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Wex Advisory

AI consulting practice for mid-market businesses — strategy, custom tools, and hands-on deployment.

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Overview

Wex Advisory is my AI consulting practice. I help small and mid-market businesses identify high-ROI AI opportunities and build the tools to execute them. The practice runs on a suite of products I built myself: a free AI audit tool, a competitive intelligence platform, an automated outreach pipeline, and a LinkedIn content engine — all powered by Claude, Firecrawl, Tavily, and DataForSEO. Competitive analysis output has already been used directly in a client's investor presentation.

Live
Status
5
Tools shipped

Key Features

  • Free AI Audit tool scores a business against 5 AI-readiness dimensions and emails a personalized PDF report in under 60 seconds
  • Competitive Analysis Tool (tool.wexadvisory.com) — Firecrawl + Tavily + DataForSEO + Claude pipeline, Stripe checkout, $149/$299 tiers
  • Auto-Proposal Pipeline — generates a consulting proposal PDF and Gmail draft automatically after every completed audit
  • Cold outreach pipeline and LinkedIn content engine running the practice's acquisition channels
  • Full consulting site — positioning, services, case study, and Calendly booking — built and launched in days

What I Learned

Deterministic scoring (not AI-generated scores) builds more trust with business clients — reliability matters more than cleverness
A consulting site needs a conversion mechanism on day one — the audit tool does what a contact form cannot