I help small and mid-sized businesses put AI to work.

The problem

Small firms juggle disconnected tools for their website, email, social, webinars, and CRM, and lose leads in the gaps between them.

What I built

• A six-product suite covering content, follow-up, web, webinars, social, and mobile
• Integrations across websites, CRMs, email, and social platforms
• Custom platforms and internal tools for clients and for VOOV itself

The outcome

Scaled to $80K in monthly revenue with a core team of two, since grown to three, by letting software and automation do the work of a much larger staff.

The problem

Home-service companies, hotels, restaurants, and shops lose work to missed calls but can’t justify a full-time front desk.

What I built

• Voice agents live on a new or ported number in minutes
• Answers grounded in the business’s own knowledge
• Calendar booking, order and account lookups, and HubSpot and helpdesk tickets
• Smart transfers to whoever is on call, plus recordings and an iOS app

The outcome

Callers get answers 24/7, and each call ends with a booking, a ticket, or a handoff in the systems the team already uses.

The problem

Musicians practice from static PDFs and break their flow to turn pages, and scanned scores can’t be searched, reflowed, or followed.

What I built

• Import of PDFs, photos, MusicXML, and MIDI, converted into real digital notation
• Score following by microphone or MIDI keyboard with hands-free page turns
• Practice sessions and AI-assisted score adaptation
• In-app conversion credits on iPad and Mac

The outcome

A focused practice surface that keeps musicians playing instead of reaching for the page.

The problem

Workshop skills fade once the workshop ends. Clients needed a way to apply the method to their own deals and prospects, and to practice delivery.

What I built

• Specialized agents for customer hero, internal success, and lessons-learned stories
• A role-based story arsenal for sales, services, marketing, and leadership
• Deal work: prospect assessments, research reports, and meeting prep
• Voice practice for rehearsing stories aloud with AI coaching

The outcome

CI2’s workshop became an ongoing product: clients go from learning the method to using it on live opportunities.

The problem

Action plans were assembled by hand in spreadsheets, which made them slow to produce and hard to keep consistent across advisors.

What I built

• Structured intake for income, assets, debts, insurance, and beneficiaries
• Side-by-side comparisons with discretionary-income and tax estimates
• Long-form plans with Social Security and risk analysis
• Branded PDF generation and advisor accounts

The outcome

Advisors produce consistent, professional plans from a single intake, and the platform continues to evolve with the firm’s process.

The problem

The firm’s opportunity dashboard was maintained by hand. It drifted out of date, so the team stopped trusting and using it.

What I built

• Opportunity tracking by advisor, stage, expected close, and source
• Automatic roll-up of closed business into monthly totals
• Dashboards by advisor, product line, and promoter
• Multi-firm administration, configurable stages, and billing

The outcome

Leadership gets an accurate view of the pipeline, including where new business comes from, in software the team actually keeps up to date.

The problem

Client context was scattered across email, calls, chats, and files. AI agents could help, but only with clear, permissioned tasks and a human in the loop.

What I built

• Client workspaces and team messaging
• Intake that turns emails, transcripts, audio, and files into proposed tickets
• An AI assistant that answers with citations to the original source
• An MCP server that lets Codex agents claim tasks and submit work for approval
• Recorded, transcribed calls; iOS, macOS, and Chrome apps

The outcome

The team runs client work from a single platform. AI handles intake, retrieval, and drafting, while people approve anything that leaves the building.