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AI & business automation consulting

AI automation services for small businesses, built in the tools you already use.

You're wearing 6 hats. You could wear 4. My AI automation services take the follow-up texts, the reminders, the data entry and the weekly report off your plate, so the hours go back to the work only you can do. I set it up inside the email, calendar, CRM and phone system you already pay for.

What I automate

The work that eats your week and never needed your judgment.

AI belongs on the monotonous work first. These are the jobs I hand off most often.

01

Lead follow-up

An instant reply when someone calls, texts or fills out your form, then a note on day 1, day 3 and day 7 after every quote. Written once in your voice. See the speed to lead guide for how it works.

02

Intake and scheduling

Booking links, confirmations and reminders that go out without anyone remembering to send them.

03

Data entry and reporting

New leads land in one tracker instead of three inboxes, and a weekly summary of your numbers shows up on a schedule without anyone assembling it.

04

Review requests and check-ins

A well-timed ask after the job is done, and a check-in that brings past customers back for the next one.

05

The admin pile

Formatting, double-checking, meeting notes and first drafts. The stuff you'd give an intern if you had one.

How it works

Business process automation consulting, one step at a time.

You don't need a big project to start. Most engagements follow the same four steps, and you can stop after any of them.

01

Find the leak

The $197 Lead-Leak Audit is a 30-minute diagnostic of how leads reach you and where follow-up stalls. You get a scorecard and a fix plan ranked by priority. If you'd rather talk first, the 20-minute call is free.

02

Map the work

I'm a researcher, and I ask a lot of questions. I'll want to see how a lead or a job really moves through your business today, including the sticky notes.

03

Build it in your tools

The Follow-Up Fix full setup is $1,997 with the audit fee credited, live in 7 days with two weeks of tweaks after launch. If you'd rather do it yourself, the DIY guide is $97. Bigger custom builds get a fixed quote.

04

Hand it over

You get a walkthrough and plain-language documentation. If you want me on call to keep it running and add to it as you grow, the retainer is $500 a month.

Why me

A business automation consultant who has done the follow-up herself.

I spent about ten years in nonprofit fundraising and raised over $10M. Grants taught me follow-up: I set every client deadline a week early and worked down a list, from email to text to a phone call. People cared. They were just buried. Your customers are the same way, and that's the gap automation closes.

I also write the rules before I build. Every automation has a clear line between what it may do on its own, what needs your OK, and what it never touches. AI is an intern: useful, never unsupervised, and it only knows what you tell it.

Who it's for

Workflow automation consulting for small teams.

01

Local service businesses

Contractors, home services, real estate, insurance, med spas, salons and coaches who lose jobs when nobody calls back fast enough. See how it looks in your industry.

02

Owners who are the bottleneck

If every quote, reminder and invoice waits on you, you're the one who gets the hours back.

03

Teams paying for tools they barely use

You already have a CRM or scheduling app. We make it do the work you bought it for.

It's a poor fit if you want AI talking to your biggest customer unsupervised, or if you want a brand-new software stack. More on how I work with small businesses is on the small business page.

The Interns

Purpose-built AI agents, each with one job.

The Interns are my catalog of AI agents built for specific jobs, each with written limits on what it can do without a person. The first ones are live: the Grant Tracker Intern for nonprofits and the Business Grant Tracker Intern for small businesses, which find funding you qualify for and keep it in one tracker. You can see them at grants.aligned-ai.co.

Questions

AI automation services FAQ

01

How much do AI automation services cost?

Most small businesses start with the $197 Lead-Leak Audit, and the fee is credited toward the build. The Follow-Up Fix is $97 for the DIY guide, $1,997 for the full done-for-you setup, and $500 a month if you want me to keep it running and tuned. Larger custom builds are scoped and quoted individually.

02

Do I need to buy new software?

Usually not. I build inside the tools you already pay for: your email, calendar, CRM, phone system, or a spreadsheet. If something new would help, I'll tell you why before you spend anything.

03

How long does a build take?

The Follow-Up Fix full setup goes live in 7 days, with two weeks of tweaks after launch. Custom work gets a timeline in its quote.

04

Is my customer data safe?

I work with read-only access where I can, build inside tools you control, and never copy your data into tools you don't control. I don't sell or share it.

05

What should stay human?

Anything where a mistake costs you trust: the call with your biggest customer, pricing judgment calls, and anything you enjoy doing. If you like a job, don't give it to AI.

Find out what to automate first.

The $197 Lead-Leak Audit takes 30 minutes, and the fee counts toward the build.