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AI execution for regulated companies · Shani Wolf · HubSpot, monday & Amplemarket partner

Your team can't use AI. I can.

The AI ban protects your source code and customer data. It also blocks your marketing and sales teams from using AI on content with zero compliance risk: market research, competitive briefs, sequences, and decks built from public material. I'm the AI layer for that work. You send the brief, I return a production-ready deliverable in 24 to 48 hours.

Book a 30-minute call Email a brief
143briefs delivered for beta members24-48hper deliverable15+years in B2B marketing and MarTech
A marketing team brainstorming in an open office HubSpot Solutions Partner

The problem

Your competitors are running with AI. Your team is stuck rebuilding decks from scratch.

Sectors where internal AI is restricted, banned, or stuck under compliance review: Pharma and Biotech, Cybersecurity, Banking and Financial Services, Defense and Aerospace, Insurance, Healthcare and MedTech, Asset Management, Family Offices, Big 4 and Professional Services, Government and Public Sector, Legal and Compliance, Telecommunications, Energy and Utilities.

Days lost to admin

Your reps build decks instead of selling

Your reps spend 3+ days building one presentation. Every email, every deck, every battle card is manual, from scratch.

3+ days per deck
AI tools are blocked

IT says no. Legal says no.

You know AI could solve this. Procurement says ”submit a vendor evaluation form and we'll get back to you in Q3.”

Vendor review pending
Competitors are pulling ahead

The gap widens every week

While your team writes everything by hand, competitors ship the same deliverables in hours with AI.

Hours vs weeks
The solution

I'm the AI layer your team needs, outside your systems.

I work only on publicly available or near-public materials. From your team's perspective, I'm another marketing vendor. From your results' perspective, I'm a time machine.

Real results, pharma. Sales reps at a global pharmaceutical company captured field insights by hand: pen, paper, whiteboard photos, WhatsApp voice memos. Then they spent 3+ days building a PowerPoint. Half the insights were lost in translation, first drafts were rejected, and by the time the deck reached executives the information was 2 weeks old. They started sending their raw materials to me. The content was publicly available market research. I decoded the handwriting, structured the insights, built decision trees, and returned a polished presentation in 24 hours.

AI execution layer · live
  • Structured, sourced, on-brand output in 24 to 48 hours.
  • Claude, ChatGPT, Perplexity, ElevenLabs, Gamma, Fathom, and the rest, running on your work today. Tools I pay for.
  • Public-source and near-public material only. Your environment stays untouched.
  • Your team adds the final 20% only they can.
  • A direct line to me. I read every brief myself, usually the same day.
2 weeks → 2 daysTime to deliverable
5 → 1Revision rounds
3-5 days → 30 minRep time on admin
ZeroIT and Legal involvement

How it works

From raw notes to a finished deliverable in five steps

  1. You send me the brief

    Raw notes, messy drafts, whiteboard photos, voice memos. Whatever your team has. No formatting needed.

  2. I check the material

    Public or near-public only: market research, product reviews, analyst reports, public filings, your team's own field notes. Anything else goes back to you.

  3. I run it through AI

    The most advanced AI tools available, paid for by me. Decoding, structuring, decision trees, sourcing, on-brand formatting.

  4. You get a deliverable

    Production-ready output in 24 to 48 hours. Your team adds the final 20% only they can. Done.

  5. We make it a cadence

    Battle cards after every competitor launch, a quarterly competitor brief, overnight RM materials. Same pattern, on a schedule.

More use cases

Same pattern, different industry.

Pharma isn't alone. Cybersecurity. Banking. Defense. Insurance. Wherever IT, Legal, or Compliance has put up a wall, the marketing and sales teams behind it are doing AI-grade work by hand. Here's what that looks like in the wild.

Cybersecurity SaaS team updating battle cards Cybersecurity SaaS

From outdated battle cards to a competitive edge in 4 days

A competitor launches Tuesday; reps need talking points by Wednesday morning. The team estimated 3 weeks to refresh 12 battle cards. I delivered 12 refreshed cards built from public product reviews, G2 entries, analyst reports, and the team's own field notes.

3 weeks → 4 days · 12 battle cards
Relationship managers preparing client deliverables Financial Services

From broker call notes to client-ready deliverables overnight

Relationship managers at a private banking firm spent full days turning meeting notes into branded one-pagers and market summaries. SOC2 controls ruled out internal AI. I returned market commentary briefs, client one-pagers, and follow-up notes overnight, built from public market data and the RM's own dictated notes.

Full day → overnight · SOC2-clean
Proposal team reviewing tender response materials Defense & Aerospace

From SME interviews to a polished tender response in 48 hours

A proposal team had 2 weeks to answer a government tender, with the technical content in five SMEs' heads. I built a structured response from recorded SME interviews, capability statements, and public agency materials, section by section, so compliance and legal could review in days.

2 weeks → 48 hours · first draft
Insurance brokerage marketing reviewing competitor briefs Insurance Brokerage

From ”next quarter” competitor briefs to a quarterly cadence

A specialty brokerage kept pushing competitor briefs to next quarter while brokers ran on stale intel. Now a repeatable quarterly brief, sourced from public filings, broker reviews, rate-card disclosures, and trade press, lands in a format brokers read.

Stalled → quarterly
Healthcare team working with an AI-assisted workflow Pharma · Field to boardroom

From pen and paper to an executive-ready presentation in 24 hours

Field notes, whiteboard photos, and voice memos from doctor meetings became a structured deck with decision trees. Revision rounds went from 5 to 1 and rep time on admin from days to 30 minutes.

2 weeks → 2 days
A marketing leader after handing off AI execution Healthcare · MedTech

When your tools are locked, I'm the workaround that is compliant

Same wall, same route around it: public clinical and market material in, structured briefs, one-pagers, and campaign content out. Your IT and legal teams see a finished deliverable, the way they see any agency work.

Public-source only

What you get

Everything your team needs, delivered in 48 hours.

The output: structured, sourced, on-brand, ready for the meeting it was made for.

Deliverable

Executive presentations

Decision trees, market mapping, structured insights ready for the C-suite.

24 to 48 hours
Deliverable

Battle cards

Competitive intelligence briefs your reps can use in tomorrow's call.

Public sources
Deliverable

Email sequences

Personalized outbound and nurture flows, built around your ICP and ABM list.

Ready to load
Deliverable

Competitor analysis

Deep-dive reports with structured findings and clear action items.

Quarterly cadence available
Deliverable

One-pagers and briefs

Product overviews, solution sheets, leave-behinds. On-brand, on-message.

Overnight
Deliverable

Campaign content

Landing-page copy, ad copy, and talking points your sellers will quote.

On-brand

Quietly making AI happen inside companies that ”don't use AI”

B2B Cyber

12 battle cards estimated at 3 weeks. Shani turned them around in 4 days from public competitive intel, sharper than what we'd have built in-house.

Noa V., VP Marketing
Noa V.
VP Marketing
B2B FinTech

Our SOC2 environment means ChatGPT is off-limits. Shani became our external AI layer overnight: same-day briefs back to RMs, public sources only.

Lisa L., Product Marketing
Lisa L.
Product Marketing
SaaS AI Platform

Board deck on Sunday, investor brief by Tuesday. She delivered both. The AI toolset she runs is wild, and none of it needed procuring or approving on my side. Just send and receive.

Victor F., Founder and CEO
Victor F.
Founder & CEO
Agency

We white-label her output for our regulated clients. She's the part of our agency that runs on AI tools our clients literally can't use themselves. Compounding edge, every quarter.

Menglei C., Marketing Ops Lead
Menglei C.
Marketing Ops Lead
Enterprise Manufacturing

ROI was instant. We were paying enterprise sellers to build PowerPoint. Now they sell. Shani makes the slides. Math checks out, even before the productivity lift.

Gidi K., CFO
Gidi K.
CFO
B2B SaaS

A force multiplier. What took my team a sprint, she returns in 48 hours. I send the rough idea, get a polished deliverable. Our internal AI ban became a non-issue.

Ilana K., Director of Growth
Ilana K.
Director of Growth

Frequently asked questions

What material can you work on?
Publicly available or near-public material: market research, product reviews and G2 entries, analyst reports, public filings, trade press, your own published collateral, and your team's field notes, recordings, and dictated notes. Source code, customer data, and anything under NDA stay inside your walls.
How fast is a deliverable?
24 to 48 hours for a standard brief: a deck, a set of battle cards, a competitor brief, a one-pager. Overnight for RM-facing materials once the format is set. Tender-sized work in about 48 hours for a structured first draft.
What do I send you?
Whatever your team has. Raw notes, messy drafts, whiteboard photos, voice memos, meeting recordings. No formatting needed. Tell me who the deliverable is for and when the meeting is.
Does IT, Legal, or Procurement need to be involved?
From your team's perspective, I'm another marketing vendor working on public material. Everything runs on my side, on public material. Your compliance team reviews the finished deliverable the way it reviews any agency work.
Which AI tools do you use?
Claude, ChatGPT, Perplexity, ElevenLabs, Gamma, Fathom, and the rest of a toolset that costs me about $500 a month. I pay for them, I keep them current, and they run on your work today.
How does the beta work?
This is a pilot. I'm onboarding a small group of beta partners while the model gets tuned, the playbook gets documented, and the toolset gets battle-tested. 143 briefs delivered so far. Beta members work at a pilot rate, agreed in the first call. Send a brief or book 30 minutes and I'll tell you if I can help.
Who is behind this?
Shani Wolf. 15+ years in B2B marketing and MarTech, 40+ companies advised across all industries, an average 70% lift in team output velocity on engagements like these. Three related case studies on the case studies page: an AI quick-wins workshop series for a cyber marketing team, a family office site built for an audience that doesn't Google you, and a marketing agency's AI-from-the-inside transformation.

Last updated: October 2026

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