Business Automation & AI for SMBs

Stop Wasting Time on Manual Business Processes. Automate Them Instead.

I help businesses automate workflows and operations. I'll audit your processes, build custom automations, and train your team personally. One expert, full attention, hands-on implementation.

15-30 hrs Target weekly savings
2-4 weeks Average delivery time
60-90 days To positive ROI
What I Do

Focused services, measurable results

⚙️

Workflow Automation

Stop manually copying data between your tools. I'll connect your apps so lead info, invoices, and customer data flow automatically—no more double entry.

2-3 weeks
🔍

Operations Audit

I'll map your current processes, calculate exactly how much time you're wasting, and show you the 3-5 automations that will give you the biggest time savings.

1 week
🔗

Tool Integration

Connect your CRM to email, your forms to your database, your e-commerce to accounting—I make your business tools talk to each other automatically.

2-3 weeks
🤖

AI Quick Wins

Add AI to handle repetitive thinking tasks: chatbots for customer FAQs, auto-draft email responses, summarize meeting notes, or extract data from documents. I implement practical AI tools (ChatGPT API, Claude, etc.) that integrate with your workflows—real time savings, not science fiction.

1-2 weeks
📦

Platform Upgrades

Moving from spreadsheets to Airtable? QuickBooks Desktop to cloud? Zoho to HubSpot? I handle the migration so you don't lose data or sleep.

3-5 weeks
💡

Expert Sessions

Need advice on which tools to buy, whether you actually need AI, how to solve a specific problem, or a second opinion on a vendor proposal? Book a focused 90-minute session.

$400/session
How It Works

Choose your engagement model

Choose the engagement model that makes sense for your needs and budget.

Discovery Call

Free 30-minute consultation

Free
  • ✓ Discuss your challenges
  • ✓ Identify automation opportunities
  • ✓ Rough ROI estimate
  • ✓ Determine fit
  • ✓ No obligation

Audit + Roadmap

Strategic assessment

$1,500
  • ✓ 1-week deep dive
  • ✓ Process mapping
  • ✓ Opportunity identification
  • ✓ Prioritized roadmap
  • ✓ ROI projections
  • ✓ Tool recommendations
Why Work With Me

Practical automation expertise, no corporate overhead

I focus on results and ROI, not billable hours or scope creep.

🎯

Direct Access to Expertise

You work directly with me—no account managers, no junior staff. Every project gets my full attention and hands-on execution.

💰

No Agency Markup

As a solo consultant, you get expert-level work at fair pricing. No inflated rates to cover office overhead or sales teams.

Fast, Focused Delivery

I specialize in high-impact automations that show ROI fast, not quarters from now. You'll see measurable results within weeks, not months.

🛠️

Proven Tools, Not Experiments

I use battle-tested platforms like Zapier, Make, and Airtable. You get reliable automation, not bleeding-edge tech that breaks.

📚

You Own Everything

Full documentation, training, and credentials. You're never locked into working with me—though most clients come back for more.

🤝

Honest Recommendations

If automation isn't the right solution, I'll tell you. I'd rather give honest advice than sell you something you don't need.

FAQ

Common questions answered

Everything you need to know about working together.

How quickly can you start?

Typically within 1-2 weeks of our discovery call. I limit my active projects to ensure quality, so if I'm fully booked, I'll let you know upfront and add you to my waitlist.

Do I need to know anything technical?

Nope! I handle all the technical setup and explain everything in plain English. You just need to know your business processes—I'll figure out how to automate them.

When should I use AI vs. automation?

Automation is best for predictable, rule-based tasks (copy this data here, send this email when that happens). AI is better for handling variation (summarizing unique documents, drafting custom responses, answering unpredictable questions). Most projects use both: automation handles the workflow, AI handles the thinking parts. I'll recommend the right tool for each task.

What if my tools aren't compatible?

Most modern business tools have APIs or integration options. During our discovery call, I'll assess your tech stack and let you know what's possible. In rare cases where direct integration isn't feasible, I'll suggest workarounds or alternative tools.

How much time will I need to invest?

Expect 3-5 hours total: initial call (30-60 min), process walkthrough (1-2 hours), testing/feedback (1 hour), and training (1 hour). I do the heavy lifting—you just provide context and approval.

What happens after the project is done?

You get full documentation, training, and 30 days of support. I build on reliable platforms (Zapier, Make, Airtable) with 99.9%+ uptime, so breakage is rare. After the support window, you can manage everything yourself—you own it all. Or engage me for ongoing optimization via a monthly retainer.

Do you work with my industry?

I work with service businesses, agencies, e-commerce, consultants, and professional services. If you have repetitive tasks and use modern software tools, I can probably help. Book a discovery call and we'll find out.

Can you guarantee ROI?

I can't guarantee specific results, but I can estimate time savings and cost reduction during our audit. Most clients see ROI within 60-90 days through reduced labor hours and fewer errors. If I don't think automation will help you, I'll say so upfront.

Do you offer payment plans?

Yes. For projects over $5,000, I offer 50% upfront and 50% on completion. For smaller projects, payment is due before I start work. All pricing is discussed and agreed upon before any work begins.

What if I only need advice, not implementation?

That's what Expert Sessions are for. Book a 90-minute strategy session ($400) to get guidance on tool selection, vendor proposals, or automation roadmapping—no implementation required. Think of it as renting my brain for specific decisions.

Are you available for ongoing support?

Absolutely. After your initial project, you can engage me on a monthly retainer for continuous optimization, new automations, or ad-hoc support. We'll discuss retainer options once I understand your needs.

What makes you different from hiring a full-time employee?

You get expert-level automation skills without the $80K+ salary, benefits, or management overhead. I deliver specific projects fast, then move on—no long-term commitment. Perfect for SMBs who need expertise but not a full-time headcount.

Ready to get your time back?

Book a free 30-minute call. I'll show you exactly what's possible and give you an honest assessment of where automation can help your business most.

No sales pitch. Just a genuine conversation about your business.