Operations and AI Systems Consultant
I design and build the operational systems behind your sales, support, and internal ops. Inbound leads get worked in minutes, handoffs stop dropping, and AI gets wired into the steps where it actually saves hours.
Startup speed and enterprise process rigor do not usually come from the same person. I have worked inside both, and that is what makes the systems I build actually last.
Copying data between systems, chasing follow-ups, manually updating statuses. High-value people spending time on low-value admin because there is no system to do it for them.
Someone filled out your demo request. It went into a shared inbox. Two days later a rep finally followed up. The prospect already picked a competitor. This is fixable.
Reporting takes three hours a week. Onboarding a new hire takes two full days of a senior person's time. Intake gets triaged by whoever happens to see it first. None of this needs to be manual.
Work gets passed between teams through Slack messages and meeting notes. Nobody knows what is done, what is blocked, or who owns what. Things fall through not because people are careless but because the system has no memory.
Everyone has a ChatGPT account. Nobody has AI wired into the specific workflows where it would save real time. The tools are there. The integration into how the team actually works is not.
You grew fast and the operations never caught up. Now everything feels slower than it should, coordination is expensive, and fixing it keeps getting deprioritized because it is not urgent until it is.
Every engagement ends with a working system: documented, tested, and handed off with 30 days of support. You get something your team can actually run from day one.
From inbound form to qualified, followed-up, tracked lead. No manual steps, no leads going cold, no spreadsheet handoffs.
A fully automated lead pipeline: form capture, CRM creation, AI enrichment, qualification routing, follow-up sequences, no-show recovery, and Slack alerts for your team. Tested and documented.
Intake, escalation, approvals, and coordination built into a system with clear ownership and no lost handoffs.
A structured operational workflow: centralized intake with auto-routing, SLA tracking, escalation triggers, live status visibility, and automated reporting. Built around your actual team structure.
AI applied to specific parts of your workflow where it reduces real work. Scoped to the steps where it saves the most hours, not bolted on as a feature.
An AI layer wired into your existing workflow: ticket triage, meeting summaries, response drafting, enrichment, or internal query routing. Scoped to where it saves the most time.
Projects typically start at $3,500 CAD and are scoped and priced based on complexity before any work begins. No hourly billing. You know the number before you commit.
The team was processing every inbound demo request manually. A form submission would land in a shared Gmail inbox, someone would copy the details into HubSpot when they had time, and follow-up after no-shows depended entirely on whether a rep remembered. At 20 to 30 inbound requests per week, leads were going cold before anyone reached them.
A multi-team operations group was receiving requests through email, Slack, and ad hoc conversations. There was no structured intake, no standard escalation path, and no single view of what was in progress versus blocked. Leadership ran two 45-minute status meetings per week just to get visibility. Escalations were decided based on who was most vocal, not most urgent.
Two support reps were manually reading every inbound ticket, deciding how to categorize it, figuring out who should handle it, and writing a first response from scratch. With 60 to 80 tickets per week and two people, the math did not work. Response times were drifting, quality was inconsistent, and the team had no headroom to handle growth.
Those outcomes took 2 to 4 weeks. Tell me what yours would be.
Book a free 30-min callThe gap between people who know the tools and people who know the process is where most operational systems quietly fail.
I started building automation systems at Scispot, a B2B SaaS company, where I owned the full marketing and sales operations stack. That meant designing and implementing lead routing, CRM workflows, AI-assisted follow-ups, demo recovery, internal Slack alerts, and content automation, all while reporting directly on outcomes. By the end of that role, the inbound funnel ran without daily manual triage.
At American Express, I worked inside a large PMO and cross-functional operations environment. Stakeholder coordination, process governance, escalation paths, and formal handoffs at enterprise scale. The kind of complexity that breaks if you do not build it right the first time.
The combination is unusual. Startup speed meets enterprise process rigor. That is what makes the systems I build hold up past the first week.
We map the actual workflow, not the intended one. Where does work enter? Where does it stall? What is being done manually that a system should handle? This is a working session with a defined output: a clear picture of what is broken and why. The free 30-minute call is this conversation.
I design the workflow system around the specific bottlenecks we identified. You see exactly what gets built, how it will work, and what it will cost before any implementation starts. No surprises mid-project.
The system is built, tested against realistic scenarios, and validated before handoff. This phase includes written documentation your team can reference, not a screen recording nobody will watch.
You receive a system that runs. If anything breaks or needs adjustment in the first 30 days, I fix it. That is included in the project price. The goal is a system that works in production, not just in demo.
A Zapier freelancer connects two tools. That is one layer of the problem. What I build starts with understanding the operational bottleneck, designing the system around it, and then implementing across the full workflow: data routing, AI integration, escalation logic, documentation, and testing. The output is a system that keeps running, not a setup you have to maintain yourself.
The best time to build the system is before a manual process costs you a customer or a hire. Most of the companies I work with are between 5 and 50 people: past the everyone-just-figures-it-out stage but not yet large enough to have a dedicated ops team. That is exactly where this work has the most leverage.
It means that if anything breaks or needs adjustment in the first month after handoff, I fix it. No new scope, no new invoice. The system needs to actually work in production, not just in testing, and I stand behind that.
Most projects complete in 2 to 4 weeks depending on scope and how quickly we can align on requirements. The operational audit happens in week one. Design and build in weeks two and three. Testing and handoff in week four. For smaller scopes, it is faster.
No. You need to know your operations: where things are breaking and what a better outcome looks like. I handle the system design and implementation. You stay in the decisions that require your business context, and I handle the rest.
That is exactly what the first call is for. You describe the situation. I will tell you clearly whether an automated system would help, what it would take, and whether it is worth doing. If it is not the right fit, I will say so. The 30-minute call and the operational audit in week one are the same conversation.
Work with me
The first call is 30 minutes. You describe the operational situation. I tell you clearly whether a system can solve it and what that would look like. You leave knowing whether it is worth pursuing.
Free to book. Honest if it is not the right fit.