Hand the repetitive work to AI, with a person in charge where it matters
I map how your staff and customers get work done today, find the steps that cost you the most, and build AI automations for them. In the Sacramento region or remote.
Where the time goes
Most businesses lose time every week to the same few steps: copying data between tools, chasing paperwork, answering the same questions, building the same report. Those are the steps an AI helper can take on.
Everything runs through you
When every request lands in one inbox, the business moves at the speed of that inbox. Routine steps can move without you.
Copying between tools
Your CRM, email, accounting and scheduling tools don't talk to each other, so your staff do the talking for them. Connecting your tools takes that job off their plate.
Your customers wait
A lead waits for a reply. A client waits for a document. A tenant waits to hear back. The slow steps aren't always inside your office.
Built-in AI only sees its own tool
The AI features in your software help inside that one tool. The time usually goes in the gaps between tools, and that's where custom work pays off.
Work waits between teams
Most businesses set up their tools the same way they set up their teams. Sales has one, the office has another, accounting has a third. So when a request crosses from one team to the next, it waits in someone else's queue. Once your tools are connected, the person who takes the request can see the whole picture and move it forward, with the right person still signing off. That's a different way to divide up the work, not just a faster version of the old one.
An AI agent is an AI helper that carries out a set task, step by step, inside limits you set. Some jobs need one. Many only need a simple automation, and I'll tell you which.
Here's what AI workflow automation can look like in a business like yours. These are examples, not results from past clients.
For example
A property management office
It could log maintenance requests from tenants automatically, sort them by urgency and pass anything unusual to a person.
For example
A service business
It could send invoices and payment reminders automatically once a job is marked complete.
For example
A real estate team
It could reply to every new lead quickly, even after the office closes, and one of its agents picks up the conversation.
For example
A marketing agency
It could pull each client's weekly report together automatically instead of building it by hand.
For example
A firm's staff
They could ask an internal assistant about the firm's own procedures instead of interrupting the owner.
For example
A marketing agency's newest account manager
They could look into why a client's website form stopped sending leads, find the likely cause, and draft a reply to the client, while the developer confirms the fix.
Good AI process automation starts with the process, not the AI. As an AI automation consultant, I look for the simplest fix, with as little AI as it takes. Sometimes that's no AI at all.
How an AI automation project works
Every project to automate a business process with AI follows the same steps, in the same order. You know what's happening, what you're paying for, and what you'll own at the end.
AI Opportunity Review ($395)
Every project starts here. You fill in a short questionnaire about your business, your tools and your repetitive work, then we spend 90 minutes working through it together. You get a short written report with your top three opportunities, ranked by value, a rough cost for each and a recommended first project, and I walk you through it on a call. The Review may tell you that you don't need AI for a problem. That's a valid result. If you go ahead within 60 days, the $395 is credited toward your project, and you get a fixed price before any work starts.
Process mapping: your staff and your customers
For AI process mapping, I shadow your team and document how the work really gets done today, not how the manual says it's done. I also map it from your customer's side: how they reach you, ask a question, book, pay and wait. Some of the slowest steps are the ones your customers feel. I measure the baseline too (how long each step takes, how often it happens, what it costs), so we can see the difference later. This step is analysis, not building.
Find the biggest gains
With the process on paper, I rank the steps by how much time or money they cost. Then we decide together where AI helps, where a simpler fix will do, and where a person stays in charge.
Build
First I clean up and connect the data the automation needs. Then I build it in your accounts, in your name. Hard limits stop the AI from doing anything it isn't allowed to do, and a person checks anything that matters before it goes out.
Test
I test every step against real examples from your own work, not made-up ones. One person on your team tests it too and tells me what doesn't fit. Each milestone has a written pass/fail check we agree on up front.
Launch
It goes live in your own accounts. At first, a person reviews what it sends, until you trust it. Before launch, you get an estimated monthly range for AI usage costs, which the provider bills to you directly.
Monitor and improve
For 30 days after launch, I monitor it and compare the results against the baseline. New ideas will come up once your team uses it. They go on a list for the next phase, scoped and priced on their own, so the current project stays on budget. After the 30 days, if you want me to keep it running, the optional support plan is $300 a month.
Hand off
You get written documentation, and I train the person who will run it, so it doesn't depend on me. You own the code, the accounts and the data.
What it costs
Projects start at $4,995.
Every process is different, so that's a starting point, not a quote. After the Opportunity Review, you get a fixed price.
Fixed scope, fixed price, paid by milestone, about every 30 days. You don't pay for a milestone until it passes the check we agreed on. The $395 Review is credited toward your project. You own everything I build.
I can't guarantee hours saved or revenue, because those depend on your team and how the system is used. I guarantee the work: the scope, the price and each milestone.
After launch
AI usage costs are billed by the provider directly to you, and I'll give you an estimated monthly range before launch. The optional support plan is $300 a month and keeps the system working as built: fixes, updates when an AI provider changes something, and monitoring. New features are scoped and priced on their own.
How I keep it safe and reliable
AI projects fail in the gap between a demo and daily use. That gap is where I've spent my career.
Hard limits on what the AI is allowed to do.
A person checks anything that matters before it goes out.
As little AI as the job needs. Plain automation where it does the job.
Your data gets cleaned up and connected before AI touches it.
Tested at every step, and monitored for 30 days after launch.
Why me
I've spent 28 years building business software. Since 2024, I've built three apps of my own with AI.
At Sacramento State's Office of Water Programs, I built an intranet that automated reporting, order printing, shipping-rate lookups and inventory, saving $300k a year.
At Reorg, I oversaw a cross-team project that automated a customer workflow, cutting a five-hour task to 20 minutes.
At Reorg, my teams replaced the old system for collecting bankruptcy filings, cutting $200k+ a year in costs while capturing the data faster and in more detail.
I've built or led integrations with payment, shipping and project-management systems, like PayPal, UPS, USPS and monday.com.
I'm based in the Sacramento region, and I'm happy to map your process in person.