Forensic expert services
End-to-end AI client-acquisition system, launched and live
CS-01
- Problem
- Specialist firm with strong credentials and no repeatable pipeline: no outbound engine, no CRM intake, no way to capture website visitors.
- Build
- Compliant cold-email infrastructure on warmed dedicated domains (SPF/DKIM/DMARC, CAN-SPAM unsubscribe verified on every template), HubSpot CRM intake, and a Claude-powered website chatbot on Cloudflare with hard monthly spend caps and fallback behavior. Daily launch surveillance with a written health brief.
- Outcome
- Launched July 2026 and operating live under a managed send ramp. Results earned a follow-on program proposal spanning a 12-bot expansion roadmap.
Claude APICloudflare WorkersInstantlyHubSpotEmail deliverabilityCompliance
Luxury auto rental
Automation Leverage Audit: $134K of invisible cost, quantified
CS-02
- Problem
- Six-person exotic rental operation across two cities, spending heavily on a sales process nobody had ever measured. 71% of it turned out to be manual.
- Build
- Full workflow-costing diagnostic: labor, revenue leakage, ad waste, and rework modeled step by step; six fix opportunities mapped, four of them no-code and startable within a week. Delivered as a board-ready report in 48 hours.
- Outcome
- $134,000/yr total workflow cost baselined; $74,230/yr net savings mapped (55% projected reduction); $61,000/yr in lead leakage surfaced.
Process diagnosticsROI modelingWorkflow costingExecutive reporting
Commercial real estate · SaaS
Full-stack AI SaaS, built solo from zero to paid subscriptions
CS-03
- Problem
- Brokers spend hours drafting offering memoranda and deal analyses by hand; existing tools don't produce client-ready drafts.
- Build
- Sole architect and builder of a subscription web app: Cloudflare Workers + D1, magic-link authentication, Claude-powered document generation with pinned model versions, PDF pipeline with email delivery, Stripe subscriptions with customer portal, tiered usage caps with burst limits.
- Outcome
- Live product with self-serve checkout. Passed a formal pre-launch legal-claims audit (FTC click-to-cancel, CAN-SPAM, state consumer-protection statutes) — every customer-facing claim rewritten to survive scrutiny.
Claude APICloudflare D1StripeAuthPDF generationLegal-claim compliance
Family enrichment studio
Lifecycle marketing automation in the client's own voice
CS-04
- Problem
- Boutique studio running onboarding, retention, and win-back communication entirely by hand, with no consistent follow-up.
- Build
- Complete customer-journey automation on the studio's booking platform: trigger design, audience filters, delays, channel selection, exit conditions, and message copy written to match the owner's documented brand voice.
- Outcome
- Delivered, approved, and paid in full, with a 30-day support window and a results-report close-out. Copy approved by the owner without voice corrections.
Journey designBrand-voice copyMarketing automationClient delivery
Production conversational AI
From chatbot to real-time AI video avatar, with cost discipline
CS-05
- Problem
- Business websites either have no conversational layer or an unbounded one that hallucinates claims and runs up API bills.
- Build
- Claude-backed chatbot on Cloudflare (Worker + D1) with versioned system prompts restricted to documented case figures only, later upgraded to a real-time conversational video avatar with minute caps and automatic text-chat fallback when limits are reached.
- Outcome
- Live in production since May 2026. Zero fabricated-claim incidents by design: the prompt cannot cite numbers that don't exist in source documents.
Conversational AIVideo avatarPrompt versioningCost capsGuardrails
Internal platform · AI operations
The operating system behind every case file on this page
CS-06
- Problem
- Industry surveys report that while 76% of developers use or plan to use AI tools, only 29% trust AI output accuracy (Stack Overflow). The norm is autocomplete and chat; unverified AI output is the bottleneck.
- Build
- A governed multi-agent operating system on Claude Code that runs the entire practice: 8 specialized agents under a documented org chart with explicit handoff contracts (strategy, sales, adversarial review, debugging, live client surveillance, session lifecycle) and 25 custom skills. A two-gate ship pipeline verifies every client-facing figure against source-of-truth files, then runs a separate 8-point brand/voice/scope check. Persistent cross-session memory with scheduled pruning audits, automatic pre-edit backups, secret/PII leak scans before every deploy, a monthly 4-sweep self-audit, and encoded governance: reversible decisions delegated to AI within defined impact thresholds, irreversible or external actions gated to the operator.
- Outcome
- Trust is not required, because outputs are verifiable by construction. One operator delivers diagnosis, build, launch, sales, and daily client surveillance at agency scale: every engagement above (CS-01 through CS-05) was produced through this system.
L1Chat prompting
Ask a chatbot, paste the answer. Where most AI use still lives.
L2Copilot autocomplete
Inline suggestions inside an editor. The developer norm (76% adoption).
L3Single-agent tasks
An agent completes a scoped task end to end, human reviews everything.
L4Agentic orchestration
Multi-step agents that plan, call tools, and run tests. The 2026 frontier.
L5Governed multi-agent business OS this system
Specialized agent teams with handoff contracts, verification gates, persistent memory, self-auditing, and encoded decision governance, operating a real business daily.
Maturity ladder is a self-assessment framed against published adoption data (Stack Overflow developer surveys); it is an architecture comparison, not an external certification.
Claude CodeMulti-agent orchestrationVerification gatesPersistent memorySelf-tuningGoverned autonomy