Every hour your team spends on repetitive admin tasks is an hour not spent serving customers or growing the business. I identify what can be automated and build the systems that run it for you.
Map My Automation OpportunitiesI don't sell you off-the-shelf software. I map your current processes, identify the bottlenecks and manual steps, and build tailored automation flows that integrate with the tools you already use.
New leads automatically entered, tagged, and followed up with — no manual data entry, no dropped balls.
Automated email and SMS sequences that keep leads warm, recover no-shows, and re-engage past customers.
Automated invoice generation, payment reminders, and receipt delivery — so you get paid faster with less chasing.
Connect your CRM, scheduling tool, accounting software, and communication platforms so data flows automatically between them.
Automated job creation, technician dispatch notifications, completion confirmations, and customer feedback requests.
I walk through your current workflows step-by-step to identify every manual, repetitive touchpoint.
I prioritize which automations will save the most time and generate the most revenue impact.
I build your workflows using best-in-class automation tools, then test every scenario before going live.
I walk you through how the automation works so you understand what's happening and why.
I monitor performance, fix any edge cases, and continue identifying new automation opportunities as your business grows.
Every business is different — here are the kinds of workflows I build for local service businesses like yours.
A full-cycle automation covering lead capture, dispatch, follow-up, and invoicing — typically the single biggest time-saver for HVAC offices.
An intake automation that qualifies leads, delivers intake forms, and schedules consultations — without a person touching it at each step.
Automated lead nurture sequences that keep prospects engaged across a 6-month buying cycle without manual follow-up.
You don't need to rip out your current software. I connect the tools you already use and make them work together seamlessly. No forced migrations, no learning new platforms.
Unlike third-party platforms, the automation engine I build for you runs on private infrastructure you control — and when a workflow does need an outside service (an AI model, a text provider, a database), you get a plain list of exactly which ones touch your data and why. No mystery middlemen.
I work with ServiceTitan, Jobber, HouseCall Pro, Clio, Salesforce, QuickBooks, Google Workspace, and hundreds more.
If an off-the-shelf connector doesn't exist, I build a custom integration. No workflow is too unique.
Automation that works for 50 jobs a month works for 500. I build with growth in mind from day one.
Not at all. Once I build and configure your automations, they run on their own. I design them to be invisible — things just happen automatically without anyone needing to trigger or manage them. If something needs your attention, you get a simple notification.
Automations can always be updated. I include a period of post-launch support and can adjust workflows as your business evolves. I build with flexibility in mind so changes don't require starting from scratch.
I start with a process mapping session, walking through your daily and weekly operations. I prioritize based on time saved, revenue impact, and implementation complexity — so you get the biggest wins fastest.
Automation doesn't replace people — it frees them. Your team spends less time on repetitive admin work and more time on the things only humans can do: building relationships, solving complex problems, and delivering great service. In most cases, once routine tasks stop falling on people, they get more done and burn out less.
Before automating, it helps to know what you're actually paying for. The Software Cost Audit ($99) shows you what's redundant, overpriced, or mishandling your data — delivered in 5 business days.
Let me map your current workflows and show you exactly what can be automated — and how much time and money it would save you. The audit is free and takes about 30 minutes.