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Field-guide line illustration of a desk with a notebook, coffee mug, and a stack of meeting notes with orange threads running out to smaller cards labelled CRM, finance, projects, recruiting

AI consulting

Runpoint

We rewired our company around the conversations we have with our clients, and that one decision unlocked a hiring model we couldn't have shipped any other way.

2 weeks → 1 hour
From kickoff call to client-ready proposal
1 day
From a W-2 hiring model to a partner-and-bench model
7
Internal systems we built and now run on

What we did, by area

SalesCRM, fed by transcripts. Our own CRM, populated and updated by an agent that reads every meeting transcript. Replaced the paid CRM we'd been using.
Built with
Claude OpusGranolaAirtableVercel AI SDKNext.js
FinanceFinancial modeling. Our books, our model, our cash. A finance assistant we can ask questions of when we're stress-testing decisions.
Built with
Brex APIStripeClaude SkillsAirtableNext.js
OperationsProposal generator. Takes a meeting transcript plus a few notes and writes the proposal. An interactive grid of every initiative we've discussed, each one with a value attached.
Built with
ClaudeTiptapVercel AI SDKAirtableNext.js
OperationsProject tracker. Who's working on what, what's blocking, what's due, all in the same record graph as everything else. Replaced the project tooling we'd been paying for.
Built with
LinearAirtablePointmanHermesClaude
PeopleRecruiting + bench. A system that scores applicants, runs them through our process, and holds a vetted bench of contractors ready to put on a project.
Built with
ClaudeExaGitHubAirtableSendGrid
PlanningOperating rhythm. Quarterly goals, scorecards, weekly meetings, all run from the data and partly prepped by an agent.
Built with
Claude SkillsAirtableNext.js

Before

We were already using AI for the client work itself, but the way we ran our own company was a mess. To put together a proposal we'd paste a meeting transcript into Claude or Lovable, push it around for an hour or two, and end up with something pretty good. The catch was that all of the actual thinking happened in our heads, where it couldn't be reused next week or shared with anyone else on the team. Every conversation started from nothing.

The first bet

A tool to write our proposals

So we built it ourselves. You feed it a meeting transcript and a few notes on what to emphasize, and it produces the proposal: an interactive grid of every initiative we've discussed with the client, each one with a number next to it for the value at stake. It's better than what most consulting firms hand to their clients after weeks of work, and we get to it in about an hour.

What we noticed

Once that proposal tool was working we noticed something we hadn't expected. The transcripts already had the answer to almost every question we kept asking each other in Slack, from who wanted what to what had been promised and what hadn't. If we treated every meeting transcript as data the company itself could read, we could stop spending half our week on internal updates and just build.

What the transcripts feed

Source

Every meeting transcript

Captured by Granola, parsed and tagged on the way in.

Read by

CRMFinanceNewsletterProject trackerStaffingOperating rhythmRecruiting

Every one of these systems pulls context from the same transcript layer. A decision made in one meeting becomes a tracked fact in seven places.

What we built next

01

Our CRM

We canceled the CRM we'd been paying for and moved everything into a system we owned, fed by the same transcripts the rest of our work was now running on. The data and the workflows finally lived together.

02

Our finances

Same system, but now with cash flow, financial models, and the people we owe (and the people who owe us) sitting next to the rest of the operating data, where we could ask questions of any of it.

03

Our newsletter

Same system again, with the audience treated as just another list, the way every other entity in the business already was.

04

Our project tracker

Same system, holding who's working on what, what's blocking, what's due. By this point the new ground was getting cheap to build on.

05

Our staffing

Who's free this week, who's loaded, who's coming up. All in the same place as everything else.

06

Our operating rhythm

Quarterly goals, scorecards, weekly meetings, the whole cadence we run on as a company. We borrowed this part from a client we'd already helped install it, which is the kind of compounding we like best.

07

Our recruiting

We built a system that scores job applicants, runs them through our process, and holds a vetted bench of contractors who are ready to put on a project. This last one is the bet that changed everything.

How they use it now

We run our own weekly meetings and our quarterly planning out of this system. Goals, projects, finances, who's available: all of it lives in one place, and a thread you pull in one corner gets felt in another.

What's now possible

Until we built the recruiting system, our growth was tied to W-2 headcount, which meant hiring one person at a time and waiting for them to ramp. Once we had a vetted bench of contractors we could match to the right project on day one, our hiring model didn't make sense anymore. We turned the company into a partner model in a day, and that move would have been impossible without the year of rewiring how the company runs underneath it.

That showed us we should wire our whole business based on transcripts. It's this untapped use of data, and there's so much context already sitting in there.

Matthew Hall, Founding Partner

These are real quotes from real clients. We anonymize on the site until each one says yes to being named. Most are in the queue. References available now.

Same operator, different business

A custom fabrication shop in Austin

Architectural fabrication

Same operator, different business. The same playbook ported into a fabrication shop, on the same software our consulting clients run on.

5 systems
Replacing memory, spreadsheets, and back-of-the-envelope tracking

What we did, by area

SalesPipeline + jobs. Pipeline view layered on top of the active jobs, so the same screen tells you what's coming and what's running.
Built with
AirtableNext.js
FinanceAR / AP and P&L. Money owed and money due in real time, with the books cleaned up enough that the operator could trust the number.
Built with
QuickBooks OnlineAirtableNext.js
OperationsContract review. Incoming contracts get parsed automatically before signing. Scope, terms, deadlines, and payment milestones extracted in plain language.
Built with
ClaudeEmail triggerNext.js
PlanningWeekly meeting. A standing weekly review where the whole team looks at the same numbers, the same pipeline, and the same active jobs.
Built with
AirtableNext.js

Before

One of our founding partners runs a custom millwork shop on the side, building signage, retail fixtures, and feature pieces for restaurants and commercial buildings. Like most shops its size, it ran on memory and spreadsheets. Money owed drifted, the books lagged behind reality, jobs were tracked in people's heads, and contracts got signed without anyone reading them in a structured way. There was no standing meeting where the team looked at the same numbers together.

The first bet

Get a number the operator could trust

We started with the books, because there's no point planning around bad numbers. We cleaned up the P&L and built a view that showed money owed and money due in real time, so the operator could pull up one screen and know exactly where the shop stood. Everything else came after that.

What we built next

01

A pipeline view

Once the books were clean we layered the active jobs and the pipeline on top, so a glance at one screen showed both the work running through the shop and the work coming behind it.

02

Contract review

Incoming contracts now get parsed before anyone signs them, with the scope, terms, deadlines, and payment milestones pulled out in plain language so the operator can read what he's actually agreeing to.

03

A standing weekly meeting

The whole team meets every week looking at the same numbers, the same pipeline, and the same active jobs. That meeting wouldn't exist if the data underneath wasn't trustworthy.

What's now possible

The shop now runs on the same software our consulting clients run on, which is the cleanest argument we have for the way we work. When we tell a CEO that one operator-engineer can rewire the way their company runs, we're describing something we've already done in a custom millwork shop in Austin.

Want this kind of work for your business?

SYSTEMS: NOMINAL
LATENCY: 12msRUNPOINT V2.0