Capital Systems Pilot ($2,500)

Prove Information Tax reduction on one critical workflow in ~1 week. A focused engagement to ingest 100 mission‑critical docs/logs into a private Vertex AI Search/RAG corpus and deploy a retrieval/automation interface for one workflow in your business.

In simple terms: I put your internal docs, tickets, and logs into Vertex AI so they answer questions and drive automations instead of your team.

Start Capital Systems Pilot ($2,500)

Engineering Grade Infrastructure

Vertex AI
OpenAI
Stripe
HubSpot
Postgres

The same patterns used to ship production search systems at ScoutLocal get applied to your internal workflows.

Best For

  • • B2B SaaS with live users.
  • • Teams spending significant time on manual admin/search/glue work.
  • • Founders who can quickly provide API keys/access.

Not Ideal If

  • • You are in the pre-launch/idea stage.
  • • You need a generic SaaS tool (I build custom IP).
  • • You just want UX/funnel tweaks.

How It Works

1

Information Tax Assessment (Free)

We map one workflow, identify the biggest Information Tax leaks, and confirm it’s a fit for a 100‑document pilot before you pay anything.

2

Kickoff

Once we agree on scope, you pay the invoice, then we schedule the build week.

3

Build (Days 2-5)

I map, fix, and upgrade your system. You see progress in real-time.

4

Deploy (Day 6-7)

System goes live. I train your team and deliver documentation.

5

Support (2 Weeks)

~2 weeks of support to ensure stability.

High‑Yield Pilot Patterns

Here are real examples of workflows I’ve turned into Capital Systems. Your pilot will follow the same rigor—scoped to just one painful workflow, not a menu of possibilities.

Autonomous Support Agent

Stop paying humans to answer "Where is my order?" or "How do I reset my password?" This agent resolves Tier 1 tickets instantly using your existing documentation. Deployed as a Capital System: retrieval over your knowledge base plus an automation loop that drafts and sends Tier 1 replies.

New Ticket → RAG Knowledge Search (Vertex AI Search over your docs) → Draft & Send Reply → If Unsure, Escalate to Human
ROI: Reduce support volume by 40-60%.

Invoice & Inventory Automation

Stop updating spreadsheets manually. I build systems that connect your CRM to Stripe/QuickBooks to auto-generate invoices and sync inventory levels instantly. Deployed as a Capital System: an automation loop between CRM, billing, and inventory to remove copy‑paste. Edge cases can be classified with small models on Vertex AI when deterministic rules are not enough.

Deal Won → Generate Invoice (PDF) → Send to Client → Track Payment → Update Inventory/Books
ROI: Save 10+ hours/week in financial admin.

WhatsApp/Email Data Extraction

Stop manual data entry. I use Vision LLMs (Vertex AI Vision) to extract structured data from photos of receipts, invoices, or handwritten notes sent via WhatsApp or Email. Deployed as a Capital System: a vision‑enabled ingestion pipeline wired directly into your CRM/database.

Photo sent to WhatsApp → OCR + AI Extraction → Error Check → Auto-populate CRM/Database
ROI: Eliminate manual data entry errors.

Smart B2B Outreach

Automate lead management. AI sequences, response classification (hot lead vs. OOO), and smart follow-ups that only engage when necessary. Deployed as a Capital System: a signal engine on Vertex AI that classifies replies and routes only real intent to sales.

New Lead → Enrich Data → Personalize Email → Send → Analyze Reply Intent → Alert Sales
ROI: 3x increase in qualified meetings.

One-Click Onboarding

Eliminate the "admin gap" after closing a deal. Automatically generate custom contracts, send Stripe invoices, and spin up Slack channels/Google Drive folders. Deployed as a Capital System: an onboarding automation loop triggered from “Closed Won”. Exceptions and special cases can be routed through Vertex AI for classification when simple rules are not enough.

HubSpot "Closed Won" → Generate PDF Contract → Send for E-Sign → Create Share Folder → Slack Alert
ROI: Zero admin time per new client.

Competitor Intel Agent

Stop manually checking competitor pricing pages. An automated agent scrapes key competitor sites weekly/daily and alerts you of pricing changes or new features. Deployed as a Capital System: scheduled retrieval and summarization over competitor sites.

Scheduled Scrape → Diff vs Last Week → AI Summary of Changes (Vertex AI) → Slack Report to Strategy Team
ROI: Real-time market awareness without effort.

Internal Search & SOP Assistant

Replace “ask in Slack” with a system that answers questions from internal docs, SOPs, and tickets. This assistant sits on top of your internal knowledge and gives grounded answers instead of guesses.

Question → Vertex AI Search/RAG over your corpus → Grounded Answer with Citations → If Not Found, Return “Not in Your Documents”
ROI: Kill most “where do I find X?” questions and 3–5 minutes of search time on every ticket or request.

How This Is Implemented (For Technical Founders)

Each Capital Systems Pilot is deployed on Google Cloud (Vertex AI by default), using one of three patterns; the outcome is the same—less manual routing, more reliable automation. For most pilots, that means standing up a Vertex AI Search or RAG corpus over your documents, then wiring signals and automations around it.

Option A: CRM-native

We use your CRM’s own automation engine (HubSpot workflows, Pipedrive automations) to handle most of the logic. Good for simple rules that marketing/RevOps can tweak.

Option B: Ops Hub / Custom Code Actions

We write small Python/JS scripts inside HubSpot Ops Hub or Zapier Code steps. Good when you want enrichment and normalization without introducing new infra.

Option C: Small Service (Vercel/Cloud Run)

We deploy a lightweight Node.js API to handle complex routing. Best for teams that care about Git history, code review, and treating automation like real product code.

Build Phase

Let’s scope your Capital Systems Pilot.

No generic templates. I build a narrow Capital System for your unique workflow.

Fixed Price & Scope

$2,500 (scoped to one workflow). No hidden hourly billing.

Full IP Ownership

You own the source code. Hosted on your cloud.

2 Weeks Support

~2 weeks of support to ensure stability.

Anish Jhaveri
Anish Jhaveri – Full-Stack Engineer

"I don't outsource. You get enterprise-grade code written by me personally."

Why no live demo?

Because I sell custom IP, not a generic SaaS tool. Every automation is architected for a specific client's database. I don't re-sell other people's bots.

Project Brief

Estimated Turnaround: ~1 Week

STATUS DRAFTING

100% Encrypted. No payment required to generate brief.

Access is scoped to what’s needed; credentials are stored securely; everything is documented so you can revoke and audit easily.

Just exploring?

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