"We were quoting jobs at 9pm because the day was full of phone tag. Forty hours back a month, and our close rate went up because we're actually responsive."
MR
Marcus R.
HVAC contractor · TX
+40 hrs
Owner time / mo
+22%
Close rate
Results · In their words
Some of these are from David's prior consulting work through Triumvir Financial. Others are from the first audits we ran inside the $100K Challenge. All are real. All are usable. None are filmed without consent.
Service businesses
"We were quoting jobs at 9pm because the day was full of phone tag. Forty hours back a month, and our close rate went up because we're actually responsive."
"David and Levi don't talk in jargon. They sat down, mapped my whole intake process, and inside three weeks the system was running. I wish I'd called them two years ago."
"They gave me dashboards I'll actually look at. Before, I had reports nobody read. Now I open one tab in the morning and I know what to do that day."
Brick-and-mortar & trades
"I thought AI meant something I'd never use. What they built feels like I hired three people who never sleep — and it actually works the way they said it would."
"Every customer gets a thank-you, every Google review gets responded to, and I haven't touched any of it in six weeks. That was supposedly impossible."
"We were out of stock on three core items every other week. Now the reorders happen before I even notice. That alone paid for the whole project."
Professional services
"My team stopped chasing clients for documents. The system does it now, politely. I got my Friday afternoons back during tax season — that's never happened."
"Renewal pipeline is now visible 90 days in advance. We caught two clients before they shopped us out. That alone paid for the entire engagement five times over."
"What I appreciated most: when something didn't work, they told me first. No excuses, no spin. They just fixed it. That's rare."
From David's prior work
Some of these owners have been working with David for years before AI workflows became part of the offer. They're here because the values haven't changed.
"David's insights into financial management transformed the way I handle my personal and business finances. His advice is practical, easy to understand, and incredibly effective."
"Working with David was a game-changer for my financial future. His clear guidance helped me create a sustainable plan that's already showing results."
"Hands-down the most actionable financial program I've taken. Ten modules I'll go back to for the rest of my career."