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5-Step Process

How This Works

From first conversation to measurable results. No mystery, no surprises.

1

Discovery Call (Week 0)

A free 30-minute conversation about your business. I ask about your operations, your challenges, and where you think AI might help. If consulting makes sense, we move forward. If not, you walk away with some free advice.

2

Discovery and Onboarding (Week 1-2)

You fill out a detailed questionnaire about your business, tech stack, sales process, and marketing. I do a review of your customer-facing processes. I run an SEO analysis of your website and competitors. By the end of this phase, I know your business well enough to identify the biggest opportunities and the quickest wins.

3

Baseline and Setup (Week 2-3)

I install analytics and tracking tools on your website (all free tools). I capture baseline measurements of everything: traffic, rankings, inquiry volume, response time, conversion rate, review count, social metrics. These baselines are what we measure progress against. Without them, "improvement" is just opinion.

4

Build and Deploy (Weeks 3-8)

AI reference documents get created. Automation systems get built and tested. Content production starts. Blog posts go up. Video gets shot. SEO improvements get implemented. Your team gets trained on new tools. The timeline varies by scope, but most engagements complete in 6-8 weeks.

5

Measure and Optimize (Ongoing)

Monthly reports show exactly what changed. We compare every metric to your baselines. If something's working, we do more of it. If something isn't, we adjust. For retainer clients, this becomes the ongoing rhythm: produce, measure, optimize, repeat.

I Build It. You Own It.

Most consultants create dependency. They build systems only they understand, use tools only they have access to, and charge you every time something needs to change. That's not how I work.

Every system I build belongs to you. Every tool I set up lives in your accounts. Every document I create sits in your project. If you stop working with me tomorrow, everything keeps running. You don't lose access to anything.

My job is to set things up right, teach your team how to use them, and then step back. Over time, you should need me less, not more. That's the goal.

I build all client AI systems on Claude, by Anthropic. Not because I have a deal with them — because Claude produces the most natural, human-sounding output for business communications.

See exactly which Claude features I use and why

Your Team Gets Stronger, Not Replaced

You already have people. Someone who manages your schedule. Someone who handles customer inquiries. Maybe a marketing person. Maybe an owner who does all three.

I'm not replacing any of them. I'm giving them better tools.

Your team gets content generation systems that produce a week of posts in 15 minutes instead of 4 hours. Automated follow-up sequences so leads don't fall through the cracks. AI-drafted responses that sound like your best team member wrote them, ready to review and send in seconds.

The result is that your existing team spends less time on repetitive writing, scheduling, and data entry, and more time on the work that actually requires a human.

Meet the small team I work with

Your Side of the Work

I do the heavy lifting. But I need a few things from you:

Your time for the initial discovery conversation (60-90 minutes)
A completed onboarding questionnaire (15-20 minutes)
Admin access to your website, Google accounts, and CRM
A point person on your team for day-to-day questions and approvals
Approval turnaround on content within 48 hours

That's it. You don't need to learn AI. You don't need to understand SEO. You don't need to write content. That's my job.

When to Expect Results

Immediate (Week 1)

Automated systems go live. Response time drops.

30 Days

Content publishing. Analytics collecting. Baseline reports.

60-90 Days

SEO improvements showing. Content ranking. Traffic comparison.

6 Months

Clear trajectory. Real ROI calculation. Decision point.

Is This Right for You?

Good Fit

  • You run a business that relies on customers finding and choosing you
  • You know your marketing could be better but don’t have the time or expertise to fix it yourself
  • You’re willing to invest in your business and measure the results
  • You want someone who understands business operations, not just technology

Not a Good Fit

  • You want someone to manage your Instagram and post stories every day
  • You expect AI to solve problems that aren’t marketing problems
  • You want to see results in a week
  • You’re not willing to share access to your tools and data

Start With a Conversation

No pitch deck. No sales pressure. Tell me about your business.