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I will create a practical ai automation roadmap for your business
Business Operations, Workflow and AI Consultant
I help small businesses improve how work gets done.
With 15+ years in operations, sales leadership, CRM, and process improvement, I know how unclear workflows lead to missed follow-ups, duplication, ...
Über diesen Service
AI can save time, but only when the workflow is ready.
I help small businesses identify which tasks are worth automating, which processes need to be fixed first, and where practical AI can create real operational value without adding unnecessary software.
I can review opportunities involving:
Lead intake and follow-up
Email and reporting
CRM updates and data entry
Scheduling and customer communication
Document processing
Recruiting and onboarding
Internal knowledge and SOP access
KPI reporting and management visibility
My approach is operations-first and tool-agnostic. I map the current workflow, identify risks and dependencies, assess automation readiness, and prioritize opportunities by impact, effort, and business value.
Depending on your package, you may receive an opportunity assessment, workflow maps, readiness scores, recommended use cases, risk controls, and a phased implementation roadmap.
Ideal for home service companies, nonprofits, and growing small businesses.
Message me before ordering for technical builds, custom software, regulated data, or more than five workflows.
Mein Portfolio
FAQ
What information do you need from me?
I will need a description of: - the workflow or task you want reviewed - the people involved - the tools currently used - the approximate volume or frequency - the result you want to improve I will provide a structured intake form after your order.
Do I need to already use AI or automation tools?
No, I begin with the workflow and business problem, not the technology. In some cases, clear ownership, stronger documentation, or better data may be more valuable than adding a new tool.
Do you build or implement the automation?
Implementation is not included in this Gig. The deliverable is a practical assessment and Roadmap. After the project, we can discuss a custom offer for implementation planning, project support, training, or coordination with a technical partner.
What type of workflows can you assess?
Examples include: - Lead and intake - Sales follow-up - Email reporting - CRM updates - Scheduling - Customer communication - Document processing - Recruiting - Onboarding - Knowledge access - Recurring administrative work
How do you decide what should be automated first?
I evaluate: - Business impact - Process stability - Data readiness - Ownership - Effort - Risk - Exception volume - How easily the result can be measured High-impact, low-risk opportunities usually make the best starting pilots.
What will I receive?
Deliverables depend on the package and may include: - workflow maps - opportunity priorities - readiness gaps - risk controls - recommended tool categories - pilot KPIs - a phased 30- or 90-day implementation roadmap
Will you recommend specific AI tools?
I can recommend appropriate tool categories and, when the requirements are clear, potential platforms to evaluate I remain tool agnostic, I will not recommend software simply because it is popular.
Can you assess more than five workflows?
Yes, please message me before ordering so I can review how the workflows connect and create a custom scope, timeline, and offer.
