Stop losing work to slow follow-up.
Every hour your team spends on manual, repetitive tasks is an hour not spent on the estimate, inquiry, or lead that is about to go cold. I set up simple AI systems that follow up for you and take the repetitive admin off your team, so you win more without adding headcount.
Four kinds of firms, one problem: work slips through the gaps.
Contractors
Windows, doors, roofing, siding, HVAC
- Estimates go out and nobody owns the follow-up.
- Missed calls become a competitor's job.
- Quotes get retyped into three systems.
- The owner is still answering scheduling and warranty questions at night.
Law firms
- New inquiries wait a day for a callback, and the prospect hires whoever answers first.
- Intake details get re-keyed into the case system.
- Engagement letters and routine documents are built by hand.
- Billable time goes uncaptured at the end of the week.
Accounting and bookkeeping firms
- Staff spend busy season chasing clients for documents.
- Onboarding a new client takes a dozen back-and-forths.
- Engagement letters, reminders, and monthly client updates are manual.
- Overdue invoices get collected late or not at all.
Real estate teams and brokerages
- Online leads go cold within minutes.
- Past-client and sphere-of-influence follow-up depends on agents remembering.
- Transaction paperwork and deadline tracking eat coordinator time.
- Showing requests create constant back-and-forth.
Examples are illustrations built from the figures shown, not guarantees.
Start with a fixed-scope review. Keep me on if it's working.
No long contracts to find out if this helps. We prove it on something real first.
Review & first build
I map where work slips and where your team's week leaks, rank the highest-payoff fixes, then build and hand off the first one, working in the tools you already use.
- A plain-language map of your biggest time and money leaks
- Your first fix built and live, not just recommended
- A clear plan for what's worth doing next
Ongoing support
I keep finding and building fixes, maintain what's live, and act as your outside operations person, without a new hire.
- Steady progress clearing the next opportunities
- Upkeep so what's built keeps working
- One regular check-in, clear priorities, no surprises
Four steps. The first win lands fast.
A short call
Thirty minutes to hear how your week actually runs and where it hurts.
The review
I map your workflows and rank the fixes by what they're worth to you.
First build
I build and hand off the top fix so you feel it within days.
Keep going
If it's paying off, I stay on and clear the rest, one win at a time.
What AI can do for your business.
What can AI do for a small business?
It takes over repetitive work: following up on estimates and inquiries, moving details between the systems you already use, drafting routine documents, and sending reminders. You and your team still make the decisions and own the client relationships.
How can AI help a contractor?
It can reply to new estimate requests and missed calls right away, remind customers about open quotes, enter quote details once instead of three times, and answer routine scheduling and warranty questions, so the owner isn't doing it at night.
How can AI help a law firm?
It can follow up with new inquiries quickly, move intake details into your case system, and prepare engagement letters and routine documents for an attorney to review before anything goes out.
How can AI help an accounting or bookkeeping firm?
It can request and chase client documents, handle the back-and-forth of onboarding a new client, send engagement letters, reminders, and monthly updates, and nudge overdue invoices, so staff time goes to the work clients pay for.
How can AI help a real estate team?
It can respond to online leads within minutes, keep past-client and sphere-of-influence follow-up on schedule, track transaction deadlines, and handle routine showing requests, so agents and coordinators spend their time with clients.
Do I need technical staff to use it?
No. I build it, hand it off, and keep it working. We start from the tools you already use, and you don't need to learn anything new to benefit.
Will this replace my team?
No. The goal is to take repetitive tasks off your team's plate so they can focus on clients, and so you can win more work without adding headcount.
How does working together start?
With a free 30-minute call to hear how your week runs and where work slips. If there's a fit, we begin with a fixed-scope review and first build. Ongoing support is optional, and only if it's paying off.
Someone who finds the high-leverage fix, and builds it.
I've spent a decade-plus building products at fintech companies, figuring out which work is worth fixing and shipping the thing that fixes it. Now I bring that judgment to owner-led firms, where one well-chosen fix can win back work and give an owner a day a week back.
Tell me where work is slipping.
Send a few details and I'll tell you whether I can help and where I'd start. No pitch, no pressure.