Nobody owns it.
The person who asked for it moves on. The vendor's demo account expires.
What I do
Every build has a named owner and trained users. Your team runs it on day 31.
For mid-sized companies without an AI team · Tampa, Florida
The AI pilot that's still running in month six.
I build one workflow in your systems in 30 days, train the people who will own it, and leave the controls your auditor, examiner or customer will ask about. Part of my fee rides on the day-30 number.
I've deployed an AI strategy across a 2,000-person risk function at a top-tier global bank and shipped hundreds of automations for Fortune 500 clients — I know what it takes to make one stick in yours.
One workflow live in 30 days. If the number we agree on day one isn't hit on day 30, up to 30% of the Build fee isn't invoiced.
- 300+automations delivered
- 230,000hours saved
- $5M → $9Mprojected run-rate savings · one flagship program
Why most AI pilots don't stick
The build is the easy part. Pilots die in month three.
Nobody can explain it.
Audit, the examiner or a customer asks what the AI decided. Nobody can show them.
What I do
Every decision written down, an off switch, and the paperwork your auditor asks for, written while we build.
Nobody measured it.
Six months on, no one can say what it saved.
What I do
One number agreed on day one, read on day 30 from your systems. Up to 30% of my fee rides on it.
That's the 70% of AI adoption — ownership, controls, measurement. I don't sell it as a separate project; it's how every build is delivered. The full argument →
Two ways to start. Fixed price, known up front.
Know · 7 days
7-day AI Readiness Check
Not sure where to start? In a week you'll know which process to fix first and what it saves — your first roadmap, in order. For regulated firms, also the AI already running, with an owner next to each item.
- One page, plus a 30-minute walkthrough
- Your first 90-day roadmap, in order
$4,500Full fee comes off a Build or a Governance Setup within 90 days
Prove · 30 days
30-day Agent Build
Know the process? One workflow goes live in your systems in 30 days. Your team owns it, and the paperwork your auditor asks for is done.
- A named owner and trained users
- Every decision written down, plus an off switch
- 30-day warranty
From $19kUp to 30% is only invoiced if we hit the day-30 number
After that: Agent Care keeps it running and improving (from $3,500/month), or hire me as your part-time AI lead, one day a week (from $8k/month). Running several AI projects, or a regulator is asking? A Governance Setup covers the whole company — fixed fee, scoped on a call. — from $19k. Insurers and brokers: the examiner edition →
Compare the four →
| Check | Build | Agent Care / part-time AI lead | Governance Setup | |
|---|---|---|---|---|
| What you get | Which process eats the most hours, which to automate first, and what it saves. For regulated firms, the list of AI already running with an owner next to each item. One page and a 30-minute walkthrough. | One workflow in production in your systems. People sign off where it matters. | Agent Care: your agents kept running, drift fixed, the next small change shipped. Part-time AI lead: someone senior who owns your AI program, vendor reviews and board reporting. | The inventory, owners, a funding rule, risk tiers and a policy your board can sign. Insurers and brokers get the examiner edition. |
| Days | 7 · you send the system list and vendor contracts in the first 48 hours | 30 | Monthly · 3-month initial term | 3–8 weeks |
| Price | $4,500 · credited in full to a Build or a Governance Setup within 90 days | From $19k · one workflow, one system integration · up to 30% paid on the day-30 number. If the number we agree on day one isn't hit on day 30, up to 30% of the Build fee isn't invoiced. | Agent Care from $3,500/month · part-time AI lead from $8k/month, one day a week · 3-month initial term, then monthly | Fixed fee, scoped on a 30-minute call |
| Who it is for | You don't yet know which process to automate first — or you're regulated and need the list of AI already running. | You know the process. | You have agents to keep running, or an AI program someone senior should own. | More than one AI initiative, or a regulator, board or customer asking. |
| What makes it stick | — | Named owner and trained users · every decision written down, plus an off switch · the paperwork your auditor asks for · 30-day warranty | — | — |
| Then | A Build or a Governance Setup — the Check's fee is credited in full to either within 90 days. | Agent Care, or the next workflow. | The next small change, every month. | A Build on the first use case, or a part-time AI lead to own the program. |
Who I work with
Pick your door.
Operating companies
Logistics, distribution, manufacturing, construction, dealer and multi-location groups. The back-office process that eats the most hours, rebuilt in 30 days. Including sales-ops workflows.
Insurers, MGAs & brokers
Claims, underwriting and the AI your vendors already switched on — inventoried, owned and on file. Selling AI to carriers? This covers you too.
PR & communications agencies
Launch a GEO service you can sell to the clients you already have.
Sales organizations
Sales and revenue-operations teams: lead routing, quote and proposal drafting, CRM hygiene, pipeline reporting — the hand-offs that leak hours between marketing, sales and operations. One workflow in 30 days, measured on cycle time or rep hours.
First move: 7-day Check, then a 30-day Build.
Accounting, law and wealth firms, credit unions, community banks — or anyone else with one process that eats the team's week: book a 30-minute call →
Where to start
Workloads I'd start with.
Every company is different, but these are a few of the processes that are usually great candidates for automation.
Proposal and quote drafting
Sales and bid teams
Pulls scope, pricing and past wins into a first-draft proposal or quote; a person edits and signs off before it goes out.
Lead routing and pipeline analytics
Sales and revenue operations
Scores and routes new leads, keeps the CRM clean, and flags the deals that have stalled.
Marketing campaign operations
Marketing teams
Builds audience lists, drafts campaign variants and feeds results back to the CRM; nothing is sent without approval.
Reporting and analytics
Finance and operations leads
Pulls the numbers from your systems into the weekly and month-end reports and writes the first-pass commentary for review.
Project status and hand-offs
Delivery, PMO and construction teams
Turns updates, emails and meeting notes into status reports, and flags late tasks and missed hand-offs.
Invoice intake and AP exceptions
Finance teams
Reads invoices and statements, matches them to POs and receipts, and routes only the exceptions to a person.
Customer and member email triage
Any service team
Sorts and drafts replies to the routine 70%; a person signs off before anything is sent.
Claims first notice and document intake
Claims leaders at carriers and MGAs
Classifies what arrives, extracts the fields, and triages the file to the right adjuster with a reason.
Worked examples
What this looked like before.
Examples from programs I led or built in previous roles. Client names withheld.
Sales-operations automation — national services company
- What it did
- 60+ workflows on low-code tools for the sales organization — the reports and hand-offs people were doing by hand.
- Who signed off
- Each workflow had a named owner in sales ops before it went live.
- How it was measured
- Hours returned to the sales team, tracked per workflow. [PIOTR: hours figure if allowed]
AI program — top-tier global bank, risk function
- What it did
- 15+ AI initiatives in one operations-and-AI program — from intake and risk review to build, rollout and adoption.
- Who signed off
- Every AI use case cleared model-risk, information-security, bias and financial-crime review — and its business owner — before it ran.
- How it was measured
- $5M → $9M projected run-rate savings; projected ROI above 80%.
About
A senior operator who has done this at scale.
I'm Piotr Klek. I build AI workflows that are still running in month six — and the ownership, controls and measurement that keep them running. I led the creation and adoption of the AI strategy for a risk function at a top-tier global bank ($5M → $9M projected run-rate savings · one flagship program), and took AI use cases through model-risk, information-security, bias and financial-crime review at a global bank. Before that, a Big-4 automation practice: hundreds of automations for Fortune 500 clients. I work with a small bench of vetted engineers, one build at a time. Based in Tampa, Florida.
- I lead, I don't replace — your people own it on day 31.
- I build, not just advise — working software, not slide decks.
- Fixed fee, measured result — you pay for the outcome, not the hours.
- 300+automations delivered
- 230,000hours saved
- $5M → $9Mprojected run-rate savings · one flagship program
Questions, answered.
What should we buy first?
If you already know the process, the 30-day Build. If you don't, the 7-day Check — and its fee comes off the Build.
Where does our data go?
It stays in your house: your tenant, your cloud, your API keys. I don't need customer or policyholder records to build the first workflow.
We already have an AI team and tools. What do you add?
The 70% they're usually not resourced for — change management, process redesign, governance, and adoption discipline. I make sure what your team builds actually gets used and holds up to scrutiny. I make sure your AI implementation is successful and governed, based on the best practices on the market.
Are you tied to one software vendor?
Yes. I'm not reselling a platform. I help you choose the right tools for your context and govern them — the strategy is independent of any vendor. I do due diligence on governance vendors — I can't also be their channel partner. You're paying for the one person in the room with no software quota.
Still have questions? Book a 30-minute call and we'll work through them together.
Let's find the process that eats the most hours.
30 minutes. We'll pick the right first step for you. It books straight into my calendar.
If the number we agree on day one isn't hit on day 30, up to 30% of the Build fee isn't invoiced.
Or email contact@piotrklek.com