Blog
Resources worth reading.
Notes on systems, AI, and growth for small business and lower-middle-market companies.
AI Strategy
5 min readAugust 28, 2026
AI Should Automate the Work Around Relationships. Not the Relationships.
MIT and McKinsey both found the same thing: AI aimed at the client relationship mostly fails, while AI aimed at the work around it is where the return actually shows up.
AI Strategy
4 min readAugust 26, 2026
Why Most Companies Aren't Getting ROI From AI
MIT found that 95% of generative AI pilots deliver zero financial return. Here's what the other 5% did differently — and why it's rarely the flashy, client-facing use case.
CRM & Systems
4 min readAugust 20, 2026
Your CRM Isn't Your Problem. Your Workflows Are.
Half of CRM deployments fail industry-wide — and it's rarely the software. Here's what "nobody uses the CRM" actually means, and what fixes it.
Growth Strategy
4 min readAugust 15, 2026
The Founder-Led Sales Trap
Founder-driven sales is exactly what built the business — which is exactly why it's rarely replaced with anything else. What the succession-planning data says about the risk of never making the transition.
Financial Services
5 min readAugust 11, 2026
What Wealth Management Firms Should Automate First
Advisors are automating meeting notes and CRM updates, not client recommendations — and the adoption data shows exactly why that split is working.
Senior Care
4 min readAugust 4, 2026
Before You Hire Another Operations Employee, Automate These 5 Things
Senior care staffing only gets tighter over the next decade. Before the next admin hire, here's where automation should go first — and where it should never go.