Automation service
AI Automation Consulting
I help service businesses turn repetitive sales and operations work into reliable systems. The engagement starts with the process, not a tool, so the recommendation can be a focused automation, a better handoff, or no build at all.
Scope
What the engagement produces
- 01A map of the current process, including exceptions and handoffs
- 02A ranked automation opportunity list based on impact and delivery risk
- 03A written scope covering inputs, outputs, approvals, alerts, and fallback steps
- 04A practical recommendation for the smallest reliable first release
Process
From process review to handover
- 01
Observe the real work
We walk through one complete manual run and identify where time, context, or leads are being lost.
- 02
Choose the right boundary
I define what the system can do safely, what still needs a person, and how failures should be surfaced.
- 03
Scope the first release
You receive a clear recommendation that can be built, tested, explained, and supported without unnecessary complexity.
Related work
Case studies to inspect
Post-Call Proposal Builder
A post-call n8n workflow that turns approved call notes into a proposal draft and keeps the lead record current.
Read caseOutbound AI Appointment Setter
An outbound voice workflow that qualifies a lead, checks availability, books the next step, and records the outcome.
Read caseHawkins Lab
A human-directed lead operations system that gathers opportunities, prepares the work, and keeps outbound approval with the operator.
Read caseQuestions
Before we build
Do I need to know which AI tool to use?
No. Bring the process, the current tools, and the result you need. Tool selection comes after the workflow and risk boundaries are clear.
Can an audit end with no automation recommendation?
Yes. If the process is too rare, unstable, or risky to automate, the written recommendation should say so.
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