AI Transformation · GTM & Marketing Systems

I architect the AI systems teams actually adopt.

At two healthtech companies, I built the AI systems and the adoption behind them that move marketing and revenue teams from experimenting to operating.

Real workflows. Real compliance. Real people who now reach for these tools instead of avoiding them.

All with no transformation mandate and no authority, inside a marketing role.

30+
People moved from AI skeptics to active users
15
Taken all the way to building their own tools
50+
AI tools designed & deployed
8
Autonomous agents built
01

Most people ask AI for help.
I design how it works for a team.

The difference between a novelty and an operation is architecture. Anyone can prompt a chatbot. The harder work, the work that actually holds, is building systems a non-technical team will trust, adopt, and reach for.

On a skeptical team. In a regulated industry. Without breaking brand or compliance.

Principle 01

Organized by the job, not the tool

A marketer doesn't think "is this a GPT or an agent?" They think "I need to QA this asset." I built the library around jobs to be done, so people find what they need without learning my taxonomy first.

Principle 02

Compliance built into the system

In healthtech, one unapproved claim is a real risk. I embedded claims-safe and regulatory guardrails directly into the tools, so the compliant path is the default path, not a manual check at the end.

Principle 03

Adoption is the deliverable

A brilliant tool nobody opens saves zero hours. I'm a certified professional coach, and I put that behavior-change training to work here, building a belief-based framework that moves skeptical teams from resistance to building. It's how I've helped leaders who were openly resistant to AI begin building their own tools.

Principle 04

Human voice is the whole point

AI should elevate the human side of this work, not flatten it. Every system is tuned to protect warmth, specificity, and real point of view, the things that make anything worth a person's attention.

02

I turn AI skeptics into builders.

Adoption is the most meaningful work to measure.

Across two healthtech companies, I've moved 30+ people from AI skeptics to active users. And I've taken a core group of 15, including leaders who were openly resistant, all the way to building their own AI tools.

Selected as one of a small company-wide cohort to lead AI adoption across the organization, validating what I'd already been doing without a mandate.

Deploying tools is the easy part. Changing whether a skeptical team trusts them, and reaches for them without being told, is the actual work. That's the part I do.

Then the systems earn their keep. The agents below run real workflows for real teams. The figures are time-saved estimates, reported conservatively.

Brand & Style SystemSkill · Claude + ChatGPT
Applies the full B2B and B2C brand voice, grammar, and compliance guardrails to any draft automatically, so every writer ships on-brand copy without re-reading a long style guide or risking prohibited claims.
5–6
hrs/wk · across marketing
Copy QA CopilotAgent · in production
Reviews designed assets against approved source copy and flags claim changes, missing content, and footnote issues before human review, removing reliance on one person to catch every discrepancy.
3–5
hrs/wk · across 4 people
Media & Social ListeningAgent · in production
Scans 24 hours of media, competitor, and social signals each morning and delivers a concise, source-backed brief to Slack, replacing a manual daily monitoring routine.
3–4
hrs/wk · one person
Copy ReconstructionAgent · in production
Rebuilds editable copy documents from marketing PDFs, preserves original wording, and flags low-confidence text and outdated sources against an approved data glossary.
~2
hrs/wk
Large Campaign Project Manager AgentAgent · in production
Turns a campaign brief into a live operating plan, building and maintaining a project board with owners, milestones, and a weekly status digest with blocker alerts.
3–5
hrs/wk → ~1
Pre-Sync Board ReviewAgent · in production
Reviews a shared project board before the weekly sync and flags overdue, stalled, or unclear work in one summary, so meeting prep isn't a manual audit.
30+
hrs/wk · potential, across teams
03

The library, a content operation on demand

GPT = custom GPT · Project = Claude Project · Skill = Claude + ChatGPT Skill

Copywriting & Editing

3 tools
Audience-specific writing partners that sound like a colleague who understands the reader's world, not a generic AI.
  • Employer / Benefits Copy ExpertGPT + Project
  • Health Plan Copy ExpertGPT + Project
  • Member Copy ExpertGPT + Project

Social Content

6 tools
Channel- and audience-specific writers for LinkedIn and Instagram, plus a strategy agent that researches context and plans posting for optimal engagement, each tuned to the right hook, voice, and guardrails.
  • Social Strategy & Content WriterAgent
  • LinkedIn: Brand / PR / CorporateGPT + Project + Skill
  • LinkedIn: Health PlansGPT + Skill
  • Instagram (member voice)GPT + Project + Skill

Review & QA

4 tools
Systems that catch compliance and accuracy issues before a human has to, so quality control scales without adding headcount.
  • Copy QA CopilotAgent
  • Claims & Compliance CheckerGPT + Skill
  • Copy ReconstructionAgent

Workflow & Coordination

4 tools
Agents that replace manual project tracking and status reporting, so meeting prep and follow-up stop eating the calendar.
  • Large Campaign Project Manager AgentAgent · in production
  • Pre-Sync Board ReviewAgent · in production
  • Blog Analytics & PrioritizationAgent

Plus research, briefing, and long-form content tools built the same way, organized by job, tuned for compliance, and shipped when a real workflow needed one.

04

Built for revenue teams, not just marketing

24

Segment-specific sales & BDR email systems

Twelve for account executives and twelve for the BDR team, each engineered for a distinct buyer, employer, health plan, government, labor, education, tribal, and veterans health, with prevention-first positioning and procurement-safe language baked in.

The same architecture, tailored to each audience's objections and pain points.

I build the system behind the work.

If you're bringing AI into your organization, and you care about doing it without losing quality, trust, or compliance, I'd like to talk.

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