Blog
Notes from two years of applied-AI work. Some posts are recent; others were migrated from earlier notebooks and carry a small badge.
Build, Buy, or Wire Together — How Mid-Market Firms Actually Make This Call
For mid-market firms, the right answer is almost always wire-together — and here's how to tell when it isn't.
Service Techs at Nebraska Equipment Dealers Spend Half a Morning Pulling Parts Lists
Equipment-dealer service techs spend half a morning pulling parts lists. The pattern that hands them the list pre-pulled.
Customer RFQs Land as PDFs. They Should Leave as Quote Skeletons Before Lunch.
Customer RFQs land as PDFs. They should leave as quote skeletons before lunch.
Internal Q&A Is a Good Fit for AI in a Community Bank. Member-Facing Isn't.
Internal Q&A is a great fit for AI in a community bank. Member-facing isn't — and here's why.
Every Commercial Agency Answers the Same Form Questions a Hundred Times a Year
Every commercial agency answers the same form-coverage questions a hundred times a year. There's a better way.
Most AI Training Is a One-Hour Zoom and a Recording Nobody Watches
Most "AI training" is a one-hour zoom and a recording nobody watches. Here's what training that compounds looks like.
Rate-Cons Live in PDF. So Does Carrier Onboarding. Both Belong in the TMS by Lunch.
Rate-cons live in PDF. So does carrier onboarding. Both belong in the TMS by lunch.
A Daily Report Should Take a Foreman Ten Minutes
A daily report should take a foreman ten minutes, not an hour. Here's the working pattern.
A Consultancy That Doesn't Make Itself Obsolete Is Selling You Dependency
A consultancy that doesn't make itself obsolete is selling you dependency. Here's how Blue Sage runs the leave-behind.
Conflict Checks and Engagement Letters Are Billable in Theory
Conflict checks are billable in theory, never in practice. AI can give the firm those 30 minutes back.
Text Rosey to begin.
Rosey is our executive-assistant bot. Text the number below — she'll ask two questions, offer three calendar slots, and put a 30-minute call on Jim's calendar.
Text Rosey · Schedule a call →