Your business deserves systems that work with you, not against you.
Let's build systems that capture inquiries, send reminders, and handle the follow-through — so nothing (and no one) falls through the cracks.
US-based. Implementation included.
What to expect on your free 30-minute discovery call:
Figure out what’s slowing you down.
We’ll take a look at your marketing and tech stack to spot the areas that feel inefficient or harder than they need to be.
One improvement you can use today.
I’ll walk you through a simple fix using marketing technology, automation, or AI — something practical, clear, and easy to put into motion.
A clear next step for your business.
You’ll leave with a short action plan outlining where your systems can work smarter and what you can focus on first.
You’ll walk away with one useful recommendation and a simple plan for what to do next.
Here’s what I bring to the table:
Whether you're drowning in manual follow-ups or wondering how a chatbot could actually help your business, I'm here to make technology work for you. I specialize in:
Marketing Automation
Stay connected with customers without manually sending every email. From welcome sequences to re-engagement campaigns, I'll set up emails that send themselves at the right time.
AI Chatbots & Assistants
Answer customer questions, book appointments, and respond to inquiries 24/7 — even when you're off the clock. Your customers get instant help, and you get your time back.
Marketing Technology
Get the right tools working together — from your website to your CRM to your email platform. I'll help you choose what you need and set it up so it actually works.
CRM Management
Stop digging through messy contacts and duplicate records. I'll organize your CRM so you can actually find what you need and use your data to grow your business.
Workflow Automation
Cut hours off repetitive tasks like data entry, appointment reminders, and follow-ups. I'll build systems that handle the busywork so you can focus on what matters.
FAQs
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I work with small and mid-sized businesses, service providers, trades, and teams that need help getting their systems under control. If your CRM, marketing tools, or workflows feel messy or disorganized, you’re exactly who I support. Most of my clients come to me when they’re looking for a marketing automation consultant or someone who can help them bring AI and automation into their daily operations.
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Pricing depends on the project and how complex your systems are. Small automation projects often fall between $250-$800. Larger projects vary based on scope. I’ll always give you transparent pricing before starting - no surprises.
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AI and automation can help with follow-up, customer onboarding, scheduling, reminders, lead management, data cleanup, and the repetitive tasks that slow your team down. My focus is on practical workflow automation, not complicated systems you’ll never use. If something in your business feels manual, repetitive, or chaotic, there’s often an automation that can fix it.
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I offer a mix of strategy, setup, and hands-on implementation, including:
AI workflow and automation design
CRM cleanup and restructuring
Marketing automation setup (email, lifecycle, lead scoring, etc.)
Zapier and Make integrations
Marketing tech stack audits
Chatbot and AI assistant setup
Internal workflow and operations documentation
If you’re searching for help with AI consulting, marketing technology, or business process automation, you’re in the right place.
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We start with a brief call to talk through what’s working, what isn’t, and what you want your systems to do. From there, I map out a plan, timeline, and clear recommendations. My goal is to make automation and marketing tech more approachable and less intimidating.
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Both. Some clients hire me for a single CRM cleanup or a few automations. Others prefer monthly support for continuous improvements and ongoing optimization. You can choose whatever makes sense for your business and budget.
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In most cases, yes! Most clients already have tools like HubSpot, ActiveCampaign, Mailchimp, Zapier, or other common marketing software. I can work with your existing setup, recommend better options, or help you simplify your tech stack. The goal is to make your marketing technology work with you, not against you.
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Not at all. Most people come to me because they’re overwhelmed by tech or unsure where to start. I keep things simple, walk you through options, and help you use automation in a way that fits your business.
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Maybe, but not always. Sometimes the issue isn’t the tool itself, but how it’s set up. I’ll look at what you’re using, what’s not working, and whether it’s worth replacing. I’m not tied to any platform, so my advice is always unbiased.
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I sure do! Once your systems are built, I can create step-by-step documentation, workflows, or short videos so your team knows exactly how everything works. If you want ongoing support or someone to manage your systems long-term, that’s always an option too.