Trace the work
Workflow diagnosis
Map the inquiry and handoff path, quantify avoidable effort, and identify the smallest automation with meaningful payoff.
Automate a real constraint, not a hypothetical one.
Systems automation + AI
Custom software and AI, built to win clients.
A cohesive system that doesn't rely on someone remembering.
I integrate your forms, CRM, email, and calendar, then automate the routing, follow-up, and booking, so every inquiry keeps moving and you step in exactly when you are needed.
Every
inquiry recorded
Timely
follow-up without the chase
Ready
prospects at the right handoff
Systems automation + AI
Keep every inquiry moving.
When tools share the right information, a lead can be captured, routed, followed up, booked, and measured without relying on memory or duplicate data entry.
01 / Capture · One clean record
Collect inquiry details once.
Bring forms, calls, and other requests into the CRM with source and context intact, without another round of copy and paste.
- Form + CRM connection
- Source tracking
- Complete lead record
What we build
Less manual work. Better handoffs.
Connect the tools you already own, then add automation or custom software where it solves a real problem.
Connect the tools
Workflow automation
Make forms, CRM, email, calendars, documents, payments and reporting pass the right information at the right time.
Reduce retyping, delay, and leads lost between systems.
Add practical intelligence
AI-assisted processes
Use AI for classification, summaries, drafts, knowledge retrieval and decision support with appropriate review points.
Give the team leverage while keeping judgment in the loop.
Build only when justified
Custom software
Create a focused internal tool, customer portal, calculator or integration when existing products cannot solve the problem cleanly.
Own a right-sized solution built around the workflow.
Where this helps
Find the handoff worth fixing.
Leads wait too long
Inquiry and follow-up still depend on an inbox and someone noticing.
Hover or tap to explore →Tools do not connect
The same information is copied between forms, CRM, calendars and documents.
Hover or tap to explore →Admin consumes the team
Repeatable work keeps stealing time from customers and growth.
Hover or tap to explore →Software does not fit
Generic platforms force the business into an awkward process.
Hover or tap to explore →Clear pricing. Clear scope.
Know the investment before the work begins.
Start with one high-friction workflow. If the opportunity is larger, we scope the complete connected system before anything gets built.
Book a Free Strategy SessionOption 01
Workflow fix
$599
One focused automation using the tools you already have.
Option 02 · Most popular
Lead follow-up system
$1,999
Forms, CRM, calendar, email, and handoff operating as one path.
Option 03
Custom software + AI
Flat quote
A purpose-built tool, integration, or intelligent workflow backed by a clear business case.
A clear next step
Find the workflow worth fixing first.
Step 01
Start with a free strategy session
Show Pete where inquiries or handoffs currently stall.
Step 02
Map the workflow
Find the repeat work, missing context, and best point to intervene.
Step 03
See the proposed flow + flat quote
Review a working direction and the exact scope before committing.
Step 04
Connect and test the tools
Build the workflow with clear review points and a usable handoff.
Useful answers
Questions before you start
Do we need custom software?
Usually not at first. The best solution may be a cleaner process or a focused connection between tools you already own. Custom software is recommended only when the value justifies it.
Can you work with our existing CRM?
Yes. The first step is understanding what your current systems support and where the real handoff problems occur.
How do you use AI safely?
AI is placed behind clear inputs, permissions, review points, and fallback paths. Sensitive or consequential decisions stay with people.