Hat Trick
$1,997
- Three workflows built in your own tools
- A one-page AI policy for you and your team
- Most builds live in about two weeks
- Two weeks of tweaks after launch
Small business
Less overhead. More of the work that got you here.
I set up follow-up, dashboards, and simple automations inside the tools you already use, so the busywork gets done without you and your week gets a little lighter. No new software unless you want it.
Three hats plus a one-page AI policy ($750 value), $1,997. Works with Claude, ChatGPT, Copilot or Gemini.
Built inside your existing toolsNo new software requiredLive in about two weeks for most buildsTwo weeks of tweaks after launch
Start here
the Hat Trick.
Three workflows built in the tools you already use, like inbox sorting, a start-of-day email, quote follow-up, or meeting notes, plus a one-page AI policy. Works with Claude, ChatGPT, Copilot or Gemini.
Monthly tune-ups
$500 a month
Things change. A new service, a new hire, a tool that updated overnight. Once a month I check the reports, make small changes as your business shifts, and keep everything running. Month to month, cancel anytime. Bigger custom builds get a fixed quote.
Talk it through on a callAI policy only
$750 under 15 staff · $1,250 for 15 to 50
A one-page AI policy written with you: what's encouraged, what needs approval, and what's off limits.
Book a free callWhat I build
Three things that take work off your plate.
Follow-up that runs on its own
Follow-ups, confirmations, onboarding, and reminders, set up inside what you already use.
- Lead replies and nurture messages
- Client onboarding and check-ins
- Review requests, referral asks, renewal reminders
Dashboards
One view of your business. Clients, revenue, pipeline, and renewals in one place, with no spreadsheet to update by hand.
- Built around your numbers and questions
- Connected to your real data
- Coach, consultant, insurance, and nonprofit versions
Reports and alerts
For businesses ready to go further: your numbers pulled together on a schedule, with what matters flagged, so nobody has to build the report.
- Automated reporting
- Alerts when something looks off
- Summaries sent to whoever needs them
How it works
You show me how it runs. I hand back something that works.
We pick the hats
A free 20-minute call. I ask a lot of questions, and I'll tell you which workflows are worth building and what it costs. No obligation.
I build it in your tools
Inside the CRM or software you already have, without changing how you work. Most builds are live in about two weeks, and I'll give you a firm date once I know what we're building.
You run it
A walkthrough, your one-page AI policy, and two weeks of tweaks after launch. Leads get answered, clients stay warm, and you get your week back.
Not sure where to start?
Ten questions, about five minutes.
You'll see where your time is leaking and what to fix first.
By industry
Find your business. See what I'd set up.
Each one shows how that kind of business tends to lose leads and clients, and what I set up to stop it.
ConsultingCoaches and consultantsDiscovery follow-up, proposal nudges, onboarding
InsuranceInsurance agentsAfter-hours replies, renewal reminders, quote follow-up
Real estateReal estate agentsLead replies, showing follow-up, post-close referrals
LegalSolo attorneysInquiry replies, consultation follow-up, document reminders
FitnessFitness coachesLead nurture, trial follow-up, check-ins
AestheticsMed spasConfirmations, rebooking, review requests
TradesHVAC companiesFast lead replies, job reminders, seasonal check-ins
BeautyBeauty servicesBooking confirmations, rebooking, win-back messages
Home servicesHome servicesQuote follow-up, job reminders, review requests
You put in the work to get here.
How you run things should show it. Book a free 20-minute call and we'll pick the hats you're ready to take off.