How We Work

Where Experimentation Drives Innovation

The heart of our operation is our AI Lab—a dedicated environment where we continuously test emerging tools, build custom solutions, and refine workflows before bringing them to clients. Everything we recommend has been tested in our own operations. When we tell you something works, it's because we’ve used it in practice.

What Happens in Our Lab

Tool Evaluation

Every month, we systematically test 8-12 new AI tools. Our evaluation goes beyond feature lists to answer the questions that matter to professional services firms:

Does it do anything that XYZ tool can't do already?
Does it integrate with common technology platforms?
How does it handle confidential information?
Is it reliable enough for client-facing work?
Does it create more efficiency or just more complexity?

Workflow Development

We don't test tools in a vacuum. We develop complete workflows that connect AI capabilities to real business processes. Recent workflows we've built and tested include:

Executive visibility to social selling with automated lead enrichment
Competitive intelligence monitoring to opportunity alert
Interview to multi-channel content generation

Assistant Training

Our lab is the training ground for our AI assistants. Here, we continuously refine their capabilities through:

Integration of the latest marketing and business development best practices
New use case development attacking our clients' biggest headaches.
Performance testing against real-world business scenarios

Experiment Documentation

We document everything—successes, failures, unexpected discoveries—and share these insights with our clients. Our aim is to accelerate collective learning.

Creating reusable playbooks that clients can adapt to their context
Sharing failure case studies that prevent clients from repeating our mistakes
Maintaining a database with our brutally honest feedback on tested tools

Our Operating System: AI-Human Collaboration in Practice

Beyond specific tools, we've developed a comprehensive operating system that integrates AI throughout our business. Our goal is to create the model for how modern professional services firms can work.

Our AI Team Members

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Sage

Market Intelligence Assistant

Sage continuously monitors industry innovation, competitor moves, and client opportunities, delivering personalized briefings to each team member.

Scout

Business Development Assistant

Scout handles prospect research, generates personalized outreach sequences, and supports proposal development—while we focus on relationship building.

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Atlas

Marketing Strategy Assistant

Atlas creates integrated campaigns that span channels and ideates campaign concepts based on objective, budget and target audience.

Echo

Social Media Assistant

Echo helps us amplify our clients’ insights and our own, turning internal expertise into scroll-stopping posts, carousels, and commentary.

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Drafter

Content Creation Assistant

Drafter translates human insight into multi-format content and polishes our copy so that we sound sharp without compromising our authentic voices.

Meet the full AI team

Night Shift:

Sage begins overnight scan of global legal, consulting, and accounting industry news sources.

Scout analyzes LinkedIn activity, promotions, and company announcements from target prospects.

Atlas analyzes competitor content performance and identifies content gaps for our clients.

Echo identifies trending topics and prepares draft social media content for our team and our clients.

Drafter creates first drafts of content pieces based on yesterday's client briefings and captured insights.

Day Shift:

6:00 AM: All assistants compile their overnight work into prioritized briefings for human review.

8:00 AM: Guy and Sally review overnight AI briefings, approve/edit social content, and prioritize prospect outreach.

9:00 AM: Echo schedules approved posts while Relay prepares personalized email sequences based on Scout's prospect research..

9:30 AM: Team meeting to review AI insights and adjust daily priorities based on client needs.

10:00 AM: Agency client strategy session

11:00 PM: Atlas develops campaign concepts based on client objectives.

11:15 PM: Team reviews concepts and iterates with Atlas.

12:00 PM: Campaign concepts shipped to the client for review

2:00 PM: New business discovery call

3:00 PM: Team reviews and approves the AI-generated transcript and proposed follow-up email while Scout starts work on the proposal

5:00 PM: End-of-day review: approve tomorrow's AI research targets and content themes.

6:30 PM: Team logs off while AI begins overnight preparation cycle for tomorrow.

Building on What Works: Our Continuous Learning System

Our approach continues to evolve based on what we learn from both our internal usage and client implementations. We maintain a rigorous learning system that includes:

Weekly Lab Reviews: Structured evaluation of our latest experiments and their implications for client work.
Monthly Client Pattern Analysis: Systematic review of patterns across client engagements to identify broader insights and improvement opportunities.
Quarterly Methodology Refinement: Formal updates to our frameworks based on accumulated evidence from both our lab and client implementations.
Open Learning Archive: A growing repository of experiments, approaches, and outcomes that informs all our work and is selectively shared with clients.

Want to learn with us? Schedule a demonstration of what's cooking in our lab to see firsthand how we're using AI in our day-to-day—and how we can bring it into yours.

Client Portal

Client Portal

Inside Our AI Lab

Where Experimentation Drives Innovation

What Happens in Our Lab