Work

The work, documented in full.

The systems we built and still run today, laid out end to end. Each page below walks through how it actually works, not just what it delivered.

calls booked in 40 days

A retirement advisory's outbound rebuilt as one closed loop, from 28,661 contacts to calls on three advisors' calendars.

TruPath Wealth

systems, intake to discharge

Custom intake and AI reassessment system with exact unit tracking and authorization expiry alerts at 2 weeks, 1 week, and 2 days.

Behavioral-health practice

These are written up in full. The rest of what we run for clients lives on the home page.

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