Your business runs on a process. I make it run itself.
I look at how calls, jobs and paperwork move through your business, fix what slows them down, then automate it on the tools you already use: QuickBooks, Jobber, Housecall Pro, Square, your phone.
What I fix
Missed calls and lost leads
Every missed caller gets a text within seconds; new leads get an answer and a follow-up task.
Booking and intake paperwork
Online booking, forms completed before people arrive, and one list of what's still missing.
Renewals and follow-ups
Reminders go out on schedule from the list your system already keeps; no reply becomes a call task.
Quotes, invoices and reports
Quotes built faster, invoices sent with reminders, and the numbers you check every week in one place.
How we work
I tell you what to fix and guide you through it.
- A one-week Automation Roadmap
- Your process mapped and the fixes ranked
- A priced plan; the fee is credited toward any build
- Or an ongoing Fractional Advisor
Best when you have someone to do the work.
I fix it and build it for you.
- The process simplified first
- Fixed-price setups, live in days to three weeks
- Training and a care plan to keep it running
Best when you don't have the time or the staff.
| Offer | What you get | Price |
|---|---|---|
| Automation RoadmapAdvisory · start here | One week: your core process mapped, the bottlenecks found, a priced automation plan. Credited toward any build. | $3,500 |
| Quick Win | One automation: missed-call text-back, online booking, renewal reminders, form-to-spreadsheet or automatic invoices. | $1,500 |
| Never Miss a JobFor trades | Missed-call text-back, online booking and review requests, set up on your phone. | $2,500 |
| Website + Booking | A site that brings in work, with online booking. | $2,500 |
| Paperless IntakeClinics, agencies, brokers | Forms completed before people arrive and a tracker for missing documents. Clinics: HIPAA-eligible tools and a signed Business Associate Agreement. | $3,500 |
| Website + CRM and reviews | Adds a customer list and automatic review requests. | $4,500 |
| Fractional AdvisorAdvisory | Ongoing guidance, roadmap and vendor oversight, about 10 hours a month. Three-month minimum. | from $4,500/mo |
| Care plan | Monitoring, fixes and small changes. Cancel with 30 days' notice. | $75 / $150 mo |
You own every account. Tool and texting fees (usually $30–$150 a month) are billed to you directly, with no markup.
Not sure where to start? Get the free automation checklist →
Client work
References available before you pay anything.