Jonathan Pierce

About

I help finance and insurance firms in the Dallas Arts District stop losing inquiries to slow response times. My builds pair a RAG knowledge base of your products and disclosures with a follow-up agent that nurtures leads over email until they book a call or opt out. Stack is usually OpenAI plus Supabase for vectors, HubSpot on the CRM side. I started this work for a small wealth-management office wary of anything that sounded like a chatbot, so messaging stays plain and every template gets your sign-off before it sends. Remote, on-site for kickoffs.