What I Deliver
AI & Automation Services for Small Businesses
Here's what each service actually looks like once it's running in your business — the problem it solves, what you get, and how fast I can have it live.
★ Start Here
AI Modernization Audit
Most small business owners know AI and automation could help, but have no idea where to start, what to trust, or which advice is worth the time.
The audit is 90 minutes on the phone followed by a written report — a focused look at how you actually run your business and where modernization would pay off most. Sometimes the answer is one of my services. Sometimes it's a tool I'd point you to. Sometimes it's "your setup is fine, save your money." You get the same honest read either way.
What this looks like in practice
A local landscaping outfit booked an audit thinking they needed a chatbot. After the call, the report said the chatbot would barely move the needle, but their three-page intake form was scaring off 40% of leads before they even submitted. The recommendation was a free Tally form rebuild they handled in an afternoon, plus a Zapier flow I quoted separately. Two of the three biggest opportunities the report flagged didn't involve hiring me at all.
★ Most Popular
AI Chatbot
Most small-business phones ring all day for the same five questions — and the calls that actually matter still go to voicemail after 5pm.
You hire people to do skilled work, not to repeat your hours, your address, and your pricing all day. An AI chatbot answers those questions on your website instantly, qualifies serious inquiries, and drops the details in your inbox so you only talk to leads who are ready to buy.
What this looks like in practice
A local HVAC contractor gets 40+ messages a week after hours — quote requests, emergency service, availability. The chatbot handles the easy ones immediately, asks a few qualifying questions on the rest, and sends a short summary to the owner's email. He now books Monday morning from Friday night inquiries instead of losing them to whoever called back first.
Process Automation
The hours you spend moving information between your inbox, your spreadsheet, and your accounting software are hours you're not billing anyone for.
Every small business has a handful of just-do-it-myself workflows — intake forms emailed around, invoices typed by hand, follow-ups that get forgotten. Automation takes those repetitive handoffs and runs them reliably in the background, while you focus on the work that actually requires you.
What this looks like in practice
A local dental office used to retype every new-patient intake into their practice management system and chase no-shows with phone calls. Now the form auto-populates the record, sends the insurance verification, books the follow-up reminder, and texts the patient two days out. The front desk got roughly 10 hours a week back — time they now spend on patients, not paperwork.
Real-Time Insights
If you're still pulling numbers out of a spreadsheet at month-end, you're finding out about problems a month too late.
Most small businesses run on gut feel because the data is locked up in the POS, the accounting software, and a dozen emailed reports. A simple live dashboard pulls those sources together in one view, so you can spot the slow Tuesday, the underperforming service, or the margin creep the same week it happens — not the month after.
What this looks like in practice
A local restaurant group used to find out about soft weeks at the monthly meeting with their accountant. Now the owner opens a dashboard on their phone with yesterday's sales by location, labor as a percent of revenue, and which menu items actually moved. They've caught two margin problems in the first quarter that would otherwise have surfaced at tax time.
Smart Assistants
Email, scheduling, and can-you-write-a-quick-post are the tax you pay for running a business — and they compound faster than the work that pays you.
A smart assistant doesn't replace you; it takes the first pass. Drafts the reply in your voice so you just edit and send. Books the meeting from the email thread. Writes the social post from your bullet points. The stuff eating your evenings goes back to taking minutes instead of hours.
What this looks like in practice
A local insurance agent was losing two hours a day to email — quote follow-ups, renewal reminders, and scheduling back-and-forth. His assistant now drafts the follow-ups from the CRM, turns every scheduling thread into a booking link, and ghost-writes his weekly social post from a two-line brain dump. He's home by 5:30.
Ready to Modernize?
Free 30-min assessment · Fixed-price · Delivered in around 7 days
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