Sales Enablement
Identify and win more clients.
- Opportunity discovery and qualification
- Proposal/SoW first-drafts from firm templates
- Account intelligence for tailored outreach
Build your moat.
Turn your services playbook into a defensible AI product.
For professional services firms. Operator-led productization that compresses delivery time, protects margins, and keeps your IP proprietary.
Invite-onlyOne build per niche
Includes a 2–3 page brief: ROI model, product concept, deployment plan, and exclusivity terms.
See if your niche is available →Built in your VPC or isolated tenant. No customer data trains public models.
OPERATOR PROOF
300k+ users
prior product
$1M+ ARR in 18 months
prior product ARR growth
Acquired in 2025
prior product exit
Experience with
Built and exited ProAI (300k+ users; $1M+ ARR in 18 months); previously advised Fortune 50 clients and high growth tech companies.
Founded by Chase Hughes—built & exited ProAI (300k+ users). LinkedIn ↗
Opportunity brief
What the AI Opportunity Brief delivers.
A de-risked, one-page plan you can share with partners to decide if we green-light a pilot together.
What's in the brief
- 90-day productization plan tied to your service lines
- 2–3 AI product concepts mapped to your workflows
- Modeled ROI range (margin lift and cycle-time reduction)
- Data & IP plan so the moat lives inside your firm
Who it's for
- Managing Partners & Practice Leaders (>$3M revenue)
- Firms with reusable deliverables or proprietary datasets
- Operators ready to defend a narrow niche
What it's not
- Not staff augmentation or off-the-shelf tooling
- No resale inside your niche—ever
- Not a black-box PoC; you own the IP from day one
Opens a redacted, single-page brief example.
What we build
Proprietary tools and applications for professional services.
We co-design around your workflows; you keep the IP.
Service Enhancement
Elevate quality and compress delivery time.
- Guided intake and triage
- Drafting and review assistants
- Research monitors and client-ready briefs
Productized Services
Create new recurring revenue.
- Self-serve tools built from your playbook
- Client portals and continuous monitoring
- Subscription add-ons to existing services
Example technologies: Voice agents · AI agents · AI workflows (illustrative; we ship to your stack and governance)
Service → Product examples
From bespoke delivery to leverage across the practice.
AI voice assistant deployment
From
Phone/Zoom interpreter scheduling
Long wait times and uneven dialect coverage.
To
AI voice assistant with 50+ languages
Routes to humans when needed, keeps transcripts secure for regulated industries.
Impact
- Wait times ↓ 80%
- Cost per call ↓ 50%
- New premium tier (24/7 coverage)
RFP intake automation
From
Manual scanning of government RFP portals
Triage is slow and many good fits are missed.
To
Opportunity scanner + go/no-go brief
Monitors portals, flags best-fit bids, drafts first-pass responses with your boilerplate.
Impact
- +40% qualified opportunities
- 20 hrs/week saved on intake
- Win rate up ~10% → ~18%
Self-serve strategy tier
From
Custom business plans built one-by-one
High price floor and limited capacity.
To
Self-serve planning tool + advisor review
Guided intake feeds your templates; offered as a subscription tier.
Impact
- First drafts in 24h (from 2 wks)
- 3× throughput without headcount
- Adds recurring revenue
Service Enhancement
From
Static spreadsheets + manual data pulls
Scenario changes require rebuilding models.
To
Dynamic forecasting assistant
Connects to QuickBooks/Xero, asks the right inputs, remembers choices, outputs complete models.
Impact
- Build time ↓ 70%
- Rework and errors reduced
- Faster proposals, higher close rate
2-minute overview
How the Opportunity Brief works.
How it works
Embed an operator-led squad in three steps.
Discovery call (20 min).
We confirm your niche definition, workflows, and data assets.
Opportunity Brief (5–7 days).
You receive the roadmap, product concepts, ROI, and risk plan.
Pilot (6–8 weeks).
We build v1 under your brand; IP stays with you and scales with your niche.
We partner—never compete.
Exclusivity is defined by service line + segment (and region when relevant).
- You own the code, data pipelines, and brand lockup.
- One active build per niche—no resale inside your swim lane.
- Operators sign your security & governance controls.
FAQ
Answers for risk & governance teams.
How do you handle data security & SOC 2?
We deploy inside your VPC or isolated tenant. No data is used for model training without explicit approval, and SOC 2 materials are available under NDA.
Who owns the IP and exclusivity?
You do. We co-build, but code and brand lock to your firm with a one-niche exclusivity guarantee.
Timeline and resourcing commitment?
Pilots ship in 6–8 weeks with a fractional operator-led squad embedded alongside your SMEs.
How much SME time is required?
About 1–2 hours/week from your subject-matter experts during the pilot—we draft, you review.
What qualifies as a niche?
Service + segment + region when relevant (e.g., CRE underwriting for multifamily in the Southeast).
How do you price the pilot?
Fixed-fee for discovery and pilot; optional success fee or equity tail once we hit your ROI targets.
Field notes
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