From AI strategy to working systems

Problem

Stewardship wanted to strengthen financial leadership across its national network, but the vision was broad and the route to impact unclear.

What I built or changed

• Worked with the CEO, Chief Strategy Officer and board to clarify the vision and define what success would look like
• Translated it into a phased roadmap with objectives, milestones and success measures
• Built the evidence base: a national survey with 135 responses, plus 18 workshops and group sessions
• Designed, built and now deliver a four-session training programme for a national pilot cohort of 15 leaders, supported by a diagnostic tool with visual results and AI-powered insight capture
• Run fortnightly strategic reviews with the CEO and CSO, and spoke for the organisation at its annual conference and three further industry conferences

Result

The engagement was adopted as one of the organisation's five strategic goals for the year and extended from 6 to 12+ months. It concludes in November 2026 with a strategic report to the Board and a plan for national roll-out.

Problem

A founder-led wine business with a strong product, but under £20k a month in revenue, thin margins and limited revenue streams.

What I built or changed

• Repriced the range and reworked the sales approach with the founder and team
• Developed new revenue streams, including a membership tier
• Coached the founder on leadership as the business scaled

Result

Over the 12 months, monthly revenue grew from under £20k to £100k+ and gross margin from c.15% to c.55%, with net margin now stable at c.15% and a new, growing membership tier.

Problem

Launching a membership business needed a full digital platform, and an agency build was unaffordable.

What I built

• A member portal, 25+ AI-powered tools and calculators (including a Monte Carlo lifetime cashflow model with full UK tax logic) and a searchable content library with an admin portal
• The Claude API, integrated through a secure Cloudflare Workers proxy with access control and usage tracking
• The customer lifecycle, automated in GoHighLevel CRM: webhooks, an onboarding diagnostic and segmented nurture sequences
• An admin dashboard with a custom Stripe integration that produces management packs and accountant-ready year-end figures, with engagement data logged in Cloudflare D1
• The paid-ads and webinar funnel: 1,250 registrations across the launch and a week-long follow-up campaign, paid registrations at c.£2 each against a £3.50 target, and cost per landing-page view cut by c.80% through creative and audience testing

Result

A working, launched platform, built in a fraction of the time and cost of an agency build, with a reusable component library now applied to client work.