Finance Consultancy · Financial Services
A website that shows the product, and a peer group brought back to life.
A new website for a fractional-CFO firm and its dashboard product, plus a business-development engine to revive a dormant group of finance leaders.
- Status
Scoped and proposed. Nothing on this page is a result.
- When
- Scoped September 2026
- Works inside
- Apify · Apollo · Instantly · Claude · Next.js
What is happening now.
Luxin, an AI consulting firm, built, is building, or scoped this work. The status above says which.
Twenty-five years of spreadsheet work being turned into a dashboard, and a website that did not show any of it.
A quarterly peer group of 35 to 50 finance leaders, dormant for six years, and no list to bring it back with.
Prospects found one at a time, with no way to sort them by the accounting system each firm runs.
The numbers, with what they mean.
- 35–50
- finance leaders in the peer group, as the problem found
- The problem found
- 6 years
- since the group last met, as the problem found
- The problem found
- 8–10
- pages in the website scope
- What is proposed
Every figure says where it came from. A problem found is not a result.
What is scoped.
- 01
A new website for the firm’s services and the dashboard it is building, with the product shown in motion rather than described.
- 02
A qualified list of Bay Area architecture, engineering and construction firms, built from map and company data and segmented by the software each one runs.
- 03
Warm and cold campaigns to bring the peer group back, with every reply routed to a person.
- 04
An AI kickoff presentation with two live demos, a run-of-show for the first event, and a sponsor prospectus.
The tools it works inside.
- Apify
- Apollo
- Instantly
- Claude
- Next.js
Nothing goes out without you.
Every campaign email is approved before the first send, and every reply reaches a person. The system builds the list; the conversations belong to the firm.
Where this stands.
Scoped and priced, not yet delivered. Nothing on this page is a result.
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Tell me what’s eating the most time.
Thirty minutes, no deck. You describe how the work actually happens, and I tell you plainly whether there is something worth building.