AI Foundations & Training

Experience clear, practical AI education designed for owners and teams to understand the capabilities of AI for their business and identify areas where its application makes the most sense.

Workflow Automation

Automating repetitive administrative tasks such as scheduling, reporting, document handling, and internal processes to save time and reduce errors.

AI Tools & System Setup

Selection, configuration, and setup of AI tools tailored to your business workflows — focused on usability, reliability, and ROI.

Process Optimization

Identifying inefficiencies in current workflows and redesigning them with AI support to improve speed, consistency, and operational efficiency.

Automate repetitive tasks like data entry, invoicing, appointment scheduling, and email follow-ups.

Example: Set up systems that auto-generate invoices or reminders, saving hours each week

Ongoing AI Advisory

Ongoing guidance and support to help your business adapt, improve, and expand AI usage as your needs evolve.

Industry-Specific Solutions

AI solutions designed specifically for landscaping companies, home improvement contractors, and local accounting firms.

AI Powered Customer Relationship Management (CRM)

Implement or enhance CRM tools with AI features like predictive follow-ups, customer segmentation, and sentiment analysis.

Example: Help contractors track leads and follow up at the right time or accountants manage client touchpoints more effectively

AI-Driven Financial Analysis & Forecasting

Use AI tools to analyze financial data, forecast trends, and provide actionable insights.

Example: For accounting firms—automate expense categorization and generate client-ready reports

Chatbots, Virtual Assistants & Custom GPTs

Deploy AI chatbots and Custom GPTs to handle customer inquiries, schedule appointments, qualify leads, or provide instant support 24/7.

Example: Build a Custom GPT trained specifically on your business FAQs, service details, and processes—whether it’s tax questions for accounting firms or project estimates for home improvement contractors.

These GPTs can live on your website, in your CRM, or even in your internal workflows to save time and improve customer engagement.

AI-Enhanced Project Management Solution

Implement AI tools that streamline project planning, task tracking, resource allocation, and deadline management.

Example: For home improvement contractors—automate scheduling, track materials, and get predictive alerts on project timelines. For accounting firms—manage client deliverables, deadlines, and team tasks in one central dashboard.

AI doesn’t need to be complex or disruptive to be effective. My approach focuses on practical, business-ready solutions that integrate seamlessly into your existing operations. Whether you’re looking to save time, reduce administrative overhead, or gain better insight into your business, the goal is always the same: measurable improvements without added complexity.

Practical AI. Real Business Results

Document & Contract Automation

Implement tools that streamline contract generation, e-signatures, and document management with AI-assisted templates and workflows.

Example: Automate contract creation for remodeling jobs or engagement letters for new accounting clients