Simpler processes.
Smarter workflows.
Scalable growth.

AI-powered intelligent systems built around how you actually operate. We simplify the work, automate the workflows, and unlock the scale — in weeks, not quarters.

See what we deliver
The Work

Outcomes you can measure.
Not promises you can't.

We build for impact, not invoices. Here's what you get, who it's for, and what the first 90 minutes actually turns up.

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01

What you get.

Simpler processes, smarter workflows, scalable growth — measurable change in how the business operates, and the numbers that follow.

01 · Process
Simpler processes.
One system. Not five. We replace the spreadsheet-Slack-email-Notion-Zoom sprawl with one designed workflow — less switching, less duplication, less forgetting.
Before Three disconnected tools. Manual handoffs. Things slip between people.
After One system. Zero handoffs. Nothing slips.
Replace 5+ disconnected tools with one designed workflow
Cut manual data entry by 80% or more
Eliminate the "where did that go?" question from your week
02 · Workflow
Smarter workflows.
Routine work shouldn't need a human. We use AI to automate the patterns and surface the exceptions — so your judgment goes where it actually matters.
Before Hours per week on work that should run itself.
After Workflows that trigger themselves. You handle exceptions, not the everyday.
Automated client onboarding — intake to kickoff in hours, not days
AI-powered triage and routing on every inbound
Self-running reporting, scheduling, and follow-ups
03 · Growth
Scalable growth.
When the system carries the routine work, every new client is a margin lift — not a hiring decision. That's how small firms compete with big ones.
Before Every new client = a hire, a meeting, more overhead.
After Every new client = pure margin lift.
Onboard new clients 3× faster
Serve 2–5× more clients per FTE
Raise prices on outcomes, not hours
02

Who it's for.

Built for operators who refuse to scale by hiring. You don't need an enterprise consultant — you need someone who builds for people running real businesses. If one of these sounds like your inbox at 11pm, we should talk.

Persona 01

The Solo Operator

"You're running it. You ARE it. Growing means more of you — and there's only one of you."

We build the intelligent systems that let you scale without cloning yourself — so the business runs even when you're not in every loop.

Sound like you? →
Persona 02

The Practice Stuck on Systems

"You've got the team. You've got the revenue. The day-to-day is held together by spreadsheets and prayers."

We replace the duct tape with one designed system — so the firm scales on intent instead of accident.

Sound like you? →
Persona 03

The Established Firm Modernizing

"You've been around. You're profitable. But the new world demands you operate like a software company — even if you're not one."

Practical AI and automation, no jargon, no enterprise consultants — just intelligent systems that fit the business you actually run.

Sound like you? →
03

What 90 minutes uncovers.

Anonymized snapshots from real discovery work. The patterns are common — the leverage points are specific. What ISA's diagnostic lens reveals when applied to a working business.

The Solo Operator

Regional chiropractic practice, single location · 18+ years operating · owner-DC + 2 staff providers + massage therapist · ~70 patients/day at peak

Volume model built on word-of-mouth and corrective-care treatment plans. Membership-chain competitors moved into the trade area in 2024 — compressing prices on the entry-level adjustment market and shifting the conversation from outcome to price-per-visit. Owner-DC finishing SOAP notes at home most evenings. No documented patient-retention metric. Treatment-plan completion rate tracked verbally. Review presence inconsistent across platforms. No succession plan despite a 15-year exit horizon.

"I'm trained to care for patients, not get buried in paperwork." — Owner-DC

5 distinct leverage points identified in a single 90-minute working session.

The Practice Stuck on Systems

Central NJ commercial + residential contractor · 20+ years operating · ~15 employees + subcontractor network · 7-figure operation

Owner is the bottleneck — mounds of paperwork live in his truck, riddled with inaccuracies. No CRM. Estimating runs on patchwork — slow, inconsistent, hard to scale. Subcontractor coordination held together by text threads. Zero visibility into project-level cost or margin — the leaks are real, just invisible. Growth aspirations exist (evolve into a high-end hardscape practice) with no operational runway to get there.

"I want to be building high-end hardscape — not buried in emails and blueprints." — Owner

5+ leverage points identified across multiple working sessions.

The Established Firm Modernizing

Fortune 500 financial services firm · enterprise frontline modernization

Early-stage pipeline conversion was varying by advisor tenure instead of by advisor training. Objection responses were memorized and inconsistent — every advisor had their own playbook. Fact-finding ran on paper and routinely skipped the questions that mattered most. The advisor-to-prospect booking handoff leaked time at the exact moment momentum needed to compound. Pipeline quality was a function of who the advisor was — not what system they ran.

"Our advisors were winging the discovery conversation." — Senior leader
What shipped — three AI-anchored web tools, in weeks not quarters
The Objection Handler — real-time AI coaching on the four-move objection anatomy
Fact Finding Framework — structured discovery sequence every advisor runs the same way
Book-an-Appointment — friction-free scheduling that closes the handoff loop

Not sure yours is an advisory problem? Tell us what's eating the week — we'll tell you what kind of problem it actually is, and who should solve it.

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Quick Diagnostic

Where are you in your successful outcome journey?

Five questions. Ninety seconds. A personalized readiness report — yours to keep, no email required.

Question 1 of 5

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Your Readiness Report

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Overall Readiness 0 / 20

Reading your score

Your AIMES profile, phase by phase

About AIMES

AIMES is the five-phase methodology Intelligent Systems Advisory uses to embed AI and intelligent automation into the workflows that run your business. The diagnostic above scored you against each phase.

A — Audit.
Map the friction. We sit with you and your team to find where complexity is actually compounding — and rank it by leverage.
I — Integrate.
Connect the islands. We make your existing tools talk to each other so work flows instead of stalls between systems.
M — Map.
Align the team. We translate the audit into a shared, prioritized roadmap everyone can act on.
E — Execute.
Ship intelligence. We deploy the AI and automation that delivers the highest leverage first — weeks, not quarters.
S — Scale.
Compound the lift. We harden what works so future growth doesn't require proportional hiring.

What to do with this report

  1. Start where the score is weakest. The lowest-scoring phase is almost always the highest-leverage place to begin — fixing it unlocks everything downstream.
  2. Don't try to fix all five phases at once. AIMES is sequential by design. Audit before you integrate; map before you execute.
  3. Bring this report to a conversation. A 30-minute exploratory chat will tell you whether a 60-day intervention or a quarter-long engagement fits your situation.

Book an exploratory chat: cal.com/babbittcapital/exploratory-chat-with-isa · Web: isaadvisory.com

Meet the methodology behind your score

Those five phases? That's AIMES™.

Audit · Integrate · Map · Execute · Scale — the system we use to embed AI and intelligent automation into the workflows that run your business.

See how AIMES works ↓

Want to walk through your results together?
Bring this report to an exploratory chat — we'll dig into the lowest-scoring phase first.

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The Methodology

How we deliver.
Five phases. One system.

Outcomes don't happen by accident. AIMES is the methodology behind every engagement — the system we use to embed AI and intelligent automation into the workflows that run your business, taking you from where you are to where you should be in weeks instead of quarters.

One framework. Used across every engagement. Sized to fit.
See the full AIMES methodology 7 dimensions · 5 maturity levels · 4 engagement tiers · 3 AI scoring moments
What We've Built

Praxis™

Wealthbox records what happened.
Jump tells you what was said.
Praxis tells you what to do next.

A CRM, thirteen AI playbooks, live AI roleplay with real voice, and book-level intelligence — all in one workspace. Built by an advisor with decades behind the desk.

Book Intelligence: every transcript you drop in builds a corpus. Once a week, Claude scans the whole book and surfaces the patterns one conversation can't show you — the moves you couldn't see.

Run your practice with intent.

See Praxis
  • Retirement CompassReadiness, income, and Social Security in one path.
  • The Quad™Tax + risk diversification diagnostic.
  • Tax Bracket VisualizerMarginal vs. effective, and the Roth conversion window.
  • Advanced MarketsEstate, business, and HNW planning concepts.
  • Opening SequenceBook the meeting, then run the fact-find.
  • Objection HandlerThe 4-move anatomy for every objection.
  • Agent OnboardingRecruit to producer — a structured first 90 days.
Who I Am

An operator who kept being curious.

Recognized leader of large teams as an Executive Partner at New York Life. Designed and delivered training curriculums to hundreds of professionals at scale.

Built and run businesses. Taught managerial skills at NYU Stern alongside Suzy Welch. Now bringing decades of operating, advising, and developing leaders — and the AI fluency that compounds all of it — to founders, owners, and leaders building their next chapter.

I'm a problem solver, an encourager, and a giver. That's not three things I do. It's how I show up.

Read the full story →
In Their Own Words

What the people I work with actually say.

Three voices. Three different kinds of organization — a church, a contractor, an independent financial advisor. Same craft underneath each engagement.

"Working with Intelligent Systems Advisory (ISA) has been a game changer for how we think about organization, communication, and impact as a church. They have a unique ability to take complex ideas, especially around AI and systems, and make them practical, understandable, and immediately useful. What stood out most is that ISA doesn't just bring ideas, they bring structure and execution. They helped us see opportunities to operate more efficiently while staying focused on what matters most: serving people well. If you're looking for a team that combines strategic thinking, real-world experience, and a genuine desire to help organizations grow, ISA delivers at a very high level."
Pastor Nick Badillo Living Word Church
"ISA helped me see my business in a completely different way. Like most contractors, I was focused on getting the work done, but not necessarily on how systems and automation could make everything run smoother behind the scenes. They quickly identified areas where we were losing time and opportunities, and more importantly, showed us how to fix them. The ideas weren't theoretical — they were practical, actionable, and directly tied to improving efficiency and growth. ISA brings a level of clarity and structure that most business owners don't even realize they're missing. If you want to streamline your operation and position your business for the next level, they're a team you want in your corner."
Dominick Pardo Owner, Modena Contractors · Clark, NJ
"I call Alan the mad scientist behind ISA — and I mean that as the highest compliment. Every time we talk, he walks me through something I didn't even know was possible, and somehow makes it land in a way I can actually use. He's reshaped how I think about business process, how I think about AI, and what's possible for Faith Financial. The man doesn't just have ideas — he ships them. What I appreciate most is he treats my business like it's his own — same care, same urgency, same standard. Wow. Yeah. That's true. If you're serious about evolving how your business operates, find yourself a mad scientist."
Roderick G. White Principal, Faith Financial · Greenville, SC
Let's Talk

Thirty minutes. No pitch.
An honest look at where you are.

Bring your diagnostic results, your hardest operational question, or just curiosity. We'll figure out together whether we're a fit — and either way, you'll leave with something useful.

Option A

Start with a message

Tell us a bit about your business and what you're looking to solve. We'll reply within one business day.

Option B

Or just book a time

Skip the back-and-forth. Pick 30 minutes that work for you. No prep needed.

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