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Independent advisory/1 founder + 1 contractor/Advisory + implementation/5 weeks
Cut a solo consultant's research time from 9 hours to 40 minutes per engagement.
Built an AI-assisted research desk that ingests client briefs, surfaces decision-relevant context, and outputs a structured brief the founder edits in place.
9h → 40m
Research time per engagement
3x
Concurrent active clients
100%
Briefs cite their sources
01 / Problem
What was actually broken
- 01Every new engagement started with 8–10 hours of manual research across LinkedIn, filings, news, and prior decks.
- 02Findings lived in scattered Google Docs with no reusable structure — each project restarted from zero.
- 03The founder was the bottleneck on every brief, capping how many clients could be active at once.
02 / Approach
How we worked through it
- 01Mapped the research workflow
Sat with the founder through three live engagements to identify the steps that were judgment-led versus mechanical lookup.
- 02Separated research from synthesis
Designed an intake schema so the AI handles retrieval and first-pass synthesis, and the founder owns positioning and recommendations.
- 03Built a reusable brief template
Output is a structured brief in a fixed format — same sections every time — so the founder edits instead of writing from scratch.
03 / System
What we shipped
- Intake form that captures client, industry, decision being made, and known constraints.
- AI research pass over public sources with citations attached to every claim.
- Structured brief generated in Notion with the founder's voice and section structure.
- Library of prior briefs indexed and searchable for future engagements.
ClaudeNotionMakeCustom prompts
"I stopped dreading the start of every engagement. The brief is 80% there before I open it."
Have a workflow that looks like this?
Bring it to a 30-minute strategy call. We'll find the highest-leverage fix.