The challenge

The practice wanted its clients to have its approach on hand every day, not only in sessions, without it turning into generic AI advice.

The approach

I built it as the developer, working with the founder.

What I took on:

• The knowledge base it answers from

• Guardrails on what it will and won’t say

• Onboarding for each new client

• Meeting planning with the client’s own calendar

The outcome

Clients ask it about their company, their leadership team and their priorities, and get answers shaped by the practice’s approach and their own situation.