Stop using AI like a productivity tool. Build systems for your agency, master the patterns that transfer to any use case, and turn internal wins into sellable services.
I spent years at top AI agencies, working with both Fortune50s and startups. Here's the tools, playbooks, and processes that actually work.
You're using AI to work faster—writing proposals quicker, researching faster, brainstorming in minutes.
But you're not winning more. You're not growing faster. You're not building competitive advantage.
This course shows you how to build AI systems that grow your agency— build AI-enabled competitive intelligence, automate your biz-dev pipeline, create agents that know your client's brand, then apply those concepts to transform your services and charge a premium.
Total Runtime: ~3 hours (5 focused modules)
Build your first system
(for YOUR agency) Competitive Intelligence
Apply the pattern
(to YOUR pipeline) Lead Scoring
Find more opportunities
(in YOUR operations) Pattern Recognition
Make it production-ready
(polish for clients) Infrastructure + Trust
Package and sell
(turn internal wins into revenue) Monetization
Build real systems for your agency, then learn how to package them as services clients will pay for.
Never show up to a pitch unprepared again
What We'll Build:
A competitive intelligence system that tracks 3 competitors in your space, runs automatically, detects changes, and alerts you to market shifts.
AI Concepts You'll Learn:
Context + Memory + Tools framework (the pattern that transfers to every use case)
Context layer: How to give AI your agency's specific positioning vs. generic analysis using Lindy for automation and Claude for AI analysis
Memory layer: Change detection over time (snapshots vs. intelligence) stored in Airtable, with historical comparison logic
Tools layer: Automated scraping (Apify or Firecrawl), scheduled runs, change notifications delivered via Notion reports
What You Get:
Working competitive intelligence system for YOUR agency, Mental model for building AI systems (not just using ChatGPT), Understanding of why context and memory matter
Show up to discovery calls knowing more than your prospect
What We'll Build:
Automated lead research and scoring that triggers when someone books a Calendly call. By the time you join the call, you know their business, their challenges, and their fit.
AI Concepts You'll Learn:
Pattern transfer: Same Context + Memory + Tools pattern, new application
Build decisions framework: When to use no-code (Lindy) vs. low-code (n8n) vs. full code—and why we're using n8n for this workflow
Custom scoring logic: How to teach AI YOUR ideal client profile (ICP) using structured prompts and JavaScript code nodes in n8n
Integration patterns: Calendly webhook → Research (Firecrawl + Clearbit) → Score → CRM update (HubSpot/Pipedrive)
What You Get:
Automated prospect research system for YOUR pipeline, Understanding of when to graduate from no-code to low-code, Historical scoring data that reveals patterns in your best clients
Stop following my playbook, start building your own
What We'll Build:
How to identify automation opportunities across YOUR agency's operations, decide which approach to use (simple workflow vs. intelligent agent), and prioritize what to build next.
AI Concepts You'll Learn:
When to use simple workflows vs. intelligent agents: deterministic automation vs. adaptive reasoning
Navigator™ Framework: 2x2 matrix for prioritizing opportunities by data readiness + business impact
Decision framework: Which opportunities to tackle first, which tools to use, and why
Agency Workflow Library: 40+ real-world examples with recommended approaches
What You Get:
Prioritized map of 8-10 opportunities in YOUR agency, Clear decision on which approach (workflow vs. agent) for each opportunity, Reference library of 40+ agency workflows with technical details
Build the trust infrastructure that justifies premium pricing
What We'll Build:
The technical infrastructure, team processes, and trust mechanisms that separate professional AI services from amateur ChatGPT outputs.
AI Concepts You'll Learn:
Part 1: Context Engineering (21 min) - Second brains, prompt libraries, writing samples, RAG (Retrieval-Augmented Generation), MCP (Model Context Protocol)
Part 2: AI Operations (13 min) - Solo → Team → Client progression, team sport model, collaborative governance
Part 3: Trust Infrastructure (12 min) - Three Layers of Trust (Transparency, Traceability, Verification), observability ecosystem, evals workflow
What You Get:
Templates for methodology docs, query logs, eval workflows, Understanding of RAG and MCP (with working demos), Client-facing report templates with all three trust layers, Team governance frameworks (RACI matrix, review workflows)
Turn internal wins into recurring revenue in 90 days
What We'll Build:
How to package AI systems as sellable services, price them correctly, position them to clients, and execute a 90-day monetization plan.
AI Concepts You'll Learn:
Service P&L modeling: Platform costs, human review time, real gross margins
Tiered pricing strategy: How to structure foundational, strategic, and executive-level offerings
Productized service model: Not SaaS, not hourly - the hybrid that works for agencies
Battle card template, pitch approaches, pilot strategy, integration patterns
What You Get:
Battle card for your first service, Pricing model with realistic margins, 90-day monetization roadmap (week-by-week action plan), Target client identification criteria
Creative & Brand Agencies
Looking to compete on intelligence, not just aesthetics
UX / Design Agencies
Wanting to apply AI to client work and internal operations
Marketing Agencies
Needing better competitive research and lead qualification
Strategy Firms
Ready to build production-grade intelligence systems
Freelancers & Solo Consultants
Who want to punch above their weight
You've been experimenting with ChatGPT but haven't built real systems yet
You want to win more pitches by showing up better prepared
You're tired of manual prospect research eating your sales team's time
You want to turn AI from "productivity tool" into competitive advantage
You're ready to build for YOUR agency first, then monetize when it works
Course Content
5 video modules (~3 hours total)
Competitive intelligence walkthrough (your agency)
Lead scoring automation (your pipeline)
Opportunity mapping framework (your operations)
Lifetime access + future updates
Frameworks & Concepts
Context + Memory + Tools (the universal pattern)
Build decisions framework (no-code → low-code → code graduation)
Navigator™ (prioritization matrix for opportunities)
Three Levels of Intelligence (Primitives → Layer 2 → Layer 3)
Three Layers of Trust (Transparency, Traceability, Verification)
RAG, MCP, vector embeddings, evals (production AI concepts)
Templates & Tools
MCP server setup guides (Airtable, Notion, Figma)
Airtable schemas (competitive intel, lead scoring, query logs)
Prompt library templates (GitHub structure, version control)
Navigator mapping template (spreadsheet/Miro)
Agency Workflow Library (40+ real-world examples)
Battle card template
90-day monetization roadmap
Eval workflows and rubrics
Client-facing report templates (with trust layers)
RACI matrix for AI Ops
I've spent 20 years at the intersection of strategy and technology:
Led digital transformation projects for Fortune 50 companies (Google, Samsung, Citibank, Marriott)
Built and scaled practices at global agencies (where I learned these exact models)
Executive at DEPT and MediaMonks - ran $40M+ P&Ls, managed enterprise accounts, led multi-disciplinary teams
Multi-disciplinary background: design, engineering, marketing - executive-level leadership with IC skillsets
Why I Built This:
I've worked with 50+ agencies implementing AI. Most get stuck in the productivity trap—using ChatGPT to work faster, not differently. This course teaches the pattern I've used to help agencies build competitive intelligence, lead scoring, brand agents, and other revenue-generating systems.
My Approach:
Build for your agency first. Prove it works internally. Then package and sell. This course follows that exact progression.
Agency Experience

$79 - Lifetime Access
Start Building - $79Limited time early access pricing
Yes. Modules 1-2 use no-code tools (Lindy, n8n). You'll learn when to graduate to low-code or full code, but you can build real systems without writing code.
~3 hours of video content. Plan 1-2 weeks to build and test your first two systems (competitive intel + lead scoring) while working through the course.
Perfect. Modules 1-3 focus on internal wins (better intelligence, better sales process, finding your opportunities). Module 5 (monetization) is optional—use it when you're ready.
The course includes examples for strategy, design, and marketing agencies. The Context + Memory + Tools pattern transfers to any agency type. Module 3 includes a 40+ workflow library with examples across agency types.
No. You need to understand your agency's operations and be willing to build. The course teaches AI concepts (RAG, MCP, vector embeddings, Layer 2 vs Layer 3) in context as you build.
There are free options available. All tools have free trial tiers: Lindy, n8n, Airtable, Notion, Apify/Firecrawl. Paid (optional): Claude API, HubSpot/Pipedrive (if you don't already have CRM).