Building the AI stack behind Charlie Burton Trading
One assessment, three different kinds of work that followed it. Here's the whole picture, and specifically which offering each piece belongs to.
The situation
Charlie Burton Trading is a trading education and coaching business: a membership community, one-on-one coaching, a YouTube channel, and a public website that has to do some of the coaching before anyone even talks to Charlie. Before this work started, the site could describe what Charlie does. It couldn't tell a visitor anything about them, what's actually going wrong in their trading, without Charlie doing that himself, one conversation at a time. That's the constraint the assessment went after.
What the assessment found
Charlie's business runs on content and relationships: the YouTube channel, the blog, an active social presence, and a GoHighLevel-driven membership funnel. Rather than a vague "you should use AI" recommendation, the assessment mapped that operation and came back with nine specific, scoped opportunities.
- 01
YouTube channel & competitor analytics
Know what's actually working, on Charlie's channel and the competition's, without pulling numbers by hand.
- 02
YouTube content support
Thumbnails, descriptions and posting, drafted for review, not written from scratch every time.
- 03
YouTube repurposing & distribution
Turn one long-form video into native Instagram, TikTok and Facebook content.
- 04
Social-media analytics
One regular view across channels instead of four separate dashboards.
- 05
Website analytics
Understand what's driving traffic to the assessment and the membership, not just that traffic exists.
- 06
SEO/AEO & blog support
Keep the blog moving without it consuming Charlie's own writing time.
- 07
Website chatbot & lead qualification
Handle the first exchange with a visitor before it needs Charlie or a human at all.
- 08
GoHighLevel lead follow-up
Make sure a warm enquiry doesn't cool off waiting for a reply.
- 09
Member onboarding & retention
Give new members a consistent start, and flag the ones drifting toward churn.
That list turned into two different kinds of work, not one, and it's worth being precise about which is which.
Two engagements, not one
The first is the AI Concierge retainer itself: working through that nine-item list one piece at a time, on calls, together. The first of those pieces was a brand skill for Codex, a written reference capturing Charlie's voice, tone and content patterns, built with Charlie rather than handed to him finished, alongside scripts he now runs himself. That's the actual shape of Focused Implementation: sitting on the call for the working session, building something the client owns and runs afterward. The remaining eight opportunities on the list are earmarked to become skills the same way, month by month, as the retainer continues.
The second is a much bigger, separate project. Charlie also wanted his whole website rebuilt, with a Circle membership community and the trading assessment as its lead magnet. Steve built that entire site, front end and back end, in multiple stages, the biggest being the site itself and all the code behind it. This project is not AI Concierge. It's not a second brain either, there's no internal knowledge base being captured here, it's the public-facing systems a business runs on being redesigned and rebuilt: a website, a membership platform, a lead-generation tool, a CRM. That's business systems redesign and build, and now that it's live, keeping it running is its own separate Managed AI service arrangement.
How the pieces map to the three offerings
Focused Implementation
The brand skill and Codex scripts, built with Charlie on working calls. Done. The other eight opportunities from the list, planned the same way, one at a time, as the retainer continues.
Business systems redesign & build
The whole website, the Circle community, and the Vertex AI trading assessment as its lead magnet. Built from scratch, front end and back end, across multiple stages.
Managed AI service
Ongoing maintenance of the site, the CRM and the backend now that they're live.
What's live today
The most visible piece is the trading assessment itself: six short questions (biggest challenge, experience level, emotional patterns, current results, decision-making approach, and how success is defined) answered in under two minutes. Vertex AI reads the responses and returns a specific "core issue" and a focused improvement plan, delivered on-page and by email, not a canned result from a lookup table. See it live on charlieburtontrading.com →
Behind it: a Google Cloud backend, a CRM, the Circle membership community, and Google Analytics, all part of the systems redesign and build project. Separately, on the AI Concierge side, the brand skill is live and already grounds a first content agent handling blog drafting. Two different pieces of work, running at the same time.
What's next
The remaining eight opportunities from the assessment stay on the retainer roadmap: working through YouTube analytics and content support, repurposing video into social content, consolidating analytics into one view Charlie actually looks at, and building out the GoHighLevel chatbot, follow-up and onboarding agents. Same approach each time: a working call, the brand skill as the shared reference, and Charlie approving before anything goes live.
If a version of this pattern looks familiar in your own business,