Services

Hours of busywork, done for you — one workflow at a time

If your team copies the same data between apps, chases the same reminders or builds the same documents every week, that's a workflow we can automate.

Who it's for

The same steps happen every day by hand
Information gets typed twice into two systems
Reminders and follow-ups depend on someone remembering
Paper forms and PDFs slow everything down

What's included

A short review of how the work flows today
One automated workflow, built and tested
Text and email reminders where they help
Online forms and e-signatures instead of paper
Connections between the apps you already use
A one-page guide so your team knows what runs

How it works

  1. Free call30 minutes on video. You tell me how you work; I ask questions.
  2. Fixed quoteA written plan with scope, timeline and a fixed price — no surprises.
  3. BuildI build and set it up, and you review everything before it goes live.
  4. Launch & supportWe launch together, I train your team, and I stay available for questions.

Timeline: A typical workflow takes 1–3 weeks from first call to live.

Questions

One trigger and the steps that follow — for example: a form is submitted, a client folder is created, a welcome email goes out and a task lands on the right person. Bigger chains are quoted as several workflows.

Apps change. AI & automation care (from $250/month) covers monitoring, fixes and small improvements so it keeps working.

Usually not. I start with what you already pay for, and only suggest a new tool when it clearly saves money or time.

Let's see if this fits your business.

A free 30-minute video call. You'll leave with a clear plan and a fixed quote — no pressure.

Software subscriptions and usage (CRM licenses, Microsoft 365, texting, AI usage) are billed at cost, separate from my fee.