Custom Automation & AI Tools

On-site workflow audit + custom CRM/automation/local-AI build for your business.

How this works

1. Free on-site audit (30–45 minutes). I come to your shop, you walk me through how you actually run the day. I find friction.
2. Scoped proposal. If a build makes sense, I scope and fixed-price the deliverable. If it doesn't, I tell you that too.
3. Build & install. I write the code, install it, train you on it, and stick around for any tuning during the first month.
4. Optional support retainer. Keep me on call for changes, or take it from there yourself. Your call.

What I actually build

• Custom CRMs (or customizations to LeadTrak, my own CRM, deployed for your business)
• Automated lead followup — SMS/email sequences with smart branching
• AI receptionist agents that answer routine inbound questions
• Scheduling integrations — Google Calendar, Cal.com, your existing field-service software
• Document generation — quotes, invoices, follow-up letters from templates
• On-prem AI agents — for shops that don't want their data going to OpenAI

FAQ

What does an "audit" actually look like?

I show up at your office or shop for 30–45 minutes. You walk me through your typical day — how leads come in, how you schedule, what you use for invoicing, where the friction is. I take notes. At the end I give you a verbal summary of what I think is worth automating and what isn't. No deck, no upsell, no obligation.

What kinds of automations do you actually build?

CRMs (or customizations to your existing one), automated lead followup, AI receptionist agents, scheduling integrations, invoicing pipelines, document generation, on-prem AI assistants. The common thread is: real things that save real hours, built specifically for your business — not generic SaaS shoehorned in.

Local AI vs cloud AI — which do I need?

Cloud is faster to set up; local is cheaper long-term and your data never leaves your premises. For most contractors I default to cloud for one-off tasks (writing emails, summarizing calls) and local for things that touch customer records. We figure out the right split during the audit.

What does this cost?

Audits are free. Builds are project-priced based on scope, typically scoped after the audit. I do not do hourly billing — you get a fixed price for the deliverable.