
Custom AI Automations for Small & Service Businesses
I analyze your processes first, then build done-for-you AI automations based on your actual workflows—not templates—so you stop copy-pasting, chasing follow-ups, and fixing manual errors.
14+ Years IT Consulting
Live in 7 Business Days
100% Risk-Free Trial
Kelowna, BC Based
Every automation is custom-built for your tools, your team, and your customers—no cookie-cutter templates.
Pick one of three proven automations below. I'll build and deploy it for your business at no cost, then set up a second automation you can test risk-free for 15 days. If it doesn't save you time or improve results, you pay nothing.
Automatically extract contact info from email signatures and add leads to your CRM—never lose a business card again.
Send polite payment reminders at 7, 14, and 30 days overdue—get paid faster without manual follow-ups.
Get instant notifications in Slack or MS Teams when leads submit forms—respond faster, close more deals.
• No upfront costs—pay only if you keep it
• No long-term contracts—cancel anytime
• Live and working in 7 business days
Here's my guarantee: If you don't see measurable ROI—more time saved, fewer errors, less stress—you owe me nothing. Not a penny.
Founder
CBAP Certified Business Analyst | MBA in Marketing | 14+ Years IT Consulting

I've spent 14+ years in IT consulting and digital transformation, helping businesses fix broken processes—not just buy tools.
Every business has different bottlenecks: missed leads, manual data entry, slow follow-ups, scattered spreadsheets. I take the time to understand your specific challenges, then design automations that fit how you already work.
I hold certifications in Business Analysis (CBAP) and an MBA in Marketing. I've seen what works in production—and what wastes money.
No cookie-cutter templates. No "one-size-fits-all" workflows. Just practical automations built around your business—deployed in 7 days.
I listen first, then design automations based on your real-world workflows and pain points—not what works in theory.
I know what actually works in live business environments, not just in demos. CBAP-certified, MBA-trained.
Every automation is designed specifically for your tools, your team, and your customers. No templates. No shortcuts.
First, I understand your processes. Then, I build automations that fit your workflow and tools—with measurable results.
I identify the manual tasks that drain your time—copy-pasting data, sending the same emails, updating spreadsheets—and replace them with AI-powered workflows that run automatically. Clients typically save 10-15 hours per week on data entry, email follow-ups, and admin tasks.
From first inquiry to invoice, I map how customers move through your business and automate the steps: follow-up emails, reminders, hand-offs between tools—so no one slips through the cracks. Automated follow-ups reduce manual touch-points by 70% and improve response times.
I connect your tools and build custom dashboards and reports, so you can see leads, revenue, and performance in one place—without manual reporting every week. Get live data visibility without spending 3-5 hours/week compiling spreadsheets.
A few examples of how custom automations remove bottlenecks and save 15+ hours per week.
BEFORE:
A local service business was manually replying to website inquiries and often forgot to follow up within 24 hours.
AFTER:
New inquiries now trigger an instant confirmation email, create a CRM record, and notify the team via Slack—so every lead gets followed up automatically within minutes.
✓ Result: Zero missed leads + 8 hours/week saved on manual email replies.
BEFORE:
An accounting firm was manually creating invoices from a spreadsheet at the end of each month, taking 6+ hours.
AFTER:
Completed jobs automatically generate draft invoices in their accounting software, send them for review, and email them to clients—no spreadsheets needed.
✓ Result: 6 hours/month saved + faster client billing cycles.
BEFORE:
A consultant had data in email, Google Forms, and spreadsheets with no clear view of revenue or pipeline—requiring 5 hours/week of manual reporting.
AFTER:
A custom dashboard shows leads, status, revenue, and conversion rates in one place—updated automatically from all connected tools.
✓ Result: Real-time visibility + 5 hours/week saved on reporting.
Want to see what this could look like for your business?
Here's my guarantee: I build your first automation for free. No contracts. No credit card required.
You test it for 15 days. If you don't see measurable ROI—more time saved, fewer errors, less stress—you pay nothing. Not a penny.
I only get paid if you love the results. That's how confident I am.
I build your first automation at no charge. Live in 7 business days. Try it for 15 days—if it delivers ROI and you keep it, then we discuss setup fees and ongoing costs.
Use it in your real workflow. See actual results—hours saved, errors reduced, leads captured. If it doesn't deliver, you pay nothing.
Zero upfront payment. After the 15-day trial, if you love the results and want to keep it, we'll discuss setup fees and monthly costs (if applicable). If not, you owe nothing.
Find answers to common questions about custom automations and how we work together.
Invoice processing, lead capture, CRM data sync, recurring reporting, email workflows, calendar scheduling, Slack notifications—anything repetitive. If you do it manually more than 3x/week, I can probably automate it. Every automation is custom-built for your specific tools and workflows.
Not at all. I handle everything—design, build, deployment, testing, and training. You tell me the problem; I build the solution. No coding required on your end.
Most clients see time savings within the first week. Your free automation is typically deployed in 48-72 hours (7 business days max). You'll start seeing ROI immediately.
You pay nothing. Seriously. I only charge if you keep the automation after the 15-day trial. If it doesn't save time or improve results, you owe me nothing—no setup fees, no cancellation charges.
Yes! While I'm based in Kelowna, BC, I serve clients across Canada and beyond. All consultations, builds, and support are done remotely. I've worked with businesses in Vancouver, St. John's, Toronto, and across North America.
If you see ROI and want to keep the automation, we'll discuss setup fees and monthly costs based on the complexity and your specific needs. You can cancel anytime—no long-term contracts. Most clients start with 1-2 automations, then expand as they see results.
Every week you wait is another week buried in manual work. Let's change that.
Tell me how your business works today, and I'll show you exactly where automation can save you time, reduce errors, and keep customers from slipping through the cracks.
On our free 30-minute automation strategy call, we'll:
• Map 1–2 of your most painful, time-consuming processes
• Identify where AI and automation can eliminate 10-15 hours/week of work
• Decide on a free custom automation I'll build for you (live in 7 days)
Your first automation is free. Your trial is risk-free. You have nothing to lose except the tasks draining your time.
Prefer email first? Send me a message →