Custom automation workflows using AI + your existing tools. Reporting, document processing, data workflows, client onboarding - if it's repetitive, it can be automated.
Who it's for
Small business operators drowning in repetitive work
The Problem
Spending hours on tasks that should take minutes
What You Get
Working automation systems: reporting, document processing, data workflows
Timeline
The goal is 2-4 weeks per workflow, depending on complexity
You Know What You're Getting Before We Start
Every project gets a clear proposal with defined deliverables, timeline, and cost. No open-ended hourly billing. No surprises.
Get a Custom QuoteHow We'll Work Together
A proven process that keeps things moving and keeps you in the loop.
Discovery
We start by understanding your current workflows, pain points, and the tools you already use.
- ✓30-minute discovery call (free)
- ✓Current workflow walkthrough
- ✓Pain point identification
- ✓Tool and system inventory
Map
I document the workflow end to end, identify the best automation points, and select the right tools for your setup.
- ✓Workflow diagram with automation points
- ✓Tool selection and integration plan
- ✓Data flow and trigger mapping
- ✓Cost and time savings estimate
Build
I implement the automation with testing at each step. You see it working before anything goes live.
- ✓Incremental build with demos
- ✓Testing with your real data
- ✓Error handling and edge cases
- ✓Integration with your existing tools
Handoff
You get documentation, training, and 30 days of support to make sure the automation runs smoothly without me.
- ✓Written documentation for your team
- ✓Walkthrough and training session
- ✓30 days of post-launch support
- ✓Optional retainer for new workflows