I help owner-led companies build the strategy to scale — and build real AI capabilities into how they operate. Modern playbooks that ship real outcomes, not science projects. Hands-on implementation built on a decade of Fortune 500 and Big 4 operator experience.
Four practice areas, built around what small businesses actually need to grow in 2026.
Annual and quarterly planning, go-to-market positioning, pricing strategy, and competitive analysis — translated from C-suite playbooks into something a 5-50 person team can actually execute.
Build the operating muscle to grow without grinding. Workflow design, system integration, and modern automation across CRM, billing, scheduling, and ops — so the business runs without you bottlenecking it.
Bring new capabilities into the business — modern tools, smarter workflows, and AI integrations that move real metrics. Identify what's worth the bet, ship it, and train the team to run it.
Custom AI tools built for your workflows, not demos. Clear roadmaps for where AI actually moves the needle — and hands-on automation that eliminates the busywork your team is still doing manually.
A sample of the AI and automation work we've shipped for small business clients across industries.
Built an end-to-end AI-powered lead qualification and quote automation system for this commercial mirror installation company. Incoming leads are scored, routed, and sent a custom quote draft — cutting the sales cycle from days to hours without adding headcount.
Designed and implemented an AI content and operations workflow for this Brooklyn-based restaurant. Automated social content generation, catering inquiry handling, and back-of-house scheduling coordination — giving ownership back hours every week.
Built a full client acquisition and delivery automation system for this photography studio. Inquiry responses, booking flows, contract delivery, and gallery handoff — all automated and on-brand. The studio now runs a fully systematized client journey without a VA.