What I do
Everything starts with clarity. Before we build, automate, or create — we make sure we're building the right thing.
Before you post more content or run another campaign, you need to know where you actually stand — not just on Google, but inside the AI tools your clients are already using to find their next consultant. I audit your full visibility footprint and show you exactly what's working, what's invisible, and what to fix first.
Before fixing anything, you need to know what's actually slowing you down. I'll map out your current marketing and business workflow, identify the bottlenecks and time sinks, and give you a clear picture of what to keep, what to cut, and what to hand off to a system.
Most of the repetitive work you're doing every week — follow-ups, scheduling, lead capture, content distribution — can run on its own. I'll build the automations so you can step back from the day-to-day and focus on the work only you can do.
Staying visible on social media is non-negotiable, but it shouldn't eat your whole week. I'll set up an AI-assisted content system that keeps you consistently showing up — without you having to write from scratch every time.
Not sure where to start? The audit always comes first.
SERVICE 03 - AUTOMATION SETUP
The work that runs
your week
shouldn't need you to show up.
Follow-ups, onboarding, scheduling, lead capture, content distribution — most of the repetitive work eating your calendar can run on its own. I build the automations so you can step back and focus on the work only you can do.
Automation setup follows the Workflow Audit. Not sure where to start? Start there →
hours reclaimed per week on average
of repetitive tasks can be automated
setup. Runs without you after that.
Most consultants are doing work that a well-built system could handle — without them touching it again.
The problem isn't that you're inefficient. It's that you've never had the time or the system-building knowledge to build the infrastructure that frees you from the repetitive layer.
That's the work I do. I come in after the Workflow Audit — when we already know exactly where the friction is — and I build the automations that remove it. Permanently.
What Changes
Sending follow-up emails one by one
Manually scheduling discovery calls
Onboarding each new client from scratch
Copying and pasting content across platform
Chasing invoices and payment reminders
Tracking leads in your head or a messy spreadsheet
Reminding yourself to check in with clients
Automated follow-up sequences triggered by behavior
Self-booking links with confirmation and reminder
Onboarding runs the moment a contract is signed
Content distributed automatically on publish
Payment reminders sent at the right time, every time
CRM updated and leads tracked without your input
Check-in touchpoints happen on schedule, automatically
LEAD CAPTURE
Intake & lead systems
Forms, CRM setup, tagging, and automated routing — so every new lead is captured, categorized, and followed up with, without manual effort.
ONBOARDING
Client onboarding flow
From signed contract to first session — automated welcome sequences, access provisioning, kickoff prep, and client portal setup.
FOLLOW-UP
Nurture sequences
Email and message sequences that follow up with leads, re-engage cold contacts, and keep warm prospects moving — without you writing a single email manually
SCHEDULING
Booking automation
Calendar integration, confirmation emails, reminders, no-show follow-ups — the full scheduling loop runs on autopilot.
CONTENT DISTRIBUTION
Publish once, distribute everywhere
Automations that take a piece of content and push it across platforms, repurpose formats, and schedule distribution — without manual cross-posting.
BUSINESS OPERATIONS
Business operations
Invoice reminders, client check-ins, project status updates, and internal reporting — the operational layer that keeps running whether you're watching or not.
Start with the audit
Automation setup always follows the Workflow Audit. We build what the audit identifies — not generic automations, but solutions to your specific bottlenecks.
We scope the build
Based on audit findings, we agree on which automations to build first, in what order, and what tools to use. No surprises.
I build and test
I set up, connect, and test every automation before it touches a live lead or client. You don't learn about problems from a client complaint.
Handoff & documentation
You receive a clean handoff with documentation of everything built. You know what's running, how to adjust it, and what to build next.
Build it once.
Let it run.
The best automation is one you set up once and forget about — because it handles it every time, without you. That's what we build.