Jarred Bonica
Wealth Specialist @The Leazer Group, An Integrity Company
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WORK HISTORY
Wealth Specialist @The Leazer Group, An Integrity Company
Greenville, SC, US
We assist clients in moving their money that is \"Stuck\" and in tax deferred to TAX FREE.
EDUCATION
American InterContinental University
Master of Business Administration (M.B.A.)
SKILLS
ABOUT JARRED BONICA
THE PROBLEMYour team is burning 20–40 hours/week on low-leverage GTM work (underwriting, financial modeling, campaign ops, reporting, client onboarding, data cleanup). That slows deals and inflates costs.THE SOLUTIONI integrate AI into your GTM engine—strategy → secure implementation → adoption—so weeks of work happen in minutes and the savings compound.WHAT I DO (3 pillars)AI Strategy & Implementation• Map processes → choose the right tools (not 20 of them) → build prompt frameworks & automations• Guardrails: security, permissions, audit trails, and quality checksMarketing & GTM Execution• Positioning and offers, campaign orchestration, funnel automation, lead routing & follow-ups• Data-driven optimization to increase conversion without increasing headcountHuman-Centric Insight• Stakeholder alignment, change management, team training, and success metrics people actually adoptPROOF OF EXECUTIONFounder of REAI Pro – AI that automates underwriting, lender terms, and pro formas for investors and developers, saving 20–40+ hours per deal and accelerating decisions.TYPICAL WINS IN 30–60 DAYSAuto-generated lender or client packets from deal data (hours → minutes)Sales follow-ups + proposal drafts triggered from calls/CRM updatesCampaign briefs, UGC/ad variants, and weekly reporting auto-compiled“Single Source” deal room: docs, risks, tasks, and approvals stitched togetherDEVIL’S ADVOCATE (your objections answered)“This sounds like buzzwords.” → We start with a time audit and deliver a before/after baseline. If it won’t pay back in ≤30 days, I don’t recommend it.“Why not hire an agency or a data scientist?” → Agencies optimize campaigns; scientists build models. I bridge GTM + AI to remove actual bottlenecks inside your workflows.“Will this break our stack?” → I work with your stack first (G Suite, O365, HubSpot/Salesforce, Slack, Notion, ClickUp/Asana, Airtable, Drive/SharePoint).FREE VALUE – 10-Minute Self-Audit (copy/paste into a doc)Answer these:Which 3 tasks your team repeats weekly that take >60 min each?Where do deals/campaigns wait for docs, approvals, or data?What must be typed twice (email → CRM → doc)?Which meetings are purely status?Which deliverables are templated (proposals, briefs, packets, recaps)?What data has to be cleaned before it’s usable?Anything you list is a prime target for a 30-day pilot.DM “AUDIT” for a free workflow map (kept, even if we don’t work together).
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