The AI Operations Build · For established advisors & boutique agencies
Make your AI earn its keep.
You already have the tools. Now let's make them work together.
You already have the tools. Now let's make them work together.
There's AI inside your itinerary platform. You have ChatGPT open most days. Your consortium announced something at their conference. Somewhere there's a subscription you signed up for months ago and still aren't sure what to do with.
None of it knows the others exist. Some of it is set up wrong. A fair bit of it you've never turned on. And nobody has ever sat down and looked at the whole thing to work out what should be doing what.
Finding out which is the first job. Acting on the answer is the second.
What’s already working well stays in place. We build around your strengths instead of replacing tools you already trust.
Many tools have features you haven’t had time to dial in. We tune your existing settings so they actually support your workflow.
Bridges the gaps between your platforms. Your itinerary software, email, and files should share context instead of running in silos.
Where off-the-shelf software stops, we build custom solutions tailored to your live client work, in your authentic voice.
And if you already own a lot of pieces, you'll get more out of this than someone starting from nothing. More on the board to work with, and nobody has ever arranged it.
Established independent advisors and boutique agencies. You're booking consistently. The repetitive work has stopped being an annoyance and started deciding how much business you can take.
You don't need convincing that AI is useful. You need someone to make it work, in your business, without turning it into a project you have to manage.
You won't be handed a library of systems and a community login. Being given homework is the opposite of useful when time is the thing you're short of.
No procurement process, no discovery phase that bills for itself, no strategy deck handed over instead of a working system. Four weeks, a fixed price, and systems running at the end of it.
Everything you're running, what it can already do, and a plain decision on each: keep, configure, connect, or build. Most advisors have never seen their own stack laid out this way. If you're paying twice for the same capability, this is where it shows up.
Taken from writing you've already done. Real proposals, real client emails, real notes, real messages...not a questionnaire asking you to describe your tone. Everything we build together starts from how you actually write, which is why the output stops sounding generic.
You handle passports, dates of birth, card details, and things clients haven't told their own families. We go through your model and training settings together, establish what never goes into a general AI tool, set redaction practices, and define where a human checks work before it reaches a client. You'll also get my written policy on how I handle anything you send me, before you send me anything.
One that stops starting from zero every time you open it. It knows your business, your systems, your suppliers, your destinations, and the kind of clients you serve. How far it reaches into the rest of your business depends on what you're running, and that's part of what the Technology Fit Review answers.
Proposal drafting, pre-trip client sequences, or supplier RFP packs. Built on a real trip you're working right now, not demonstrated on sample data.
Each one is a complete working process rather than a prompt or a saved chat: defined inputs, instructions, output format, testing against your own recent work, a human review point, and a written SOP.
For what you actually do.
In plain language, so it keeps working whether or not I'm around.
Before I touch anything, we time the work you're trying to get rid of. An actual proposal, start to finish, and how many passes it took before you'd send it. We measure again at handoff, and again thirty days later.
Most AI help never tells you whether it worked. I'd rather hand you a number, even when it's smaller than either of us hoped, because a real number tells you what to do next.
After handoff, while you settle into it.
Four weeks. Three working sessions of ninety minutes. Build work happens between sessions, so you're never sitting on a call watching someone type.
The voice profile, your source writing, the prompts, the workflow specifications, the templates, and the documentation. All portable if you switch platforms next year.
You don't own ChatGPT, Claude, or Gemini, and nobody selling you AI services can hand you that. What you own is everything built on top, which is the part that's actually yours, and the part that survives a change of tools.
The Build is an operating layer on the tools you already have, not a software project. It runs four weeks at a fixed price, which only works because the scope is bounded.
Deeper technical work is available and quoted separately: custom API connections, a dedicated integration between systems that have no path to each other, data cleanup, or migrating a large document library. I can do that work rather than referring you out, and some businesses genuinely need it. It just isn't what $3,500 and four weeks buys.
Built in the AI environment that best fits your business, typically ChatGPT, Claude, or Gemini, alongside the platforms you're already running.
Available for a limited initial cohort while the measurement program is underway. Standard rate applies afterward.
A standalone AI Operations Diagnostic is available at $1,500, fully creditable toward a Build started within thirty days.
Before travel, I spent twenty years in digital product management in financial services. Turning a business problem into requirements, building a roadmap, managing development, testing what got built, and improving it once it was live. AI finally gave me the development capacity to put that experience to work on my own agency.
So I built viaPyxis, an AI-enabled itinerary platform, because I wanted something better than the commercial software I'd been paying for. It connects to the CRM and commission system I also built, works with live flight data, Google Places and mapping, and in my own agency it cut a typical itinerary build from forty-plus minutes to about twenty.
You're not buying viaPyxis. You're getting what I learned building it.
I've also connected AI directly to the systems my business actually runs on: email, files, project management, accounting, payroll, client records. It surfaces what needs attention, finds things in seconds, and handles repetitive work so I'm not holding the whole business in my head.
I built all of it for myself first. That's what I bring to your business.
I'm not a consultant who found travel. I'm a working advisor who built these systems on my own bookings, with my own clients on the line.
And I'm your size. No engineering team, no IT budget, no department to hand this to. Everything I built, I built under the constraints you're working with, which is exactly why what I hand you will survive in a business where one person is doing all of it.
Bring a proposal you sent recently, and a rough list of what you're currently paying for. By the end of the call, you'll have a clearer picture of your own stack than most advisors ever get, whether or not you hire me.
If it isn't a fit, I'll tell you on the call and point you somewhere better.