katiekelly
Now deploying Claude
inside owner-led businesses.
(About)
I build the teams, operating models, and systems that keep clients and grow accounts.
Most AI rollouts fail because of the workflow underneath, not the AI itself.
I lead customer-facing teams. At iCapital and DebtX, growth-stage fintech platforms, I ran multi-level teams across onboarding, delivery, and retention, and cut time-to-value by 50%.
The lesson: clients stay when they see value fast and leave when delivery fails. The software matters less than getting that right. So I build the teams and systems that deliver it consistently.
(Focus)
Clients. Teams. AI.
01 / Clients
Client Operations and Retention
Led client delivery across Enterprise, Mid-Market, and SMB on a consumption-based platform, from onboarding through retention.
Account turnaround, escalation models, and sales-to-delivery handoffs.
02 / Teams
Team Building
Built and led multi-level teams responsible for onboarding, delivery, and retention.
Hiring, structure, and operating cadence designed so the team scales with the client base, not behind it.
03 / AI
AI Adoption
Process and controls first, automation second, so the tools stick.
Through D1 Ops, I fix the operating model inside owner-led commercial trade businesses, then deploy Claude with custom skills and agentic workflows for job costing, invoicing, reconciliation, research, and reporting. For one client, invoice turnaround went from 90 days to two weeks.
I also built and shipped Recipe Mixtape, an iOS app, with Claude as engineering partner.
recipemixtape.com →(Track Record)
Track Record
Here's what this looks like in practice
$50M
Annual fee revenue across a 100+ account portfolio
$20M+
Churn prevented
500+
Annual implementations (2x throughput)
75%
Faster time-to-market
Team built and led
Onboarding, delivery, and retention
Mid-market onboarding
75% faster
Annual implementations
2x throughput