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Prospective Client Deck

AI Strategy & Engineering for Premium Brands

MarginWise partners with fast-growing, mid-market businesses to streamline operations, elevate team performance, and build a foundation for lasting success.

Opportunities dashboard Quarterly average chart
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Who you'll work with

Senior operators and engineers,
without the agency overhead.

A small team blending consultant rigor, technical depth, and go-to-market instinct.

Davis Handler

Davis Handler

Founder & CEO

Former Accenture and Capgemini consultant. Combines deep technical expertise with a consultative approach to help businesses leverage AI and automation.

Jared Gaynes

Jared Gaynes

Partner

Duke graduate with deep expertise in marketing, sales, and go-to-market strategy. Bridges the gap between business objectives and technical execution.

Barry Gleichenhaus

Barry Gleichenhaus

Partner

Former Accenture Partner with 30+ years advising Fortune 500 executives. Brings strategic rigor and enterprise-grade experience to every engagement.

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What's slowing you down

Growing businesses hit a ceiling
when manual processes can't scale.

Sound familiar? Premium teams lose time and revenue to the same four bottlenecks.

⏱

Manual, repetitive work

Staff spend hours on data entry, email drafting, and spreadsheet reconciliation instead of high-value client work.

⊞

Disconnected systems

Critical data lives in email threads, spreadsheets, and people's heads. There's no single source of truth.

$

Missed revenue

Slow response times, inconsistent follow-ups, and manual processes lead to lost opportunities and delayed cash collection.

↗

Scaling without adding headcount

Growth demands more output, but hiring can't keep pace with rising complexity and client expectations.

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Our approach

We don't impose trendy solutions.
We start with you.

MarginWise specializes in AI strategy and engineering for mid-market businesses. We start by understanding your team, your standards, and your clients, then build only what genuinely improves the work.

01
Diagnostic

AI Opportunity Assessment

A hands-on diagnostic that identifies high-impact AI and automation applications tailored to your business.

02
Build

Custom Software & Integrations

Purpose-built solutions, not off-the-shelf tools. Designed around how your team already works.

03
Delivery

Strategy to Execution

We move from strategy documents to functional software fast, with constant collaboration built in.

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By the numbers

Tangible outcomes,
grounded in real workflows.

Numbers below come from recent engagements across travel, financial advisory, hospitality marketplaces, and luxury real estate. Ranges are intentional.

$270K+
In client savings delivered across recent engagements
25+
Apps, integrations, and AI workflows shipped
400+
Hours reclaimed annually per pilot we deploy
12+
Pilots running in production with paying clients
Client Inquiries

~50% of inbox repetitive client questions

cut by 50%, with 90% faster response on common Qs

Call & Activity Logging

5–7 min manual notes per call, ~30% capture rate

automated to 100% capture, full transcripts in CRM

Operations Lists

Shared "Bibles" with overwrites, no version history

structured digital lists, 50–60% faster setup

Reconciliation

Triple data entry across CRM, ERP, and spreadsheets

one-way API sync, 3x faster close, no rekeying

"

They brought clarity, structure, and practical recommendations that will save us countless hours.

COO, mid-market global services firm

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Selected Work

Recent engagements.

Each engagement starts with a hands-on opportunity assessment, then moves to scoped pilots and shipped software. Numbers below are pulled from the actual readouts.

Executive Opportunity Assessment · Golf Travel

A prioritized AI & automation roadmap for international golf travel.

13 leaders interviewed across sales, ops, finance, product, and marketing. 107 topics surfaced, narrowed to 10 detailed use cases and 3 voted-in priorities: ERP modernization, data centralization in PGGO, and automated tour processes.

3× faster reconciliation,
30–45 min saved per proposal
Opportunity Assessment + AI Build · Hospitality Marketplace

Pricing intelligence and proactive ops for a premium suite marketplace.

Identified $70K+ in revenue leakage from manual partner-tier tracking, designed an AI pricing engine across a 50,000+ event portfolio, and shipped photorealistic AI suite imagery so the team can list venues without licensing or design dependencies.

$70K+ recovered, plus a 5×
pricing-coverage expansion
CRM Modernization · Fractional Luxury Real Estate

HubSpot rollout, contract automation, and a GPT-powered property analyzer.

Migrated lead capture and owner data from Airtable into HubSpot, automated DocuSign field merges, and built a GPT & Cassidy workflow that pulls MLS, rental, and tax data into proformas the sales team can act on the same day.

8–10 hrs per week reclaimed,
30 min saved per contract
AI Opportunity Assessment · Financial Advisory

A pilot-ready AI roadmap for a relationship-driven advisory firm.

Embedded across leadership, advisors, ops, and IT to surface 70+ opportunities. Delivered twelve scoped pilots covering proposal automation, CRM-to-back-office sync, and AI-assisted prospect research, sequenced by impact, feasibility, and effort.

$200K+ identified year-one
savings, 12 pilots
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Our process

Technology only when it
demonstrably improves the work.

A four-step engagement model designed for premium teams that can't afford disruption.

1
→

Discover

We interview your team across functions to understand pain points, workflows, and opportunities.

2
→

Assess

Our AI Opportunity Assessment maps every finding to a recommended solution, business impact, and priority level.

3
→

Build

We move quickly from assessment to working software, purpose-built for your operations.

4

Iterate

Built-in feedback loops ensure every solution evolves with your team and delivers real, measurable ROI.

Our Promise We elevate the client experience and deliver measurable results, without compromising the personal touch your reputation is built on.
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Our signature offering

The AI Opportunity Assessment.

Our signature diagnostic goes deeper than a typical technology audit. We embed with your team to uncover what's really slowing you down, and what will move the needle.

?

Consolidated insights and solutions

Insights drawn from in-depth stakeholder interviews across every function in your organization.

!

Focus on strategic outcomes

Actionable priorities and solutions ranked by business impact, feasibility, and effort.

+

Recommended pilot use cases

Detailed use cases with proposed solutions, expected ROI, technical considerations, and a clear path to execution.

What you walk away with

A pragmatic, prioritized roadmap. Not a 200-page deck.

Stakeholder interview synthesis
Strategic theme mapping
Prioritized opportunity matrix
Pilot use-case deep dives
Clear execution roadmap
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Specialty Tour Operator

An AI Opportunity Assessment
for a relationship-driven travel company.

A bespoke travel company serving high-value clients with custom itineraries across international destinations. Lean team, complex multi-vendor logistics, deep commitment to white-glove service.

8
Stakeholders interviewed
70+
Opportunities identified
6
Strategic themes
12
High-priority use cases
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Cross-functional discovery

Every function. Every angle.

We conducted in-depth interviews with eight stakeholders across every major function to surface pain points, workarounds, and opportunities that leadership alone wouldn't see.

Leadership

CEO / Founder

Strategic vision, competitive positioning, brand defense, growth bottlenecks.

Revenue

VP of Sales

Lead enrichment, pipeline velocity, proposal generation, CRM usability.

Finance

CFO / Finance

ERP migration, payment reconciliation, multi-currency, AP automation.

Operations

Head of Operations

Tour logistics, spreadsheet dependency, supplier confirmations, scheduling.

Service

Client Relations

Repetitive client inquiries, itinerary documents, cross-team handoffs.

Growth

Marketing

Content creation, SEO and AI-search visibility, campaign automation, lead segmentation.

Systems

IT / Systems

CRM integrations, data model gaps, API availability, compliance.

Product

Product / Booking

Online reservations, payment gateways, availability data, form capture.

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Strategic themes identified

From 70+ findings
to six clear themes.

Across all eight interviews, we grouped opportunities into six strategic themes, each with shared root causes and shared solutions.

Theme 01

Client Communications & Engagement

Automate repetitive inquiries, enable omni-channel messaging, and improve response consistency across email, phone, and chat.

Theme 02

Data & System Centralization

Create a single source of truth by consolidating siloed data across CRM, spreadsheets, email, and disconnected systems.

Theme 03

Operations & Process Automation

Replace manual spreadsheets and hand-keyed workflows with structured digital systems for complex logistics.

Theme 04

Financial & ERP Modernization

Integrate CRM with finance systems, automate payment workflows, eliminate triple-entry across platforms.

Theme 05

Online Reservations & Self-Service

Enable digital booking flows, real-time availability, payment gateways, and self-service client portals.

Theme 06

Sales & Marketing Enablement

Auto-generate proposals, enable CRM-driven prospecting, improve AI search visibility, and automate lead enrichment.

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Prioritized opportunity matrix

Where to start
for the biggest wins.

Each finding was assessed for business impact, technical feasibility, and implementation effort.

Opportunity Recommended Solution Business Impact
Repetitive client email inquiries (about 50% of volume) AI-powered FAQ widget with a CRM suggestion engine and confidence scoring HighCuts repetitive email by half; frees senior staff
Manual pairing of group assignments (4 to 6 hrs per event) Browser-based generator that auto-balances couples, handicaps, and constraints HighSaves hours per event; ensures fairness and consistency
Payment links built manually in Excel with copy/paste errors Integrated payment-link wizard tied directly to booking data in CRM HighEliminates billing errors; accelerates cash collection
Staff re-key data across CRM, finance system, and spreadsheets One-way API or CSV sync from CRM to ERP, eliminating the manual bridge High3x faster reconciliation; reduces chargeback risk
No central record of phone calls; client context lost when staff out VoIP transcription with AI extraction of key entities to CRM fields HighSeamless handoffs; complete client history; reliable KPIs
Critical tour data lives in shared spreadsheets ("Bibles") Structured digital lists with permissions, version history, and CRM sync High50 to 60% faster tour setup; full audit trail
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Use case deep dive · 01

Automated client inquiry response.

Today

Senior staff trapped in repetitive email.

  • Clients re-email questions already answered in trip documents
  • Staff manually search PDFs, copy answers, and reply one by one
  • Senior agents spend ~50% of time on repetitive responses
  • No searchable FAQ; every question handled from scratch
With MarginWise

AI handles routine. People handle nuance.

  • AI-powered FAQ widget surfaces instant answers with source citations
  • CRM suggestion engine drafts replies for agent review before sending
  • Confidence scoring routes only complex queries to human agents
  • Client portal with live itinerary, dining guides, and Q&A chat
50%
reduction in repetitive email volume
90%
faster response on common questions
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Use case deep dive · 02

Automated call & activity logging.

Today

Client history slips through the cracks.

  • Sales reps make calls but inconsistently log notes in CRM
  • Client history (memberships, preferences, past trips) often unrecorded
  • Colleagues lack context for smooth handoffs when reps are out
  • Leadership relies on inconsistent manual logs for performance tracking
With MarginWise

Every call captured. Every detail searchable.

  • VoIP integration auto-generates call summaries and transcripts
  • AI extracts entities (memberships, destinations, follow-ups) to CRM
  • CRM becomes the complete, trusted source of client history
  • Data structured for KPI dashboards, reporting, and marketing
5 to 7 min
manual note entry saved per call
100%
of calls captured, zero missed data
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Use case deep dive · 03

Centralized digital operations lists.

Today

The "Bible" spreadsheet runs the business.

  • Critical tour data lives in massive shared spreadsheets ("Bibles")
  • Multiple departments edit the same file; overwrites and errors are common
  • No version history; mistakes are hard to trace and undo
  • Final tour details manually re-keyed into the CRM system
With MarginWise

Structured. Permissioned. Always in sync.

  • Structured digital lists with standardized fields and column permissions
  • Real-time visibility across Sales, Product, and Client Relations
  • Full version history with rollback for every change
  • Automated sync of finalized data to CRM, no more re-keying
50 to 60%
reduction in tour setup time
400+
staff hours reclaimed annually
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Assessment impact summary

Across all six themes,
a clear picture emerged.

1,000+
Hours per year reclaimed from manual processes
3 to 5x
Faster response times for client inquiries
80%
Reduction in data entry and re-keying errors
$200K+
Estimated annual value of quick-win improvements
The assessment identified 12 high-priority use cases that can be piloted quickly with existing infrastructure, delivering immediate wins while laying the foundation for long-term transformation.
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Clients we've worked with

Ambitious mid-market companies
committed to operational excellence.

Buckley Powder Company

"Delivered top-notch work and helped us think bigger about technology."

Joey Buckley · Buckley Powder Company

Elevation Diagnostics

"Designed specifically around how we already work."

Dylan Johnson, CEO · Elevation Diagnostic

GoForth Global

"Brought clarity, structure, and practical recommendations that will save us countless hours."

Brandon Dale, COO · GoForth Global

GoForth MGNY PerryGolf Buckley Powder Suite Experience Group Elevation Diagnostics ICG Advisors
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Let's start a conversation

Let's build
something that lasts.

We'd love to learn about your business and explore where AI and automation can make a real difference, without disrupting what already works.

Davis Handler
Davis Handler
Founder & CEO, MarginWise
davis@marginwise.ai marginwise.ai
Davis Handler signature