Consulting About Expertise Work Lab Resources Contact Book a Consult
The Lab

Cool shit I'm
actually building

I don't talk about AI. I use it to solve real problems, then I show you exactly how. No prompt screenshots. No "look what ChatGPT can do." Just the systems, the frameworks, and the results.

01
The Grad Trip

Planning a trip with zero
boring tours

The Problem

Three countries, two weeks, one graduate who didn't want a single bus tour.

The Build

I connected AI to my Gmail and had it pull every confirmation scattered across months of booking: flights, cruise, hotels, excursions. It turned that mess into one clean itinerary, then built a follow-up survey so we could capture what actually worked once we got back.

The Framework

  • Centralize the chaos first. Every confirmation lives in one inbox, let AI go find it instead of you digging
  • Use it to surface the weird stuff, not the obvious stuff. Algorithms default to the top-rated tourist trap. Push past that
  • Build the boring logistics (the itinerary, the timing) so you can spend your actual planning energy on the unusual finds
  • Close the loop. A quick follow-up survey turns one good trip into a repeatable process for the next one
What We Actually Did
Custom handbags made by hand in Scotland. ATVs across Iceland's lava fields. Ziplining over rivers. A fish and chip shop with a terrible Google rating that turned out to be the best meal of the trip. Dressed up as Vikings and photographed like we meant it. Weird little museums nobody puts on a list.
Custom Handbags, Scotland Lava Field ATVs, Iceland River Ziplining Hole-in-the-Wall Fish & Chips Viking Photoshoot
02
Pipeline HQ

A real system, not
a spreadsheet

The Problem

When I started taking on more fractional engagements, I had inbound leads, referrals, and follow-ups scattered across email threads and sticky notes. Spreadsheets don't scale once it gets real.

The Build

A full Notion command center. Linked databases tracking every prospect, every referral, every follow-up. An automated Gmail sweep that pulls inbound inquiries, scores each lead against a framework I built, and logs anything worth pursuing. I never manually dig through my inbox again.

The Framework

  • Define your non-negotiables first (scope, timeline, deal size) before you build any automation
  • Score leads on fit, not just who reaches out first. Build the rubric before you need it
  • Separate "in conversation" tracking from "referral relationship" tracking. They decay at different speeds
  • Automate the boring sweep, keep the judgment calls human
What It Actually Tracks
Date of first contact. Where the lead came from (referral, inbound, cold outreach). Whether I was referred and by who. Current status. A follow-up threshold that auto-flags anything silent for 30 days, so nothing just disappears into the void unnoticed. Every data point feeds back into how I prioritize what's next.
03
Discovery Call Prep

Prep built like
campaigns

The Problem

Generic discovery calls get you generic scope. I needed prep that matched the actual stack and actual pain points of each prospective client, not a recycled pitch deck.

The Build

Custom prep packets per prospect. Pulls in the company's tech stack, the point of contact's background, and the specific operational problems they're likely fighting, then maps my own case studies directly to those problems.

The Framework

  • Research the point of contact, not just the company. Their background tells you what they'll want to talk about
  • Match your case studies to their stack. A Marketo win lands differently at a HubSpot shop
  • Build reusable proof points once, then re-angle them per conversation instead of writing from scratch every time
  • Scope and pricing belong in the proposal. Diagnostic depth belongs in the discovery call. Don't mix them
Result
Prep that actually tracks each prospect's real problems instead of guessing my way through a generic pitch.
04
Lead Scoring

A scoring system for
signal over noise

The Problem

Inbound interest shows up everywhere: LinkedIn, referrals, cold outreach. It doesn't tell you what's actually worth your time.

The Build

A scoring system that takes every inbound lead and rates it against criteria that actually matter to me: deal size, scope fit, company stage, timeline. Logged automatically, reviewed weekly.

The Framework

  • Write your scoring criteria down before you start seeing leads, not after
  • Weight what you can't compromise on heavier than what's nice to have
  • Review the log on a cadence. Weekly works. Don't let it pile up
  • Kill dead-end leads fast. A clear "no" is more valuable than a maybe sitting in limbo
Result
A discovery system that filters noise before it ever hits my pipeline.
Built By Someone Who'd Rather Automate The Boring Parts

Want to talk about how this kind of thinking applies to your team?

Book a Consult
FRACTIONAL MARKETING OPERATIONS  ·  MARKETO CHAMPION  ·  GTM INFRASTRUCTURE  ·  REVENUE OPERATIONS CONSULTING  ·  AI INTEGRATION  ·  B2B SAAS  ·  FRACTIONAL MARKETING OPERATIONS  ·  MARKETO CHAMPION  ·  GTM INFRASTRUCTURE  ·  REVENUE OPERATIONS CONSULTING  ·  AI INTEGRATION  ·  B2B SAAS  ·