The biggest barrier to AI is not knowing what's possible.

Real case studies from real operators. Browse by industry, by what we built, or by what changed. If you see your problem here, you'll see the fix.

Case studies

28 ways operators are using AI right now

Filter by industry, by type of engagement, or browse the whole library. Click any card to see the full story.

Industry
Type
Legal Build

How a solo CPA got 10+ hours back every week

She was starting her day at 4:30 AM just to keep up with email, client onboarding, and admin work. We built AI workflows that sort her inbox, prep her week, and set up new clients automatically.

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Construction Build

How a construction estimator cut quote time from 4 hours to one click

The owner was doing 1,500 to 2,000 estimates a year by hand. We built a Chrome extension that lives inside his existing tool: open a job, click a button, get a finished proposal.

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Energy Workshop

How an oil and gas leadership team went from skeptics to a funded AI pilot plan in one day

A full-day Fort Worth workshop moved a 15-person leadership team from "AI is for tech companies" to a ranked list of real pilots they could fund next quarter.

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Legal Digital Chief of Staff

How a solo attorney got her time back without losing her voice

She was drowning in coordination work and her AI drafts did not sound like her. We built a digital chief of staff that preps every meeting, writes replies in her voice, and tracks every commitment made on calls.

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Real Estate Discovery

How a 35-person CRE firm turned Sunday bank reconciliations into a 4-minute task

The accounting controller was spending her Sundays reconciling six entities in Excel. One live demo changed the conversation. We mapped the highest-value workflows in a half-day onsite session.

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Healthcare Discovery

How a concierge medicine practice stopped losing leads from Instagram

The practice had steady inbound but the follow-through was breaking. A three-day discovery visit found every leak. The fix focused on two workflows responsible for most of the revenue lost.

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Finance & VC Digital Chief of Staff

How a capital markets BD partner turned every meeting recording into six deliverables

He had no executive assistant and worked at a firm where most consumer AI tools could not pass IT review. We built a system that turned every meeting recording into action items, follow-up drafts, LinkedIn content, and deal intel automatically.

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Agency Build

A LinkedIn ghostwriting agency stopped losing clients who couldn't see it was working

Clients were getting real results but couldn't trace them back to the agency. One almost canceled. We built a reporting agent that surfaces wins from their inbox and a client hub that makes the work visible.

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Education Build

How a 75-campus school network tripled its lead conversion rate

The network had enough leads. They were going cold before anyone followed up. We built an AI agent that responds to every new inquiry within 60 seconds with a message tailored to that family.

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Holdco & PE Retainer

A venture studio CEO can now ask questions about his whole portfolio from his phone

A venture studio CEO ran five business lines across dozens of tools and accounts. He didn't want dashboards. We built AI agents that bring the answers to him via iMessage, Slack, and his inbox.

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Agency Discovery

A matchmaker found out which AI tool is actually best at finding people online

Five tools, 69 real candidates, one question: which AI finds the right LinkedIn, Instagram, and Facebook profiles? The answer was not one winner. It was a ranked pipeline that uses each tool where it performs best.

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Collectibles Coaching

A rare coin collector built his own dealer-tracking system in one afternoon

In a single coaching session, we built a dealer intelligence report and started a web app that watches for target coins and alerts him when one appears for sale.

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Finance & VC Digital Chief of Staff

A VC partner got an AI that handles his inbox, deal flow, and follow-ups

A VC partner was spending too much time on email, follow-ups, and LinkedIn. We built an AI chief of staff that handles triage, drafts, and deal-flow tracking, plus a pilot for searching 40 years of legal documents.

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Holdco & PE Build

A venture studio built a solid knowledge base so its AI agents would actually work

A first AI executive assistant failed because there was no organized knowledge underneath it. This time, we built the knowledge base first: every LP, fund, portfolio company, and investment decision captured before adding a single agent.

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Beauty & Salon Workshop

A salon and spa conference left with AI tools they could use on Monday

A 75-minute workshop for salon and spa owners at a national industry conference. The focus was revenue and retention, not tech. Attendees left with live demos and exact prompts to use that week.

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CPG & DTC Coaching

A jewelry brand owner now runs her own photo shoots from a laptop

A one-session coaching for a fine jewelry brand owner who needed product imagery without photo shoots. She learned to generate on-model photos, lifestyle shots, and co-branded mockups, all from her laptop.

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Legal Discovery

A BigLaw partner cut through 200 daily emails using AI tools the firm actually allows

A 1,000-lawyer Australian firm restricted AI on client data to a short approved list. We mapped what was allowed, found where the real time went, and designed a Digital Chief of Staff that works inside those limits.

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Finance & VC Discovery

A two-GP VC firm saw exactly what a Digital Chief of Staff would save them each week

A two-GP venture firm with 6 part-time venture partners had no ops automation. We built a full Digital Chief of Staff demo around their Monday-morning workflow to show exactly what AI would take off their plates.

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IT & MSP Discovery

How an IT firm stopped losing leads to slow prospecting and ticket chaos

Sales reps could not monitor hundreds of online buying signals at once. Support techs were sorting tickets by hand. We mapped out two systems: one that finds hot prospects before competitors do, and one that delivers tickets with the right checklist already attached.

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Real Estate OpenClaw Install

How a commercial real estate broker built outreach automation that IT could not block

His firm's IT department blocked all third-party email tools. So we built his outreach and document workflow on the side of the system IT did not control: his personal Mac Mini, LinkedIn, and Telegram.

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Agency Discovery

How a 1,000-person SaaS company figured out if switching to Claude was worth it

A 60-person partnerships team was paying for a Gemini contract that wasn't working. We ran a discovery session and scoped a workshop to show them exactly what Claude could do for their real workflows.

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Holdco & PE Build

How a think tank ran its $50M fundraise without burning out a small team

A global think tank needed to raise $50M, run salons across three cities, and recruit fellows. The team was small. AI handled donor research, event logistics, and recruiting so people could focus on the decisions only humans can make.

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Wealth Management Workshop

Fourteen leaders left a two-day offsite with a real AI roadmap and a ranked list of what to build first

Fourteen office heads and operating officers at a $174B firm came in skeptical and left aligned. Two days. Real firm data in the demos. A pre-work system that turned 100-plus employee pain points into the agenda.

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Holdco & PE Build

How a private members club gave every host the knowledge only the founder used to have

The founder was the only person who could answer brand, member, and strategy questions. We built a knowledge base, a prospecting pipeline, and auto-generated event tools so the whole team could operate without going through him.

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Logistics OpenClaw Install

How a logistics operator got an always-on AI assistant he owns and controls

The operator needed AI that fit into his daily workflow without adding new apps or vendor lock-in. We installed OpenClaw on a Mac Mini and connected it to the tools he already uses.

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Agency OpenClaw Install

A speaker set up an AI that manages his network so he doesn't have to

He meets hundreds of people a year but had no system to keep those relationships alive. We built a private, always-on AI assistant that watches his inbox, drafts follow-ups in his voice, and flags who he hasn't talked to in too long.

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Agency Productized Service

An operator with 1,000 contacts now gets 5 people to reach out to every morning

He had a big network but no system. People fell through the cracks. Promises went unkept. We built a daily Slack tool that picks the 5 most important people to reach today and hands him a draft message ready to send.

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Agency Discovery

A sales agency got a working AI product it can sell to every CPA client

The agency serves accounting firms but had no AI product to offer them. We ran a workshop that built a real agent live on the call. The founder left knowing how to build more on his own.

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28+
Engagements documented
15
Industries served
8
Engagement formats
100%
Built by Thanh Pham
Trusted by teams at
Double Eagle
Ironarc Ventures
Riverside
Arena Hall
Aveda
Brown Advisory
Learn Capital
Swish Dental
Ultranative
Essential Holdings
American Ventures
Bijou Builds
Guidepost Montessori
Testimonials

What clients say

"If you're a high achiever, you HAVE to be in Thanh's AI workshop. The amount of time I am going to save by deploying these agents is going to exponentially magnify my output and reduce my time."
Hudson Penn
VP Business Development, Bridge Finance Group
"Thanh's agentic AI training was invaluable for my business, and personal peace of mind around AI. Thanks to Thanh, I now have a powerful AI-based workflow that saves me dozens of hours a month, plus I'm confident using cutting-edge tools like Claude Code, Perplexity Computer and Manus. I highly recommend chatting with Thanh if you're feeling behind with AI, or you're curious what leading-edge AI can do for your business."
Blaine Anderson
Founder, Dating By Blaine
"This AI workshop was a game changer — gave me tons of ideas to save time, automate workflows, and even take tasks off my executive assistant's plate. Highly recommend!"
Selena Soo
Founder, Selena Soo & Co.
"The workshop on building AI agents was a total game-changer for me. I came in with ideas and left with a working agent and a clear roadmap for scaling it. Thanh has a gift for making complex concepts simple and actionable. I left feeling energized, confident, and already getting value from what we built."
Garrett Salpeter
Founder, NEU FIT
"Every time I come to one of Thanh's workshops I learn something that changes my life or business. I cannot tell you how many hours of time I have gotten back, plus better ways to do things and tools that solve major pain points. Highly recommend to anyone who wants to truly leverage AI."
Lauren Goldstein
Founder, Golden Key Partnership
"This is the edge that equalizes the playing field between curious entrepreneurs with less resources and bigger companies. You don't need insane budgets to compete and grow — you just need creative thinking, problem solving, and a hunger for constant improvement."
Adelle Archer
CEO, Eterneva

Got something like this on your plate?

If you have a workflow that's eating your hours, a team that needs AI literacy, or an operator drowning in admin, let's talk. No pitch decks, just a conversation.