Truvaldi
Portfolio

Production tools. Real businesses. Measurable results.

70+ custom AI tools designed and built across multiple client engagements — 24+ deployed in production. Every project below is live, used by real businesses to engage real customers.

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Healthcare WebsitesChatbotsContent

Beso Provider Hub

AI-powered medspa training, medical director, and consulting platform

Brand-new platform launch for a provider-facing business offering hands-on clinical training (15 courses), medical director services, business academy, and practice consulting. 50+ pages, AI chatbot, location SEO across 8+ cities, lead magnets, and conversion architecture designed to fill training cohorts.

  • 50+ pages with full course catalog
  • 15 clinical training courses across 5 specialties
  • AI provider chatbot with service routing
  • 8+ location SEO pages
  • Compliance checklist lead magnet
60% less intake time View case study
Medical Billing AI ToolsWebsites

StrataRev

B2B trust-building and lead-qualification platform

Lead qualification platform for a medical billing company targeting healthcare practices. Built to quantify the cost of billing inefficiency and convert skeptical prospects through data — not sales pitches. ROI calculator, 15-question billing audit, denial rate benchmarking, and fee schedule analysis.

  • ROI calculator with live financial modeling
  • 15-question billing audit assessment
  • Denial rate benchmarking tool
  • Fee schedule analyzer
  • Full SEO architecture
47% conversion lift View case study
Financial Services AI ToolsChatbotsAutomation

Financial Services Client

AI-powered lead qualification and client onboarding system

Five-tool ecosystem for a financial services firm offering business loans, personal banking, and retirement planning. AI-powered intake automation, product matchers, and a customer service chatbot trained on the firm's complete service catalog.

  • Business Loan Fit Finder
  • Account/Loan product matcher
  • Retirement Readiness Calculator
  • Customer service chatbot
  • AI-guided document intake
28% more applications View case study
Financial Services AutomationAI ToolsContent

Saguaro Ridge Wealth Partners

AI-powered workflow automation for a Scottsdale RIA

Four AI workflows for an independent RIA managing ~$850M AUM: quarterly client letters, portfolio commentary, compliance pre-review of marketing materials, and meeting prep briefs. 78% reduction in quarterly letter cycle, 1.5 FTE of senior capacity reclaimed per quarter, zero client-facing errors.

  • Quarterly letter generator (41 hrs → 9 hrs)
  • Portfolio commentary engine (53 hrs → 7 hrs)
  • Automated meeting prep briefs
  • Compliance pre-review with SEC rulebook
  • Human-in-the-loop on every output
12hrs/week saved View case study

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