AI Opportunity Audit
Assess selected processes and prioritise opportunities, with estimated benefits, explicit assumptions and recommended implementation steps.
See internal examplesLuis Xavier / Sales Studios
Explore work across sales, customer service and operations. I help business owners and teams identify practical improvements, connect systems and implement agreed solutions.
Explore projects from bilingual reception and connected client workflows to reporting and catalogue production.
Free · 15 minutes
Implementation scoped separately
Established businesses that trusted me with their marketing, CRM and email systems.





Sales total supplied by Sales Studios across client engagements, not revenue proven to have been generated by AI. Annual time estimate: Connection Student’s reported 35 hours saved per week × 52 weeks, assuming that saving continues year-round. This is an annualised estimate for one workflow, not a measured total across all clients. Enquiry volume is a historical reported result.
Four foundations
Assess selected processes and prioritise opportunities, with estimated benefits, explicit assumptions and recommended implementation steps.
See internal examplesAgree the workflow, integrations, costs, responsibilities and measures of success before building.
Explore client projectsBuild and connect the agreed solution using your systems, with testing and human review where needed.
Explore the workflowsPrepare your team to use the solution, understand its limits and handle exceptions.
Discuss your projectWe agree the baseline, intended improvements, scope, costs and responsibilities before implementation. Detailed assessment and ongoing support are scoped separately.
Three projects. Three transferable capabilities.
These are projects I delivered through Sales Studios for its clients. Each shows a practical approach to improving sales, customer service or business operations.
International education & migration services
Enquiries, consultations, documents and payments all create work for a service team. Connection Student’s operations included approximately 70 spreadsheets, making consolidation and connected handoffs a practical priority.
Through Sales Studios, I worked on the transition into Monday and a connected CRM environment, alongside consultation notifications, document requests, payment communications and operational reporting.
Simplified workflow explanation
Capture the enquiry and pass booking information into the team’s workflow.
Request client documents, prepare receipt emails and route payment information.
Surface tasks, recorded expiry dates and follow-up needs for the team.
Staff provide consultations, manage client cases and act on tasks and exceptions. The workflows support administration; they do not replace professional advice.
A staged live migration was reported in February 2026. The June register documents 27 workflow entries, including reminder intervals and versions, rather than 27 independently deployed systems. A consolidated consultation knowledge base and two audit reports were also delivered.
A documented set of connected workflow assets and a staged move away from spreadsheet-based administration. Staff time saved and end-to-end deployment are not quantified.
Connect your customer intake, document requests, payment communications and team handoffs. Start with the records staff repeatedly copy between systems.
Automotive servicing & mechanical repairs
Workshop callers need help with service requests, existing quotes and work in progress. Some are more comfortable speaking Portuguese, and appointment requests need to reach the service manager.
I configured and refined Mia’s English and Portuguese reception flows, enquiry classification, contact and vehicle capture, and human transfer paths. Daily conversation reporting adds a way to review what actually happened.
Simplified workflow explanation
Identify the language and whether the caller needs a quote, a service request or a person.
Collect the required details, send a booking request or transfer the enquiry.
Staff confirm bookings externally and review conversation findings.
The service manager confirms appointments in the external workshop system. Mia captures booking requests; it does not book directly into a live workshop calendar. Staff handle transfers and follow-up.
Actual calls and a delivered daily report support use. The 14 September 2026 review covered five conversations, six Voice AI calls and one human call. It identified repeat calls and unconfirmed transfers for attention.
Bilingual call handling and a practical review loop are evidenced. Additional workshop-to-CRM sync runs are documented in the explorer. Incremental bookings and conversion uplift have not been established.
Give callers a clear route to help while your team is busy. Capture the request, agree escalation rules and review conversations to find missed follow-up. Keep appointment confirmation with the responsible staff.
Furniture & interiors
Supplier catalogues had to become a consistent Kingdom Living presentation, with the right products, categories, naming and imagery. Each revision also needed careful layout and product checks.
I used AI-assisted production to rebrand and restructure catalogues, curate pages and products, revise names and check exports. I captured the brand, classification and quality rules in a reusable production skill.
Simplified workflow explanation
Select products and source imagery, organise categories and remove unwanted material.
Rework names, covers, contact details and page structure.
Check product accuracy and layouts, then export the branded catalogue.
Product details, image suitability and final page layouts remain subject to review. Unsuitable generated furniture was removed during experiments. This is AI-assisted production, not an autonomous publishing system.
Multiple catalogue deliverables and revisions are recorded. The reviewed Cabinetry & Storage edition has 23 pages. A reusable Kingdom Living production skill is also documented.
Branded catalogue assets and repeatable production instructions were delivered. Production time saved has not been measured.
Turn recurring catalogues and product documents into a repeatable process using your source material, brand rules and approval checks. Your team reviews product accuracy and final layouts.
More ways this experience applies
I developed an AI-assisted prospecting and outbound system.
Reported results · November 2025
Historical reported results, not independently audited. Annual contract value is not cash collected. The earlier seven-day lead claim belongs to a separate period.
Explore UpflowyI worked on prospect research, segmented outreach and CRM reply handling within an agency service relationship associated with Compound Growth. The experience is relevant to businesses connecting prospect research and outreach with their sales follow-up process.
The prepared working set contained 1,038 unique emails. That describes database size, not sales leads generated. No white-label arrangement is claimed.
Explore ULPExplore the portfolio
Explore client projects and the workflows behind them.
Each project includes its scope and available evidence. Related workflow versions are grouped together.
Education & migration
Client operations were spread across approximately 70 spreadsheets.
The workA staged consolidation of spreadsheet-based operations into Monday and a connected CRM environment.
Automotive
Workshop callers need help in English or Portuguese and a route to the right person.
The workEnglish and Portuguese call handling, enquiry classification, vehicle details and human transfer paths.
B2B SaaS
B2B prospecting needs a repeatable route from research to sales conversations.
The workAn AI Prospector Agent supporting prospect research and outbound pipeline generation.
Furniture & interiors
Supplier PDFs need consistent branding, product categories and presentation.
The workSupplier catalogues restructured, rebranded and checked, with curated products, images, names and categories.
School play & learning environments
School prospect lists need usable contact information and consistent segmentation.
The workSegment consolidation, deduplication, usable-email selection and LinkedIn enrichment for CRM-ready outreach.
Trophies & personalised products
Production work needs consistent inputs, structure and review.
The workAn AI-assisted, scroll-led website showing trophies, customisation, the creation process and enquiry options.
Showing 6 of 50 client project entries
Earlier marketing, CRM and automation experience, alongside the original client testimonials. Historical figures remain reported claims and have not been independently verified; they are not presented as new AI results.
Earlier case study / Service business
Turning personal follow-up into a connected customer journey.
Samuele had an engaged audience. People responded to his content and asked about working with him, but each enquiry needed his personal attention.
Answering messages, following up and moving prospects towards a conversation depended on manual effort. Interested people could disappear if they were not ready to buy immediately.
The opportunity was to connect those steps so the audience he had already built could move through a consistent process.
Reported project outcomes
Without increasing content output or ad spend.
Historical claims from the original case study; supporting measurement records were not available in the catalogue. These are not independently verified figures or a forecast for your business.
What was put in place
A lead magnet, DM automation and email sequences captured enquiries and nurtured interest without each interaction needing a personal reply.
An application filter, booking system and pre-call video helped qualify prospects and prepare them for the conversation.
Past-buyer flows, cold-lead reactivation emails and upsell triggers created follow-up paths beyond the first enquiry.
“The system they built turned my audience into a consistent revenue stream. I kept creating content. Everything else ran without me.”
How this could apply to your business
The transferable lesson is the connected workflow: clear inputs, repeatable steps and fewer manual handovers. In your business, AI can help prepare drafts and flag issues within that process.
The examples alongside are proposed applications for your business, not claims about AI used in the client projects on this page.
Turn approved briefs into drafts, check required details and route the work for review. Measure production time and revision rounds.
Bring supported data together, flag gaps and prepare commentary for review. Measure preparation time, corrections and on-time delivery.
Turn meeting decisions into structured briefs, tasks and approval steps. Measure missing inputs and time spent chasing clarification.
Your team validates accuracy, adds judgement and approves client-facing work.
More client work
Scheduling, enquiry handling, deal processing and follow-up. Each example starts with work that needed a more consistent way to get done.
Education
An enquiry workflow reduced response time from hours to under a minute. The published case also reports removing more than 35 hours of founder dependency per week.
Reduce time spent routing enquiries and responding to routine questions.
Industry and business spelling unconfirmed
The earlier portfolio describes deal automation. The definition, system, scope and dates remain unverified, so no deal count is presented here.
Connect CRM stages, handovers and repeatable administrative steps.
Education
A qualification and booking pipeline replaced manual scheduling.
Give qualified enquiries a clear route from first contact to a booked conversation.
Industry not confirmed
Earlier records describe email open rates, but conflict on whether the figure was a peak or an average. The period and baseline remain unverified; no engagement-rate claim is made here.
Make onboarding and follow-up more consistent across the customer journey.
Automotive
A capture and nurture workflow replaced manual follow-up and supported more consistent client engagement.
Keep follow-up moving without relying on someone remembering the next step.
E-commerce
Connected audience and follow-up systems supported a more structured path to revenue.
Bring scattered customer touchpoints into a repeatable workflow.
Figures are retained from the previous Sales Studios case-study page. It does not specify every measurement period, baseline or engagement definition, so the percentages should be read within each project rather than compared across clients. Results vary by process, workload and implementation.
Client feedback
Previous clients share their experience working with Sales Studios on marketing and automation systems.
The original testimonial video discusses those services and outcomes.
“the system they built turned our audience into a consistent revenue stream.”
“They didn't just set up tools, they built infrastructure that actually works.”
“We went from inconsistent launches to a pipeline that runs month after month.”
“We're converting leads we used to lose every single week.”
“The follow-up system alone saved me hours every day.”
“Luis goes out of his way to provide value.”
“The qualification layer filters out time-wasters so I only talk to serious buyers.”
“We doubled our conversion rate without changing a single piece of content.”
Excerpts from testimonials published on the original case-study page. They describe individual client experiences with previous services.
AI consulting with Luis Xavier
Bring a business process or operational challenge. In a free 15-minute discovery call, we’ll discuss your needs, see whether I can help and agree on the next step.