AI Automation Services | Workflow, CRM & Reporting Automation

Service 01

AI Operations Audit

Understand the real cost of how your business runs, before you spend a dollar changing it.

Investment

From $2,500

Timeline: 1 week · Remote

Audit cost credited toward implementation.

Most businesses don't have an AI problem. They have a visibility problem. They know something is off, margins aren't holding, the team is stretched, growth creates more complexity, but they can't pinpoint exactly where the bleeding is. The Audit changes that.

What's Included

Pre-Audit Intake

Structured intake doc covering your tools, team structure, core workflows, and biggest pain points. I arrive prepared, not collecting basics on your time.

90-Minute Operations Mapping Session

I walk through your business end-to-end. How work enters. Where it stalls. Where it depends on a specific person. Where it's costing more than it should.

Manual Work Cost Analysis

The actual dollar cost of your current manual processes, salary, time per task, weekly and annual spend. Most businesses are paying $60K–$200K/year on work that doesn't require a human.

Automation Opportunity Scorecard

Every identified opportunity scored on implementation effort and business impact. Clear fast wins vs. longer infrastructure builds.

Prioritized Implementation Roadmap

What to build, in what order, and why. Built around your specific operation, revenue model, and team structure, not a generic checklist.

Written Report, 48hrs

All findings, cost analysis, opportunity scoring, and the full roadmap. A document you can act on independently or use as the foundation for implementation.

What You Can Expect

Clarity on $60K–$180K in annual operational waste most clients didn't know they had

A sequenced roadmap you can execute, not a 40-page strategy deck

Confidence before commitment, full picture of cost and return before agreeing to anything

A written report with standalone value, regardless of next steps

Right for you if

You're doing $500K–$10M and margins aren't keeping pace with growth

Your team is busy but output doesn't match headcount

You've tried automation tools before but they never stuck

You want clarity on what to fix before committing to a larger build

You're considering hiring but want to know if systems could solve it first

Service 02

Done-For-You Implementation

I build the systems. I deploy them. You run leaner from day one.

Investment

$8,000–$25,000

Timeline: 3–6 weeks · Remote

Discuss Implementation

Most businesses know they need to automate. Very few have the internal expertise to build systems that hold up at scale, that integrate cleanly, that the team actually uses, that don't create more work than they save. That's the gap I fill. Every workflow mapped, every system custom-designed, every integration tested before anything goes live.

What Gets Built

Client Delivery Automation

Proposals, contracts, onboarding sequences, milestone comms, handled by systems, not coordinators. Clients get a faster, more consistent experience.

CRM & Lead Operations

Lead intake, qualification, follow-up sequencing, pipeline updates, re-engagement, automated end-to-end. Your sales process runs while you're asleep.

Live Reporting Dashboards

Real data. Real time. No manual pulls. No Monday morning report builds. The numbers are there when you wake up.

Internal Workflow Infrastructure

Task routing, approvals, escalations, and status updates that move without a manager pushing them. Nothing waits on a human to forward it.

Support & Operations at Scale

Handle 3× the volume without 3× the team. AI-assisted ticket handling, routing, and resolution that doesn't require a hire for every new customer segment.

Team Training & 30-Day Support

Recorded walkthroughs, written documentation, live handoff. Your team owns it from day one. 30 days of post-launch support included.

What You Can Expect

40–80 hours of manual work eliminated per week within the first 30 days

Existing team shifts to higher-value output, without new hires

Processes run consistently regardless of who's in the room

Margin expansion within 60–90 days as cost to deliver drops

Foundation to scale volume without proportional cost increases

Right for you if

You've completed the Audit and have a roadmap ready to execute

You've hit the limits of what your team can build internally

You're scaling and need infrastructure in place before complexity grows

You want a complete operational overhaul, not a single tool

Service 03

Monthly Optimization Retainer

For businesses that want to keep compounding, not implement once and plateau.

Investment

From $2,500/mo

3-month minimum · Implementation clients only

Apply for Retainer

Limited to 8 active retainer clients.

AI systems are not a one-time project. They're infrastructure. And like all infrastructure, they need to be maintained, refined, and expanded as the business evolves. The Monthly Retainer is ongoing operational partnership, I stay inside your business, monitoring performance, refining what's running, and building new systems as you scale.

What's Included Each Month

Monthly Performance Review

I audit every live system, where it's running well, where it's losing efficiency, where it needs updating. Written summary with recommended actions.

Ongoing Refinement & New Builds

Updates to live systems based on the review, plus capacity for new automation projects each month as your operations expand.

Quarterly Strategy Session

60-minute working session stepping back from individual systems to look at the full operational picture. Where the business is going. What infrastructure needs to support it.

Priority Access & Direct Line

First in the queue. Direct Slack access. If something breaks or needs urgent attention, it gets handled immediately, not scheduled three weeks out.

What You Can Expect

Systems that get better every month, not systems that slowly degrade

Operational infrastructure that scales ahead of revenue, not behind it

3–5× return on retainer investment through recovered labor and capacity

A business that is operationally harder to compete with, and widens that gap monthly

Right for you if

You've completed Done-For-You implementation and want to protect that investment

Your business is scaling quickly and operational needs evolve fast

You want a permanent operational partner, not a vendor you call when things break

You're planning significant growth in the next 12 months

If you want clarity first

Start with the Audit

You want to understand exactly where you're leaking money before committing to anything. $2,500. One week. Full roadmap delivered.

AI Operations Audit →

If you're ready to build

Start with Implementation

You've identified the problem and you're ready to fix it. Custom systems built and deployed inside your business in 3–6 weeks.

Done-For-You →

If you want to compound

Apply for Retainer

You've implemented and want to keep improving. Ongoing systems work, monthly reviews, and new builds as your business scales.

Monthly Optimization →

What I Build. How I Work. What You Can Expect.

AI Operations Audit

Done-For-You Implementation

Monthly Optimization Retainer

Pick the Right Entry Point.

Start With the Free Breakdown.