Empowering Family Businesses with AI and Workflow Automation

Work directly with Will, a 2x VC-backed Founder and creator of the #1 AI business app—used by 100K businesses.

Service Offerings

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Revenue Optimization

Leverage AI to uncover hidden revenue opportunities your team is currently missing

- without disrupting your trusted relationships.

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Workflow Automation & System Modernization

Replace painful manual processes and outdated systems with easy-to-use automated workflows, so your team can focus on your customers, not paperwork.

Integrated Data Clarity & Insights

Make confident decisions backed by clear, integrated insights—eliminate revenue blind spots without complicating your existing processes.

Success Stories

Delaware Ship Supply, Inc. is a sixth generation family business in operation for over 130 years. As the largest ship supply company on the eastern seaboard they are a household name in the international shipping industry.

When Will started working with Don (President), the company was turning away over 30% of business because they couldn't handle the volume. They hadn't done outbound sales in over 20 years and their order system was built on a legacy mainframe built by an employee 15 years ago.

In three months Will was able to automate the company's deck and engine inventory system to stop turning away business. Will established an AI-driven sales pipeline that increased inbound sales by 43%. He was also able to help integrate three new service providers that resulted in zero additional overhead (due to cost savings). This freed up over 20% of hours for office employees allowing them to redirect time into fulfilling the increase in revenue without any additional cost to the business.

Rosie O'Neill has been operating Main Line Concierge for over 20 years, establishing herself as the go to premium-level household concierge service in the greater Philadelphia area.

When Will started working with Rosie (owner), she generated 100% of revenue from word-of-mouth referrals. She kept a filing cabinet of all client work and organized her operations using 100% Microsoft office suite products. Worst of all, business was highly unpredictable with seasons of turning down business followed by completely dark periods.

Over two months Will worked with Rosie to redesign her pricing model and deploy a retainer system that allowed her to fill 100% of her desired hours for the entire quarter. Will also created Rosie a website and launch an SEO strategy that had her ranking #1 on google in months. Rosie now attributes over 50% of her business to digital traffic. Finally, Will helped Rosie ditch the paper and Microsoft suite for 2025 SAAS alternatives. Its helped her stay organized while responding to clients real-time without having to track anything on a spreadsheet or word doc.

Finally, a Service Provider with Transparent Pricing

100% of services completed by Will

Clear weekly deliverable schedules & timelines negotiated up front

Flexible month-to-month service relationship

Engagement built to end when automation & transformation successfully implimented

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The Bottom Line

Will is the <1% of AI transformation partners that has personally built and owned a leading AI business product.

With 15 years of experience in the tech industry, Will has deep expertise while also maintaining cutting edge practices.

Will works hands-on directly with 100% of clients and their executive team. That means zero wasted time, energy or resources.

Will accepts only four clients at one time, to make sure he makes a lasting and transformational impact with each business.