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Custom Work & Advisory — Built for One Business: Yours

When off-the-shelf won't cut it,
we build it.

Some problems don't have a product you can buy. These are real systems we designed and built for real businesses — platforms their teams log into every morning. And when what you need first is direction, not software — book time with David directly.

Client logos, names, and identifying details in the platform screenshots below are blurred or replaced with sample data to protect client confidentiality. The websites in Case Study 03 are public and shown as they appear live.
Advisory — Before Any Big Engagement

Not ready for an assessment?
Pick David's brain first.

Thirty years in enterprise sales, now full-time in AI systems. Bring your real questions — what to buy, what to skip, whether that vendor pitch is real, where AI actually fits your operation — and leave with straight answers and a written recap. Paid, so you get the honest version, not a sales call.

  • AI Strategy Session — $300. 75 minutes on your agenda, working notes and a written recap after. Credited in full toward a Snapshot or Assessment within 30 days.
  • Advisory Retainer — $500/mo. A standing monthly session, async email access between calls, and a monthly platform-watch digest tuned to your stack. For owners who want a sounding board on call, not a project.
Two luminous glass panes exchanging a thread of light — advisory as dialogue
Counsel first, systems second — most good engagements start as a conversation.
Client: National Field-Services Firm
Case Study 01

Federal Opportunity Platform — every contract worth chasing, scored by AI, on one screen.

The client's team was hunting government opportunities by hand — SAM.gov searches, state portals, spreadsheets, tribal knowledge. Winnable contracts slipped past unseen, and nobody could say what the whole pipeline looked like.

We built them a private web platform that ingests federal and state/local opportunities automatically, then scores every one against the client's actual service lines with AI — a 1-to-10 fit score with the reasoning shown. An executive dashboard rolls it up: a 50-state heat map, deadline radar, top buying agencies, and a per-rep pipeline that exports straight to Salesforce.

Executive dashboard of a custom federal opportunity platform: metric tiles, sales team pipeline, 50-state opportunity heat map, upcoming deadlines, and top agencies

The executive view — live counts, team pipeline, opportunity heat map across all 50 states, and the next ten deadlines.

Opportunity list with AI fit scores and a detail panel explaining why a FEMA contract scored 9 out of 10

Every opportunity carries an AI fit score — and shows its reasoning: keyword matches, service-type fit, contract value, agency priority.

State drill-down page showing Florida agency map, federal agencies buying in the state, and scored state and county bids

Click any state for the full picture: who to sell into, which federal agencies are buying there, and scored state & county bids.

559 live opportunities tracked & scored AI fit score on every bid — with reasoning All 50 states — federal + state + county $61B+ in awards & recompetes monitored One-click Salesforce export Refreshes itself — new bids scored daily
Client: Regional Systems Integrator
Case Study 02

Municipal Bid Tracker — fourteen city portals, one morning glance.

Public-sector bids are posted across a maze of city and county procurement portals — each with its own login, its own format, its own deadlines. Miss a posting window and the work goes to whoever was watching.

This tracker turns that maze into one screen: every tracked municipality, every open bid, deadlines ranked by urgency, incumbent intelligence on upcoming re-bids, and one-click launch into each portal. The team opens it with their coffee and knows exactly where to aim the day.

Custom municipal bid tracker dashboard: open bid counts, critical priorities, procurement portal quick launch, and per-city bid tables with statuses and recommended actions

Shown with sample data. Open-bid counts, portal quick-launch, and per-city bid tables with status, fit, and the recommended next action.

14+ municipality portals in one view Deadline radar — never miss a window Incumbent intel on upcoming re-bids Action calls — what to do, per bid
Clients: A Psychology Practice · A Lighting Contractor
Case Study 03 — Websites

Websites that show, not tell — designed, written, built, and hosted by the same team that does your AI.

A website is usually the first thing we build for a client, because it's the first thing their customers see. No page builders, no templates. Each site is designed around what the business actually does, written in the owner's voice, hand-coded so it loads fast, and hosted on our own servers — so when something needs changing, there's one call to make.

Two recent examples, shown exactly as they're live today. Hover over a screen to scroll the page; click any screen to see it full size.

thereynoldsinstitute.com
Full home page of The Reynolds Institute website: editorial typography, warm interior photography, four service cards, founder essay, and consultation call to action Hover to scroll · click to enlarge
The Reynolds Institute home page on a phone

The Reynolds Institute

Psychology practice · Scottsdale, Arizona

A practice serving neurodivergent adults needed a site that felt like the practice itself: calm, credible, and nothing like a directory listing. Editorial typography, warm interior photography, and a clear path to booking on every page.

  • Four service lines, each with its own page and its own call to action
  • The founder's essay and philosophy given room to breathe, not buried under stock photos
  • Schema markup, sitemap, and search indexing handled at launch
Visit the live site →
bbl.stratum137.com
Full home page of the Briggs Brothers Lighting website: interactive lighting visualizer over a desert home at dusk, residential and commercial service cards, and quote call to action Hover to scroll · click to enlarge
Briggs Brothers Lighting home page on a phone, with the lighting visualizer switches

Briggs Brothers Lighting

Landscape & holiday lighting contractor · Phoenix metro

A lighting contractor sells something you can't picture until it's installed. So the home page lets you install it: flip the switches and watch a home light up in seven colour schemes, at sunset or full night, before you ever ask for a quote.

  • Interactive lighting visualizer built from scratch — no plugin does this
  • Residential and commercial galleries, customer reviews, and a quote form
  • The owner's own drone footage, cut and compressed to load in a blink
Visit the live site →
Hand-coded — no WordPress, no page builder, nothing to patch Hosted by us — one call when you want a change Mobile-first — built for the phone in your customer's hand Search-ready — schema, sitemap, fast loads Interactive when it sells — visualizers, calculators, configurators
What Custom Work Looks Like

If your team runs it on a spreadsheet, we can build it a real tool.

Opportunity & Bid Trackers

Government, commercial, or industry-specific — every opportunity in one scored pipeline.

Operations Dashboards

The numbers you check every morning, pulled automatically and put on one screen.

AI-Scored Lead Pipelines

Every lead ranked by fit and urgency — with the reasoning shown, not a black box.

Client Portals

A branded place your customers log into for status, documents, and requests.

Quoting & Estimating Tools

Your pricing logic turned into a tool that quotes in minutes, not evenings.

Spreadsheet Replacements

That fragile workbook the whole company depends on — rebuilt as real software.

Integrations & Data Pipelines

Your CRM, your calendar, your industry data sources — finally talking to each other.

AI Agents & Automations

Research, monitoring, and busywork that runs itself — reviewed and approved by you.

How Custom Work Runs

Weeks, not quarters. And you own it.

01

Show Us the Pain

An hour on a call. You walk us through the spreadsheet, the portal maze, the manual grind — we map what a tool would change.

02

Working Prototype Fast

You're clicking through a working version in days, not reviewing a slide deck in month three.

03

Iterate Live

Your team uses it, we tune it. Real feedback beats requirements documents every time.

04

You Own It

It runs on your accounts and infrastructure, documented and handed over. No hostage software, no surprise per-seat fees.

Got a problem no product solves?

Tell us what your team wrestles with every week. If custom software is the answer, we'll scope it flat — you know the number before we start. If it isn't, we'll tell you that too.

Email Us About a Custom Build

or start with the AI Business Assessment