Three lines of work, scoped honestly. Paid by flat tier where I can, by funded deal where that’s fairer.
Most consulting starts with a tier matrix and a contract that runs longer than the engagement. This practice runs the other way. The AI work is scoped into three named tiers with the deliverable on the page and a kill switch in your hand the day you stop wanting it. The marine F&I work is paid per funded deal — no retainer. Same posture across both: you own what we build.
What follows is the plain-language version of what each line actually does and what you keep when we’re done.
What I do, in plain language.
Business Digital Optimization Management and Consulting
The lead practice: process automation, AI lead capture, voice answering, a self-hosted AI assistant, review automation, and a website you own — scoped to how your business or trade actually runs. The same playbook I run for my own business, built for yours.
Self-hosted by default. Model weights on your disk, data never leaves the building, kill switch in your hand. Prefer cloud, or want to integrate your existing cloud stack? Either path works. Three named scopes: Foundation, Growth, Dominate.
Digital Optimization for Dealers
Marine and powersports dealers get the same AI stack tuned for the showroom and the F&I office — a self-hosted assistant that answers buyers day and night, qualifies leads, and never sends a customer’s financial data to the cloud. Same architecture, tuned for dealership workflow.
Dealership Finance Operations and Consulting
Two decades inside dealerships — building F&I departments, structuring deals, and running a broker bench across Texas and the Gulf Coast. I shop your deal across direct lender relationships built for marine collateral — regional banks, credit unions, specialty marine lenders, and broker networks — and place the deals the captives can’t or won’t write: used hulls, non-prime, owner-operator, custom builds.
If you don’t have an F&I operation yet, this is the build: product menu design, lender placement strategy, FTC-compliant presentation flow, deal-jacket templates, staff coaching. FTC enforcement on rate-markup transparency and product disclosure tightened through 2026 — standardized menus, consistent presentations, documented process. Audit-ready by default. Paid per funded deal.
Twenty years of dealer-side experience means I bring more than rate sheets.
I know how marine brokers work — and when going through the broker network gets you a better deal than going direct.
I structure fair rate splits. The buy/sell spread is part of the dealer’s revenue, but it has to be fair to the customer to stick.
I know the main lender reps for the top marine banks personally. That matters when a deal needs a phone call, not a portal submission.
Pick your focus, or let me pick it for you.
You can tell me which parts of the AI stack to prioritize — leads, voice, SEO, hiring — and I’ll work against your list. Or hand me the keys and I’ll sequence the work by highest impact for your business. Either way works.
For a small business or trade shop.
- Lead-capture chatbot trained on your business — callers and visitors get real answers, not a phone tree.
- AI voice answering for after-hours and overflow calls — handle the inquiry, route the appointment.
- Local SEO + Google Business Profile automation — show up for the searches your customers actually run.
- Review automation — turn satisfied customers into 5-star reviews without chasing them.
- A hiring agent that finds and pre-screens candidates while you run the business.
- A new website on a design system you own, not rent.
- The whole stack self-hosted on your gear, or in your existing cloud — your choice.
Every engagement includes the posture, not just the deliverable.
You keep what we build. Domains, ad accounts, GBP, content, code, model weights — every asset is registered in your name from day one. If the engagement ends, the working stack stays working. No vendor takes their toys home.
Reporting includes the ugly numbers. Every status report shows what didn’t work and what to test next, not just the wins. No vanity metrics, no spin, no “great month” without the data to back it.
AI runs local. Every AI tool I deploy runs on hardware you physically control. Encrypted at rest, encrypted in transit, audit-logged, monitored by a CISSP-certified security partner. Your customers’ financial data — SSNs, credit applications, banking — never touches a public cloud LLM provider.