Business Process & Custom AI Automations

What This Is

Every growing company pays a hidden tax on time: repetitive human work. Team members waste hours copying data between apps, writing the same follow-ups, chasing onboarding files, and updating spreadsheets by hand.

When work depends on manual handoffs, things slip through the cracks. I map out how your business runs day to day, spot the bottlenecks, and build custom AI workers and automated pipelines that handle those tasks in seconds.

What I Do & Build

• Automated Client Onboarding & Setup: Workflows that take a signed client, create their folders and project records, run initial market research, and dispatch welcome steps automatically.
• Live Sales Call Copilots & Call Intelligence: AI tools that transcribe calls live, surface objection handling from your sales playbook, and turn meeting notes into action items right after the call.
• Outbound Lead Research & Follow-Up Engines: Automated systems that pull local or B2B prospects, score them against your criteria, and run personalized outreach and follow-ups.
• Custom API & Software Bridges: Connecting your website, CRM, email, calendar, and internal databases so information moves instantly without human data entry.

Who This Helps

• Agencies & Service Teams: Teams spending half their week on admin, onboarding, and status updates instead of high-value work.
• Sales-Driven Companies: Businesses that want live AI support on sales calls and instant post-call follow-up without manual CRM logging.
• Lean Operators Scaling Up: Founders who want to double or triple their output without adding a bloated back-office payroll.