Our Work
AI consulting is full of decks and demos. We'd rather show you things we've actually scoped, built and shipped — starting with a complete client engagement, end to end.
Case Study
MorrFit is an endurance and strength coaching business. Different industry to ours — same problem every service business has: a website that didn't communicate who they help, what they offer, or the results clients get. Here's what working with Bax Advisory looked like.
A half-finished website — empty pages, placeholder text, strong social traffic that never converted to sign-ups. The owner's words: "it doesn't fully communicate who I help, what I offer, or the results my clients consistently achieve."
Structured discovery, a written design brief, a full 7-page design the client could react to, two feedback rounds — then the build onto their existing platform, real photography wired in, and a working enquiry funnel replacing a broken form.
A live, mobile-first site with a real success-stories engine, a tested lead-capture form delivering enquiries straight to the owner's inbox, and a platform ready for the next phase: an automated event-coaching funnel.
It's insanely good — so easy to use and read. We're back to posting on social media, and it's all thanks to you.
Nathan · MorrFit Health & Performance — see it live at morrfithp.com.au
Capability
These systems run real business operations every day. Each one is a workflow we can tailor to your advice practice.
An AI executive assistant purpose-built for advice practices: fee consent chasing, review booking, signature follow-up, review pack prep. Scenario-tested across real client situations, including hardship. Human approval on every client-facing step.
A single screen showing clients, pipeline, tasks and upcoming commitments — synced live to the CRM, with actions (not just charts) built in. The owner sees the whole business without opening five tools.
An agent that runs the day: it reads the calendar, CRM and task list each morning and delivers a daily brief of what actually needs attention — then coordinates the specialist agents underneath it.
A pipeline chief-of-staff: chases what's going stale each morning, preps the owner before every call, debriefs afterwards, and runs a structured weekly pipeline review. Nothing falls through the cracks.
Meeting transcripts turned into summaries, follow-ups and file notes; client reminders drafted, approved and sent by SMS or email; every touch logged back to the CRM automatically.
Structured intake, automatic scoring, and a personalised report delivered in minutes. The AI-readiness check on this very site is one of these systems — try it and you're watching our work run.
Next Step
Every one of them started with the same conversation — a straight look at where the hours go and what's worth automating first.
Prefer email? david@baxadvisory.com.au