the list.
Capabilities
What it does
The job, step by step, including the steps a person on your team still approves.
Cadence
When it runs
On a schedule, or the moment something happens, like a new lead. Not whenever someone remembers.
Miss one and you've got a demo, not an employee.
By department,
on one Second Brain.
Every agency's setup is different. These are the departments it usually covers. All of it runs on a Second Brain trained on your agency: your services, your clients, your voice, your goals. Fix something once and it stays fixed.
Sales
A voice agent that answers the phone and books the appointment. An SDR agent that works every lead until it books or says no.
Operations
An executive assistant on inbox and calendar. Lead verification that sorts real buyers from spam before anyone acts on them.
Delivery
Client reporting that answers “what did my marketing make me.” Account checks your team does by hand today, which can run every day instead.
Marketing
Websites, SEO pages, a weekly content cycle and ad management. See the marketing system worked out in detail →
The paperwork your clients
are going to ask for.
Sooner or later a client asks how your agency uses AI and what happens to their data. You should be able to hand them something. You get:
An AI use policy your team can follow and your clients can read.
A risk register. Every AI tool you run, what data it touches, where that data goes.
Approved-tool rules, so a new tool doesn't get client data until somebody's checked its terms.
Recording rules for calls and meetings, written for the states you work in.
I run AI Builders Labs on the same set. My policy and register were written before I wrote anyone else's, and I'll show you both.
Three things
I won't bend on.
One platform, on business terms.
Your whole team on one AI foundation, on a business plan that doesn't train on your data or your clients'.
Nothing touches client spend without a person's yes.
Until a job has proven itself in the pilot, a human on your team approves every change.
No hourly billing.
You pay for the seat and the outcomes we agree on, not for time on a clock.
Two prices.
Both on the page.
The AI Workforce Audit: $3,000
Two weeks. You get a written plan you own, whether you hire me or not. Start within 14 days of the findings and the $3,000 comes off your first month. What the Audit covers →
The Head of AI seat: from $6,000 a month
Three-month minimum. I install it one system at a time and run it alongside your team.
Twenty minutes
to find out if it fits.
Tell me where AI is stuck in your agency. I'll tell you whether I can help, and if I can't, I'll say so.