Reconnect with overlooked clients
Review past relationships, research current roles and company developments, and prepare relevant outreach for your team to approve.
Measure: replies, meetings and qualified opportunities.
Practical workflows for CRM access, client re-engagement and marketing—built by a business owner who uses them inside his own firm.
Self-service assessment · Optional consultation reviewed before booking
Watch the 4:42 demonstration on YouTube. Names and companies in the demo are fictional. The reported result was two re-engagement opportunities, not two won clients.
For presidents, CEOs and senior sales, marketing and commercial leaders who want their teams to accomplish more with the systems they already use.
Review past relationships, research current roles and company developments, and prepare relevant outreach for your team to approve.
Measure: replies, meetings and qualified opportunities.
Connect AI to your CRM so your team can retrieve relationship history, prepare for calls and keep records useful through ordinary language.
Measure: retrieval time, accuracy and adoption.
Simplify content, website updates and marketing analysis. Tony estimates about 90% less time on website and Google Ads adjustments versus his previous process.
Measure: production time, costs and qualified inquiries. Results vary.
The assessment identifies possibilities. A conversation helps evaluate one workflow for your business. You can start with either option.
Use our existing assessment to explore where AI could help with your day-to-day work.
Current assessment is designed to take about 10 minutes. It is separate from Tony's personal consultation.
For leaders considering an AI implementation and looking for a practical starting project.
Applications reviewed personally. Selected applicants receive a private booking link. No obligation to hire us.
After the evaluation, you receive a focused action plan based on what we discussed. It gives you a practical direction and identifies what needs to be confirmed before implementation.
I've spent more than 25 years working with life science and diagnostics leaders. The examples here come from AI workflows we've built and used inside our own business.
If you'd like implementation help, we can scope a paid project covering setup, testing and employee training. Scope and price are agreed before work begins.
Tell us about your company and the process you want to improve. We'll review your application before scheduling.
Already completed the AI assessment? Mention your top finding below so we can build on it.
The assessment is optional. Completing it or submitting this form does not automatically reserve a call.
Having trouble submitting? Email tony@connexissearch.com with your name, company website, title, business challenge, and interest in implementation. Applications are reviewed before booking.
No. It is useful if you are exploring. If you already have a specific process in mind, apply directly for the evaluation.
The automated assessment report identifies possible opportunities from your answers. The action plan follows a conversation with Tony and focuses on one recommended solution for your company.
We discuss a scoped paid project, including the workflow, system requirements, testing, employee training and measures of success.