Client Results

What eight clients at engineering firms, agencies, and professional-services companies built with us, and what their teams got back.

Dan Cumberland
Dan Cumberland Founder

What the Hours Become

The studies below report hours saved, and each one also names the work the team took on with those hours.

You're an expert at what you do.

But your team is spending up to 9 hours a week per person on proposals, documentation, and coordination that AI should be handling.1 At your billing rates, that adds up fast.

We build the systems that get that time back, so your company bills more, delivers faster, and grows without adding headcount.

Most of the results below landed inside the first month of a build, and the hours came back first.

How We Work

Interviews and a workflow audit first, then the build.

We start with a focused audit: interviewing your team, analyzing your workflows, and identifying where AI drives the most value for your firm.

Then we build the systems. Proposals, coordination, documentation, compliance. AI wired into the processes that matter.

We build inside the tools your team already uses and train the people who run them. You keep everything we build.

Dan Cumberland at work

Eight Engagements

We've built AI systems across professional services: research, deliverables, proposals, knowledge management. Each firm's workflow is different, and the same approach has held across all of them: we find where the hours go, build the system with the people who own the work, and measure what comes back.

70% Research Reduction

Firm CEO streamlines complex analysis workflows

Challenge

Kris's valuation team spent countless hours assembling models and research for clients. The same pattern of data-heavy, detail-intensive work that eats up professional services firms.

Solution

We built an AI workflow that ingested market data, generated valuation tables, and surfaced insights for review, cutting the research-to-deliverable cycle.

Results

  • Cut research time by 70%
  • Fewer errors, and the analysts now trust the output enough to use it
  • Enabled faster client turnaround and revenue growth

"If we implement it properly, we can cut down the need for associates. By at least half, probably more than half so."

Kris

Kris

CEO of a Valuation Firm

A Skeptical Strategist Built a Research Workflow He Trusts

Strategist adopts AI without compromising client data

Challenge

Raj Lulla, a seasoned strategist, distrusted AI and feared compromising sensitive client data. A concern shared by nearly every professional services firm we work with.

Solution

Raj took a phased approach: he started with low-risk tasks, then brought AI into research and client deliverables with clear data boundaries.

Results

  • Cut research time from days to minutes
  • Built a repeatable briefing workflow
  • Shifted from skeptic to strategic AI advocate

"For me, the biggest takeaway is making peace with AI— knowing what I will and won't use it for."

Raj Lulla

Raj Lulla

Brand Strategist

A 90-Page Deliverable Finished in Days

Consultant delivers complex assessment on a tight deadline

Challenge

Maggie Strong needed to synthesize mountains of interview data for a client assessment on a tight deadline. The kind of document-heavy crunch professional services teams know too well.

Solution

We designed an AI synthesis pipeline that tagged themes, pulled quotes, and drafted sections, turning raw interview data into structured deliverables.

Results

  • Completed a polished 90-page report in days
  • Won additional work from impressed client
  • Felt "productive and in control" instead of overwhelmed

"AI has allowed me to actually be productive and make things happen."

Maggie Strong

Maggie Strong

Consultant

600+ Hours Automated

Business owner cuts content production time with a repeatable workflow

Challenge

Mel Varghese, host of a top 0.5% podcast, struggled to repurpose content across channels. The process was overwhelming and time-consuming.

Solution

We created a custom AI system trained on Mel's voice and built a workflow to analyze transcripts and generate consistent content across platforms.

Results

  • Cut content creation time
  • Maintained consistent voice across platforms
  • Built a repeatable content workflow the team runs without Dan

"The ROI is so worth it. It'll blow your mind. This has made my workflow so much easier."

Mel Varghese

Mel Varghese

Business Owner

7 Client Emails in 60 Seconds

Professional builds consistent client communications

Challenge

Julie Boll struggled with client communications that didn't reflect her voice. Previous AI attempts produced generic, off-brand output.

Solution

We built a custom AI training document capturing her voice and business logic, then created workflows for consistent client communications at speed.

Results

  • Generated on-brand client emails instantly
  • Saved hours of writing and editing time
  • Created consistency across all communication

"It generated in the span of one minute, seven emails that I can pull the trigger on immediately."

Julie Boll

Julie Boll

Professional Services

Always-On Expertise

Firm founder builds 24/7 client support system

Challenge

Dustin Riechmann had thousands of hours of expertise captured in content but couldn't efficiently support clients who asked similar questions repeatedly.

Solution

We built a proprietary AI tool that captured his methodology, frameworks, and expertise, and integrated it into his client platform for 24/7 support.

Results

  • Created 24/7 client support access
  • Maintained expert-level response quality
  • Freed senior time from repetitive Q&A

"What Dan has created is actually super special because it is a reflection of me. It has captured my personality, the nuances, the insights and the things that I would actually give to coaching clients."

Dustin Riechmann

Dustin Riechmann

Founder, 7 Figure Leap

Proposals in Minutes

Professional overcomes tech anxiety and drafts proposals in minutes

Challenge

Michelle Savage avoided AI tools, doubting her technical skills and fearing impersonal output.

Solution

She started with guided, low-risk exercises and built up to a personal system for proposals, lesson plans, and client communications.

Results

  • Drafted proposals and plans in minutes
  • Reported the work was "literally changing my life"
  • Reclaimed evenings previously lost to admin tasks

"I used it the same day and saw tangible results right away."

Michelle Savage

Michelle Savage

Fractional COO

20+ Hours a Month Reclaimed

Executive advisor masters AI without sacrificing bandwidth

Challenge

Nathalie Ramanantsoa-Frat needed rapid AI mastery without sacrificing her scarce executive bandwidth.

Solution

She took part in Dan's AI workshop and built the workflows and frameworks she could put to work immediately.

Results

  • Reclaimed 20+ hours a month
  • Built repeatable workflows and frameworks
  • Applied new AI skills without adding to her schedule

"Taking part in Dan's AI workshop was an excellent investment of my scarce time. Strongly recommend to speed up your learning curve."

Nathalie Ramanantsoa-Frat

Nathalie Ramanantsoa-Frat

Executive Advisor

What Clients Say

Nick Cox

Nick Cox

Director of Engineering at Smartsheet

"As a tech professional deeply familiar with AI, I didn't anticipate was how much more I would discover…The POWER framework was a game changer in how I invite AI to the table in everything I do at work. I used it the same day, and saw tangible results from AI right away. If you want to live a life you love, and if you're interested in bettering your work and career, definitely follow Dan."

See where your company stands first.

25 questions, about 8 minutes, results on screen, and your email at the end so we can send the follow-up.

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Services

How We Work Together

AI Roadmapping

Department-level AI opportunity mapping, tool evaluation, and a 90-day implementation plan. Find the low-hanging fruit and build a plan your team will follow.

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AI Workflows

Custom AI integration into your existing tools and processes. Proposal automation, submittal coordination, compliance docs. AI wired into the work your team shouldn't be doing manually.

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AI Advisory

Monthly strategy sessions, implementation support, and quarterly reviews. Someone who knows your systems, your team, and your goals.

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FAQs

Free Guide

Train AI on Your Firm's Expertise

The system our clients use to train AI on their firm's processes and expertise. Proposals, reports, and documentation your team can produce in minutes, without starting from scratch every time.

The download is free. You do have to opt in with your email, and you'll also get Dan's weekly AI newsletter: free tools, learnings, and best practices. One click to unsubscribe.

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