AI systems that run your front office and your back office
I build the full sales system for inbound and outbound leads, and the automations and integrations behind it. You can have one workflow built, have a custom system built to your process, or have me run the whole thing every month.
One engine for the leads that come to you, and one for the leads you go and get
Both engines write to the same CRM, so every lead has an owner, a next step and a record of what was said.
Every call answered, every lead called back
The right buyers reached, meetings booked
I run my own outreach on this same system, across email and LinkedIn, and my own ads feed the same inbound engine.
The other workflows owners ask me to build
Each one has its own page with the workflow step by step, what is included and what it costs.
CRM setup, audit and automation
Pipelines, booking calendars, forms and automations built in your CRM, or an audit of an account that has grown messy. If you are already on GoHighLevel, HubSpot or Housecall Pro, I work inside the account you have.
See the workflowPaid ads tied to booked jobs
Google and Meta campaigns where every lead form feeds your CRM the moment it is submitted, gets a call back within minutes and shows up in a report that ties spend to appointments.
See the workflowReviews and local visibility
A review request after every finished job, listings kept in sync across 50+ directories, a reputation dashboard and help responding to negative reviews.
See the workflowEmail and text campaigns
Follow-up sequences for new leads and quiet quotes, campaigns that bring past customers back, and promotions with a report on what each one produced.
See the workflowSocial content and AI video
A monthly calendar, 30 posts across 3 platforms with custom graphics, short videos for social and ads, and comments and messages watched so nothing sits unanswered.
See the workflowWebsites and booking pages
Mobile-friendly sites and landing pages with online booking, intake forms and your AI receptionist built in, plus monthly care, updates and speed fixes.
See the workflowBack office automation
Your apps connected with Make, Zapier or n8n. Emails summarized into one briefing, invoices read into a sheet, comments and messages answered first, and monthly numbers pulled into one report.
See the workflowCustom builds and integrations
When a standard workflow does not fit, I build to your process. That covers integrations with the software you already run, multi-location setups and back office systems for intake, dispatch and documents.
See how custom work runsAI setup and training for your staff
ChatGPT and Claude set up for your business, with custom assistants and live build-along sessions, so your team can run and change the workflows themselves.
See team trainingThe tools I build in
I start with the outcome you want, then the workflows needed to get there, and only then check whether your current tools can do the job. That can mean building in what you already have or adding one or two tools.
CRM and follow-up
Contacts, pipelines, workflows, forms, booking, email and text in one place.
Field service software
Scheduling, quotes, jobs and customer Records. The same steps carry over to Jobber and ServiceTitan.
Prospecting and enrichment
Finding the right buyers, checking each contact and adding detail on every one.
Outbound email and LinkedIn
My own cold email and LinkedIn systems, with domains warmed up first. If you prefer a sending tool you already pay for, I build in that.
Inbound leads, voice and chat
Calls answered, form and ad leads called back, and messages answered first.
Automation builders
Apps connected with triggers, actions, webhooks and APIs. The same automation can be built in any of the three.
AI models and agents
The models behind each workflow, and the connectors that let them read and write to your tools.
ClaudeClaude Skill
ChatGPTOpenAI
Gemini
Perplexity
Microsoft CopilotMCP connectorsReplitContent, design and video
Post designs, short videos, voiceover and publishing to each platform.
Workspace, websites and payments
The everyday tools your data already lives in, plus stores, sites and course platforms.
Two demo builds you can watch before we talk
An AI receptionist takes an HVAC service call
Aria greets the caller, asks the intake questions and books the appointment in one call.
A web lead gets a call back and a booked consultation
A demo built for a window treatment company. A form fill creates the CRM record and the AI receptionist calls back within 3 minutes.
From first call to running in about two weeks
Audit and quote
One 30-minute call where I map your phones, lead sources and follow-up. You leave with a quote and no obligation.
Build and test
I build each workflow on your services, your calendar and your intake questions, and test it end to end. The AI receptionist can be live within 48 hours of the discovery call.
Run and report
On a managed plan I run everything month to month and report on what happened, what I fixed and what comes next. On a one-time build you get a walkthrough video and notes.
I build it and hand it over
Have one workflow you need built or an account that needs an audit? I scope it, build it in the tools you use, test it end to end and hand it over. The price is fixed after a 30-minute call.
Tell me what you need builtI run it for you
Three plans that bundle the workflows above, or a single system on its own. Every plan is month to month after onboarding.
See plans and what is in eachI build it to your process
For front and back office systems that need to fit how your business already runs, with integrations into your existing software.
See how custom work runsReady to talk it through?
Book a 30-minute discovery call. I map your lead sources and follow-up, tell you which workflows fit, and give you a quote.
Not ready for a call yet?
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