Everything We've Built

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AIOS Install Guide — Advisor AI Partners

Operations Jun 10

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AIOS Install Checklist — Advisor AI Partners

Operations Jun 10

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LifeBridge LTC — Portfolio Risk Analyzer

Operations Jun 10

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LifeBridge LTC Analyzer — Update for Bryan & Louie

Sales & Proposals Jun 9

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AUP Portal Updates — June 2026

Sales & Proposals Jun 9

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AUP Portal Updates — June 2026

Dashboards Jun 9

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Email Thomas Lee 2026 06 08

Sales & Proposals Jun 8

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KEJ AUP Compliance Portal — Complete User Guide

Dashboards Jun 8

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Pre-Audit Prep — Alyvia / Image Studio 360

Operations Jun 7

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Email Michael Zmijewski 2026 06 03

Sales & Proposals Jun 4

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AUP Portal — 3-Minute Demo Walkthrough

Operations Jun 2

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Follow-Up Machine — User Guide

Operations Jun 2

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LifeBridge LTC Visualizer — Complete Guide | Optimus Life Designs

Operations May 20

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LifeBridge LTC — Portfolio Risk Analyzer

Operations May 20

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AUP Compliance Portal — School User Guide

Operations May 19

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AUP Compliance Portal — User Guide for KEJ CPA Firm

Operations May 19

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Project Timeline — Twinkle Nights & Sun Power Lawn Care

Sales & Proposals May 18

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LifeBridge LTC Visualizer — User Guide | Optimus Life Designs

Operations May 13

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Bryan Sarff — Interview Guide | Successful Chaos

Operations May 12

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Twinkle Nights — Custom Platform Proposal | Advisor AI Partners

Sales & Proposals May 12

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AAP — Opportunity Tracker

Dashboards May 11

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AIOS Hub — Advisor AI Partners

Operations May 11

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Session Stack Email — Template

Sales & Proposals May 11

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AIOS Command Center

Operations May 11

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Dashboards May 11

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Redirecting…

Dashboards May 11

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Redirecting…

Operations May 11

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AIOS Command Center

Operations May 11

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LifeBridge LTC — Carrier Comparison

Operations May 10

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AIOS — Meridian Wealth Command Center

Dashboards May 6

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AI Operating System — David Ortiz / Advisor AI Partners

Dashboards May 5

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AIOS E-Myth Blueprint — Advisor AI Partners

Operations May 1

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Lifebridge LTC — Case Design Request

Operations May 1

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Richard Pope — Miami DROP Investment Portal

Dashboards May 1

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AIOS for Agency Owners — Advisor AI Partners

Operations May 1

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Turn Business Process into Skill — Learn AIOS

Operations May 1

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Thinking Like an AIOS Builder — Learn AIOS

Operations May 1

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Data OS — Learn AIOS

Operations May 1

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The AIOS Delivery Spectrum — Learn AIOS

Operations May 1

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AIOS Practitioner's Guide — Advisor AI Partners

Operations May 1

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Learn AIOS — Module Library

Operations May 1

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AIOS Mastermind Recap — Learn AIOS

Operations May 1

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The AIOS Playbook — Advisor AI Partners

Operations May 1

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AIOS Automation Primitives — Learn AIOS

Operations May 1

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Quick Setup with Plug & Play Modules — Learn AIOS

Operations May 1

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Claude Code Security Basics — Learn AIOS

Operations May 1

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The $30,000+ AIOS Service Model — Learn AIOS

Operations May 1

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Setup & Context OS — Learn AIOS

Operations May 1

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Token Optimisation for AIOS — Learn AIOS

Operations May 1

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Workflows & Recurring Tasks — Learn AIOS

Operations May 1

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Automate Your Entire Agency with Claude Code — Learn AIOS

Operations May 1

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AI Integration Agreement — The Morris Center

Operations May 1

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AI Integration Analysis — The Morris Center

Operations May 1

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AIOS Pulse — David's Productivity Index

David's personal productivity & creativity index — 5 dimensions, daily scoring, and full David's Day brief.

Dashboards Apr 22

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Client Intelligence Hub — Supporting Strategies

Deep client intelligence dashboard showing how AIOS builds and maintains a living profile of every Supporting Strategies client. Meeting notes, history, preferences, and next-best-action — all in one place.

Sales & Proposals Apr 22

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AIOS Inbox Intelligence — Supporting Strategies Demo

Live demo showing how AIOS triages and responds to a high-volume inbox for a Supporting Strategies franchise. Proves the AI isn't just reading email — it's acting on it intelligently, at scale.

Sales & Proposals Apr 22

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Proposal Engine — Supporting Strategies

AI-powered proposal generator built for Supporting Strategies franchises. Produces a tailored, professional proposal in minutes based on prospect data — demonstrates AIOS speed and personalization at its best.

Sales & Proposals Apr 22

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Client Audit — Twinkle Nights & Sun Power Lawn Care

First version of the dual business audit for Twinkle Nights and Sun Power Lawn Care. Identifies the highest-impact AI opportunities across both service businesses — the foundation the final audit was built from.

Sales & Proposals Apr 22

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AIOS Email — Jane Hawney

Custom AIOS outreach email crafted for Jane Hawney. Speaks directly to her situation and what AIOS can unlock for her — a real example of AI-powered prospecting that feels personal, not automated.

Sales & Proposals Apr 22

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Client Audit — Twinkle Nights & Sun Power Lawn Care

Dual business audit showing exactly where AI can unlock time and revenue for two real clients. Side-by-side analysis of operations, marketing, and customer experience — a powerful AIOS selling tool for service businesses.

Sales & Proposals Apr 22

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Jane & Cormac Hawney — Personal AIOS

A custom AIOS operating system built for Jane and Cormac Hawney. Tracks their business goals, personal priorities, and growth metrics in one unified dashboard — showing how AIOS works for a couple running a business together.

Dashboards Apr 22

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AIOS Email — Doug Wilder

Custom AIOS outreach email for Doug Wilder. Built to open a conversation around AI transformation — researched, personalized, and ready to send or use as a live demo of AI-powered prospecting.

Sales & Proposals Apr 22

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Prattify AI Command Center

A fully custom AIOS command center built for Jason Pratt and Prattify. Shows pipeline status, active automations, and growth metrics — a live demo of what an AI Operating System looks like inside a real business.

Dashboards Apr 22

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AIOS Email — Jason Pratt

Personalized outreach email built for Jason Pratt at Prattify. Demonstrates how AIOS creates a tailored first-touch that references the prospect's specific business, not a generic pitch.

Sales & Proposals Apr 22

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VenturePointe x Advisor AI Partners — AIOS Proposal

Full interactive proposal dashboard built for VenturePointe. Covers scope, investment, timeline, and ROI — everything a decision-maker needs in one polished, demo-ready view.

Dashboards Apr 22

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VenturePointe — Running on AIOS | Advisor AI Partners

Second iteration of the VenturePointe AIOS presentation — refined messaging, updated positioning, and deeper integration of their specific workflows. Use this version for follow-up meetings and advanced demos.

Sales & Proposals Apr 22

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AIOS Email — Michael Newsome

Personalized AIOS outreach email built for Michael Newsome at Newsome Digital. Ties directly into his business model and opens the door to an AI Operating System conversation — researched, specific, and built to get a reply.

Sales & Proposals Apr 22

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VenturePointe — Running on AIOS | Advisor AI Partners

Sales presentation page built for VenturePointe showing how their business runs on the AI Operating System. Designed for in-meeting demos — one scroll tells the full AIOS story with their branding woven in.

Sales & Proposals Apr 22

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Newsome Digital AIOS — Client Portal Demo

Live demo of the AIOS Client Portal built specifically for Newsome Digital. Shows Michael Newsome exactly what his clients would see — project status, deliverables, communication, and reporting all in one branded experience.

Dashboards Apr 22

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AIOS Follow-Up Email — Pamela Earls

Strategic follow-up email for Pamela Earls written to re-engage after an initial conversation. Keeps the door open, reinforces the AIOS value, and makes the next step easy — the kind of follow-up that closes deals.

Sales & Proposals Apr 22

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AIOS Email — Ben Montgomery

Personalized outreach email for Ben Montgomery. Crafted to resonate with his specific business context and open a door to an AIOS discovery conversation.

Sales & Proposals Apr 22

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AIOS Email — Diane Denholm

Personalized AIOS outreach email crafted for Diane Denholm. Research-backed, conversational, and built to spark a real response — a live example of AI-powered prospecting done right.

Sales & Proposals Apr 21

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Supporting Strategies — Running on AI | Advisor AI Partners

Full sales presentation built for Supporting Strategies franchise prospects. Shows exactly how their bookkeeping and advisory business operates with AIOS running underneath — from client onboarding to reporting to growth.

Sales & Proposals Apr 21

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AIOS Installer — Advisor AI Partners

Step-by-step interactive installer for onboarding a new client onto AIOS. Guides them through connecting their tools, configuring automations, and activating their operating system — the first 30 minutes of going live.

Operations Apr 20

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AIOS Platform — Advisor AI Partners

The full AIOS platform overview — all five layers of the AI Operating System explained in one interactive page. Great for educating prospects or onboarding new clients who want to understand the full architecture.

Operations Apr 19

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AIOS Email — Debbie SBDC

Outreach email built for Deborah Magyar at Florida SBDC at UNF. Opens the conversation around a co-presentation or referral partnership — a warm, strategic ask that leads with value.

Sales & Proposals Apr 17

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AIOS Email — Thomas Lee

Custom AIOS prospecting email for Thomas Lee. Anchored in his specific business context with a clear, low-friction next step — a real example of how AIOS turns research into revenue-generating outreach.

Sales & Proposals Apr 17

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AIOS Email — Advanced Template

The advanced AIOS email framework — a multi-variable template that combines prospect research, industry positioning, and a personalized hook. Use this as the master template for high-value outreach campaigns.

Sales & Proposals Apr 17

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Advisor AI Partners × Florida SBDC at UNF

Partnership presentation built for the first meeting with Florida SBDC at UNF. Maps the collaborative opportunity between Advisor AI Partners and Deborah Magyar's team — co-presentations, referrals, and shared audience development.

Sales & Proposals Apr 17

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AI Operating System for Founders — Advisor AI Partners

Full AIOS proposal deck designed for founder-stage prospects. Covers the system, the investment, the transformation, and the timeline — polished, brand-aligned, and ready to close in a single meeting.

Sales & Proposals Apr 16

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Deal Tracker — Five Pillars

Pipeline kanban tracking every active opportunity from first conversation to Closed Won. Revenue rollup, deal age, and next-step reminders — AIOS keeps the pipeline moving without manual CRM updates.

Sales & Proposals Apr 16

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Deliverables — Advisor AI Partners

Live tracker for all client deliverables across active AIOS engagements. Status, owner, due date, and progress — so nothing is outstanding without someone knowing about it.

Dashboards Apr 16

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AIOS Email — Thomas (Closing)

Polished closing email written for the Thomas proposal. Handles objections gracefully, reinforces the ROI case, and makes the next step crystal clear — a masterclass example of AIOS-assisted sales writing.

Sales & Proposals Apr 16

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GTD Command Center — Advisor AI Partners

David's daily operating system built on Getting Things Done. Inbox, Today, Waiting For, Someday/Maybe — fully structured so AIOS knows what to prioritize and what to defer. Weekly review baked in.

Operations Apr 16

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LinkedIn Content System — Advisor AI Partners

Full AIOS-powered LinkedIn engine — content calendar, post templates, hook formulas, and a publishing workflow that keeps the pipeline warm without adding to the daily to-do list.

Sales & Proposals Apr 16

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Project Portfolio — Advisor AI Partners

All active AIOS build projects in one kanban view — status, priority, owner, and progress tracked in real time. The command center for everything in motion across the business.

Dashboards Apr 16

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AIOS Task Audit — Advisor AI Partners

All 73 mapped tasks across the business scored for automation potential. Shows which tasks AIOS can absorb, which need delegation, and exactly how much bandwidth gets recovered — the ROI case in one dashboard.

Operations Apr 16

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Meeting Intelligence — Advisor AI Partners

Every meeting automatically transcribed, summarized, and turned into action items. Pulls from Fireflies and Fathom so nothing falls through the cracks — the AIOS memory layer for every conversation.

Sales & Proposals Apr 16

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The original AIOS command center — the first operating dashboard built for Advisor AI Partners. Business metrics, pipeline health, and system status all in one place. The blueprint every client dashboard is modeled after.

Dashboards Apr 16

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AIOS — AI Operating System | Advisor AI Partners

The public-facing landing page for the AIOS offer. Communicates the transformation, the system, and the investment clearly enough that a cold prospect can self-qualify. Sales-ready and demo-ready at any moment.

Sales & Proposals Apr 15

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All-in-One AI-Powered Growth System | Advisor AI Partners

The Five Pillars framework page — the original positioning for Advisor AI Partners before the AIOS rebrand. Covers the five business growth levers and how AI activates each one. Still a strong tool for early-stage prospects.

Sales & Proposals Apr 15