AI Automation That Removes the Busywork.
I wire your tools together so leads route themselves, invoices send on their own, and nobody re-types data between apps. Practical automation for operator-led businesses in Philadelphia and South Jersey.
What We Do
Most small businesses run on the same three tools and a person who copies data between them all day. A lead comes in on a form, someone re-types it into the CRM. A job wraps, someone builds the invoice by hand, then chases the payment, then keys it into the books. That is the work I automate. I connect the apps you already use with Make.com and direct API integrations, so the handoffs happen on their own. For D24K Productions I built a flow that pulls a booking from Rentman, sends the invoice through Helcim, and posts the paid record into QuickBooks, with no manual re-entry between any of them. Same idea scales down to a one-person shop: fewer tabs, fewer mistakes, fewer hours spent moving data by hand.
What You Get
- ▸Lead routing: form and inbound leads sorted, tagged, and sent to the right person or pipeline automatically
- ▸CRM automation: contacts created, updated, and enriched without manual data entry
- ▸Form-to-CRM workflows: every submission lands in your CRM, spreadsheet, or inbox, structured and tagged
- ▸Automated follow-up: reminder emails, texts, and task nudges that fire on their own schedule
- ▸Scheduling automation: bookings, confirmations, and calendar invites handled end to end
- ▸Invoice and payment workflows: like the D24K flow (Rentman to Helcim to QuickBooks), so billing and reconciliation stop eating your week
- ▸Intake automation: smart forms that branch on answers and route each lead into the right flow (see EMDR Collective)
- ▸Email workflows: onboarding sequences, receipts, and internal alerts triggered by real events
- ▸API integrations: I connect tools that do not talk to each other out of the box via direct API and webhooks
- ▸Make.com scenarios: the automation backbone, built so you can see every step and I can hand it off clean
- ▸Custom internal tools: small web apps and dashboards when a no-code flow is not enough
- ▸AI chat and support: assistants that answer common questions and pass real ones to a human
How We Build It
Map
One call to trace where data gets re-typed and where the day leaks. We pick the one workflow that costs you the most hours first.
Wire
I connect your tools with Make.com and direct API calls. Real data, real triggers, tested against your actual apps.
Automate
Build the full flow: routing, follow-up, notifications, error handling. You watch it run before it goes live.
Tune
Two weeks of tuning after launch. Edge cases, new triggers, and a clean handoff so your team can run it without me.
Tools We Use
Common Questions
What kind of tasks can you actually automate?
Anything that involves moving data between apps or firing off a predictable action. Lead routing, CRM updates, form-to-CRM handoffs, invoice and payment workflows, follow-up emails and texts, scheduling and confirmations, internal alerts, and report generation. If a person on your team does it the same way every time, it is a candidate.
Do I need to switch tools to work with you?
No. The point is to connect what you already use. I build on top of your CRM, your scheduler, your billing tool, your spreadsheets. If two of your tools do not talk to each other, I bridge them with Make.com or a direct API integration.
What is a real example?
D24K Productions. Booking data lived in Rentman, invoicing ran through Helcim, and the books were in QuickBooks, with a person copying between all three. I built a flow that moves a job from booking to invoice to paid record with no manual re-entry. That is the pattern: find the re-typing, remove it.
Is this reliable, or does it break the first time something changes?
I build error handling and notifications into every flow, so if an app changes or a call fails, you get told instead of finding out weeks later. Automations are tested against your real accounts before they go live, and I stay on for two weeks of tuning after launch.
What does automation cost?
A single focused workflow starts around $2,500. Multi-step systems that connect several tools with follow-up and error handling land between $5K and $15K depending on how many apps and edge cases are involved. Fixed pricing after a free scoping call. Note: Make.com or Zapier may add a small monthly platform fee, which stays on your own account.
Do you serve businesses outside Philadelphia and South Jersey?
Yes. I work with clients across the US. Local Philly and South Jersey clients can get an on-site kickoff if they want one. Everyone else works remotely over Google Meet and Loom.
Where is your team wasting hours re-typing data?
Book a free scoping call. We'll map where your day leaks and what it would cost to automate the worst of it.