Done-for-You AI Automation

Stop Losing Revenue to Work That Should Run Itself

I set up and manage automations that handle your client intake, follow-ups, invoicing, and reporting. You don't learn new tools or manage anything. It just works.

Free, no commitment. We walk through your business together.

Sound Familiar?

New client? 3 days of emails.

→ Done in 5 minutes with smart intake forms

“Can you resend that file?”

→ Clients upload to a portal that organizes itself

Friday = report-building day

→ Reports build themselves and land in your inbox

15+
Years in Tech & Ops
1-on-1
Work Directly With Me
100%
Done-for-You Setup
Ongoing
Management Included

What I Automate for You

These are the everyday tasks that eat up your week. I build the automations, connect your tools, and keep everything running. You just see the results.

Client Intake & Onboarding

New client signs up? The welcome email goes out, the intake form gets sent, documents get collected, and their info lands in your system. No copy-pasting, no chasing.

  • Onboard clients in minutes, not days
  • Nothing falls through the cracks
Follow-Ups & Lead Nurture

Leads get followed up with automatically at the right time. Proposals get sent. Reminders go out. You stop losing deals because someone forgot to reply.

  • Never lose a lead to slow follow-up
  • Consistent outreach without the busywork
Connect Your Tools

Your CRM, email, calendar, invoicing, and project management tools all talking to each other. Update one place, everything else stays in sync.

  • Stop entering the same info twice
  • One source of truth across all your tools
Reporting & Dashboards

Stop spending Friday afternoons pulling numbers from five different tools. Get weekly summaries and dashboards delivered automatically.

  • Know your numbers without the grunt work
  • Make faster decisions with real-time data
START HERE — FREE

Free AI Audit: See Exactly Where AI Fits Your Business

We get on a call and you walk me through how your business actually runs. I tell you where AI fits and what it would realistically change. No pitch. Free.

Video call

You walk me through a real week. We screenshare so I can see what you're actually working with

I find the gaps

I look at your actual workflows and tell you where AI fits and what it would change

AI analysis

Your workflows get scored for automation potential, ordered by what moves the needle most

You get a report

A written opportunity map we go through together. It's yours either way

Free. If there's a fit after the call, we talk about what building looks like. If not, you still have the report.

After your audit, here's how implementation works

HOW WE BUILD

Done-for-You AI Implementation

Once we know what to build, I build it. You don't learn new tools or manage anything. It goes live and runs.

Week 1: Finalize your AI opportunity map and prioritize what to build first

Weeks 2-4: Build and deploy your automations. Everything is set up for how your business works, not a generic template

Ongoing: Optional maintenance and optimization as your business grows

Limited client roster. We're selective about who we work with.

Curious what we can build?

Pre-Built AI Agents, Ready to Deploy

AI agents for lead response, client follow-up, and content repurposing. Set up for your business, live in as few as 3 days.

Let's Talk About Your Business

Tell me what's eating up your time. I'll let you know if automation can help and exactly how. No pressure, no jargon.

I'm interested in:

I typically respond within 2 business days.

Prefer email? Reach me directly at joe@smallbusinessjoe.com