Fixed-scope engagements that give your team time back.
Every engagement starts with a free 30-minute evaluation. If it looks like a fit, the next step is a paid audit. The audit is a written plan with priorities, effort, cost, and expected payback. Build work that follows is fixed-scope, fixed-price, with measurable success criteria.
Two delivery paths: custom software for the work that's unique to your business, or a leading automation platform when off-the-shelf is the right call. You get the answer that fits your scope, not whatever a vendor wants to sell.
Project · 2 weeks
Automation Audit
A two-week diagnostic with your team. I map the slow parts of your business, interview the people doing the work, and produce a written plan you can act on with or without me. The plan includes which workflows fit a custom build and which are better served by an off-the-shelf platform.
Workflow mapping with the people doing the work
Ranked opportunities with effort, cost, and expected payback
Recommendation on the right path: custom build or platform
Written plan you keep regardless of next steps
Outcome: 3 to 8 prioritized opportunities, each sized and estimated.
Project · 2–4 weeks
AI Setup & Training
Set up Claude, ChatGPT, or whichever AI tools your team already pays for so they actually deliver value. Most companies are spending on AI without a real plan, and quietly stop using it. I build the foundation, then train your team to get real work done with it. Optional ongoing enablement keeps adoption alive past launch.
AI tool setup and workspace architecture
Custom prompt libraries and templates by role
Hands-on training tailored to how each team works
Optional ongoing enablement after the initial build
Outcome: Your team using AI confidently for work that matters, not abandoning it after week two.
Project · 4–10 weeks
Custom AI Agents
AI agents that handle complex, judgment-heavy work around the clock. The kind of tasks that used to require someone watching them. Customer follow-ups, lead qualification, support triage, document review. Designed with safety checks and human approval steps so they earn trust as they go.
Agents that run 24/7 without your team babysitting them
Approval gates wherever a person should still weigh in
Clear logging, so you always know what the agent did
Built into your existing tools and data, not a parallel system
Outcome: Work that used to wait for a person now happens in minutes, every time.
Project · 2–8 weeks
Workflow Automation
Build the systems that take repetitive admin off your team's plate. Lead pipelines, client onboarding, document generation, billing flows, recurring communications. Built into the tools you already use, with human approval steps wherever they matter.
Lead generation, prospect research, and outreach systems
Recurring status updates and customer communications
Approval gates wherever a person should still weigh in
Outcome: Hours back every week. Your team focuses on the relationship, not the paperwork.
Project · 2–4 weeks
Reporting & Dashboards
Live metrics pulled straight from the systems you already use. One page or weekly digest your team will actually open, because it answers the questions you keep asking on Monday mornings. Not another reporting tool to log into and ignore.
Live data from your existing systems
Google Sheets, web dashboards, Slack digests, or email summaries
Replaces three to five manual reports
Frees up the analyst who used to assemble them
Outcome: Decisions made on current data, not a Monday report that is already three days stale.
Ongoing · monthly
Automation Maintenance
After handoff, automations need care. APIs change, tools update, data drifts. I keep what we built running, fix breakage when it happens, and roll in small improvements as the business changes, so the work keeps paying back instead of slowly degrading.
Proactive monitoring of your automations
Fast fixes when something breaks
Quarterly check-ins on what is working and what is not
Small enhancements without re-scoping a new project
Outcome: Systems that hold up six and twelve months in, not just at launch.
Get in touch
Not sure which of these fits?
Describe what is taking the most time in your business. I will tell you whether it is in scope and what an engagement would look like.
The fastest way to reach me right now is email or the calendar link.