03 · AI & Automation
I use AI in four ways, each tied to a system that is running or a demo you can use. No slideware.
Models that learn from won and lost history which signals actually come before revenue. In production, a logistic-regression inquiry score captures 66% of eventual wins at 2.4× lift.
Language models that answer only from an approved source, quote it, and say so when the source doesn't cover the question. ReadyRef's rulebook assistant works this way, and so does Ask Jeddore AI.
Replacing re-keying, manual triage and reminder emails with event-driven flows: capture once, route by rule, escalate by exception.
A company-wide AI program: literacy training, a sales prompt library and a pre-send standard for checking AI-assisted output. Plus an MCP server that lets AI assistants drive ReadyRef's Play Maker.
In practice
How the pieces fit together in a revenue engine.
A form passes complete source data into the CRM.
A model ranks the lead by likelihood to close and explains why.
Automation assigns it, creates the task and sets the follow-up.
A grounded assistant answers product and policy questions with sources.
Outcomes flow back into reporting and retraining.
Illustrative: A demonstration on synthetic data. Not a real system or result. A pattern, not a specific client system. See it run in the Workflow Automation Explorer.
Operating principles
Which decision gets better, by how much, and who acts on it? If there is no answer, there is no project.
CRM history, process logs and documents usually hold the signal. New data collection comes later.
A score or answer that can't say why gets ignored. Explainability is a feature.
Retrieval over approved sources, citations in every answer, and a clear refusal when the source is silent.
Automate the routine path; route the unusual cases to a person with context.
Every automation gets a before-and-after metric: time, error rate, conversion or cost.
Try it
Score a lead, run a workflow, or interview the portfolio.
Building the demand engine behind 90% of a manufacturer's revenue: one qualification model, Salesforce as the system of record, a validated lead score and spend that follows conversion.
What happened
How
Seeing a real problem on a flag football sideline, then designing, building and shipping the product that fixed it, solo.
What happened
How