AI systems built to move the number.

Most AI work gets stuck in prototype mode: the difference between an interesting experiment and a tool people open every day. The work in this file went into production and stayed there.

This portfolio site was built with Claude Code as a development partner, end to end. The 1PMP Architect is a multi-step AI agent that generates a complete marketing plan from raw client inputs in under 15 minutes, used by 100+ founders inside the Lean Marketing Accelerator to produce strategy documents that previously took days. Lean Intelligence is an internal analytics dashboard that gives advisors a live view across 80+ client accounts without digging through five separate tools, eliminating the manual report-pull that used to eat hours a week.

EXHIBIT A: live automation workflow FIG. 01

At Lean Marketing, clients were coming up for renewal without a clear way to see the value they'd built. Advisors went into those conversations on instinct, which produces exactly the renewal rate you'd expect when nobody has the receipts in front of them.

I built an AI system that pulled every piece of engagement data per client: coaching call transcripts, health scores, milestone wins, support interactions, session attendance, sentiment signals, and synthesized it into a single report per account. Internally we called it holding up the mirror, because it showed clients what they'd actually built over the engagement, in evidence rather than narrative. Advisors walked into renewals with the data instead of the pitch, and the numbers followed.

The best marketing content for a business is usually buried inside it, sitting in client conversations, advisor insights, and the stories that never get written down. Most teams know this and still can't operationalize it, because the path from "we said something useful on a call" to "we have a finished post" takes hours of manual lift nobody has.

I built a content pipeline at Lean Marketing that starts with coaching call recordings and ends with finished drafts. Recordings get transcribed, run through a prompt pipeline that extracts insights, client wins, and teachable moments, then routed into LinkedIn posts, email sequences, and blog drafts. The voice is a trained model built from real content examples, not a template, so the output sounds like the company, instead of like every other AI content stack on the market.

Most marketing teams have their data spread across five tools with nothing keeping any of it in sync. Advisors chase updates, managers build manual reports, and nobody works from the same picture, meaning every decision is being made on data that's some flavor of stale.

At Lean Marketing, I built a set of automations that created a single source of truth the whole team could trust. New client onboards, coaching notes, milestone hits, and health score changes flow into the right places automatically. The system handles the routing, the humans handle the advising. The team stopped chasing spreadsheets and started spending their time on the work that actually moves accounts.