Services / AI Automation
Take the busywork off your plate
The repetitive admin that fills your day: onboarding, follow-ups, reminders, reporting. It runs quietly in the background, set up around the tools you already use, and I keep it working.
What I automate
These are the ones that come up most. If the thing eating your week isn't here, it's probably still a fit. Let's talk about it.
New lead response
Every inquiry gets a reply within minutes, day or night, so fewer leads go cold before you get to them.
Quote and proposal follow-up
Check-ins go out after every quote, more than once if there's no reply, written to sound like you.
Client intake and onboarding
One form collects what you need. The welcome email, reminders, and document requests handle themselves.
Appointment and payment reminders
Confirmations and reminders go out on their own, so you stop chasing people for times and invoices.
Weekly reporting
Your numbers get pulled from wherever they live and land in your inbox every Friday morning.
Connecting your tools
Your CRM, email, calendar, and invoicing stay in sync, so you enter a customer once and the rest updates.
How it works
No new software for you to learn. I do the setup, you get the results. If you'd rather understand how it works and run it yourself, we can build it together instead.
We talk
A free 30-minute call about how your week actually goes. I look for the work that's worth automating first.
I build it
I set it up around your existing tools and test it until it holds. Or we build it together, if you'd rather learn it yourself.
I keep it running
I watch it, fix anything that breaks before you notice, and adjust it as your business changes.
Two situations I get asked about a lot
Same work, set up a little differently. Most people don't need to pick one. The audit sorts it out.