For solo advisors & small agencies · The AI Operations Build
Make your AI earn its keep.
You already have the tools. Now let's make them work together.
You already have the tools. Now let's make them work together.
I didn't expect AI to be this big a game changer for my own agency. I can't think of anything more fun than helping others do the same.
There's AI inside your itinerary platform. You probably have ChatGPT open most days. Your consortium announced another AI integration or opportunity at the last conference. More articles show up about it daily. And then somewhere there's a subscription you signed up for months ago and still may not be sure what to do with.
Maybe you've already put real time into this. Taken a course, sat through the webinars, hired someone, built a few things yourself. Some of it probably helped. What's rare is for all of it to be looked at together, as one business, and made to fit the way you actually work. That isn't a gap in you, or in anyone you've worked with. It's a different job, and it's the one this is for.
If the honest answer is no, or not really, or if you can't tell, the problem might not be your tools.
AI is everywhere, and a lot of it doesn't talk to each other. We connect what you already have, in your voice, so your time goes back to your clients.
Solo advisors and small agencies. One person, or a handful, booking consistently and doing all of it yourselves. The repetitive work has stopped being an annoyance and started deciding how much business you can take.
If you have a team, an IT budget, and room for a $25,000 transformation, there are good people for that, and I'm not one of them. This is for the advisor in the position I was in: running the whole business alone, without 15 years of building software to fall back on. I had that. You get it for four weeks.
Courses in this space run $300 to $1,300 and hand you a library of systems, a community login, and the work still to do. Being given homework is the opposite of useful when time is the thing you're short of.
Agency-scale AI consulting runs $9,500 to $45,000 and up, and much of that buys a discovery phase that bills for itself and a strategy deck instead of a working system. The Build is 4 weeks, a fixed price, and systems running at the end of it.
Plenty of offers hand you prompts written for someone else's business, or a templated GPT with your name on it. Nothing here comes out of a box. Everything gets built on your work, in your voice, for what you actually do.
A proposal goes out in your voice, and you know exactly how much faster that is than today, because we measured. The tools you pay for know about each other. The repetitive things have a written way of being done, and you could hand that to someone tomorrow. And you have a number that says what changed, not a feeling about it.
Nine things. Four of them set the foundation, two are what you'll use every day, and three keep it running after I'm gone.
Everything you're running, and a plain decision on each: keep, configure, connect, or build.
The way you actually sound, not the way you'd describe yourself on a form.
What never goes into a general AI tool, and where a human checks before anything reaches a client.
One that stops starting from zero every time you open it.
Proposal drafting, pre-trip client sequences, or supplier RFP packs. Chosen with you in Week 1, built on a trip you're working right now, and tested against your own recent work before you rely on it. Each one is a complete process, not a saved chat: inputs, instructions, output, a human review point, and a written SOP.
An inquiry comes in for two weeks in Portugal. You drop in your notes from the call. Out comes a first draft in your voice and your format, with your preferred suppliers already in it, ready for you to correct and send.
Before we touch anything, we time the work you're trying to get rid of. An actual proposal, start to finish, and how many passes it took before you'd send it. We measure again at handoff, and again 30 days later.
Most AI help never tells you whether it worked. I'd rather hand you a number, even when it's smaller than either of us hoped, because a real number tells you what to do next.
The instructions, standards, and reference material that live in your AI environment so you rarely need to reference or save a prompt at all. Ask plainly; it already knows your business, your suppliers, and how you write.
In plain language, so it keeps working whether or not I'm around.
After handoff, while you settle in. Questions answered, and no retainer waiting behind it.
Every tool you pay for either earns its keep or it doesn't. Finding out which is the first job. Acting on the answer is the second. Adding tools comes last, and only for what's genuinely missing. First we find the gaps in your own stack, then we work out together the best way to fill them.
What’s already working well stays in place. We build around your strengths instead of replacing tools you already trust.
Many tools have features you haven’t had time to dial in. We tune your existing settings so they actually support your workflow.
Bridges the gaps between your platforms. Your itinerary software, email, and files should share context instead of running in silos.
Where off-the-shelf software stops, we build what's missing, on your real client work, in your voice.
And if you already own a lot of pieces, you'll get more out of this than someone starting from nothing. More on the board to work with, and it's rarely been arranged as one.
4 weeks. One working session a week, around 2 hours each. Build work happens between sessions, so you're never sitting on a call watching someone type. Unless you want to! If you'd like to see how it's built and carry it forward yourself, you're welcome in every step. And if we're in the middle of something when the two hours are up, we finish it. The length is a guide, not a meter.
Everything. All of it. There's nothing proprietary in it, nothing to license from me, and nothing you'll ever have to come back to me to unlock. The voice profile, the instructions, the workflow specifications, the templates, the documentation: yours, as working files you can open, edit, back up, build on, and hand to anyone. They aren't a deliverable you file away. They're the base your business runs on from here.
And none of it is married to one AI. What we build runs in whichever assistant fits your business, ChatGPT, Claude, Gemini, or the next one, and the parts that matter carry over if you switch: your voice, your instructions, your specifications, your documentation. The connections to your other systems get rebuilt in the new tool, which is an afternoon, not a project. You don't own the AI, and nobody selling AI services can hand you that. You own everything built on top.
The Build is an operating layer on the tools you already have, not a software project. It runs 4 weeks at a fixed price, which only works because the scope is bounded.
Deeper technical work is available and quoted separately: custom API connections, a dedicated integration between systems that have no path to each other, data cleanup, or migrating a large document library. I can do that work rather than referring you out, and some businesses genuinely need it. It just isn't what the Build's four weeks are for.
Built in the AI environment that best fits your business, typically ChatGPT, Claude, or Gemini, alongside the platforms you're already running.
Before moving into travel, I spent 20 years in the corporate world of financial services, 15 of those in digital product management. Turning a business problem into requirements, building a roadmap, managing development, testing what got built, and improving it once it was live. AI finally gave me the development capacity to put that experience to work on my own agency in a really powerful way.
So I built an AI-enabled itinerary platform because I wanted something better than the commercial software I'd been paying for. It connects to the CRM and commission system I also built, works with live flight data and mapping, and in my own agency it cut the time to build an itinerary in half.
You're not buying software. You're getting what I learned building it.
I've also connected AI directly to the systems my business actually runs on: email, files, project management, accounting, payroll, client records. It surfaces what needs attention, finds things in seconds, and handles repetitive work so I'm not holding the whole business in my head.
I built all of it for myself first. That's what I want to bring to your business.
I'm not a consultant who found travel. I'm a working advisor who built these systems on my own bookings, with my own clients on the line.
And I'm your size. No engineering team, no IT budget, no department to hand this to. Everything I built, I built under the constraints you're working with, which is exactly why what I hand you will survive in a business even if only one person is doing all of it.
To find out whether this fits and to ask your questions.
You bring your tools and one live inquiry. You leave with a one-page read of your own stack. Credited in full toward a Build started within 30 days.
Four weeks. Agreed before we start, nothing billed by the hour. The number comes on the call.
A limited initial cohort while the measurement program is underway, at a rate that won't be offered again. We talk numbers on the call, once we both know what your business actually needs, because a price means nothing until you know what it's for.
Some advisors need one thing fixed, not four weeks. Maybe it's the proposals that eat your Tuesdays, a website that AI can't make sense of, or a stack you'd like a proper look at before you commit to anything. There's a way to do each of those, sized to the problem. Bring it up on the call and we'll scope it together.
It starts with a 30-minute call, free, to find out whether this fits and to ask your questions. Bring a proposal you sent recently, or anything else you produce on a regular basis, and a rough list of what you're paying for. You'll leave with a clearer picture of your own stack than most advisors ever get, whether or not we go further.
If we both want to keep going, the next step is a 90-minute working session, $250. You bring your tools and one live inquiry. You leave with a one-page read of your personal stack: what to keep, configure, connect, or build, and the two workflows I'd start with. Credited in full toward a Build started within 30 days.
From there we decide together: the Build, something smaller, or we part as friends.