I build the AI systems that take real work off your team's plate: custom Claude skills and GPTs, automated workflows, assessments and scoring tools, plus the training and strategy behind them. Built for operators, agencies, and nonprofits ready to put AI to work.
About
I've spent more than a decade in strategic planning, financial analysis, and operations.
The throughline was always finding the underlying patterns that drive performance: what makes a business run well, what it costs when it doesn't, and how to get things running smoothly again after they go off the rails.
That's what I do now, with AI added to the mix. For clients, that looks like:
After enough years across industries, I stopped seeing them as separate. An agency buried in client onboarding, a brokerage losing deals to slow follow-up, a nonprofit board flying blind on its own numbers: it might be different industry language, but it's the same handful of operational problems underneath.
That cross-industry pattern perception is what I bring to a build and advisory work. There's a good chance I've seen your bottleneck somewhere else already, and I know what fixes it.
What you get is the actual system, not a dry or generic deck about it. The work I do focuses on tangible outcomes, practical solutions for lived realities instead of fantasies, and processes your team will actually use long after I'm gone.
~15 yrs
in sales
10+ yrs
in strategy, finance & operations
End-to-end
strategy → build → training
Cross-industry
the same patterns, every sector
Take the repetitive, judgment-heavy work that eats your team's week (drafting, routing, following up, qualifying, scoring) and hand it to a custom AI system that does it the way you would, built right into your tools and fully yours to keep.
One repeatable task, handed off clean: a skill that drafts your product copy, qualifies inbound leads, or turns raw notes into a client-ready brief. You get the build, deployment, sample inputs and outputs, and a short walkthrough. It runs in your tools and is fully yours.
A few skills that hand off to each other, so a whole process runs end to end instead of one step at a time. These are interactive skills that work in concert to address a specific workflow.
While a skill waits for you to run it, an automation runs itself. It watches for a trigger (a new lead, a form submission, a paid invoice, a status change) and carries the work forward on its own: routing it, following up, sending the next message, updating your CRM.
Picture a capture-and-qualify flow for inbound leads, a multi-step nurture sequence, or an overdue-invoice chase that escalates without anyone watching it. Built across the tools you already use, not tied to any single platform.
A self-scoring intake (a readiness scorecard, a fit quiz, a diagnostic) that hands the user a personalized result and hands you a qualified, segmented lead, with the scoring logic and benchmarks built in.
Structured scoring that captures how your best people judge candidates, deals, or work, and turns that judgment into a consistent, repeatable process the whole team can run.
Sales pages, email sequences, and launch copy that sound like you and actually move people to act. These can be bundled with automations.
The continuous version of any of the above: a new build or improvement each month, plus upkeep on everything you're already running, so your systems keep growing and stay current without you managing the work. Most engagements that start as a single build grow into this.
White-label is standard. I deliver with no branding; you resell at your normal client rates. Most agency relationships start with one client-driven build and grow into a retainer once the momentum is there.
Every engagement is fixed-scope and fixed-fee. You get a firm number and a firm timeline before we start, on a 20-minute call. No proposal that drifts into months. Single builds start at $1,500; everything else is scoped to what you actually need.
Onboarding, delivery checklists, AR follow-up, churn-flagging, so the work that keeps clients happy doesn't depend on someone remembering to do it.
White-label builds you resell to clients, plus the internal systems (onboarding, proposals, content briefs, SOPs) that let a lean team deliver like a much bigger one.
Brokerages, property managers, title, lending, investors: lead triage, listing copy, transaction-milestone communication, reporting, recruiting, vendor management, portfolio management, and more.
Grant drafting, donor stewardship, board or council reporting, impact storytelling, and the compliance calendar, so a stretched team spends its time on the mission instead of the admin. (Additional details in the NPO Advisory Suite, below.)
Fixed-scope engagements with defined deliverables and timelines.
New lead captured
Form submission · trigger fires
Scored & qualified
Multi-dimension fit logic
Routed to the right rep
Segmented · assigned
Follow-up sent
Personalized · on time
You know AI should be doing more in your business, but you're not sure where it actually fits. Or you've tried fitting it in, and what came back didn't deliver and actually burned more time than it saved.
That's where this starts. First I find the workflows where AI saves you real time and money: the ones quietly eating hours. Then I build them and hand them over working, rooted in your tools, ready to run.
This is you if:
Two ways in:
Sometimes you don't need me to build anything yet. You need a clear read on where AI even fits, what to do first, and what it's worth, before you spend money building the wrong thing.
This is you if:
What you get: a prioritized plan for where AI actually fits your business, what to tackle first, what to skip, what it's worth, and where the risk hides, with the reasoning behind each call so your team can move on it instead of debating it.
Some clients take a single focused session; some keep a light monthly retainer to think out loud as they go; some want the full roadmap. We'll size it to the decision you're actually facing.
Most AI training is a webinar full of tips people forget by next Tuesday. This is the opposite: hands-on sessions built around the work your team actually does, where they leave actually using the tools on their own files.
This is you if:
AI for sales teams is a specialty here. I came up in sales and have spent close to 15 years in the trenches, so this work is grounded in what actually closes a deal, beyond what a tool can technically do. With a sales team, it usually looks like:
Reps spend less time on the busywork around selling and more time actually selling.
Formats: a single focused session, a half-day workshop, a full-day intensive, or a multi-session curriculum scoped to your team. Recorded, so it keeps paying for itself even after I leave. We'll match the format to your team on a call.
When leadership wears every hat and what the board sees doesn't match what's happening on the ground, things drift quietly.
This suite closes two gaps at once: getting AI doing real work, and getting honest financial visibility, so a mission-driven team can operate with confidence instead of guesswork.
This is you if:
Where to start:
Operations Suite skills — seven done-for-you Claude tools your team owns and runs. Take one, or bundle several:
| Skill | What it does |
|---|---|
| Grant Writing Assistant | Finds and matches funding opportunities to your mission, then drafts tailored grant narratives from your program details and each funder's priorities. You apply to more of the right grants with far less staff time. |
| Donor Stewardship Engine | Tracks where every donor stands and drafts the right next touch on time (thank-yous, updates, renewal asks), so relationships stay warm without anyone chasing them manually. |
| Board Reporting Assistant | Turns your financials and program data into a clean, plain-language board packet with summaries, charts, and talking points. Prep that ate a day takes less than an hour. |
| Program Impact Storytelling | Converts raw outcomes and numbers into clear, fundable impact stories for grants, reports, and donor appeals. |
| Volunteer Onboarding Flow | Walks new volunteers from sign-up to productive, handling intake, role-matching, training steps, and reminders automatically. |
| Financial Variance Reporter | Flags where your actuals are drifting from budget and explains why, so finance surprises surface early instead of at year-end. |
| Operations & Compliance Calendar | Tracks every filing, audit, grant deadline, and board cycle and pushes reminders, so nothing critical slips through. |
We'll find the right entry point on a call.
Your audience leaves a session of mine knowing what's actually going on underneath the AI noise: how it's rewriting the economics of real work, what that means for the way they run their business or team, and what to do about it Monday morning.
Grounded, specific, and built for rooms full of people who are tired of being sold the “future” instead of real solutions that help with every day realities.
A good fit for conferences, professional events, corporate offsites and retreats, boards, and podcasts that want substance over spectacle.
Examples of talks I give:
Formats: keynote, hands-on workshop, panel, or long-form podcast. Tell me the room and I'll tailor it.
For podcast hosts. If your listeners are operators, founders, or professionals trying to make sense of AI, I'll give them an episode of concrete, usable substance: what's actually working, what's just hype, and what they can do with it this week.
I come prepared with angles tailored to your show, so the booking is easy and the episode earns its spot in the feed. Topics span applied AI, solo operations, and the economics of professional work.
A few examples of what these systems look like in practice: the kind of build, what it does, and the outcome it's built to produce.
A connected system that takes a single long-form piece (a video or an essay) and turns it into platform-ready posts for LinkedIn, X, Threads, Instagram, Substack Notes, and Bluesky: on-voice, formatted per platform, ready to schedule.
One piece in, roughly 25–40 posts out - that's roughly a week of content across six channels without staring down a blank page once.
An intake that scores itself: multi-dimension logic, a personalized tiered result for the user, and a benchmark, all wired to your email and CRM.
The user gets an instant report; you get a qualified, segmented lead. Examples of versions I've built include a nonprofit operating-health scorecard, a brokerage AI-readiness assessment, and a business diagnostic intake. Assessments and evaluation tools can be tuned to the questions that matter in your industry and business.
A mid-size property management company was running unit turnovers on a loose, roughly four-week cycle, with no clear owner and an AppFolio system nobody was using to its potential. I rebuilt the engine: deeper AppFolio integration with custom field settings, automations that keep work moving without someone chasing it, and tighter handoffs across the team and outside vendors.
The result is a turnover process built to run closer to two weeks. 30+ deliverables, about two months, one operator + a lean support team, and it kept running long after I stepped back.
An automated screen that checks every piece of output against a defined standard before it goes out, catching off-voice writing, errors, and the tells a tired human reviewer misses. Consistency without needing a second set of eyes.
A structured, AI-backed interview that captures how work actually flows across a team (not just the intended process stored in your head), scores each workflow for where AI fits and what it's worth, and turns it into a prioritized, actionable roadmap.
This is one of the most versatile builds I offer, and it can surface process gaps, systems-optimization opportunities, performance-improvement areas, technology-integration points, and plenty of other operational needs.
Planning, decision-routing, review rhythms, and reporting wired into one connected backend, so the daily operations of an entire business run on a handful of skills instead of a full ops staff.
For lean teams and solo operators who want to scale capacity, this lifts volume without adding overhead.
Two sister practices where I go deep in a specific world.
for recurring-revenue founders ($3M+ ARR)
You're growing, but margin is thinner than it should be and you can't pinpoint why. I model exactly where the money is leaking, where AI changes your cost structure, and what to fix first, then hand you the plan to recover it. If your own financials feel like they're keeping a secret from you, that's the entire point of Artemina.
for real estate brokerages and property managers
You want AI and operations help from someone who has actually closed deals and run the back office, who knows the work firsthand. That's Market Edge Solutions (AI-forward operations consulting) and Property Pros Academy (training, CE, and tools for agents and teams), both under one roof.
I respond to every inquiry personally, usually within one business day.
For custom builds, automation, agency white-label, NPO advisory, AI Workflow Audit & Build, Strategy Advisory, Training, Speaking, press, podcasts, and partnerships:
kelsey@kelseybartley.comFor real estate industry consulting and training (Market Edge Solutions, Property Pros Academy):
support@propertyproscollective.comFor Artemina Group recurring-revenue advisory:
contact@arteminagroup.comBook a 20-minute discovery call
DM is open too on LinkedIn