Here are some lean implementations that helped small and medium size companies solve real challenges with AI
Type of Company: IT SALES
Challenge
After a major company-wide reorganization, the sales team was reduced to just two people. Despite the limited resources, the team was tasked with executing a high‑touch email outreach campaign targeting more than 200 premium leads. These accounts had previously done business with the company and were historically managed by a group of Regional Sales Managers.
Each email needed to comply with strict company and product communication guidelines while also reflecting the customer’s business history, known facts, and current objectives. On top of that, every message had to mirror the writing style of the Director of Sales to ensure consistency and brand alignment.
Delivering all of this efficiently and accurately with such a small team was a significant challenge — one that required a structured approach, streamlined processes, and careful attention to detail.
Solution
AI-Assisted Customer Engagement (ACE)
ACE helps account managers re‑engage past clients by drafting protocol‑compliant outreach emails using an LLM, automatically logging all communications in a CRM‑like interface, and adapting each follow‑up based on the client’s replies. This allowed the team to maintain personalization, compliance, and consistency—while dramatically reducing manual workload.

Type of Company: Vehicle Aftermarket Installations
Challenge
How to provide tech support after hours?
The tech support team of a company that builds aftermarket systems for commercial fleets wanted to offer installation support to technicians in other time zones who required help outside the team’s regular hours.
Solution
AI-Assisted Customer Engagement (ACE)
ElevenLabs provides a great platform to deploy voice agents. I worked with the team to put together a comprehensive database of troubleshooting for the most common situations a field tech face when performing installations of the company products. The tech team shared the link to the agent to the selected group of techs in specific time zones and they can choose to talk or chat with the agent.

Type of Company: Securities trading firmđź”»
Challenge
Securities day trading is a very time sensitive activity. Most traders need to perform numerous due diligence checks in multiple sites to have all the information to make decisions before entering or closing positions. That
Solution
AI-Assisted Customer Engagement (ACE)
DD Genie (as in Due Diligence Genie) is a web-based application developed for the trading firm CBL Trading. When given a stock ticker, it aggregates intraday market data from multiple sources and evaluates the ticker’s compliance with the firm’s proprietary systematic trading rules, providing clear recommendations. The platform’s AI piece is a module called “The Oracle,” which predicts the stock’s closing price for the day using a model pre-trained on data from over 1,000 historical trade alerts generated by the same trading system in the past.


Frequently Asked Questions
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The implementation timeline varies based on the complexity of the project, but we aim to deliver practical solutions within a few weeks to a few months, ensuring a smooth transition.
