AI workflow services for small businesses

Map, build, and tune workflows that replace busywork with systems.

Every project starts with a Workflow Audit. From there, we scope a fixed-price build so you know exactly what you're getting.

Book a workflow audit
Entry offer

AI Workflow Audit & Roadmap

Find the 1-2 workflows wasting the most time and money.

A focused session to map your business as it actually runs (not how it's supposed to work) and pinpoint the highest-leverage automation opportunities.

What we do

  • Map how work actually happens today, not how it's supposed to work.
  • Spot handoffs, copy-paste, and "I'll do it later" gaps.
  • Estimate the real cost of these gaps in hours and dollars.
  • Outline 1-3 automation options that fit your existing tools.

What you get

  • 2-3 page plain-English summary
  • Prioritized list of workflow fixes
  • A fixed-price build proposal you can accept or ignore

Details

Format

20-60 minute call + written follow-up

Timeline

Same week

Core builds

Workflow Build & Implementation

Turn your highest-value workflows into systems your team actually uses.

We take one or two of your highest-value workflows and turn them into simple, reliable systems your team actually uses.

Includes

  • Detailed workflow design (steps, rules, edge cases)
  • Build-out using AI and the tools you already use where possible
  • Testing with real scenarios
  • Short Looms and training so your team can run it without you

Example builds

  • Call / form → qualified lead → scheduled job
  • Quote sent → follow-up → decision logged
  • Invoice sent → reminders → paid or escalated
  • Content in → edited / summarized → auto-posted to channels

Details

Format

Fixed-price project

Timeline

2-6 weeks depending on scope

Typical investment

$3,000-$10,000

Optional

Ongoing Workflow Tuning

For teams that want a "workflow person" on call as things change.

For operators who like working together and want me in their corner as the business evolves.

Includes

  • Monthly check-ins on your key workflows
  • Minor changes and improvements
  • New mini-automations plugged into the existing system
  • Priority response on questions

Details

Format

Monthly retainer

Timeline

Month-to-month, cancel anytime

What I work with

If you're not sure your stack can be automated, we'll figure it out in the audit.

CRM & ops

  • GoHighLevel
  • Gmail / Google Workspace
  • Most major CRMs

AI & agents

  • AI voice agents
  • AI chat agents
  • Custom Claude-powered tools

Automation

  • No-code automation tools
  • Custom integrations
  • Workflow orchestration

Not sure where to start?

Book a workflow audit and we'll figure out the best path forward together.

Book a workflow audit