Start Small. Scale Smart.

We follow a proven 3-step methodology that prioritizes your competitive advantage. We never install a tool just because it's trendy.

1

The Discovery

What Happens:

A free consultation to understand your business, current challenges, and biggest time drains.

What You Get:

  • Clear roadmap of your biggest "time leaks"
  • 2-3 package options based on your situation
  • Honest assessment of what will work for you

No pressure. No obligations. Just a conversation about what's draining your time and how to fix it.

2

The Build

What Happens:

I build and launch your first AI Helper—custom to your business, integrated with your existing tools.

What You Get:

  • A live, revenue-generating AI assistant
  • Affordable monthly subscription with full support
  • Training on how to monitor and adjust

Custom to your business, built by an expert. You don't need any technical skills.

3

The Care

What Happens:

Optional ongoing support to monitor, tune, and optimize your system so it never goes stale.

What You Get:

  • Regular performance monitoring and tuning
  • Updates as your business evolves
  • Priority support when you need help

Month-to-month. Cancel anytime with 30 days notice. We grow as you grow.

Who This Isn't Right For

I'm not the right fit for everyone. This service won't work if:

You need a full-time virtual assistant

I build automated systems, not human staff replacements. AI handles repetitive tasks, not complex judgment calls.

You're looking for complex custom software

I specialize in practical automation using proven tools, not building enterprise apps from scratch.

You want it done "yesterday"

Quality implementations require discovery, testing, and tuning—not rushed deployment.

You're not willing to adapt your process

AI works best when integrated thoughtfully, not bolted onto broken workflows.

You're Ideal If...

You're open to trying something new, value strategic thinking over quick hacks, and want a partner who understands both business strategy and practical execution.

Frequently Asked Questions

Common questions from solo practitioners considering AI automation

Absolutely not. AI handles the repetitive administrative tasks (answering "What are your hours?" or booking a Tuesday at 2pm) so YOU have more energy for the human work that matters—actually serving your clients. Think of it as a tireless assistant who handles the boring stuff while you focus on the meaningful interactions.

Great question. Here's how we prevent that:

  1. Guardrails: The AI is trained on YOUR specific business info and can only answer questions you've approved.
  2. Human Review: For complex inquiries, the AI can escalate to you or simply collect information for you to follow up on.
  3. Continuous Tuning: I monitor the system and adjust it based on real interactions. If something isn't working, we fix it.

You're always in control. The AI is a helper, not a decision-maker.

Not at all. I handle 100% of the technical setup. You just need to be able to answer questions about your business (like "What are your most common questions?" and "How do you currently handle scheduling?").

If you can use a calendar app and send emails, you have all the tech skills you need.

Investment levels vary based on:

  • Your current setup (existing CRM, website platform, phone system)
  • Which AI Helper you want to start with (Chat, Voice, or Inbox)
  • Whether you want ongoing support or just the initial build

During your free consultation, I'll show you 2-3 package options based on your specific situation. Most solo practitioners start with one focused solution and expand from there.

There's no long-term contract or lock-in. Everything runs on a simple monthly subscription.

Cancel anytime with 30 days notice. I'm confident the value will speak for itself, and you'll want to keep it running.

Most clients see immediate impact once the system goes live:

  • AI Chatbot: Starts capturing leads on day one
  • AI Receptionist: Never miss another call starting immediately
  • Inbox Automation: Time savings begin with the first batch of emails processed

The exact timeline depends on the complexity of your setup and how quickly you can provide the business information I need (FAQs, scheduling rules, etc.).

Solo practitioners are the perfect fit for this kind of automation. You're small enough to be nimble, and your time is valuable enough that every hour saved has direct revenue impact.

As for "too unique"—I've worked with therapists, consultants, coaches, and service providers across dozens of industries. The core challenges (missed calls, scheduling chaos, inbox overwhelm) are remarkably similar. The AI gets customized to YOUR specific language and process.

Most automation tools fail for one of three reasons:

  1. Too Complex: They require you to learn a new platform or build workflows yourself
  2. Too Generic: They aren't customized to your specific business
  3. No Support: Once it's set up, you're on your own

My approach is different:

  • I build it FOR you (no DIY learning curve)
  • It's custom to YOUR business (not a one-size-fits-all template)
  • Ongoing support is built in (optional but recommended)

Plus, I bring 17 years of strategy experience—I know how to make technology actually get used instead of abandoned.

Start with one thing. That's the entire philosophy.

Most clients begin with whichever pain point is costing them the most time or money right now—usually the AI Receptionist (missed calls) or the Chatbot (website leads). Once that's working and delivering value, we add the next piece.

Small wins build momentum. Big-bang transformations usually fail.

I use proven, reliable tools that integrate with what you already have:

  • For Voice AI: Services like Bland AI or Vapi
  • For Chat AI: Custom ChatGPT, Voiceflow, or similar platforms
  • For Automation: Make.com, Zapier, or n8n
  • CRM Integration: HubSpot, Go High Level, or whatever you currently use

I don't force you onto a specific platform. I recommend what makes the most sense for your situation, budget, and existing tech stack.

Ready to Get Started?

Let's find your first AI win in a free, no-pressure consultation.

Schedule Your Free Consultation