YOUR busINESS, ALWAYS aVAILABLE
AI Automation for Small Business:
Voice Agents, Workflows & Consulting
You don't need to chase every AI trend. You need systems that solve real problems. I help small businesses figure out where AI fits, then build automations that save time, capture leads, and keep things running without constant attention.
Most skip the most important step
It's tempting to jump straight into AI tools. Six months later, you're stuck with expensive automation that doesn't work because it was built on a broken foundation.
AI can't fix chaos. It amplifies whatever you feed it. The businesses getting real results from AI started by understanding their reality, not chasing the latest tool.
Before you automate, you need to know:
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Which processes are worth automating versus fixing manually
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Where your data lives and whether it's clean enough to use
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What your actual bottlenecks are, not what you assume they are
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Whether AI solves the real problem or just feels innovative
The smarter approach: Assessment first. Small wins second. Build from there. Start with quick automation victories while planning the bigger strategy. This prevents expensive mistakes and creates a foundation you can expand for years.
Start with your reality, not AI hype
Your business isn't a template. That's why I begin by understanding your day-to-day operations, pain points, and goals, then design AI solutions that fit how you work.
I need to answer three questions before proposing anything:
What you're actually ready for. A company with no documented processes isn't ready for an AI chatbot. They're ready for basic task automation that creates the foundation for bigger solutions later.
What it's worth to fix. I calculate the ROI in dollars before you commit to anything.
What won't work. Sometimes the answer is "fix this manually first, then automate it." AI amplifies what you feed it. Automating a broken process just makes it break faster.
01 Discovery Sessions
I map your current reality, capture metrics (close rate, time spent on manual tasks, customer acquisition cost), and identify opportunities.
02 Readiness Assessment
Place you on the 5-level AI readiness scale and shows what you're prepared for now versus what infrastructure you need first.
03 Prioritization Roadmap
Quick wins, big opportunities, and honest "not worth it" recommendations. Each includes ROI calculations showing time saved and revenue impact in dollars.
04 Implementation options
DIY with my guidance, do it together, or I handle it on retainer. The roadmap is yours either way.
Example: HVAC company
Owner spending 12 hours/week on follow-ups. Close rate: 18%. Average deal: $4,500. 30% of leads never followed up with.
Quick wins would recommend:
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Automated email sequences (saves 6 hours/week, $31K annually)
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SMS appointment reminders (reduces no-shows 20%, recovers $27K revenue)
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Basic CRM with automated data capture (saves 4 hours/week)
ROI: $52K time saved + $146K revenue from consistent follow-up = $198K value for $8K investment. Owner chose retainer. Started with quick wins, proved value in 60 days, then expanded.
01
AI Transformation Consulting
You know AI could help. You don't know where to start.
I listen to how your business runs today. The pain points, tasks eating your time, and processes that frustrate you. Then I identify where AI actually fits and what it can solve. You'll walk away knowing exactly what to implement first, how it works, and whether to build it yourself or bring me in to handle it.
02
Workflows & Automations
Pre-built AI systems, customized to fit your business.
I take solutions that work and adapt them to your operations, your customers, and your goals. You get the efficiency of a tested framework with the specificity to make it effective.
I handle the build. You handle the results.
03
Voice AI Agents
Your customers call after hours, on weekends, during lunch. Voice agents answer instantly, qualify leads, schedule appointments, and follow up. You stay focused on serving customers, not chasing calls.
Lead Generation System
What It Does: Captures leads from your website and follows up instantly. No more waiting hours to respond. No more leads slipping through because you were busy.
Perfect For:
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Service businesses getting inquiries but losing leads to slow follow-up
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Companies with high website traffic
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Teams too busy serving customers to chase every lead immediately
Key Features:
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Automated first response within 60 seconds
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Personalized nurture sequences
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Lead scoring and routing
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Pre-call summaries with insights & talking points
The Result: Leads get instant attention. You respond while they're still interested. Your team focuses on qualified prospects, not chasing cold leads.
Voice Assistants
What It Does: Handles inbound and outbound calls with human-like quality 24/7. Manages follow-ups, bookings, and lead qualification automatically.
Perfect For:
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High-volume phone businesses (HVAC, plumbing, electrical, and home service businesses losing emergency calls after hours)
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Restaurants and retail stores missing reservation requests during rush hours
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Enterpurenuers tired of phone tag for simple scheduling
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Any business where missed calls mean missed revenue
Key Features:
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Inbound and/or outbound call handling and routing 24/7
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Lead qualification and information capture
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Appointment scheduling with calendar integration
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Urgent call routing to your phone for emergencies
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Call transcripts and summaries
The Result: Every call gets answered. Every lead gets captured. You stop losing business to voicemail. Your phone stops controlling your schedule.
See what you're losing in 90 seconds: CALCULATE ANNUAL MISSED CALL REVENUE >
Revenue Recovery Agent
What It Does: Re-engages inactive customers through automated win-back campaigns that rebuild relationships and recover lost revenue.
Perfect For:
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Businesses with a large list of silent or inactive customers
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Companies losing revenue to churn
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Service businesses where customers should return annually but don't
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Teams that want to boost repeat sales without constant outreach
Key Features:
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Automated reactivation and win-back sequences
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Engagement tracking and optimization
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Revenue recovery reporting
The Result: Past customers remember you exist. Revenue you left on the table comes back. Relationships get rebuilt without manual effort.
Website Chatbot
What It Does: Engages website visitors 24/7 with instant, intelligent responses, handling customer questions, capturing leads, and booking appointments, 24/7.
Perfect For:
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Websites getting traffic but not converting visitors to leads
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Businesses answering the same questions repeatedly
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Companies with complex services that need explanation before purchase
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Teams that can't respond to website inquiries instantly
Key Features:
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24/7 instant response to visitor questions
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Trained on your business (your services, your answers, your voice)
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Lead capture and qualification before human handoff
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Appointment scheduling directly from chat
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Integration with CRM and email systems
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Conversation analytics
The Result: Visitors get answers immediately. You capture leads that would have bounced. Your team talks to qualified prospects, not tire-kickers.
Sales Copilot
What It Does: Handles sales admin work automatically. Updates CRM after calls. Prepares meeting briefs. Tracks next steps. Reminds you what to do when. Your sales team sells. AI handles the paperwork.
Perfect For:
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Sales reps drowning in manual lead research and outreach
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Sales teams drowning in CRM admin instead of selling
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Teams losing deals due to poor preparation
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Businesses losing deals because follow-up tasks slip through cracks
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Looking to boost productivity without adding headcount
Key Features:
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Lead qualification based on client data
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Personalized outreach templates
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Meeting prep briefings with company background and insights
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Automatic CRM updates
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Email, calendar, slack integration
The Result: Your CRM stays current without manual updates. Sales team focuses on conversations, not admin. Deals move forward because nothing falls through the cracks.
Business Card Capture & Auto Follow-Up
What It Does: Turns event business cards into warm follow-ups instantly. Scan a card, AI extracts the contact info, saves it to your database, and sends a personalized email, all in seconds.
Perfect For:
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Professionals attending trade shows, conferences, and networking events
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Losing leads because follow-ups happen days (or weeks) too late
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Anyone tired of manually typing contact info into spreadsheets
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Founders who want every conversation to lead somewhere
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Profressionals with business cards sitting in desk drawers for months
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Anyone who's lost a potential customer because they forgot to follow up
Key Features:
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AI-powered contact extraction from business card photos
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Automatic save to Google Sheets or contact database
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Event-specific email templates for personalized outreach
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Same-day follow-up from just the snap of a picture
The Result: Every contact gets entered immediately. Every person gets follow-up immeidately. You never lose a connection because a card got buried on your desk.
How service-based businesses benefit from AI agents & automations
Home Services (HVAC, Plumbing, Electrical)
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Answer emergency calls 24/7 - Voice agents pick up at 2am when pipes burst or AC dies. You get notified of true emergencies. Everything else gets handled.
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Stop playing phone tag for scheduling - Customers book appointments directly through voice or text. Your calendar fills automatically. No more back-and-forth.
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Turn one-time jobs into repeat customers - Automated follow-up requests reviews, sends maintenance reminders, and books annual service. Past customers don't forget about you.
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Capture every lead, even during rush - When you're on a job site, AI answers inquiries, qualifies leads, and sends you summaries. You follow up with hot prospects, not tire-kickers.
Consultants, Coaches, Entrepreneurs, Solopreneurs
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Stop trading time for money with scheduling - Clients book discovery calls themselves. AI asks pre-qualifying questions so you only talk to serious prospects. No more calendar Tetris.
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Stay top-of-mind without manual nurture - Leads get valuable content automatically based on where they are in the journey. Warm them up before you ever hop on a call.
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Your CRM updates itself after every conversation - AI captures notes, action items, and next steps from calls. You focus on the conversation, not note-taking. Nothing falls through cracks.
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Walk into every call fully prepared - Get meeting briefs with full context: past conversations, goals discussed, commitments made. Look like you have perfect memory.
Restaurants & Retail (Specialty Retail, Salons, Fitness Studios)
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Answer every call during rush hours - Voice agents take reservations, answer menu questions, and handle inquiries 24/7 while your staff focuses on customers
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Bring back customers - Automated win-back campaigns send personalized offers based on past orders and visit history. Past regulars remember you exist without manual outreach.
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Turn great service into 5-star reviews - Automated follow-up asks for feedback at the perfect moment (right after service). Happy customers become public reviews without you manually chasing them.
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Follow up with every customer automatically - Post-visit messages thank customers, offer incentives for next visit, and keep you top-of-mind. One-time visitors become repeat customers without manual effort.
Not sure where to start?Find out in minutes.
These free tools show you exactly where AI fits in your business, what it's worth, and whether you're ready to act.
AI Tools Built For Growth
for THOSE READY TO STOP PLAYING CATCH-UP
Your competitors are automating. You're still doing it manually.
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Customer inquiries flood your inbox, and you can't respond fast enough
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Leads visit your site and disappear without action
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Follow-up sequences exist only in your head, so leads go cold
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Administrative tasks eat most of your day
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You work weekends because someone has to handle it
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You have great ideas, but no time to execute them
While you're buried in manual work, your competitors capture leads, respond to customers, and follow up automatically. Every task you handle by hand is revenue they're collecting while you sleep.
Don't fall behind, lead the way.
Common Questions About AI Automation for Small Business
AI feels overwhelming when you’re new to it. Don’t worry, I keep it simple. Below are the most common questions small business owners ask.