Keep your customer experience human.
Let AI do the rest.
I help service businesses automate the busywork, so their people can do what only people can: build the relationships that grow the business.
at High-Tech Companies
Running a service business has quietly turned into running an admin business.
Paperwork, follow-ups, data entry, and busywork crowd out the work you and your team actually care about.
Your Experts, Doing Robot Work
The people you hired to build relationships are buried in data entry and follow-ups. Their talent is wasted on tasks software should handle.
Relationships Slipping Through the Cracks
When your team is drowning in admin, leads go cold and clients feel the drop in attention. The personal touch that wins loyalty erodes.
Growth Capped by Busywork
You can't scale a business where every new client means more manual work. The admin ceiling keeps you exactly where you are.
Are you a Strategic CEO?
After 25 years of observing how businesses operate, I found most founders fall into one of these 3 avatars. Let's find out where you stand.
The Trapped Technician
You have built a high-paying, high-stress job. You are the primary revenue driver AND the main operational bottleneck. If you step away, the business grinds to a halt.
The Heroic Firefighter
You have a team and a vision, but you spend your days putting out fires. Your systems are breaking under the weight of your success, quietly eating away at your profit margins.
The Strategic CEO (The Goal)
Your business runs on automated, enterprise-grade systems. Your team operates autonomously, your profit margins are dialed in, and you have successfully reclaimed your time to focus on growth.
How I help service businesses scale.
I don't just give you a slide deck of recommendations. I step into the weeds to build a scalable operational engine tailored for your business.
1. Find the Leaks (The Diagnostic)
It starts with a diagnostic audit that pinpoints exactly where your business is leaking time and money, mapping those bottlenecks to specific automation opportunities with clear ROI.
2. Automate the Busywork
I build and deploy custom AI automations that handle the repetitive, administrative heavy lifting behind the scenes, so your team doesn't have to.
3. Elevate the Human Experience
Automation in service of the human experience, not a replacement for it. I ensure your white-glove design is preserved so clients feel more cared for, not less.
The Operational Journey.
A clear pathway to reclaiming your time and maximizing your business's profitability.
The Audit & Diagnostic
I dive deep into your operations to map out where you are leaking time and money.
The Automation Blueprint
I build a customized AI automation roadmap to offload your team's busywork and reclaim their time.
Execution & Build
I step in to build and integrate the automations directly into your workflows without disrupting your service.
Optimization
I review the results, measure the ROI, and ensure your team is focused fully on your customers.
Operational systems built on 25 years of pedigree at:
Meet Your Operations Architect.
For 25 years, I designed and implemented enterprise-grade systems for Accenture, Oracle, Microsoft, Rivian, and X (previously Twitter). I am also trained in world-class customer experience at the Disney Institute, and certified in Scaling Up and Proctor Gallagher.
I believe automation should make a business feel more human, not less. I bridge the gap between high-level executive strategy and hands-on AI systems buildout so you can scale without losing your personal touch.
🏆 Enterprise Execution & Disney-Grade CX
My unique background ensures that the AI automations I build for your business are grounded in proven operational discipline, while protecting the white-glove experience your clients expect.
Is this right for you?
✅ This is for you if:
- You own an owner-led service business (e.g., insurance, professional services, luxury services, logistics)
- You're generating $750K+ in annual revenue
- You're personally serving clients AND running the business
- You want to grow the business, but administrative busywork has made you the bottleneck
❌ This is NOT for you if:
- You're a startup still finding product-market fit
- You are happy with your current business operations and have no manual admin tasks slowing your team down
- You're looking for someone to completely replace your team with AI, rather than empower them
Frequently Asked Questions
Will AI make my business feel impersonal?
Exactly the opposite. The whole point is to automate the repetitive busywork, the paperwork, follow-ups, and data entry, so your team has more time and energy for the human moments that actually build loyalty. Automation should make your business feel more personal, not less.
Can you work with your specific systems and tools?
I am comfortable assessing your systems capabilities and identifying gaps that are holding you and your team back. My background spans 25 years of enterprise systems architecture, so I can quickly evaluate what's working, what isn't, and what needs to change.
How does the diagnostic uncover recoverable margin?
I've spent 25 years building scalable systems at Oracle, Accenture, Microsoft, X and Rivian. The hidden margin is almost always there. You just can't see it yet. My audit process systematically uncovers the inefficiencies across your operations that quietly drain your profitability, then maps each one to a specific fix with a clear ROI.
I don't have time for another consultant.
That's exactly the problem I solve. My goal is to give you back 10+ hours per week, not consume more of your time. The entire engagement is designed to reduce your operational burden, not add to it.
What's the time commitment?
The Diagnostic takes just a few days of background analysis. The Discovery Call is up to 45 minutes. After that, I build your AI automations largely behind the scenes, requiring minimal time from you until it's ready to launch.
Do you work with smaller service businesses?
Yes. While I do see operations become very complex in larger teams, I still work with highly-specialized, owner-led teams since the opportunities to recover time and profit margins are still substantial.
The 100% ROI Guarantee.
I don't offer refunds. I offer results. If you haven't realized a net gain from your investment, I keep working at no additional cost until you do. The opportunities are almost always there. You just haven't had the visibility to see them yet.