AI Strategy & Integration

Turn AI spend into enterprise value.

I help leadership teams set the AI agenda, choose where to invest, and hold every initiative to a measurable return — with the hands-on capability to deliver it.

Live Topology · Bi-Directional CRM & Outbound Middleware
Hub & Spoke MeshFault-Tolerant
Outbound Record PushInbound Webhook / SyncMiddleware Webhook (/api/webhooks/*)Context ReconciliationHubSpot → SmartLead (Leads)SmartLead → HubSpot (Webhook)DNC Safety & MembershipsVerified (auth_tenant_key)HubSpot → AirCall (Directory)AirCall → HubSpot (Calls)E.164 & Post-Call ContextEnrolls Contact with KeyCreates & Links 4-Way ProspectApollo.ioSales Intel PushSmartLeadEmail OutreachMiddleware ()SmartLead Safety LatchHubSpotSystem of RecordPRIMARY ENGINEMiddleware ()AirCall E.164 & ContextAirCallVoice TelephonyMiddleware ()Post Apollo Update
Safety Latch: SmartLead DNC VerifiedReconciliation: E.164 Clean StatePayload Routing: Multi-System Auto-Sync
Reference Architecture · Multi-System Operational Middleware
Static SchematicZero-Data-Leakage
01 · SourcesRaw Feeds

Data Ingestion Layer

CRM & Pipeline

HubSpot / Salesforce / Pipedrive

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Inbound Events

Webhooks, Stripe, Email, Forms

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Unstructured Inputs

Spreadsheets, PDFs, Voice memos

Auto-Polling & Webhooks
Custom Middleware Core
02 · ABL Orchestration EngineType-Safe Middleware
Multi-Model Intelligence RouterContext Routed
Claude 3.5 Sonnet

Complex extraction, deep reasoning, nuanced synthesis

Gemini / GPT

High-volume triage, fast classification, enrichment

Validation & Schema FirewallZero Bad Data

Deterministic schema verification (Zod), deduplication, hallucination traps, and manual review triggers.

State Bus & Queue ManagementIdempotent Retries

Automated retries with exponential backoff, rate-limit shielding, and complete immutable audit logging.

Latency: <450ms round tripPayload Safety: Verified
03 · TargetsSynchronized

Production Execution Layer

Clean Records

Normalized CRM deals, contacts & notes

Team Ops & Alerts

Slack alerts, Linear tickets, email queues

Data Store & Sync

Postgres, Supabase, analytics pipelines

Live Sync & Reversible Writes
Multi-Model Router: Claude & Gemini Context-MappedPayload Verification: Zod Schema FirewallQueue Safety: Idempotent Retries

Scope

What Gets Built

Production-grade operational plumbing connecting your data, your models, and your revenue engines.

01

AI agenda & investment

Where AI should change the business, where it shouldn't, and a sequenced investment case leadership can sign off.

Hover to expand→
02

Measurable return

A target agreed before anything is built — cost, time, or revenue — and every initiative held to it. What doesn't earn its place is cut.

Hover to expand→
03

Integration & adoption

AI systems integrated into how the business runs, adopted by the people who use them, with cost and risk governed.

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The Off-the-Record Take:

“We stop your CRM, email, and spreadsheets fighting each other so you can stop copy-pasting data like it's 2004.”

Production Systems

Featured Proof

Verifiable operational middleware, autonomous pipeline architectures, and shipped AI products.

Case Study/B2B
Enterprise AI product consulting engagement

Turning Ambiguous AI Briefs Into Shippable Specs

AI briefs arrived ambiguous — "build something with AI" — with no defined inputs, outputs, constraints, or success metrics, and no clarity on whether a given feature should be a copilot a person drives or an agent that acts on its own.

CutScope churn
AI product / enterprise software
Inspect →
Case Study/B2B
B2B outbound sales agency

Rebuilding Broken CRM Data for a Scaling Sales Agency

A fast-growing outbound sales agency — running campaigns for 7 enterprise clients, scaling toward 30–40 within a year — was operating entirely out of drifting spreadsheets. In the baseline client dataset alone: only 4 of 1,259 phone numbers were in a usable format, 359 rows had the country typed into the city field, 64 of 248 companies didn't match any approved target list, and there was no unified opt-out enforcement across clients — a real compliance risk, not just a tidiness problem.

0.3% → 100%Phone usable
PDF Appendix
HubSpot Sales Hub ProfessionalHubSpot Operations HubApollo.io+7
Inspect →
Case Study/B2B
Digital consultancy

200+ Hours Saved With One Internal Tool

Staff onboarding and day-to-day workflows had usability issues the teams using them had come to treat as permanent — the kind of friction people stop reporting because they've stopped expecting it to change. Nobody had gone back to actually fix the root causes.

200+ hrs/yrHours saved
Internal tooling / workflow
JiraConfluencecustom internal build
Inspect →

The Mandate

AI strategy that answers to the P&L

The problem with most AI investment

Most organisations are already spending on AI: licences, pilots, internal experiments, vendor tools. Far fewer can say what that spend has returned. Pilots multiply, ownership is unclear, and the board asks the same question every quarter: what are we getting for this?

The issue is rarely the technology. It's the absence of a strategy that ties AI to business outcomes, and of the discipline to measure them. That's the gap I close.

Set the AI agenda and the investment case

I work with leadership teams to decide where AI should change the business and, just as important, where it shouldn't. We map the operations, revenue processes, and customer journeys where AI can move a number that matters, then rank them by value, feasibility, and risk.

The output is a sequenced AI roadmap with an investment case for each initiative that leadership can sign off with confidence. No AI for its own sake, and no strategy that can't be delivered.

Hold every initiative to a measurable return

Before anything is built, we agree the return it must deliver: hours saved, cost removed, revenue added, or risk reduced. That target is measured after launch, not assumed. Initiatives that hit it get scaled. Those that don't get fixed or cut.

This turns AI from a cost centre into a portfolio leadership can manage, with the same rigour you'd apply to any other capital allocation decision.

Integrate it into how the business runs

Strategy fails at integration. I don't stop at the roadmap. I design and integrate AI into your existing systems, data, and workflows, using the right model for each job, and work with your teams until the new way of working sticks.

That hands-on capability is the difference. Most AI strategy consultants advise and leave; most AI developers build without a business case. I do both, so what gets decided in the boardroom is what actually ships.

Govern cost, risk, and adoption

AI introduces new running costs, new data risks, and new ways for teams to work around a system they don't trust. I put governance in place from the start: model and vendor choices, cost controls, data guardrails, and adoption measures, so the return holds after the launch.

Frequently asked questions

What does an AI strategy consultant do?

An AI strategy consultant helps leadership decide where AI should be used in the business, builds the investment case, and oversees implementation so that AI spend delivers a measurable return rather than a collection of disconnected pilots.

How do you measure the ROI of AI?

By agreeing a target before anything is built, such as hours saved, cost removed, revenue added, or risk reduced, then measuring against that baseline after launch. Initiatives are scaled, fixed, or stopped based on the result.

We already have AI pilots running. Can you help?

Yes, and it's a common starting point. We review what's running, measure what it's returning, and decide what to scale, fix, or cut, then set a strategy for what comes next.

Do you implement, or only advise?

Both. I set the strategy with leadership and integrate the AI into your systems and workflows hands-on, working with your teams through adoption.

Which AI models and platforms do you work with?

I'm model-agnostic and work across the Anthropic and Google Cloud ecosystems, choosing the right model for each job on cost, quality, and risk rather than committing the business to a single vendor.

How does an engagement start?

With a free call focused on one area of the business. It's an honest view of where AI would earn its place and where it wouldn't, with no deliverable and no obligation.