AI built inside the operation, not bolted on.

We map where your company loses time and revenue, build the system that closes the gap, and run the marketing around it. One partner for operations and growth.

For owner-led U.S. companies with $1M+ in annual revenue.

Operations mapIllustrative example
  1. New lead comes inAfter hours, nobody answers
    Priority 1
  2. Intake and qualifyTwo people, copy and paste
    Manual
  3. Schedule or quoteDays of email back and forth
    Priority 2
  4. Deliver the workRuns fine
    OK
  5. Bill and collectSpreadsheet, chased by hand
    Manual
  6. Follow up and reactivateNot happening
    Priority 3
An AI Diagnostic turns a map like this into three priorities and a plan to fix them.

The problem

Most companies already use AI. Few get paid back.

91%

of middle-market companies use generative AI. 70% of those say they need outside help to get its full value.

RSM Middle Market AI Survey 2025 · 966 respondents · fielded Feb–Mar 2025

The tools work. What breaks is everything around them, and that is the part we do.

  • Nobody owns the process the AI is supposed to run.
  • The data lives in five places that don’t talk to each other.
  • The system works, but nothing fills the pipeline it was built for.

How it works

Three steps. You can stop after any of them.

01

AI DiagnosticOperations Assessment

A fixed-scope engagement. We sit inside your operation, map how work actually moves, and show where time and revenue are lost.

You receiveA process map, the three priorities worth fixing first, and an implementation plan. Credited toward implementation if you move ahead within 30 days.
02

ImplementationOne pilot, one metric

Two to three months. We build inside the tools you already use, train your team, and measure against the baseline from the diagnostic.

You receiveA working system in production, owned by your team, with the before and after measured on the metric we agreed.
03

Operation + marketingMonthly

We run and improve the system, and build the growth side around it: content, campaigns, follow-up and reactivation.

You receiveSomething new shipped every month, and one dashboard that shows the operation and the pipeline together.
Pricing is scoped after a first conversation.Healthcare clients: Business Associate Agreement signed before we touch patient data.

What we don’t sell

Off-the-shelf chatbots, AI receptionist subscriptions, or software licenses. We design the system around your operation, then stay to run it.

Where we work

One method. Six places we see it break.

Examples, not a limit. The pattern is usually the same: work that only gets done when someone remembers to do it.

01

Cash-pay healthcare groups

Where it breaks
Missed calls and slow replies to new leads, booking by phone, past patients nobody brings back.
What we build
Intake and scheduling flows, reminders and deposits, reactivation, and marketing that fills the calendar.

BAA signed before any patient data.

02

E-commerce and DTC brands

Where it breaks
Support backlog on orders and returns, weak repeat purchase, creative that can’t keep up with ad spend.
What we build
Support and post-purchase flows, repeat-order programs, and a creative and content production system.
03

Distribution and light manufacturing

Where it breaks
Orders arrive by email and PDF and get retyped into the ERP. Quotes are slow. Collections are chased by hand.
What we build
Order intake into your ERP, faster quote turnaround, receivables follow-up, and reactivation of dormant accounts.
04

Law firms

Where it breaks
New-client intake after hours, repetitive documents, case follow-up that slips.
What we build
Around-the-clock intake and qualification, document prep for attorney review, and follow-up workflows.

Legal advice stays with your attorneys.

05

Insurance agencies

Where it breaks
Multi-carrier quoting by hand, renewals and certificates of insurance, keeping the existing book.
What we build
Quote intake, renewal and COI workflows, book reactivation, and referral marketing.
06

Accounting firms

Where it breaks
Chasing client documents, month-end close, client service during tax season.
What we build
Document collection, close checklists, and client communication that runs on schedule.

We also partner with firms that advise owners.

Who we are

Built by an operator, not a reseller.

Most AI projects fail between the demo and the daily routine. We design the operation and the marketing together, because one doesn’t pay off without the other.
Rulehedge GrowthAI operations and marketing
Background
Founded by a physician who runs his own medical practice and builds the AI and marketing systems behind his companies.
How we work
Small senior team. You talk to the people who build the system.
Clients
U.S. companies with $1M+ in annual revenue.

Contact

Start with a 20-minute conversation.

Tell us where the operation slows down. We reply within one business day.

  1. 01We read your note and reply by email.
  2. 02A 20-minute call to see whether a diagnostic makes sense for you.
  3. 03If it does, you get a fixed-scope proposal. No obligation before that.

Prefer email? growth@rulehedge.com

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