Automation Consultant for Growing Companies

Over about 30 minutes, you walk me through the repetitive work, manual steps, follow-up gaps, and workflows that keep dragging on the team. I ask questions, help identify the real bottleneck, and aim to give you practical next steps on that first call whether we work together or not.

About 20% of the time, there is a fit, and I will let you know. If you agree, we'll quickly outline what we hope to accomplish in the first 2 weeks to 3 months. From there, we can discuss my month-to-month pricing and begin diagnosing, prioritizing, and implementing the highest-impact changes.

About 80% of the time, potential clients don't actually need my help, they just need to make one simple change. I'll tell you what change to make and send you off to go make it. If, after making that change, you still think you need my help, we can always hop on another call.

Often very quickly. Usually, within the first call. In most cases, I am able to onboard fast, identify meaningful opportunities early, and begin implementing changes within the first 2 weeks.

Currently, I onboard one client per month. If there is a fit, I try to get into the business fast so I can start learning the system, meeting the right people, and identifying the first areas to improve.

You do not need to be involved in every detail, but I do need enough access to understand the business, align on priorities, and get feedback as the work progresses. The goal is not to create more work for you. The goal is to make the right changes with the right level of visibility.

Ideally, I work with one person who sees the bigger picture, understands the company goals, and can help me set priorities (perhaps you?), and one person who is closer to the day-to-day work and can give direct feedback on what is not working.

Both. Part of the process is embedding into the team enough to understand how the work really happens. I work with leadership for priorities and with the people doing the day-to-day work so the automations are grounded in reality.

The best fit is repetitive, rule-based work that happens frequently enough to create drag: follow-up, notifications, record updates, handoffs, reminders, status changes, recurring admin work, and tasks that should happen the same way every time.

Not everything should be automated. If the process is still unstable, if the decision requires judgment, or if the workflow should be simplified before it is automated, I will tell you that. Part of the value is knowing what to automate and what to leave alone.

I start by working with what you have. There are often enormous improvements we can make with your existing tools. If I think a new tool will bring a worthwhile ROI, I'll let you know, we'll discuss it, and I'll present my plan to seamlessly transition over.

Part of the work is building the right amount of automation, documenting it clearly, and training the team on how it works. The goal is not just to make something automated. The goal is to make it reliable and maintainable.

I would lose my mind from boredom if I only advised. I love rolling up my sleeves and getting my hands dirty. I implement the changes directly. I do not just identify what should happen. I help make it happen.

My processes are both internally and externally documented. Internal documentation means that all processes follow a standard format, nomenclature, and numbering system. From within the process, it's easy to see what comes next. External documentation means the process, systems, and decisions are written down clearly enough that the work can be maintained. Training means I work directly with the people who need to use the system so they understand it, trust it, and can run it well.

Yes. The way I work, the team are incentivized to learn the new system. I promise you, your team does not love the repetitive admin work any more than you do. If the automations make their lives easier, they'll be excited to use them. Team training is an important part of the work. Better automation is only useful if the people running the system understand it and trust it.