AI workflows thatrun your businesswhile you sleep.
I help operators identify the boring, expensive bottlenecks in their business and replace them with custom AI agents and automations.
No deck. No pitch. We talk for 25 minutes and see if I can actually help.
Inputs
Your custom agent
Actions
The boring parts of your business, running themselves.
Six pillars I deliver, end-to-end. Pick one, pick all — most clients start with an audit.
Workflow Audit & Strategy
I sit with your team for a week, map every repetitive task, then hand you a ranked list of automations with ROI estimates.
- Process mapping
- ROI ranking
- 30/60/90 plan
Custom AI Agents
Purpose-built agents that handle inbox triage, lead research, drafting, scheduling — wired directly into the tools you already use.
- GPT-5 / Claude Opus
- Tool use & memory
- Slack-native
RAG & Knowledge Systems
Turn your messy Drive, Notion, and tickets into a single brain your team can actually ask questions to.
- Vector search
- Source citations
- Permission-aware
Data → Action Pipelines
Forms, invoices, emails, calls — captured, classified, and routed to the right system without a human ever touching them.
- n8n / Make / Zapier
- OCR + extraction
- CRM sync
AI Voice & Receptionist
24/7 inbound voice agents that book appointments, answer FAQs, and escalate the calls that actually need you.
- Sub-1s latency
- Calendar booking
- Live transfer
Ongoing Optimization
Monthly retainers where I monitor your automations, fix breakage, and ship new ones as your business grows.
- Eval suites
- Cost monitoring
- New use-cases
Twelve automation builds, end-to-end in production.
Each is a proven AI workflow tailored to your stack and data. Engagement scenario, deliverables, tech stack, and the typical KPI lift you can expect — every build ships in 1–4 weeks.
After-hours AI receptionist
Engagement scenario
A 10–25 truck residential HVAC operator. After 5pm and on weekends, 200+ inbound calls hit voicemail or get rerouted. Most callers don't call back — they call the next contractor.
What the build delivers
- Voice agent answers within one ring, 24/7, in your brand voice
- Triages urgency: 'no heat in winter' pages the on-call tech
- Books non-urgent jobs live to the dispatch board with SLA window
- Texts confirmation + tech ETA to the homeowner
Stack
- Vapi / Retell
- Twilio
- ServiceTitan API
- Claude Opus
Inbox triage & auto-draft
Engagement scenario
A 20–40 person agency or law firm. Shared inbox gets 80–150 emails a day. Partners spend the first two hours of every morning sorting, replying, and updating the CRM by hand.
What the build delivers
- Classifies every email by intent + urgency on arrival
- Drafts a reply in the partner's voice using prior threads
- Auto-tags + creates the matching CRM record with full context
- Routes to the right person; flags only what needs a human
Stack
- Gmail API
- Claude
- n8n
- HubSpot / Clio
Lead enrichment & outreach drafter
Engagement scenario
An SDR team of 4–8 reps shipping ~30 emails/day each. Personalization is the bottleneck — quality wins replies, but quality means hand-research per lead. Throughput collapses.
What the build delivers
- Pulls list from Apollo / Clay; enriches with public web context
- Drafts hand-personalized email per lead in your tone
- Queues into Smartlead with smart sequencing + reply detection
- Logs to CRM with a confidence score for human review
Stack
- Apollo / Clay
- Claude
- Smartlead
- HubSpot
Photo-to-estimate generator
Engagement scenario
A residential plumbing or HVAC contractor. Techs drive home with $40k of estimates still in their head. Same-day quote rate is ~30% — could be 70%+ if the proposal wrote itself.
What the build delivers
- Tech snaps 3–5 photos and dictates a 60-second voice note
- Vision model reads make/model/condition; flags unusual finds
- Generates polished proposal in your template with line items
- Sends to homeowner before the truck leaves the driveway
Stack
- GPT-5 Vision
- Claude
- ServiceTitan
- PDFKit
Invoice & receipt OCR pipeline
Engagement scenario
A franchise group or property mgmt company processing 500+ vendor invoices/mo. AP clerk re-keys every line. Errors compound; reconciliation takes a week.
What the build delivers
- Watches the AP inbox; extracts line items from any layout
- Validates against POs and learned vendor patterns
- Auto-approves clean invoices; flags anomalies for human review
- Drops cleaned data into QuickBooks / Xero on the same day
Stack
- Mistral OCR
- Claude
- n8n
- QuickBooks API
Internal knowledge brain
Engagement scenario
A 50–200 person professional services or product company. The same five questions get pinged in Slack every week. New hires take 90 days to ramp because the answers live across 14 different tools.
What the build delivers
- Indexes Drive, Notion, Slack, tickets — permission-aware retrieval
- Slack-native chat: ask, get a cited answer in 5 seconds
- Cites the doc + line; confidence-scored; never fabricates
- Auto-detects stale docs and flags them to the owner
Stack
- Claude
- Turbopuffer
- Custom retrieval
- Slack bot
Maintenance reactivation campaigns
Engagement scenario
A residential HVAC business with 5,000–20,000 historical customers. Maintenance plan attach is solid for new sales but lapsed customers go silent. Spring tune-up season is make-or-break.
What the build delivers
- Voice agent calls dormant list with a personalized opener
- SMS fallback if no answer; email follow-up if both miss
- Books straight to the dispatch board with a per-week throttle
- Hands off live to a human if the lead asks for one
Stack
- Vapi
- Twilio SMS
- ServiceTitan API
- Claude
Tech-side equipment assistant
Engagement scenario
A commercial HVAC or mechanical contractor. Senior techs are the bottleneck — every newer tech radios in for help on equipment they haven't seen before. Junior tech ramp takes two years.
What the build delivers
- PWA on the truck tablet; voice or text input
- RAG over OEM manuals + your prior service history
- Cites the page + ticket; never invents a torque spec
- Surfaces warranty + recall info automatically
Stack
- Claude
- Whisper
- Custom RAG
- Mobile PWA
Rebate filing automation
Engagement scenario
A residential HVAC dealer doing 80–200 installs/mo. Each install qualifies for 1–4 utility/manufacturer rebates. Office staff file ~50% because the forms are tedious and the deadlines slip.
What the build delivers
- Watches new install records for rebate-eligible equipment
- Auto-fills utility, manufacturer, and tax credit forms
- Submits and tracks status; emails homeowner when paid
- Reminds office staff only when a wet signature is needed
Stack
- Claude
- Doc-filling agent
- Gmail API
- Custom code
Proposal generator from discovery call
Engagement scenario
A consulting or agency leader running 5–10 discovery calls a week. Proposal turnaround is 2 days because every one is custom and synthesis takes 2+ hours of partner time.
What the build delivers
- Joins the call (or ingests recording) and produces a clean transcript
- Extracts pain, scope, timeline, and budget signals
- Drafts proposal in your template with pricing logic baked in
- Flags risks + open questions for partner review before send
Stack
- Whisper
- Claude
- Notion API
- Custom templates
Tier-1 support deflection
Engagement scenario
A growing SaaS or D2C brand at $5–50M ARR. Support headcount can't keep up with growth. 60%+ of tickets are repeated questions already answered in the docs.
What the build delivers
- Reads the ticket; retrieves cited answer from docs + history
- Resolves auto-replyable tickets; escalates the rest with full context
- Maintains brand voice + tier rules; respects refund policy
- Logs deflection reasons to surface gaps in your docs
Stack
- Zendesk / Intercom
- Claude
- Custom RAG
- Tool use
Dispatch & routing optimizer
Engagement scenario
A 20–50 truck commercial HVAC contractor. Dispatcher hand-tetrising jobs against tech skills, traffic, parts on truck, and SLA windows. Two extra jobs per truck per day are sitting on the table.
What the build delivers
- Optimizer rebalances the dispatch board every 15 minutes
- Considers tech certs, parts, SLA, drive time, customer prefs
- Flags conflicts; suggests resequence with a single click
- Live integration with ServiceTitan dispatch — no parallel system
Stack
- Custom solver
- Mapbox
- ServiceTitan API
- Claude
Don't see your exact use-case? Most engagements start with a variation on one of these patterns — the free fit call is where we figure out which.
From audit to autopilot in 30 days.
A repeatable, low-risk path to your first wins. No big-bang rewrites, no consultant theater.
Free · 25 min
Fit Call
A no-deck, no-pitch call. We talk through your stack and where time is bleeding. If I can't help, I'll point you somewhere that can.
$750 · Week 1
Discovery Audit
We jump on a virtual working session and walk through your workflows together. I map every recurring task, quantify the cost in hours and dollars, and hand you a ranked roadmap with ROI estimates — yours to keep.
Fixed price · Weeks 2–4
Build & Ship
I build, test, and roll out the automations in your live environment. Your team trains alongside me and owns the keys when I leave.
Ongoing
Optimize
Monthly check-ins, eval suites, and new use-cases as your business and tools evolve.
Pick the depth that matches your urgency.
Transparent, low-commitment pricing. Start small, scale only if it's working.
Step 0 · Free
Start with a 25-min fit call.
No deck, no pricing pitch. We see if I can help — if not, I'll point you somewhere I think can.
Discovery Audit
A focused look at your ops. Walk away with a ranked list of automations that will actually move the needle.
- 60–90 min working session
- Map of your top recurring workflows
- Ranked roadmap with ROI estimates
- Loom walkthrough you can keep
Project Build
I scope, build, and ship one automation end-to-end. Final price depends on size and timeline — locked in before any code.
- Scope + price locked before any code
- Built in your stack, you keep the keys
- Tested with real data
- Loom + docs for your team
- 2 weeks of bug-fix support
Care Plan
A flexible monthly retainer you build to fit. Use the hours however you need — new builds, bug fixes, prompt tuning, training, strategy. Scale up as you grow.
- $1,000/mo minimum (10 hrs at $100/hr)
- Use hours for builds, fixes, training, anything
- Monthly review call included
- Roll over up to 5 unused hours
- Slack / email response same-day
- Scale up or cancel anytime
Every engagement starts with the free 25-min fit call. No deck, no pressure — paid work only kicks in once we both agree it's a fit.
Common questions.
It's a free 25-minute fit call — no deck, no pricing pitch. We talk through your stack, where time is bleeding, and whether I'm the right person to help. If I'm not, I'll point you somewhere I think can. Paid work only kicks in once we both agree it's a fit.
Stop running your business on willpower.
Tell me where your team is losing hours and I'll send back a few concrete ideas — usually within a day or two.