Your business
has a
Key Path

Speed-to-Lead Systems

Studies show responding to a lead within 5 minutes makes you 10× more likely to close, yet the average business takes 47 hours. The moment anyone submits a form, automation captures, qualifies, and routes the lead, then fires a personalized follow-up in seconds.

• Instant lead capture & qualification from any form or CRM
• Auto-route hot leads to the right rep with full context
• Personalized SMS + email sent before a human even sees the notification

Document Processing

Manual document handling costs $15–25 per document and carries a 5–15% error rate. I automate the extraction, validation, and routing of invoices, contracts, applications, and intake forms, cutting processing time from 15 minutes to under 2 with no human ever touching the repetitive parts.

• Invoice extraction: vendor, amount, line items → pushed to your accounting software
• Contract review flagging and clause extraction
• Patient/client intake forms auto-populated into your CRM

Follow-up & Reactivation

80% of sales require at least 5 follow-ups, yet most businesses stop at one or two. I build two complementary systems: nurture sequences that convert warm leads automatically, and database reactivation campaigns that turn your forgotten CRM contacts into booked calls without spending a dollar on new ads.

• Personalized multi-touch sequences triggered by form fills, webinars, or calls
• Instagram DM automation to book leads into your calendar
• Reactivation of past customers and cold leads, averaging 1,200% ROI in 60 days

Internal Reporting & Ops

Every business has someone spending hours compiling information that other people need to make decisions. I automate those reporting loops so your team gets the right data, in the right place, without lifting a finger: daily Slack summaries, weekly KPI digests, project status alerts, and more.

• Daily Slack message with yesterday's sales pipeline and deal stages
• Weekly client performance reports sent automatically to your team
• Real-time alerts when projects fall behind or deals hit key milestones

AI Agents

Some workflows need judgment, not just a fixed set of steps. I build custom AI agents grounded in your data and tools that handle inbound questions, triage support tickets, research prospects, and take action across your stack with the context a new hire would need months to learn.

• Customer support agent that answers from your docs and escalates the edge cases
• Sales research agent that enriches every new lead with company and buying-signal context
• Internal copilot connected to your CRM, docs, and Slack: ask anything, get a real answer