This is where things start getting easier.
You don't have to figure out what you need before you reach out.
Custom AI Agent Builds
Ideal for:
Coaches, consultants, and service-based professionals with repetitive research, drafting, monitoring, or content workflows that shouldn't require human time every week.
Investment: Pricing is scoped after the discovery call based on your specific needs.
Timeline: Most single agent builds are complete within 1–2 weeks.
What this is: A custom AI agent is a system that runs automatically on a schedule, searching the web, scoring results, drafting content, or monitoring for what matters — and delivers the output to your inbox or Google Drive without you touching anything.
Every agent is built from scratch for your specific workflow. Not a template. Not a plugin. A working piece of infrastructure that runs quietly in the background.
Common builds include:
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CFP/RFP scanners — finds open calls for speakers, scores fit, and delivers full draft submissions to your inbox
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Content generators — monthly posts, newsletters, or scripts written in your voice, ready to review and publish
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News briefings — weekly industry summaries with talking points, delivered on a schedule
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Prospect monitors — tracks target organizations or contacts for trigger events worth reaching out about
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Thought leadership trackers — monitors what peers and competitors are publishing so you stay informed of the conversation
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Onboarding automations — new client intake, welcome sequences, and document delivery without manual steps
What's included:
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Scoping call to map your specific workflow
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Custom agent or automation built and tested for your use case
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Scheduled delivery setup so it runs without you
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Output delivered to your inbox, Google Drive, Notion, Slack, Airtable, or wherever your team already works.
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Handoff documentation so you know exactly what's running
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Three rounds of revisions after the first live run
What this is: This is the catch-all for fixing what isn't working. Sometimes that's a Zapier automation that connects two tools that should have been talking all along. Sometimes it's documenting and simplifying a workflow that's been running on tribal knowledge. Sometimes it's finding the three things causing 80% of the friction and eliminating them.
I don't add more tools. I make the ones you already have work.
Common projects include:
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Zapier or Make automations connecting your existing tools
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Workflow documentation and simplification
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Client onboarding systems that run without manual steps
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Tool audit and consolidation — fewer tools, working better
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Integration troubleshooting when things that should connect don't
Investment: Pricing is scoped after the discovery call based on your specific needs.
Business Systems and Automation
Business owners who know their operations are more complicated than they need to be — tools that don't connect, processes that live in someone's head, workflows that break under pressure.
CRM Setup & Cleanup
Service-based business owners whose CRM is either a mess they've stopped trusting, or a blank slate they haven't been able to configure properly.
What this is: A CRM should make client relationships easier to manage, not harder. If yours is full of duplicates, missing data, or workflows that never made sense, this service gets it back to working order and configured for how you actually work.
If you're starting fresh, I'll set it up right from day one so you don't end up back in the same mess six months from now.
What's included:
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Audit of your current setup (or scoping session for new builds)
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Configuration tailored to your specific workflows and client types
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Data import, deduplication, and organization
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Integration with the tools around it — email, calendar, forms, and more
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Automation of routine CRM tasks where useful
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Training walkthrough so you can use it confidently
Works with: HubSpot, ActiveCampaign, Dubsado, HoneyBook, Zoho, and most other service-based CRM platforms.
Investment: Pricing is scoped after the discovery call based on your specific needs.
What this is: Systems need upkeep. Platforms change, workflows evolve, and new opportunities for automation emerge as the business grows. Monthly retainer support keeps everything running smoothly and adds new capacity over time.
Most clients find that the more agents and automations running, the more valuable the retainer becomes. Each new system compounds on the ones before it.
What's included (depending on retainer level):
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Monthly monitoring and maintenance of active agents
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Updates when the tools or platforms change
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Priority turnaround for new builds
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Quarterly systems review
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New agent builds at reduced project rates
Monthly maintenance and support starts at $500/month. Retainers that include ongoing new agent builds start at $1,000/month. Scope confirmed after discovery call.
Ongoing Retainer Support
Clients with active AI agents or automated systems who want ongoing maintenance, improvements, and new builds without managing it themselves.
Not sure where to start?
Most people aren't sure what they need when they first reach out. That's fine — it's part of what the first call is for. We'll talk through what's feeling hard, what's eating your time, and what would actually make a difference. From there I'll tell you honestly what I'd recommend and what it would take. Clients new to AI automation typically start with a single agent build to see what's possible. Clients with existing but broken systems often start with a reset or CRM cleanup. Either way, the first conversation is free.