01
Missed-lead follow-up
A new web form, missed call, or DM lands in your CRM. The agent writes the first reply, the booking confirmation, and the next-day nudge.
Done with you. US-wide. Cancel any time.
Workflow automation for small businesses, done with you.
If it's repetitive and lives in your email, CRM, calendar, or books, I help you automate it. AI drafts the work - you read, you click send. From $2,500 setup + $700/mo.
I've been building automation professionally since 2012 - your follow-up is the easy part. More about me →
The five workflows I start with
These five have the fastest payback for most service businesses - but they're a starting point, not a menu. Each one is built in your existing tools and tested on real examples from your business.
02
Inquiry response
Standard questions about hours, pricing, services, or location get an accurate reply written in seconds, in your voice.
03
Booking confirmation
The day before, the morning of, and the hour before - text and email confirmations that cut no-shows.
04
Review requests
After a job is done, the customer gets a thank-you message with a one-tap link to your Google Business Profile, timed to the right moment.
05
Payment reminders
Invoice sent, reminder before the due date, polite nudge after, escalation if needed. You set the policy, the agent writes the message.
Need something these five don't cover? If your tools can do it, AI can draft it - quoting from job notes, staff scheduling, report prep, data entry between systems. Custom workflows are built into the Growth and Managed+ tiers.
How done-with-you AI works
- 01
Assess
Two weeks. $999. I map where your team's time is going, find the highest-ROI workflows, and write a roadmap. Guaranteed: 10 hours a month in identified savings, or your money back.
- 02
Build in your tools
I set up the workflows in your existing systems - Google Workspace, Jobber, ServiceTitan, HubSpot, QuickBooks, your CRM, your email. No new software to learn.
- 03
Test on real examples
Before anything goes live, I run each workflow against real examples from your business. You see the drafts, you sign off, then it goes live.
- 04
Drafts land in your inbox
You review each day's output and send what you approve. A monthly report shows what went out, what you skipped, and hours saved.
Simple monthly pricing.
Three tiers. Pick what fits, cancel any time.
Fully Managed - Essentials
One workflow, done for you
$700/mo + $2,500 setup
1 AI agent in your tools
Fully Managed - Growth
Up to 5 workflows at once
$1,200/mo + $6,000 setup
Up to 5 AI agents + quarterly review call
Fully Managed - Managed+
AI across the whole operation
$1,800/mo + $9,500 setup
Up to 10 agents + 2 custom builds a quarter
Every tier: tested on your real examples, support by email/text/phone, tool costs at cost, cancel any time. Save 2 months on annual prepay.
Common questions
Do I need to buy new software?
No. I work in the tools you already use - Google Workspace, Microsoft 365, Jobber, ServiceTitan, HubSpot, QuickBooks, your CRM, your email. If something genuinely needs replacing, I will tell you before I do it.
What kinds of workflows do you set up?
Anything repetitive that lives in your email, CRM, calendar, or books. The five with the fastest payback are missed-lead follow-up, inquiry response, booking confirmation, review requests, and payment reminders - if your tools can do it, I help you automate it.
How long does setup take?
Most clients are live in two to three weeks. The first month of monitoring is included in the setup fee.
Is my data safe?
Yes. I configure the AI inside your own accounts - your data stays in your environment, never copied to a server I run. Need AI that never leaves your building? I also install private AI on hardware you own, from $5,000 setup + $3,000/mo.
What if I am not sure what I need?
Start with the $999 AI Workflow Assessment: two weeks, a written roadmap, a walkthrough call. 10 hours a month in identified savings or your money back.