AI and automation for small businesses, set up and running.
We find the bottleneck, build the automation and hand it back working. Your team keeps running the business. The routine runs itself.
Example. Scripted, not a live account.
- 9:41Website form: Dana, Harvest Table Catering, 120 guests, Oct 18
- 9:41Added to the pipeline, tagged corporate
- 9:43Your saved reply sent: "Thanks Dana, your quote is on its way."
- 9:44Quote drafted, $2,400, waiting for your approval
- 9:52You approved it from your phone
- 9:52Quote sent. Follow-up set for Thursday
- Used to be: three emails, a sticky note and a week
- Mon 7:0014 renewals due this week
- Mon 7:00Reminders sent, each with a pay link
- Tue 8:109 paid online overnight. Receipts sent, records updated
- Tue 8:105 still open, flagged for you
- Tue 8:15You tapped "nudge" once
- Wed 9:023 more paid
- Used to be: retyping every payment into QuickBooks on Friday
- 2:14You typed: "Who hasn't paid for March? Include phone numbers."
- 2:14Checked invoices, payments and the member list
- 2:144 members, listed with phone numbers
- 2:15You typed: "Draft a friendly reminder for each."
- 2:154 texts drafted, waiting for your review
- 2:18You read them and sent all 4
- Used to be: three logins and twenty minutes of digging
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Zombie Bike Parade
12 days
from the director's ask to a new site and Festival HQ live on the festival's domain
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Davis Chamber
300+
staff requests handled through Chamber HQ's request board
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Velocity Island Park
9,578
booking clicks tracked, where bookings could not be measured before
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The Silos and Costa Fuego
1 day
to research, build and launch costafuego.com
What is slowing you down?
Pick the one that sounds most like your week. Each shows what the fix usually looks like in a small business, and what your first 90 minutes with us would do about it.
The problem
Follow-ups fall through
What the fix usually looks like
Every inquiry lands in one list with a name, a next step and a date. When a date slips, the right person gets a reminder, and email and web inquiries get a first reply you wrote and approved in advance.
Your first 90 minutes
We trace where inquiries arrive today and set up the first piece with you: new email and web inquiries land in one place and get the reply you wrote in advance, the same minute.
The problem
Renewals and invoices by hand
What the fix usually looks like
Renewal notices and invoices go out on schedule from the records you already keep. Reminders chase anything unpaid, and a payment updates the record without anyone retyping it.
Your first 90 minutes
We walk one billing cycle from notice to paid, then automate the step that eats the most time, usually the reminder emails or the invoice itself.
The problem
Three tools that do not talk
What the fix usually looks like
A new booking, sale or signup in one tool shows up in the others without anyone copying it across. The numbers you check every week sit in one place.
Your first 90 minutes
We list what gets copied between your tools each week and connect the busiest pair on the call, so that handoff no longer needs a person.
The problem
Digging for basic information
What the fix usually looks like
Everyday questions like who has paid, who is working Saturday or where a job stands get answered from one shared place. Nobody has to text the one person who knows.
Your first 90 minutes
We pick the three questions your team asks most and set up one shared view that answers them, from the records you already have.
The problem
We want to use AI and do not know where to start
What the fix usually looks like
AI drafts the replies, quotes and summaries your team writes every week, and a person approves each one before it goes out. AI also sorts incoming messages; the routine steps run on plain rules.
Your first 90 minutes
We walk through a normal week with you, pick one task where AI would save real time, and set it up on the tools you already use.
The problem
The spreadsheet everyone is afraid of
What the fix usually looks like
The job the spreadsheet does moves into a simple system where each record is entered once and nobody can break a formula. Everyone works from the same current version.
Your first 90 minutes
We go through the file with the person who knows it best, write down what it really does, and fix the part that breaks most often before the call ends.
How a Starting Session works.
90 minutes together. One bottleneck fixed or automated live on the call, then a written plan with the next move and its price.
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Tell us the bottleneck
One sentence on the work you would love to stop doing by hand, and who touches it. If a tool is involved, bring access to it.
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90 minutes together
We pick the one piece worth fixing first and fix or automate it live on the call, with you watching.
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Get the written plan
Within a week: what is slowing you down, the next moves in order, and the price of each.
Book first. You are invoiced $500 after the session, paid by check or the invoice.
Real organizations. Real results.
What was in the way, what we built, and what happened next. These were operations builds, not AI projects. Every figure comes from the project's own records.
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Davis Chamber of Commerce
Davis, CA
300+
staff requests handled through Chamber HQ's request board
- Mess
- Member records, renewals and billing split between an old database and a paid SaaS platform, with the website on WordPress.
- System
- Chamber HQ for members, renewals, invoicing, card payments and events, a member portal, and a rebuilt davischamber.org.
- Outcome
- Members paying online and switching on autopay themselves within two days, and festival vendor paperwork collected through the portal.
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Velocity Island Park
Woodland, CA
9,578
booking clicks tracked, where bookings could not be measured before
- Mess
- A water park on WordPress, Xola and Zapier, with no way to see which pages actually sold tickets.
- System
- A fast rebuilt site with tracked bookings, online job applications, and a case board that replaced a shared Google Sheet.
- Outcome
- Bookings measured for the first time, 159 job applicants from Google Jobs, and schedule changes live in under an hour.
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The Silos and Costa Fuego
Velocity Island, Woodland, CA
1 day
to research, build and launch costafuego.com
- Mess
- A venue site stuck on WordPress, and a renamed restaurant whose old domain kept sending local diners to the old name.
- System
- silosvip.com for weddings and events, costafuego.com with real menus, and the old domain redirected to the new name.
- Outcome
- Costa Fuego live in a single day, averaging position 1.2 in Google for its own name within days.
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Davis Zombie Bike Parade Festival
Davis, CA
12 days
from the director's ask to a new site and Festival HQ live on the festival's domain
- Mess
- A festival website on Wix, with sponsors, volunteers and booth vendors managed somewhere else entirely.
- System
- A new public site on the front end, and Festival HQ behind it for sponsors, volunteer shifts, vendor booths and content.
- Outcome
- Live on its own domain 12 days after the ask, then handed over to the festival's own accounts.
Start small. Go as far as it pays.
Everything after the Starting Session is quoted in writing before it starts.
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Starting Session
For the bottleneck you would love to stop doing by hand.
90 minutes on a call. We fix or automate one piece of it live, then send a written plan within a week with the next move and its price. Credited toward anything larger within 30 days.
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Build Day
For a team that has its plan and wants it built.
A full day building the first move from your plan, on your accounts, with your people watching.
$1,500
Usually follows a Starting Session
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Rescue
For a system you pay for that nobody trusts.
We get the half-adopted tool working the way your team actually works, or move you off it cleanly with every record intact.
$4,500
Usually follows a Starting Session
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Systems Build
For replacing the spreadsheets and the tool nobody logs into with one system.
Your system built, your records moved in, your team using it, running on your own domain and accounts, with AI where it earns its keep.
$12,000+
Usually follows a Starting Session
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Care
For keeping it sharp after launch.
Fixes, small changes, new ideas and new automations as they become practical, from the people who built it, often live the same day.
$500/mo
Usually follows a Starting Session
Caught up, then ahead.
Start with a $500 Starting Session. Book first, pay by invoice after the session.