Practical AI workflow consulting for small businesses

Less Admin. Cleaner Follow-Up. Better Systems.

Bradley Hankins Consulting helps small businesses improve repetitive workflows, customer communication, reporting, follow-up, and everyday administrative work using practical AI and automation.

The goal is not to add more software. The goal is to build clearer, more consistent systems around the work your business already performs.

Workflow-first Start with the business problem, not the software.
Practical implementation Build systems your team can actually use.
Clear next steps Know what to improve first and why it matters.
Who I work with

Built for Small Businesses That Need Work to Run More Smoothly

The best fit is usually a business where important work is still depending on manual follow-up, repeated writing, disconnected tools, or one person remembering every next step.

01

Small & Local Businesses

Improve customer communication, follow-up, scheduling, reporting, and the repeated administrative work that slows down the day.

02

Solo Owners & Small Teams

Create more consistency without adding unnecessary software, complicated systems, or another full-time administrative role.

03

Growing Operations

Build clearer processes before missed handoffs, inconsistent reporting, and scattered communication become larger problems.

What we can build together

Practical Support From Discovery Through Implementation

Start with a focused assessment, identify the strongest opportunities, and move into implementation or training only when it makes sense.

01

Free Workflow Assessment

A short conversation to understand what is eating up time, where work is breaking down, and whether there is a practical opportunity to help.

Request an assessment →
02

AI Workflow Audit

Identify five to ten practical opportunities, prioritize them by impact and effort, and receive a clear action plan.

Explore the Workflow Audit →
04

Team Training & Support

Help your team use AI tools safely and consistently through practical training based on the real work they perform.

Explore Team Training →
Real workflow opportunities

Where AI and Automation Can Make a Practical Difference

The strongest opportunities are usually not dramatic. They are repeated tasks that happen every day or every week and consistently consume time.

Lead Follow-Up

  • Estimate and quote follow-up
  • Missed-call responses
  • Appointment reminders
  • Lead re-engagement

Customer Communication

  • Job and project updates
  • Review requests
  • Frequently asked questions
  • Customer-ready summaries

Notes & Reporting

  • Meeting and call summaries
  • KPI reporting
  • Field-note cleanup
  • Action items and next steps

Internal Operations

  • SOPs and checklists
  • CRM notes and handoffs
  • Onboarding materials
  • Reusable templates
A clear path forward

From Workflow Problem to Working System

1

Understand

Review where time is being lost and how the current process works.

2

Prioritize

Identify the highest-value opportunities based on impact and effort.

3

Build

Create practical workflows, templates, prompts, or automations.

4

Test

Review the workflow, refine it, and confirm that it works in practice.

5

Support

Document the process and help your team use it confidently.

Practical experience, not AI hype

Built From Real Sales and Operations Experience

My background is in sales leadership, operations, customer experience, process improvement, reporting, and home services.

That means I approach AI from the perspective of the person responsible for making the work happen—not from the perspective of selling another piece of software.

Learn More About Bradley
Workflow-first Understand the current process before recommending tools.
Operator-minded Focus on adoption, handoffs, accountability, and real use.
Practical scope Build only what creates a clear business benefit.
Tools selected based on fit

Work With the Systems You Already Use

The right solution may involve AI tools, automation platforms, Google Workspace, your CRM, or simply a better process and reusable template.

Tools are selected based on the workflow, the people using it, the information involved, and what will be practical to maintain.

Explore Tools and Platforms
ChatGPT Claude Zapier Make Google Workspace HubSpot Salesforce ServiceTitan JobNimbus
Start with the workflow

What Is Eating Up Time in Your Business?

Start with a free workflow assessment. We will look at where work is slowing down, identify whether there is a practical opportunity, and determine the clearest next step.

Book a Free Workflow Assessment