Savvy Workflow

Reclaim the hours your business loses to manual, repetitive work.

A free AI Automation Discovery for small business owners.

Book a 30-minute call

Are these problems keeping your business from growing?

  • Manually Copy-Paste Data from PDFs

    A client emails you a document. You download it, fish through the numbers and facts to copy-paste into another tool. By Friday your hands throb.

  • Clients Waiting Days for Answers

    A client sends a simple question and waits three days for an answer, because you are buried in other work. By the time you reply, they have started to wonder if they should switch to another company.

  • Repeat Support Questions Eat Your Day

    The same question arrives for the tenth time this week, and someone stops real work to answer it from scratch. Your best people spend their day as a help desk.

  • Checking Every Detail by Hand

    You place an order and check every spec, price, and quantity against the vendor's quote, then email back and forth to fix what does not match. Miss one detail and you are stuck with the wrong parts you cannot return.

None of this is a lack of tools. You probably already own software that could do most of it. It is a "nobody has time for it" problem. That is what I fix.

How I fix these problems

The first step is AI Automation Discovery. Together we identify what in your business could be automated and what is worth automating, in three steps that take about two hours:

  1. Owner conversation30 minutes

    You walk me through a normal week: what you are trying to get done, what gets in the way, and what a win would look like for you. Together we pick the workflow where automation would have the biggest impact.

  2. Workflow walk-through60 minutes

    With you, or whoever on your team does the work day to day. We map the workflow step by step: the tools, the handoffs, where time goes, and where it breaks.

  3. Automation Plan30 minutes

    I turn the findings into a plan: what to automate, the time and cost it would save, and how to build it. We go through it together and decide the next steps.

Why free?

AI Automation Discovery is free, with no obligation. The plan is yours. Take it to your IT person, build it yourself, or save it for later. But I am betting the ROI is so clear that you will want me to build it for you.

After spending 15 years building AI products at Microsoft, I have learned that experience and attention to detail are key to a successful and reliable automation. I bring both to any project I build. That takes time, so I only work with a small number of clients at a time.

Ready?

If you are ready to get your week back, book a call now.

Book a 30-minute call
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