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Custom AI is the opportunity hiding in your own model: a new portfolio category your business owners are already asking about, and build speed for the tools your team is already creating. Xylo AI Studios brings both.
Lifetime Navigators finds overlooked money through vetted vendors and consultants who own the relationship, at zero net cost. Xylo AI Studios builds custom AI systems the same way: proof first, payment only after the value is visible. Custom AI also happens to be the category business owners now ask about most. The overlap is where this gets interesting.
There is no AI solutions category in your portfolio today. Your consultants are sitting across from owners who are already experimenting with AI and getting stuck. Right now that conversation has nowhere to go. With the right vetted partner, it becomes a revenue line.
They stand alone or stack. The first adds a revenue line, the second sharpens every consultant in the network, the third accelerates work you have already started, and the fourth is already underway.
Add custom AI builds as a vetted category, with Xylo AI Studios as the vendor behind it. When a consultant's client is wrestling with quoting, intake, reporting, or a half-built internal tool, the consultant makes the introduction and shares in the engagement, the same economics as every other category you offer.
A firm-wide tool for your field consultants. They enter the basics on a prospect: industry, headcount, rough payroll, a P&L if available. Minutes later they have a Lifetime Navigators branded report mapping that business against your full portfolio, with estimated savings ranges and the questions to ask in the room.
Bill mentioned you are already building CRM and AI tooling for the network with a lean team. That is exactly the situation we exist for: the vision is yours and partly scoped, and we supply the build speed. Intake and qualification, pipeline visibility across consultants, automated follow-up, working alongside the tools you use today.
Already in motion with Bill. Xylo's clients and network include exactly the businesses your portfolio serves, including strong R&D tax credit candidates we have in mind today. Your consultants meet owners with AI problems every week. Neither side spends a dollar on marketing for it.
You never ask a client to pay before the value is visible. Neither do we. We build the real thing on a small scale, you grade it against a case you already know the answers to, and we only move forward if it earns it.
No cost, no commitment
We agree on one small, real test case together and build it. The partners grade the output against a case you already know the answers to. If it does not impress you, we shake hands and part friends.
Flat fee, half up front, half on acceptance
We run the chosen play at small scale: a handful of live prospects, one consultant's book, or one piece of the internal build, refined with your feedback until it fits how the network actually works.
Scoped to fit
Roll it across the consultant network, light up the portfolio category, or take the internal build to done. Pricing scales with the value it creates.
You vet every partnership before it reaches a client, and you stay out of gray areas. We would expect nothing less, and we are structured to clear that bar.
Proof before payment, performance-based engagements, consultants compensated for introductions. We slot into the model you already run rather than asking you to invent a new one for us.
Run us through your compliance review like any other vendor. Working software, referenceable clients, clear contracts, and a proof-of-concept you can grade before anything is signed or any client is introduced.
This reached you through Bill Kroll, who has seen the work firsthand. That means the evaluation starts from inside the network, with someone you trust in the conversation, not from a cold vendor pitch.
Twin Cities metro on both sides. Working sessions happen across a table, not a ticket queue. We show working software in the first week and iterate with you in the room.
Xylo AI Studios is the custom-build arm of Xylo, an AI company serving financial advisors with relationship intelligence built on email, CRM, calendar, and meeting data. Given where Lifetime Navigators came from, you know that market well. The studios side applies the same engine to any industry.
Quote-readiness systems for commercial insurance agencies: AI assembles the full risk picture and carrier shortlist before the agent starts working the file.
Automated blueprint takeoff for a $20M flooring contractor: AI reads the plans and prices the bid within a dollar of the human expert.
Document-to-dashboard systems for accounting and consulting firms: drop client financials in a folder, get an executive-ready analysis out.
One conversation to figure out which of these is worth proving first. We bring working examples of what we have built for other firms, you bring the hard questions, and if something looks worth testing, the proof of concept is free.
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