Advizr

AI consulting services that deliver measurable ROI

From a free audit to systems that run your operations: strategy, custom builds, team training, and ongoing support. Fixed scope, quoted after the audit. 2x ROI in 90 days. Or we work for free.

How we work

One engagement, four phases. Build plus educate.

Phase 01 · The free audit · 3 to 5 days

Discovery

Every engagement starts with the free AI opportunity audit. We map your workflows, data, and operations, find the highest-ROI builds, and hand you a ranked plan with the payback math attached. Yours to keep, whoever builds it.

  • Comprehensive workflow and data audit
  • AI opportunity assessment with ROI projections
  • Executive-ready adoption roadmap
  • Technology stack recommendations
  • Risk assessment and mitigation plan
  • 90-day implementation priority matrix

Phase 02 · Rapid prototyping · weeks 1 to 3

Optimization

We build a working prototype on your real data, not slideware. You see the system run on your actual workflows before full deployment, so scope decisions are made on evidence.

  • Custom AI agent development
  • Workflow automation design
  • System integration: CRM, ERP, databases
  • Document processing and generation
  • Natural language interfaces
  • API development and deployment

Phase 03 · Deploy and train · by week 8

Implementation

We deploy into your stack and train your team to run it. Adoption is in scope, not an upsell: workshops, playbooks, and change management come with every build.

  • Role-specific AI training workshops
  • Custom prompt engineering playbooks
  • Hands-on tool implementation sessions
  • AI governance and policy development
  • Change management support
  • Ongoing coaching for your team

Phase 04 · We stay until it pays · cancel anytime

Post-deployment

Systems need care after launch. We monitor performance, fix what drifts, roll out new capabilities, and set the quarterly roadmap. No lock-ins; cancel anytime.

  • Performance monitoring and analytics
  • Model fine-tuning and optimization
  • Security and compliance management
  • New capability rollouts
  • Incident response and support
  • Quarterly business reviews and roadmaps

What we build

Five named systems, built on your real workflows. Each ships with training, and each is covered by the guarantee.

Revenue systems

Lead-Sourcing & Outbound Engine

10-20x ROI

An end-to-end outbound engine: lead sourcing, enrichment, personalized campaigns, and reporting, running daily without a human in the loop. We built one for Breez with prospecting capacity no manual team could match, then trained their people to run it. Your pipeline fills while your team closes.

See it in the wild: Breez

AI Content Engine

A pipeline that turns your expertise into publishable content: drafting, repurposing, scheduling, and distribution in your voice. Your team reviews and approves instead of starting from a blank page. Built on your actual positioning, so the output sounds like you and compounds over time.

Custom Agents

Agents for the jobs only your business has: investor reporting that writes itself, prospecting research that runs overnight, knowledge brains that answer from your own documents. If the workflow is specific to you, we build the agent that runs it end to end.

Operations systems

Client Onboarding & Document Chase

Intake, document collection, reminders, and status tracking, automated. New clients get chased politely and relentlessly until every document is in, and nobody on your team has to remember to follow up. Onboarding stops being the bottleneck between signed and started.

Internal Operations Hub

One place where your operations run: tasks, approvals, dashboards, and the numbers your team currently hunts across five tools. The reporting that used to eat Fridays assembles itself. Built in your stack, run by your team, visible to the owner at a glance.

Adoption & change

Training, roadmaps, and the adoption guarantee

Included

Every build ships with the education half: role-specific workshops, prompt playbooks, and quarterly AI roadmaps. Adoption is in scope, not an add-on. It is the reason our systems still get used a year after launch, and the reason we can guarantee the result.

The stack we run in production

Honest categories, not a logo wall. These are the tools your system actually runs on.

Models

ClaudeGPT

Infra

ModalSupabaseVercelNext.js

Outbound

InstantlyHeyReachApify

Ops

SlackStripePandaDoc

Three ways in

Start with one system

Paid · fixed scope

Your first build

One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope, quoted after the free audit, live in weeks, covered by the guarantee: 2x ROI in 90 days. Or we work for free.

What you own

Everything. The code, the prompts, the data. It runs in your accounts, and the handover is documented. Cancel anytime and it keeps running where it lives.

Free · 3-5 days

AI opportunity audit

We map your operations and hand you a ranked plan with payback math. Yours to keep, with or without us.

15 min · no pitch

Intro call

Talk to James, not a sales rep. Bring a messy process, leave with an honest read.

Questions, answered

2x ROI in 90 days. Or we work for free.