I find where work actually breaks down — missed follow-up, unclear ownership, status nobody can see — and fix it with the smallest set of AI and process changes that will hold. Fifteen-plus years running operations first. AI second.
Or start free with the AI Workflow Audit Checklist →
Growth doesn't stall because of demand. It stalls because nobody can see what's actually happening. Leads sit uncalled. Jobs get sold twice. A follow-up promised Monday goes out Friday — if it goes out at all.
Estimating, production, subcontractors, and compliance tracked across five different places — or someone's memory.
Reps and managers can't tell an on-track lead from a stuck one without a status meeting to reconstruct it.
Leadership finds out about a problem after it's already cost a customer, a start date, or a sale.
Start free. Scale up only if it makes sense for your business.
$0 — 30-minute call to understand your current process.
$597 — full map of where it's breaking down.
$2,500–$5,000 — I build and deploy the fix.
$497–$997/mo — optional, keeps it tuned.
A real, anonymized look at a multi-location staffing workflow I diagnosed and rebuilt — from incomplete intake to an exception-based leadership dashboard.
Read the Full Case Study →Score your workflow in two minutes, read a short teardown of where work breaks, or see the method applied in a real case study — then decide if a conversation is worth it.
Six quick questions point you straight to the one place work is leaking most — and the fix that usually pays it back. No signup to see your result.
Five ten-question scorecards — scale readiness, HVAC capacity, revenue handoff, portfolio visibility, and CRM trust.
Short, operator-level breakdowns of closed-won handoffs, lost context, stale follow-up, capacity loss, and more.
Remodeling, HVAC, recruiting, property management, sales operations, and multi-location nonprofits.
Lead intake, handoff readiness, closeout, weekly review, unit-turn readiness, and more — on-page plus printable PDFs.
Estimate the yearly cost of one repeated task your team still does by hand.
Try the Free Calculator →I map how work actually moves through your business today — leads, jobs, follow-up, reporting — find where it breaks down, and build the smallest set of tools and process changes that fix it.
No. Most clients start with zero AI tools in place. The first step is always a workflow audit, not a tool recommendation.
A Workflow Audit is $597 flat. Implementation Sprints range $2,500–$5,000 depending on scope. Ongoing support runs $497–$997 per month.
Yes. I'm based on the Alabama Gulf Coast and work with local clients in person, plus businesses nationwide remotely.
The AI Workflow Audit Checklist walks you through one real lead, job, or report — start to finish — so you can spot where work actually stalls before you change a thing. Printable PDF, straight to your inbox — no spam.
Get the Free Checklist →Local, in-person help across Mobile and the Eastern Shore — and the same workflow-first process by video for teams anywhere in the U.S.
Free 30-minute Workflow Assessment. No pitch — just a straight look at your current process.
Book a Free Workflow Assessment →