Turn more leads into real customer conversations.
I build AI-supported workflows for lead follow-up, customer intake, email automation, and owner-ready reporting; for service businesses, contractors, clinics, studios, and owner-led companies that can't afford to let good inquiries sit unanswered. Let AI handle the repetitive work, so you can get back to the reason you started your business in the first place.
Eight workflows, built for where local leads get lost.
Each one targets a specific handoff point — ad responses, website inquiries, routing, follow-up, or owner visibility. Not sure where to start? I'll help you pick.
Facebook lead follow-up
Respond to new Facebook leads fast, route them to the right person, and keep every lead organized.
Google Ads lead routing
Turn paid search inquiries into a clean intake path with owner alerts and next-step reminders.
Automatic email follow-up
Send timely replies, quote reminders, appointment nudges, and post-service messages automatically.
Website form intake
Turn form submissions into clear notifications, structured records, and reliable follow-up tasks.
Missed inquiry recovery
Catch leads that slip through on busy days and follow up automatically while interest is still high.
Review request follow-up
Prompt happy customers at the right moment and keep reputation-building consistent after every job.
Lead list cleanup
Remove duplicate entries and scattered notes so you can see what actually needs attention.
Owner reporting loop
Get simple weekly visibility into new leads, response status, and where follow-up is falling behind.
Most businesses should begin at the workflow closest to revenue — wherever a new inquiry is most likely to stall.
A closer view of the business leads to better automation.
In-person work usually produces a stronger first system: it's easier to see how calls, texts, forms, and staff handoffs actually break down during a normal day, and to keep customer messages sounding personal instead of generic. Remote planning, builds, and support are all possible once that first system is in place.
A clear plan before automation touches customers.
Map the current flow
We identify where leads arrive, who responds, and what's getting missed.
Design the automation plan
Follow-up paths, owner alerts, and reporting points, defined before anything changes.
Build and test quietly
The workflow is tested with realistic examples before customers ever see it.
Improve month by month
After launch, we clean up edge cases and add automation where it creates real relief.
Plans for first builds and ongoing support.
A starter setup for small businesses that want cleaner lead handling and more consistent follow-up.
- Core intake and follow-up setup
- Owner notifications and simple lead visibility
- Customer response or follow-up messaging
- Launch testing and a 30-day adjustment window
For businesses that want ongoing automation support across sales, service, follow-up, and reporting.
- Multi-step automation roadmap
- Lead follow-up, communication, and reporting workflows
- Quarterly workflow review and improvement plan
- Ongoing support for new tools, offers, and campaigns
Before adding AI automation to the business.
Bring the lead source that wastes the most time.
I'll help map the handoff, design the follow-up, and turn the process into a dependable workflow your business can keep improving.
Request a automation plan