Marketing technology · AI-enabled delivery · Case study 03
Making technology part of the operating model.
A recurring-revenue CRM offering and practical agentic AI adoption across KASE's delivery workflows.
Situation
KASE developed a recurring-revenue offering built around a white-labeled HighLevel CRM, alongside its client delivery work.
Role
As executive operating lead, Kelsey connected technology-enabled offerings with client workflows and introduced agentic AI into service delivery.
Approach
- Developed the white-labeled HighLevel CRM offering with customized client pipelines and automation.
- Connected landing pages and conversion tracking to client workflows.
- Introduced agentic AI into research, content production, workflow management, and quality control.
- Client pipeline
- Connected automations
- AI-supported delivery
- Quality control
Documented outcomes
Results
- A recurring-revenue CRM offering using customized pipelines, automation, landing-page integrations, and conversion tracking.
- Agentic AI introduced across research, content production, workflow management, and quality control. Financial or productivity gains are not quantified here.
Selected tools & operating practices
Explore the work
Business building · People leadership
Building and scaling KASE Marketing
From a bootstrapped start to a profitable firm with recurring client relationships and a distributed delivery team.
Recruitment operations · Growth programs
BCPS recruitment transformation & career fair
A first CRM, new recruiting workflows, and a major annual career fair for Broward County Public Schools.
Marketing technology · AI-enabled delivery
CRM, automation & AI-enabled service delivery
A recurring-revenue CRM offering and practical agentic AI adoption across KASE's delivery workflows.
The next chapter
Bring the builder's perspective
to your leadership team.
Business operations. Growth operations. Marketing technology.
Client delivery. AI-enabled transformation.