AI strategy and implementation
I help operators replace scattered AI experiments with working systems for intake, follow-up, SOP-driven agents, internal operations, and sensitive workflows that need human judgment in the loop.
Book an AI consultWhere I build first
The goal is not another training session. The goal is a workflow the team can use, audit, and improve.
Sales CSR and intake
AI-supported sales CSR workflows can answer, qualify, route, summarize, and trigger the next booking or follow-up step so real prospects do not sit inside missed calls, forms, or scattered messages.
Book an AI consultFollow-up and agents
Agents can draft replies, check status, keep reminders alive, update source-of-truth records, and surface the work a human needs to approve.
Book an AI consultInternal operations
Slack, Notion, GHL, inboxes, docs, and private workflows can be connected with human review gates so AI supports the business without exposing sensitive judgment to generic tools.
Book an AI consultImplementation example
In a service business, the first company to answer often wins the job. I built an AI sales CSR workflow that can answer multiple calls at once, capture after-hours inquiries, ask the first qualifying questions, handle the first sales conversation, route the lead into the CRM, and trigger the booking or follow-up step before the prospect moves on to a faster responder.
24/7 sales intake coverage, under-60-second first response, 25 to 40 weekly inquiries protected, and 13 to 21 monthly admin hours removed from qualification, CRM notes, routing, booking handoff, and follow-up tasks.
Next step
Good fit: founder-led or operator-led businesses that already have demand, repeatable work, and a clear bottleneck in intake, follow-up, reporting, or internal operations.
Book an AI consult