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OPERATIONS FIRST · TECHNOLOGY WHERE IT HELPS

Built for the real world.

I fix the workflows, handoffs, reporting, and systems that keep getting in the way of the work. AI and automation are tools I use when they earn their place. Not the whole pitch.

Book a Workflow Audit See how I work

Free 30-minute call. No pitch, just a straight diagnosis.

15+ yrs
Operations & sales leadership
$2M+
Revenue built from a standing start
SOUND FAMILIAR?

The stuff that quietly costs you.

01

Leads fall through the cracks.

The ones nobody followed up on never show up in a report.

02

Nobody trusts the CRM.

So the real pipeline lives in someone's head and inbox.

03

Reporting takes hours.

Every week, someone rebuilds the same numbers by hand.

04

Follow-up depends on memory.

If the right person is out, the ball just gets dropped.

05

Handoffs break between departments.

Work stalls in the gap where nobody owns it.

06

AI got bolted on before the process was fixed.

Now it just automates the mess faster instead of fixing it.

Recognize a few of these? Usually it’s three fixes, not thirty.

Book a workflow audit
HOW I WORK

Process before AI.

Technology can't rescue a bad process. First we figure out what's actually happening. Then we make it simpler. Then we decide where automation and AI genuinely help.

01
DIAGNOSE
02
SIMPLIFY
03
BUILD
04
IMPLEMENT
05
MEASURE
STEP 1 · FREE

Workflow Assessment

30-minute call, no pitch, just diagnosis.

STEP 2 · $597

Workflow Audit

Full map of where time and leads are leaking.

STEP 3 · $2.5K–$5K

Implementation Sprint

Build and deploy the fix, trained on real use.

The problem

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.

Home services & contractors

Estimating, production, subcontractors, and compliance tracked across five different places, or someone's memory.

Sales & field teams

Reps and managers can't tell an on-track lead from a stuck one without a status meeting to reconstruct it.

Multi-location operators

Leadership finds out about a problem after it's already cost a customer, a start date, or a sale.

Services

Four Ways to Work Together

Start free. Scale up only if it makes sense for your business.

1

Free Assessment

$0, 30-minute call to understand your current process.

2

Workflow Audit

$597, full map of where it's breaking down.

3

Implementation

$2,500–$5,000, I build and deploy the fix.

4

Ongoing Support

$497–$997/mo, optional, keeps it tuned.

Executive staffing visibility dashboard
Proof, not promises

11 Open Roles on Paper. Only 4 Could Actually Be Filled.

An illustrative, 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 →
Free tool

What Is Manual Work Actually Costing You?

Estimate the yearly cost of one repeated task your team still does by hand.

Try the Free Calculator →
Common questions

Straight Answers, No Sales Pitch

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.

Free Checklist

Not Ready to Talk? Start With the Checklist.

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 →
Where I Work

Serving the Gulf Coast & Remote Nationwide

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.

Mobile & Baldwin County Daphne Fairhope Spanish Fort Remote / Nationwide

Let's Find Out What's Actually Slowing You Down

Free 30-minute Workflow Assessment. No pitch, just a straight look at your current process.

Book a Free Workflow Assessment →