Agency With Repetitive Client Onboarding
New client → contract → welcome → CRM → project setup → kickoff email — all triggered from one form submission.
Internal AI agents that handle data entry, approvals, cross-tool handoffs, and multi-step processes end-to-end — with a full audit trail on every action.
Delivered in 2–3 weeks by a single specialist. Actions logged, permissions sandboxed, ownership 100% yours.
Every hour a smart person spends on data entry, routing, or chasing approvals is an hour not spent on growth. Here's what a real ops agent fixes.
Six deliverables that turn a vague 'we should automate this' into a production system with full logs and clean handoffs.
Every step of the current process mapped, bottlenecks identified, and the automated version designed before a single line of code.
Slack, Notion, Sheets, ERPs, or any internal system — connected via API, webhook, or native integration.
Rules-based routing plus AI-driven decisioning on edge cases — with escalation triggers when things stall.
Every failure path handled: retry, log, escalate to a human — no silent breakdowns, no missed items.
Every action, decision, and integration call logged and exportable — full traceability for compliance and debugging.
A Loom walkthrough and live training session so the ops team owns the automation, not just uses it.
Any team where the same internal process runs weekly — that's where the biggest hours come back.
New client → contract → welcome → CRM → project setup → kickoff email — all triggered from one form submission.
Refunds, exchanges, address changes, high-risk orders — routed, resolved, or escalated automatically.
Expense approvals, access requests, discount approvals — routed with smart escalation and full audit trail.
Weekly client reports auto-assembled from tools, drafted, and sent for review — no more Sunday-night spreadsheet marathons.
Application → screening → scheduling → follow-up — every step routed and logged, humans review only where it matters.
Invoice creation, dunning, payment reconciliation, and gentle reminder cadences — all handled without spreadsheets.
Bug reports, feature requests, and support escalations sorted, tagged, and routed to the right squad automatically.
One agent, many businesses — standardized ops across the portfolio without hiring an ops person per company.
Every automation is built on tools you already use — or tools you'll own from day one. No proprietary lock-in.
Production-grade agent frameworks for complex, stateful workflows that need real reasoning between steps.
Bring the agent into where work already happens — approvals, alerts, and Q&A directly in your team's chat.
The right no-code or low-code backbone per use case — deployed in your accounts, portable, and yours.
Deep integration with Docs, Sheets, Calendar, Outlook, and Teams — read, write, and act inside your existing suite.
Postgres, MySQL, NetSuite, SAP, Odoo — secure read/write access with full logging and permission scoping.
Live ops dashboards showing throughput, exceptions, time saved, and cost per action — built on tools you own.
Aggregate outcomes from recent workflow deployments.
The stack I ship on — configured properly, exportable, and yours forever.
Real feedback from real internal automation deployments.
"Deployed in under two weeks, handling 78% of inbound instantly. Support headcount stayed flat while revenue doubled."
"Fixed price, honest scope, and every credential in my name. Best AI money I've spent — no lock-in anywhere."
"Cited answers, not hallucinated ones. That single detail turned a 'nice-to-have' into a compliance-safe tool."
"One specialist, weekly Looms, no ticket queue. It felt like an in-house engineer for a fraction of the cost."
"Multilingual out of the box and integrated with our stack cleanly. Global support without hiring a global team."
Eight ownership-first deliverables — the whole automation stack, exported and yours forever.
A written scope agreed up front — no hourly billing, no surprise change orders halfway through.
Every workflow, prompt, and script delivered to your repo or n8n/Make instance — you own the automation stack.
All ERPs, SaaS accounts, and API credentials registered under your business — the agent runs on your infrastructure, not mine.
Every step the agent takes is logged, timestamped, and exportable — full traceability for compliance and debugging.
Fully built, tested, and deployed to your environment — not a demo, not a Jupyter notebook prototype.
A recorded walkthrough of every component plus written docs so your team can run it without me.
Thirty days of tweaks, prompt tuning, and small revisions included — no ticket queue, direct message to me.
Every model, tool, and provider is swappable — no proprietary black boxes, no forced retainers.
A 45-minute call to map the highest-ROI agent for your business — what it should do, the data it needs, and how it integrates.
I design the agent — model selection, prompt strategy, tools, guardrails — and send a fixed-price scope with timeline.
I build the agent, connect it to your data and tools, and stress-test it against real scenarios and prompt-injection attempts.
We go live with monitoring in place, plus a Loom walkthrough, documentation, and 30 days of tuning included.
Not a generalist. My practice is production ops agents — measured by hours saved, not slides delivered.
Every agent I ship writes to your systems, not just reads from them — real work done, not just recommended.
Not six months. Focused ops agents ship in under a month — because the process pain isn't waiting.
Every step logged, every decision explainable — audit-ready from day one, no compliance headaches.
You message me directly. Every workflow built by the person you hired, every fix run by them too.
Every package is fixed-price and fixed-scope. No hourly billing, no mid-project surprises.
Three levels that scale from a single automated process to a department-wide ops platform.
Not sure which fits? Book a 20-minute call. I'll recommend the smallest scope that actually solves your bottleneck.
Everything in this build connects to the wider website, conversion, and AI stack I ship for clients.
The parent service — see the full range of custom AI agents I build.
Tool-calling foundations that make workflow agents actually take actions.
For custom internal apps and admin panels that pair with the automation agent.
For teams validating a new internal product before automating it.
One short email each week — proven tactics, AI workflows, and case-study breakdowns you can apply the same day.