A solo advisor to Swiss banks, running his own AI operating system

Chapuis Advisory advises Swiss and DACH banks, asset managers and SMEs. Michel built his own AI operating system on Claude Code, with Sab advising on the structure, coaching the first two workflows and pushing his LinkedIn visibility.

Strategic advisory for Swiss and DACH banks, asset managers and SMEsBasel, SwitzerlandDWY Coaching
At a glance
Who uses it
Solo advisor
Engagement
DWY Coaching
Timeline
March to April 2026
0workflows mapped across 3 zones of his week
0business context files every workflow reads first
0parts of the system he built on his own
The starting point

Where the week went

What the work looked like before we built anything. One problem, one system to fix it.

Chapuis Advisory, beforefrom the screen-shares and calls
everything ran throughMichel's 165 days2 mandates at a time, admin in between
1Find people
Pipeline checks eat the selling hours.
Swiss bank executives rarely post, so DMs need another angle.
2Win and deliver
Meeting prep and CRM logging around every call.
No more than 2 mandates at once.
3Stay visible
Daily posts with 5 or 6 skills that do not connect.
Wants content research and a newsletter.
How we worked

Find. Fix. Automate.

Connected along the way
  • Claude Code logo
  • HubSpot logo
  • Aimfox logo
  • LinkedIn logo
  • Notion logo
  1. 1Find: we watched the work

    Mapped his whole week into 10 workflows across 3 zones: find people, win and deliver, stay visible.

  2. 2Fix: we made the job simpler

    Wrote the business down first: 8 context files plus the HubSpot and Notion data models, so every workflow reads the same facts.

  3. 3Automate: we built what runs

    The first two workflows, target list and outreach, were built and tested together. Then Michel took over and kept building on his own.

The system

Find people: target list to outreach

A solo advisor's own AI operating system: 10 workflows mapped, the first ones live, the rest his next builds.

The problem

Admin eating the hours a solo advisor needs to win the next mandate.

What we built

His own operating system on Claude Code: 10 workflows mapped, the first two live, and the parts he built himself.

Before

How a day of admin went

  1. Step 1Open HubSpot, Aimfox and the task list
  2. Step 2where it hurtCross-reference them by hand
  3. Step 3Prep the next meeting from scratch
  4. Step 4Log the call into the CRM
  5. Step 5Write the day's LinkedIn post
After

How the system runs

Each line is a hand-off the system now does. The orange line is the result a person checks.

what comes in
A lead listCSV of prospects
8 context filesICP, offers, playbook
LinkedIn profiles logo
LinkedIn profilesand company pages
what does the work
Target listenrich and score 0 to 100
Outreachmessages in his voice
His syncevery 4 hours, built by Michel
His retroafter every run, built by Michel
what it makes
Aimfox campaign logo
Aimfox campaignstarted by hand
HubSpot contacts logo
HubSpot contactsICP score and segment
the result
Qualified leads, first message readyHigh and Medium fit only
who signs off
Michel approvesthe test messages and every retro change

A campaign never starts on its own. Michel switches it on.

  1. 1Workflow 1, target list: a lead CSV in, LinkedIn and company enrichment, an ICP score from 0 to 100, a qualified list out.
  2. 2Workflow 2, outreach: personal LinkedIn messages for qualified leads, 2 test messages approved before the batch, then pushed to an Aimfox campaign and to HubSpot.
  3. 38 context files: ICP, positioning, offerings, commercial model, sales playbook, content pillars, partnerships and tool stack.
  4. 4HubSpot and Notion data models, and a build plan for the full system.
  5. 5Built by Michel: an Aimfox to HubSpot sync that runs every 4 hours on his own machine.
  6. 6Built by Michel: a retro after every run. Claude lists what was not optimal and Michel approves each change.
  7. 7Built by Michel: one folder layout for every workflow, with input, output and retro.
  8. 8Advice on how to structure skills, plugins and the system, plus a push on LinkedIn personal branding.
What they see every day

Find people: target list to outreach

Chapuis Advisory · AI operating systemclaude code plugin
10 workflows · 3 zones · one plugin in his own Claude Code
His operating system
2 live8 his next builds
Zone 1 · Find people
WF1Target listTesting
WF2OutreachTesting
WF3Market signalsNext
Zone 2 · Win and deliver
WF4Meeting prepNext
WF5ProposalNext
WF6Meeting to CRMNext
WF7Mandate lifecycleNext
Zone 3 · Stay visible
WF8ContentNext
WF9Offering developmentNext
WF10Offering assetsNext
claude · chapuis-advisory
Built by Michel, running in the background:Aimfox to HubSpot sync · every 4 hoursRetro after every run
WorkflowsCommandsRetro
What changed

Before and after

Admin and selling squeezed into the same 165 days.
A target list and outreach workflow that score, write and push leads, with Michel approving.
Aimfox conversations and HubSpot contacts kept apart.
His own sync labels every conversation and updates HubSpot every 4 hours.
Learning to build it alone.
In his words: "his guidance shortened my learning curve."
A plan for 10 workflows on paper.
He keeps extending it without help: the sync, the retro loop, his own scoring changes.
in their words
I engaged Sabahudin as an advisor while building my own AI operating system around Claude Code, and his guidance shortened my learning curve.
Read the full recommendation

I engaged Sabahudin as an advisor while building my own AI operating system around Claude Code, and his guidance shortened my learning curve. He helped me think through how to structure skills, plugins, and the broader system architecture, and gave me a strong push on LinkedIn personal branding alongside that. I built the system myself, but the conversations with Sabahudin sharpened both the technical setup and the visibility side. For solo operators who want to think clearly about how to layer AI into their practice and how to show up publicly while doing it, a few hours with Sabahudin is a high-leverage investment.

Chapuis Advisory GmbH logo
Michel ChapuisManaging Partner, Chapuis Advisory GmbH · LinkedIn recommendation, 12 June 2026
LinkedIn recommendation, 12 June 2026Michel Chapuis's recommendation

Run this pattern on your own data

This case is now a pattern the Unstuck MCP is trained on. Connect it to your Claude and it looks for the same signals in your own tools, picks the one worth fixing first, and builds it with you.

Pattern

Solo advisor's target list and outreach engine

The business written down once, then a lead list scored for fit and turned into personal first messages, pushed to the CRM with the owner approving.

Connect your Unstuck MCP How the audit works
What they own now

Theirs, for good

  • The plugin and every workflow file, running in his own Claude Code with his own accounts.
  • His 8 context files and the HubSpot and Notion data models.
  • The parts he built himself: the sync, the retro loop and the folder layout.

Next on his list: the daily commands for his morning briefing, meeting prep and meeting notes.

Start here

Find the work that should not need you

The AI Audit Partner maps where your team's week goes and names the first three jobs worth building.

Book the audit