Every automation I build —
named, scoped, and priced.
Filter by your industry to see what's relevant. Each automation is a concrete system built inside your existing tools.
14 automations total
Instant Lead Response
TradesReplies to every new inquiry within 60 seconds — web form, email, or missed call — with a personalized message and a booking link. Works while you sleep.
Quote & Proposal Generator
TradesTurns your call notes or a short intake form into a formatted, branded proposal ready to send. No writing, no copy-paste, no delay.
Appointment Booking Bot
MedicalHandles scheduling entirely — qualification questions, calendar availability, confirmations, and reminders — without a single back-and-forth email.
No-Show Reminder Sequence
MedicalMulti-touch SMS and email reminders that cut no-show rates by 40–60%. Automatically reschedules cancellations and logs outcomes to your CRM.
Client Onboarding Pipeline
LawFrom signed contract to fully onboarded client — welcome email, document collection, intake forms, kickoff scheduling, and internal task creation. All automatic.
Invoice & Payment Follow-Up
TradesAutomated reminders for unpaid invoices at day 3, 7, and 14 — personalized by client, escalating in tone. Stops awkward manual chasing.
AI Website Chat
UniversalA trained AI assistant on your site that answers FAQs, qualifies visitors, and books calls — 24/7. Knows your services, pricing, and how you work.
Review Request Automation
TradesSends a personalized Google review request 24 hours after every completed job. Catches happy clients at peak satisfaction — consistently, without anyone remembering to ask.
AI Listing Content Machine
Real EstateFill in property or vehicle details once — Claude generates 5–7 marketing assets in seconds: MLS description, social caption, email blast, SMS teaser, and video hooks.
Financial Lead Triage
Financial ServicesMortgage or advisory lead submits anywhere — AI scores Hot/Warm/Cold, fires a compliance-safe SMS in under 60 seconds, creates a full CRM record, and alerts you on Slack.
Insurance Verification Bot
MedicalAutomatically checks patient insurance eligibility before appointments, flags issues, and notifies staff — so you're never caught off-guard at check-in.
Weekly Business Digest
UniversalAutomated Monday morning summary of your key numbers — revenue, open leads, overdue follow-ups, and jobs completed. Delivered to your inbox before your first call.
Tenant Onboarding Automation
Property MgmtLease signing triggers the full move-in package: welcome email, checklist, utility guide, and a 3-SMS sequence. Every tenant gets the same professional experience — no manual effort per turnover.
Intake Concierge
UniversalAI answers every inquiry 24/7 — voice, web form, or text. Extracts a structured brief, runs a conflict check, and books the appointment before your team picks up the phone.
Don't see your exact workflow?
Most engagements include custom automations built around your exact process. Book a free assessment and I'll tell you exactly what I'd build first.