Reporting & Client Updates
Reports that send themselves.
Client status updates, performance summaries, and internal reporting — drafted by AI, reviewed by you, out the door before lunch. What used to take hours takes minutes.
Hands-on implementation. I build the reporting, proposal, and follow-up workflows that run without you — using tools you already pay for.
Client status updates, performance summaries, and internal reporting — drafted by AI, reviewed by you, out the door before lunch. What used to take hours takes minutes.
Paste in a client brief, get a formatted, on-brand proposal back in minutes. Built on your actual services, pricing, and voice — not a generic template.
Every inbound form, call, or DM triaged and replied to within 90 seconds — personalized, qualified, and dropped into the right slot on your calendar.
Context-aware follow-ups that reference the prospect's actual situation — not "just bumping this up." Touches running for 30, 60, 90 days without you lifting a finger.
Role-specific assistants — proposal writer, intake specialist, onboarding guide — trained on your SOPs, templates, and voice. Built for Claude or ChatGPT, whichever your team already uses.
Monthly cash flow snapshots, invoice follow-up sequences, and overdue account summaries — drafted automatically so you're never flying blind on the numbers.
By the end of the engagement, every workflow we scope is live inside your business, connected to your tools, and documented so any team member can understand and run it.
Built in the tools you already use — Zapier, Make, HubSpot, your CRM, Slack, Gmail, Notion.
Role-specific assistants your team can use from day one.
Every workflow documented with screenshots, owners, and fallback steps — so when something breaks you know exactly what to do.
Live handoff so your team is confident running it on day one.
Included. I come back a month after launch to tighten prompts, fix edge cases, and measure actual ROI.
Exact scope is set after a Gameplan or a Clarity Call. These are ballparks, not menus.