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Case study 06 · An AI Version of Me

An AI booking concierge

My consulting site answered visitors as me, scoped their projects, and booked its own calls.

The brief

My consulting practice was about making AI stick, so the site had to prove it by using AI in a way a visitor could feel. A static brochure with a scheduling link would have undercut the pitch.

An assistant that sounds like me

A chat pinned to the corner of every page, plus an About page that was itself a conversation. It answered from a knowledge base I wrote: a tone-and-voice guide with a hard list of things I never say, my background, services, FAQs, and boundaries like never naming a client. It also read the page a visitor was on, so it could summarize any blog post.

A booking flow that does the prep

Every "Book a call" button opened a short conversational intake. It wrote a scope brief from the answers, emailed it as a branded PDF, pulled my real availability, and booked the meeting with the brief inside the calendar invite. I walked into every first call already knowing what the prospect needed.

Hard problems I solved

  • Keeping it in my voice. A test showed the assistant drifting into generic AI phrasing. I added real example answers, a voice check right before every reply, and a cleanup step that rewrites anything on the banned list. Rule breaks on a 10-question test went from 6 to 0.
  • Calendar invites dying weekly. The Google sign-in was in testing mode, which expires access every seven days. I moved it to production and kept the credentials in sync across environments.
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