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Reinventing the engagement

The firm you hire should not cost more than the thing you are building.

That has been the cost of working with the largest firms in the world: a substantial check up front, half a year before anything ships, and a maintenance invoice every month after. Wilcox Strategy Group builds AI-enabled apps, platforms, websites and funnels to your specification, not ours. Faster, better, and cheaper, held to the same security standard you would expect from the industry’s biggest names, who are now the ones catching up.

Built, not commissioned

Work

You should not need fifty thousand dollars and six months to start.

Reclaim Logix
reclaimlogix.com
01

ReclaimLogix

Money you are holding that was never yours. An uncashed payroll check, a credit balance nobody claimed, funds paid into a court and never collected. Every state requires you to find the owner, report what is left, and hand it over on its own schedule, with penalties for getting it wrong. Fifty-four jurisdictions, fifty-four sets of deadlines and thresholds. Too small to staff, too important to leave to chance. Reclaim Logix does that work as a managed service and never touches the money: the holder remits directly to the state, and an officer with authority signs every report. Founded and majority-owned by Tina Wilcox.

reclaimlogix.com
Latin, “to flow” · floo-eh-reh
crm.getfluere.com
02

Fluere CRM

Fluere is Latin for to flow, and that is the brief. Most CRMs hand you a template and charge you to be trained on it. This one is shaped to your business instead: the stages you actually move deals through, the fields your process assumes exist, the reports you would have built yourself. Outreach, pipeline and reporting on one plan rather than three line items, dashboards from the first seat, and no mandatory onboarding fee. Run more than one business and you are probably paying for two CRMs and logging into both. Fluere gives each company its own workspace behind one login, and nothing from one can surface in the other. It runs two unrelated companies today, and adding the next one is a form, not a project.

crm.getfluere.com
No mandatory onboarding fee.
expense.getfluere.com
03

Fluere Expense

Most expense tools want to become your bank. This one issues no card, holds no balance, and never moves a dollar. It reads: photograph a receipt and get seven fields back, each with its own confidence, because a model certain of the total and guessing at the tax should say which is which. What it cannot read comes back flagged, never as zero. Duplicates are caught by exact match, and approval routing is plain rules, because someone asking why their report was rejected deserves better than “the model thought so.”

expense.getfluere.com
where sales skills take root
rootlingai.com
04

RootlingAI

Rehearse the hard conversations before they happen. A rep opens a live call with a prospect who is happy with their current vendor and would like their twenty minutes back. No hints, no easy wins, the way it really goes. Afterward, six criteria that separate a rep who is fine from one who is dangerous: did they draw out the real cost, or pitch too early? Quoted back in their own words. Every call is saved, so a rep watches their own progress and a manager sees the floor's. No scripts to memorize, and someone is talking to a prospect in under a minute.

rootlingai.com
Well Advised
well-advised.app
05

Well-Advised

What you tell a doctor is usually a recollection. This makes it a measurement. A private family health tracker guided by Florence, named for Florence Nightingale, who put care into plain English. It records what actually happened, so the account you give in a ten minute appointment is a record rather than a memory. It is not a doctor and does not replace one. It offers information and context, never a diagnosis.

well-advised.app
Twelve AI portfolios. One benchmark.
investments.wilcoxstrategy.com
06

WSG Invest

Twelve simulated portfolios test whether AI-assisted trading beats simply holding the S&P 500, and which variables matter: model, decision frequency, account size. Four Claude models each manage their own book and place their own trades, fully autonomously, over six months. Every month they report back to the owner on their own record, including the calls they got wrong.

investments.wilcoxstrategy.com
An illustrated roster in fine line art. Donna is centered above, ringed in red and named. Five unnamed agents sit in a row beneath her, each ringed in a different color.
The agent platform
internal · /services
07

The agent platform

Donna runs the desk as chief of staff and executive assistant to the founders. She answers the business and personal lines when they cannot, texts back a summary of every call, books meetings from the website chat, and triages the inbox. Around her sit a research agent tracking anything that changes the rules, a deadlines agent that knows what is due and when, a security agent watching the front door, a marketing agent drafting the next campaign, and a procurement agent reading the fine print. They work overnight and file one briefing before the day starts.

Every one of them drafts.A human decides.

This desk runs two companies, both of them ours: this one and ReclaimLogix. What the team does here looks nothing like what it does there. The headcount changes, the roles change, the work changes. Donna does not. Yours would look like neither of them, with one guaranteed similarity. They are exceptional.

internal · /services

The firm you hire should not cost more than the thing you are building.