ServicesWhat I do

Four services. Each ends with something that runs without me.

Set up in your accounts, documented, and handed over with a fix-it guide. Most businesses need two or three of them; discovery tells us which.

Lead intake & pipeline automation

One path for every inquiry, from first contact to a booked job or a clean no. Web forms, phone calls, texts, emails and referrals all land in the same pipeline, with the fields your team needs in order to act, and the follow-ups most businesses mean to send and never do.

You get

One intake path for every channel
Pipeline stages with owners and rules
Automated acknowledgments and follow-ups
A weekly view of what is stuck

Good fit when

Leads arrive five ways and live in three places
Response time depends on who happens to be near the phone
You hear about a lost lead when the customer mentions your competitor

Not this: I will not generate the leads. I make sure the ones you already get are answered, tracked, and followed up.

Work-management setup & migration

Typical tools: monday.com, ClickUp, Asana, Trello, Airtable, Notion, Google Workspace, Microsoft 365, Zapier, Make, n8n.

Your work in a tool that matches how it actually moves: jobs, stages, owners, due dates, and the documents attached to them. Set up from scratch or migrated from the tool that stopped fitting, with history and open items brought across and checked. The cutover has a plan and a way back.

You get

A structure your team uses without reminders
Migrated records with a checked mapping
Permissions and views by role
Templates for the recurring jobs

Good fit when

The team keeps a second spreadsheet because the tool does not fit
Three systems of record disagree about the same job
You pay for seats nobody opens

Not this: I do not pick tools by what is fashionable. I pick what your team will open every day, and I say so if the tool you already pay for is the right one.

Knowledge bases for AI assistants

The facts your business runs on — pricing rules, process steps, product details, templates, the answers to the questions new hires ask — captured once, structured for retrieval, and connected to the assistant your team already uses. So the answer to “what do we charge for a change order?” comes from your document, not the model’s imagination.

You get

A source-of-truth knowledge base with owners
Retrieval set up for the assistant you use
A test set of real questions with expected answers
An update rhythm so it stays true

Good fit when

You tried an AI tool and it confidently made things up
The same questions get asked in the group chat every week
Process knowledge walks out the door when a person does

Not this: Built for your team first. A customer-facing assistant is a separate conversation, and I will tell you honestly whether you are ready for one.

Operations playbooks

How the business runs, written down in a form people will actually use: one page per process, from intake to invoice, with who does what, in what order, and what “done” looks like. Built alongside the systems above, so the document and the tool describe the same reality.

You get

A one-page playbook per core process
Role checklists where they matter
A fix-it guide for when something breaks
An owner and a review date on every page

Good fit when

Onboarding takes months because everything is verbal
Quality depends on who is on shift
You want to take a vacation

Not this: No 400-page binder. If a page is not used within a month of handoff, it gets cut.

ScopeStated plainly

What I don’t do.

So you are not guessing and neither am I.

Build custom software
I configure and connect tools you can buy off the shelf, and write small pieces of glue code when nothing else will do. If you need an app built, I say so and point you to someone who builds apps.
Run your marketing
No ads, SEO, social media, or content. I make sure the leads your marketing produces do not fall on the floor.
Bookkeeping, payroll, tax, or legal
I connect your systems to the people who do those. I do not do them.
IT support
Hardware, networks, email hosting, and device setup belong to your IT provider.
Work on accounts I own
Everything is set up under your logins from day one. If we never speak again, it keeps working.
Open-ended hourly work
Scope, price, and finish date are agreed in writing before the build starts.
Strategy decks
I set up things that run, then show you they run.
Become your operations manager
Optional support covers the systems. Running the business stays with you and your team.

Not sure which of the four you need?

That is what the intro call is for. Thirty minutes, no prep. Bring the thing that is slow.

Book an intro call