AI Consulting & Strategy

AICONSULTING & STRATEGY

POWERFUL

For businesses that know AI matters but don't know where to start. We provide AI readiness assessments, tool audits, and implementation roadmaps to guide your transformation.

Real case studies

Named work, not vanity counts

ALL CASES
InsureBC: An AI Lead-Routing Engine That Reclaimed a Full-Time Role

1 Full-Time Role

Reclaimed

Insurance|Case study

InsureBC: An AI Lead-Routing Engine That Reclaimed a Full-Time Role

01 / 04

We analyze your current technical infrastructure, team skills, and data quality to determine exactly how and where AI can be deployed with minimal risk.

Our Expertise

End-to-End AI Consulting & Strategy

For businesses that know AI matters but don't know where to start. We provide AI readiness assessments, tool audits, and implementation roadmaps to guide your transformation.

Our AI Consulting & Strategy Services

AI Opportunity Matrix

A custom report mapping your tasks by difficulty vs. impact to prioritize your automation investments.

Custom Tool Recommendations

Expert advice on selecting the right AI-powered tools (ChatGPT vs Claude vs Open Source) for your specific needs.

AI Security Frameworks

Drafting the internal policies and governance required to allow your team to use AI tools safely and securely.

Executive AI Training

Strategic sessions to help your leadership team understand the capabilities, limits, and future of artificial intelligence.

AI Consulting & Strategy Technology Stack

Tools we actually use on client systems — n8n, Next.js, HubSpot, and the rest of the stack.

Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
ChatGPT
ChatGPT
Claude
Claude
Our Work

Client case studies

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Our Process

Our AI Consulting & Strategy Process

We follow a meticulous, transparent process that ensures your ai consulting & strategy project is delivered flawlessly, securely, and completely tailored to your business goals.

01

Discovery Session

  • A high-level dive into your business goals where we uncover your biggest operational pain points and growth opportunities.
02

Deep-Dive Audit

  • Our technical team reviews your data, tools, and processes to provide a factual baseline for your company's AI potential.
03

Strategic Planning

  • We design a comprehensive AI roadmap that details exact tools, costs, timelines, and expected ROI for your transformation.
04

Ongoing Advisory

  • As the AI landscape evolves daily, we provide continuous guidance to ensure your strategy remains cutting-edge and effective.

Industries we actually know how to run

01

Insurance & Insurtech

Built for brokers and insurtech operators — renewals, lead routing, and public sites that keep working after hours.

What we deliver

Broker websites, custom web apps, HubSpot and BMS-connected automation, technical SEO, and lead distribution that doesn’t rely on walk-ins alone.

Insurance & Insurtech

4+

Years working inside insurance and insurtech operations.

NA + EU

Brokers and carriers across Canada, the U.S., and Europe.

02

Local service businesses

Websites and intake systems for operators who win on referrals — and lose hours to manual quoting.

What we deliver

Conversion-built sites (Webflow / Next.js), quote and enquiry forms, CRM notifications, and task pipelines so every lead gets a clean handoff.

Local service businesses

Since 2020

Helping service operators automate the day-to-day.

6-mo+

Minimum retainers — systems that compound, not one-off launches.

03

E-commerce & fulfillment

Storefronts and organic growth for brands that need performance infrastructure — not just a pretty shop.

What we deliver

Shopify and headless storefronts, technical SEO, landing-page optimization, schema, and content systems built for long-term organic demand.

E-commerce & fulfillment

DTC + B2B

Direct brands and fulfillment operators in the stack.

SEO-led

Multi-year organic programs, not 90-day campaigns.

Case studies
04

Custom web platforms

Product-grade apps for operators who outgrew templates — office finders, quote engines, and admin tools.

What we deliver

Next.js applications, admin dashboards, third-party insurance API integrations, and search-ready public surfaces wired into the rest of the stack.

Custom web platforms

100+

Offices searchable in InsureBC’s custom office-finder app.

Full-stack

Public site + admin + integrations in one engagement.