Home
Services

Services

I help you decide what to automate. Then I build it.

I don’t stop at recommendations. I look at how your team works, put together a plan and implement it with the tools you already use. If it helps, I also train your people so they get the most out of it from day one.

01 / 05

Process and AI assessment

For businesses where the team works hard, but nobody is quite sure where the time goes or where to start with AI.

I sit down with you and your team and look at how work flows today: who does what, in which tool, and how many times the same thing gets repeated. From there I map where time is lost and what is worth tackling first.

Process mappingPrioritiesAction plan

Let’s talk about this →

What you get

A map of your core processes and where they get stuck
A list of repetitive tasks that can be automated or supported with AI
A prioritized plan: what goes first, what can wait and what isn’t worth it
The scope and cost of the implementation, in writing

Real example

At a promotional products business, the information was already in QuickBooks, but nobody could see it. There was no quick way to know which estimates were still waiting for approval or where each package was. Seeing that clearly is what lets you decide what to automate first.

02 / 05

Automation implementation

For teams that repeat the same tasks every day: moving data from one system to another, sending reminders, answering “where’s my order?”

I build the workflows and connect them to the systems you already have. Before I let them run on their own, I test them with your team and walk you through how each part works.

IntegrationsRemindersAutomatic emailsTracking

Let’s talk about this →

What I can build

Dashboards connected to systems like QuickBooks, with automatic syncing
Automatic emails and reminders to clients, for example to approve estimates
A daily email to each person with what’s on their plate that day
Calendars of orders and arrivals that update themselves
Tracking numbers that get added without anyone copying them
Integrations between the tools you already use

Real example

For a promotional products business, I built automatic estimate reminders, a daily email for each salesperson, an order calendar and automatic tracking. The team got 25% of their time back. Read the full case study

03 / 05

AI training for teams

For departments that have access to AI tools, or want it, but don’t use them with a clear method. Sales is a great place to start.

I work with your team on their real tasks, not textbook examples. The goal is for every person to use AI in their day-to-day work and know how to automate what repeats the most, like client follow-up.

Hands-on workshopsSalesFollow-up

Let’s talk about this →

What you get

Hands-on sessions with the whole team, built around their own work
Concrete ways to use AI to draft, summarize and prepare follow-ups
How to automate client follow-up
Best practices for using AI without exposing sensitive information

Real example

I trained a company’s entire sales department in AI and in how to automate follow-up. The reps got back 18% of the time they spent on follow-up, and now they use it to find new clients. Read the full case study

04 / 05

Dashboards and visibility

For businesses running blind: the information exists, but it’s scattered across systems, inboxes and spreadsheets, and the only way to know how something is going is to ask.

I bring your data together in a dashboard that updates itself. At a glance you see what’s pending, what’s on the way and what needs attention today. That’s how you stop reacting and start planning.

DashboardsReportsQuickBooks

Let’s talk about this →

What you get

A dashboard with the information from your systems in one place
Automatic syncing, no copy and paste
Views by status: awaiting approval, in progress, in transit, delivered
Reports your team can check without having to ask anyone

Real example

The promotional products business’s dashboard pulls in all its QuickBooks information through automatic syncs. And its clients now know where their order is, thanks to an automatic update. Read the full case study

05 / 05

AI assistants

For teams that spend a good part of the day reading, sorting and answering messages that look a lot alike.

I design assistants that work inside your process: they prepare a draft, summarize a long thread or sort a request so it reaches the right person. Your team reviews and decides. The assistant gets the work started.

DraftingSummariesSorting

Let’s talk about this →

What they can do

Draft replies in your business’s tone of voice
Summarize long emails, conversations or documents
Sort new requests and send them to the right person
Get information ready before your team needs it

How I approach it

I start with a single task, measure it, and only then expand. Anything important always goes through a person before it goes out.

Tools

I connect what you already use.

Before I suggest switching systems, I look for ways to get more out of the one you have. These are some of the tools I work with.

QuickBooks

Estimates, purchase orders and invoices that feed dashboards and alerts.

Gmail and Outlook

Reminders, follow-ups and daily summaries sent from your own inbox.

Google Sheets and Excel

The spreadsheets you already use, connected instead of copied by hand.

CRM

Client and opportunity follow-up that doesn’t depend on anyone’s memory.

Calendars

Orders, arrivals and key dates that show up on their own where you need them.

Carriers and tracking

Tracking numbers that get added and shared with the client.

AI assistants

Drafts, summaries and sorting inside your process.

Using something else?

Tell me what it is. If it has a way to connect, chances are we can work with it.

Ask me →

Investment

Cost is set after the assessment.

I don’t sell fixed packages, because every operation is different. First I understand what needs solving. Then I give you the scope and cost in writing, before I start building anything.

You know exactly what the project includes before you say yes
We start with a small, measurable pilot
If it works, we decide together how to expand it

First step

Not sure which of these services you need?

That’s normal. That’s what the first call is for: you tell me what’s eating your time, and I tell you where I’d start.

Book a call See real results