Work
What this looks like in practice.
Five systems running today, one in design, and one example of what this looks like for a training company. Client names are left off until each client says it's fine to share them.
Sales · Regulated multi-location operator
A sales operating system that does the admin work.
The situation. Sales ran on manual entry and hand-built reports.
What I built. Order and pipeline briefings every morning, 14 live dashboards for sales and operations, and an AI pipeline that checks about 4,000 customer records against state licensing data.
The result. The work of a sales admin role, automated, and leadership sees the business in a way it never could before.
Marketing · Regulated multi-location operator
One study in, a full campaign out.
The situation. Every campaign started from a blank page, and turning research into posts and emails took days of writing and formatting.
What I built. A campaign engine. I give it a study, an idea, or a piece of creative, and it builds a ready-to-review series of emails, Instagram posts, and LinkedIn posts around the strongest insights, formatted to the brand guidelines.
The result. One industry study became a five-part series across all three channels, ready for review.
Finance · Multi-location restoration company
The whole company in one email, every morning.
The situation. The owners pieced together jobs, receipts, receivables, and billing from four systems, and the numbers rarely agreed.
What I built. A pipeline that pulls from all four every night, a dashboard the owners open from their phone, and a daily digest.
The result. Every morning, one email lands with receipts, receivables, open work, billing, and new contracts. Nobody builds it.
Operations · Restoration contractor
~500 hours a year of manual reporting, gone.
The situation. Labor is the biggest line on every job, but nobody could see whether a job was under budget until it closed and someone reconciled timesheets by hand. That took about 10 hours a week across the team.
What I built. I connected the timesheets to the job budgets and built one dashboard that shows budget versus actual for every open job, refreshed without anyone touching it.
The result. About 500 hours a year back, and project managers see which jobs are trending over while there's still time to act.
"We used to find out a job was underwater at the end. Now we know on Wednesday."Ops lead
Leadership · SpiveyLabs
I run my own business on what I sell.
The situation. Running a consultancy means email, two calendars, a pipeline, and call notes, and no time to stitch them together by hand every morning.
What I built. An AI operating system. Every weekday at 6:27am a briefing lands in my inbox, built from my email, both calendars, my CRM, and my call notes, ranked by what matters today. The CRM updates itself from my notes, and proposals get drafted from call recordings.
The result. When someone fills in the form on this site, it's in my CRM and my inbox within seconds, and it's at the top of the next morning's briefing until I reply. I built the same kind of system for the sales team at my day job.
Operations · In design · Three-branch restoration company
The right crew on the right job, from the first phone call.
The situation. Every emergency call, every schedule, and every decision about who goes where is handled by hand, in spreadsheets. When the wrong crew lands on a complex job, the company pays for it in refunds.
What we're building. Intake to dispatch. The call gets classified, the job gets matched to a qualified crew, and the schedule fills itself, with a person able to override at every step.
How it goes live. It runs alongside the current process for a few weeks, and it takes over once the team trusts it.
Example · A training company
Find a class, sign up, done.
The situation. Registrations arrive by email and get retyped into one spreadsheet that only one person can edit at a time.
What this looks like. Sign-ups on the website land in a shared roster automatically, a class calendar updates itself, and attendance records itself from a QR scan.
Why it matters. Every empty seat is revenue that never happens, and sign-ups lost to a confusing website never show up anywhere.