Most automation projects fail because nobody understood the process first. Every system on this page went through the same four gates before a single tool got touched.
Systems shipped
Teams mapped end-to-end
Platforms shipped on
About me
They're clarity problems. Teams don't need more software — they need to understand how work actually moves, where it stalls, and which parts deserve to be improved or automated versus redesigned entirely.
At my current marketing agency I operate across a multi-team, data-heavy marketing program — source data, processing, enrichment, analytics, telemarketing, and email execution. My job is to make that whole chain legible before anyone reaches for an automation tool.
I don't automate a process I haven't mapped end-to-end. Skip that step and you're just making a broken process faster.
You can't automate what you haven't improved. Redesigning the process is usually the real fix — automation just makes it stick.
AI works on structured context. Feed it a scattered process and it fails faster than a human would — automation has to come first.
Services
Same four stages every time — here's what each one delivers, and what I use to do it.
01
Map
I sit with the team and trace how work actually moves — every handoff, every stall, every workaround — before recommending a single tool. You get a real picture of where time is going, not a guess.
02
Improve
Most broken processes don't need automation — they need to be rebuilt. I fix the process itself first, so what comes next makes a good process faster instead of a bad one louder.
03
Automate
I build the automation itself, wiring together the tools your team already uses so the process runs on its own — no one babysitting a spreadsheet or re-keying data by hand.
04
AI
Once the process is mapped, improved, and automated, I bring in Claude Code and agentic workflows so the system can decide and act on its own — turning a team that runs automations into one that runs AI-native.
Career
Marketing Agency
Mapped how work actually moves across 5 teams — data processing, enrichment, analytics, telemarketing, and email — because nobody had a single picture of the whole chain before this. Found where handoffs were failing and built the Power Automate and Excel VBA fixes myself instead of just flagging them.
Marketing Agency
Ran 5–7 projects at a time, $30K–$50K each, and kept every launch on schedule. Built the shared production calendar that kept internal teams and outside suppliers from tripping over each other, and led a team of four.
Healthcare Technology Company
Wrote the SOPs that cut our error rate by 25%, and mapped the messiest processes in Miro so the team could actually see where things broke. Kept response time on client inquiries under 24 hours, 95% of the time.
Automations
Six automation systems, live in production, across two platforms.
Scrapes leads by industry and location, enriches each one with contact data, and has Claude score fit before anything reaches the CRM — so reps only see leads worth calling.
Enrolls qualified leads into a personalized 3-touch email sequence, then watches the inbox — a reply pauses the sequence instantly and hands the thread back with full context.
Turns a short form into a client-ready proposal — AI writes the body, populates a Google Doc template, sends it to the client, and logs its own follow-up task.
An AI agent searches the company's own policy docs in Pinecone before answering a ticket — resolves what it can ground in real documentation, escalates the rest with full context, and a companion workflow nudges anything going stale.
A weekly scan flags customers going quiet or piling up complaints, then a durable per-customer sequence drafts a personalized win-back message and follows up over 10 days — unattended.
Every new application gets read, scored against the role, and answered — an interview invite or a respectful pass — within a day instead of sitting in a weekly review pile.
I map it, improve it, then decide if it's actually worth automating. Happy to talk through yours.
Start a conversationContact
Whether it's a process to map, an automation idea, or just a conversation —
tell me a bit about it and I'll reply personally.
Prefer email, or want the full pricing breakdown? Just ask.