20 Years of Helping B2B Companies Do Better Work With Fewer Resources
I started my career in corporate B2B sales, where my income depended entirely on results. That shaped everything that followed: a deep respect for what actually works, zero patience for theory that doesn't translate, and an instinct for building systems that make teams permanently more capable.
Over the past two decades, I've worked across sales, marketing, and operations in B2B environments. I co-authored a bestselling book (The Wealthy Freelancer, Penguin/Random House), built a podcast with over 1.3 million downloads, and coached hundreds of professionals on getting better results with fewer resources. The common thread through all of it: helping people do more consequential work by removing the friction, complexity, and busywork that gets in the way.
Turning AI From a Curiosity Into an Operational Advantage
When generative AI emerged, I saw an opportunity most advisors missed. Everyone focused on the tools: which chatbot to use, which platform to try. But the real leverage wasn't in the tools. It was in the knowledge companies already had, buried in SOPs, shared drives, people's heads, and disconnected systems. The real question was, “how do we make what we already know accessible to the people who need it most?”
That's what I help companies answer. I build role-specific AI environments for B2B companies: persistent workspaces loaded with your company's own knowledge, tailored to the decisions and workflows of each specific role. A CEO environment looks different from a field operations environment, which looks different from a sales manager environment. Each one is designed for how that person actually works and thinks.
I also build the operational layer underneath: documented playbooks, purpose-built AI tools, and structured workflows that make AI adoption feel obvious rather than optional. The playbooks belong to you. If you switch platforms in two years, they move with you. I'm building for durability, not dependency.
What Makes My Approach Different
There are many people who can run an AI training session or help you set up accounts. My value is different, and it's specific to what most companies are actually dealing with.
I build systems, not slide decks.
The deliverables from my engagements aren't presentations or strategy documents that sit in a folder. They're working playbooks, purpose-built AI tools, and documented processes your team will use every day. I'm measured by whether people actually use what I build.
I think from first principles.
I don't start with tools and work backward. I start with the underlying problem: what's the workflow, where does it break down, what would “good” look like if we redesigned it from scratch? Every system I build starts with how the work actually gets done, not with what AI can theoretically do.
I understand what's hard about this.
The pattern I see most often is exactly what you might be dealing with: a leader who gets it, a team that's not fully bought in, and a gap in the middle that training alone can't close. I don't approach this as a technology problem. It's a systems and change management challenge, and that's where I do my best work.
I'm a practitioner, not a theorist.
I use AI extensively in my own work every day. I know what it can and can't do because I'm in it constantly, not because I read about it. When I build a playbook or AI environment, it's grounded in real experience with what actually produces good output and what fails quietly.
I start with friction, not solutions.
I don't lead with tools or platforms. I start with the frustrating parts of your operation: where decisions stall, where knowledge is trapped, where good people spend time on low-value repetitive tasks. Then I design practical ways to reduce that drag.
“Ed isn't just a surface-level trainer; he's a deeply experienced AI student and master craftsman. Out of the hundreds of AI resources and teachers out there, Ed emphasizes a combination of mindset, strategy, and tactical implementation. Do not miss an opportunity to work with him.”
Nate Birt
Silver Maple Strategies
Curious Whether AI Can Help Your Business?
Book a free 30-minute AI Opportunity Call. I'll ask about the roles and decisions that matter most in your business, and I'll tell you where AI can create the most value. No pitch, no obligation.
Book Your Free AI Opportunity Call