AI automation and connected systems for small businesses

Your tools each have AI. I make them work together.

Your email, calendar, books and CRM all have AI built in now, but none of them talk to each other. I connect them into one system, with AI doing the busywork in between, and build you a hub that shows your whole business in one place.

Start with an AI Check-up → Book a free intro call
Anytool you already use, not just one AI
1hub for your whole business
$0for the intro call
Watch your tools work togetherLive demo

Pick a task that eats your week:

AI draft
✓ Approve & sendEdit

4 tools, 1 workflow. An example of what I build. You review everything before it goes out.

The AI is already in your tools. I help you actually use it.

Sound familiar?

The tools got smarter. Your week didn't get shorter.

Generic answers

You tried an AI tool once and got answers that didn't sound anything like your business.

Hours of busywork

The same emails, quotes, follow-ups and notes take hours every single week.

Tools that don't talk

Your email, calendar, CRM and books all have AI now, but none of it is connected or turned on.

No plan, no rules

Your team uses AI on their own, with no shared setup and no rules about what's safe to share.

More than built-in automations

One hub for your whole business

Every app has its own automations, but they stop at the edge of that app. I build workflows that run across all of your tools, and a custom dashboard that pulls everything into one place.

Built into one appA connected system
Sends a reminder when an invoice is lateLate invoice → reminder in your voice → logged in your CRM → flagged on your dashboard
Saves a new lead from your formNew lead → reply drafted → added to your CRM → follow-up on your calendar
Shows its own reportLeads, jobs, invoices and reviews from every tool on one screen
Gmail QuickBooks Website forms HubSpot Google Calendar Google Reviews
Your business hubLive
New leads this week0
Unpaid invoices$0
Jobs today0
AI drafts ready0
The difference setup makes

Same question. Very different answer.

Out of the box, AI knows nothing about you. Once it's set up with your services, prices, policies and tone, it answers like someone who works for you.

A customer asks"Do you do same-week installs, and what does a 40-gallon water heater cost?"
Your price listService areaScheduling rulesYour toneWarranty policy
Not just chatbots

Upgrade the tools you already pay for

Most small businesses are paying for AI features they've never turned on. I find them, set them up and connect them.

Email & calendar
Gmail · Outlook · Google Workspace · Microsoft 365
Typing every reply from scratch
Drafts in your voice, inbox sorted by what needs you
Books & invoices
QuickBooks · Xero · FreshBooks
Chasing unpaid invoices by hand
Friendly reminders that send themselves
CRM & client systems
HubSpot · Dubsado · HoneyBook · Jobber
Copying form leads into a spreadsheet
Leads logged, replied to and followed up
Design & social
Canva · Meta Business Suite · Buffer
Staring at a blank post every week
A month of on-brand drafts from one idea
Meetings & notes
Zoom · Google Meet · Teams · Notion
Writing up notes after every call
Summaries and to-dos ready when the call ends
Assistants & connectors
ChatGPT · Claude · Gemini · Copilot · Zapier · Make
Ten tools that don't talk to each other
One connected system that does the busywork
Three ways to start

Each step builds on the one before it

Step 1

AI Check-up

$350one-time

Find where AI saves you time.

  • Questionnaire + 60-minute call
  • Written plan with your top 3 AI wins
  • Which tools to use, and what each costs
  • $350 credited toward a setup within 60 days
See the Check-up →
Recommended
Step 2

AI Setup + Training

$950flat fee

AI tools set up and trained on your business.

  • AI turned on in the tools you already use
  • A custom assistant loaded with your business info
  • Prompt library for your everyday tasks
  • 90-minute training for you + up to 5 team members
  • Two weeks of email questions
See Setup + Training →
Step 3

Connected Systems

$1,950starting at

Your tools working as one system.

  • Everything in Setup + Training
  • Workflows that run across your apps
  • A custom dashboard or hub for your business
  • Tested with real examples first
  • One flat quote before work starts
See Connected Systems →
Already using AI?

Skip the basics. I'll build the system.

You know what ChatGPT or Claude can do. You just don't have time to wire it into your tools. I build MCP servers, agentic workflows, custom assistants and integrations around how your team already works, quoted per project.

See Custom AI Builds → Book a technical call
custom-builds
  • MCP serverClaude reads your CRM and QuickBooks
  • Agentic workflowResearches a lead, drafts the proposal, waits for your OK
  • Custom GPT / Claude ProjectYour knowledge plus actions in your tools
  • API integrationConnects tools with no built-in link
  • Internal dashboardEvery tool's numbers on one screen

How it works

From "where do I start" to done for you

  1. Tell me how you work

    A short questionnaire about your tools, your team and what takes the most time.

    You
    Fill out the questionnaire
    Me
    Map your tools and busywork

  2. We find the wins

    We talk it through and pick the tasks where AI helps most, and the ones to leave alone.

    You
    One video call
    Me
    A written plan with your top wins

  3. I set it up

    AI turned on, set up around your business and connected across your tools.

    You
    Share access and review
    Me
    Build, connect and test it

  4. You learn it

    Hands-on training with your real tasks, plus a written guide to keep.

    You
    Training for you and your team
    Me
    Guide, handoff and two weeks of help
Why work with me

I run my own business on the same systems I'll build for you

I've spent years building client systems for small businesses, and I use AI in that work every day. My own intake, proposals, follow-up emails and inbox all run on the kind of setup I'll build for you.

I'll only recommend what fits how you work, and I'll tell you when a task is better left to a person.

What runs my business today

New inquiry → reply + client recordAutomated
Proposals and contractsAI drafted
Payment remindersAutomated
Inbox sortingAI sorted
Email follow-up sequencesAutomated
Blog and social draftsAI drafted

Founding client pricing

My first 3 AI clients get 20% off any package. In return, I ask for an honest testimonial and permission to share your project, with anything private left out.

Claim a founding spot →
Questions

Common questions

Do I need to know anything about AI first?

No. I start from where you are. If you've never used an AI tool, that's fine.

Which AI tools do you work with?

Whatever fits your business. That includes assistants like ChatGPT, Claude, Gemini and Copilot, the AI features inside the tools you already pay for, and connectors like Zapier and Make. I'll recommend what to use in your Check-up and explain why.

My software already has automations. Why would I need more?

Built-in automations only work inside that one app. Most of the busywork happens between apps: copying a lead from your form to your CRM, or checking three tools to see how the week is going. That’s what I connect.

Who owns the accounts?

You do. Every account is in your name, and you keep everything I set up.

Is my business information safe?

I set up your accounts with privacy settings that keep your data out of model training where the tool allows it, and I show you what not to paste into AI tools.

Will AI replace my staff?

That's not the goal. The goal is to take repetitive work off your team so they can spend time on the work that needs a person.

Do I have to pay for AI tools?

Some of what you need may already be in the tools you pay for. For anything new, most plans cost about the price of a lunch out each month per person. I'll tell you what you need before you buy anything.

What if it doesn't work for my business?

The Check-up tells you first. If AI isn't a good fit for how you work, I'll say so.

Field notes

Straight answers about AI for your business

All field notes

Not sure where to start?

Book a free intro call. We'll talk about how you work and whether AI can help.

Book a free intro callStart with a Check-up