AI Integration for Small Business

An AI back office. Half the price of one employee.

Missed calls, quotes, follow-up emails, review responses, the books — most of it can run on AI instead of a new hire. I integrate the tools that do that work into your business, trained on how you actually operate.

integration.log
>talking to owner, learning the process...
>problem: missed calls → AI text-back + follow-up drafted
>problem: quotes take all night → AI drafts from job photos
>what's eating up your time?
Book a free call 30 minutes. Tell me how your business works.
Recent projects

Past work

I start by sitting down with the owner and learning how the business runs day to day. Then I build whatever fixes what's broken.

Sober Living / Healthcare

SafeHaven CRM

Built for a sober living operator who was running everything through spreadsheets and sticky notes. Leads come in straight from the website, resident payments and notes are tracked automatically, bookkeeping runs through the same system, and an AI agent handles the email follow-up.

CRM Lead Capture Bookkeeping AI Email Agent
Wellness / Retreats

Salty Skins

Built for a yoga retreat business that needed one place to track guests across retreats. Bookkeeping and finances live in the same dashboard as bookings and arrivals, so nothing gets tracked twice.

CRM Bookkeeping Retreat Ops
Legal / Law Office

Case Docket

Built for a traffic and criminal defense attorney who was running every case out of one overloaded spreadsheet. Cases get tracked from intake to close, court date reminders go out by email every day, payments and balances are tracked per client, and an AI summary — built on Claude — gives a quick read on where every case stands.

Case Management Court Reminders AI Case Summaries Payments
What AI can take off your plate

An AI back office, built piece by piece

Not a single tool — a set of AI pieces integrated into how your business already runs. Start with one, add more as it proves out.

01

Customer Communication

  • AI-drafted email/text responses for review and send
  • Missed-call text-back with AI-drafted follow-up
  • FAQ chatbot trained only on your policies and services
  • Review response drafting (Google/Yelp)
  • Appointment reminders and rebooking conversations
  • Lead intake and qualification (chat or form-based)
02

Operations & Back Office

  • AI-assisted quoting/estimating from rough notes or photos
  • Invoice generation and expense categorization
  • Inventory tracking with reorder alerts
  • Voicemail/text-to-structured-record conversion
  • Document and contract summarization
  • Meeting notes → action items, automatically
03

Sales & Marketing

  • AI-drafted social media posts and captions
  • Email newsletter drafting from your business updates
  • Customer segmentation and personalized outreach drafts
  • Competitor and pricing monitoring summaries
  • Google/Meta ad copy generation and A/B variant drafting
04

Scheduling & Logistics

  • AI-assisted appointment scheduling with smart conflict resolution
  • Route optimization for service businesses (mobile techs, delivery)
  • Staff scheduling based on demand patterns
05

Data & Reporting

  • Weekly/monthly performance summaries in plain English
  • Customer feedback theme analysis across surveys and reviews
  • Simple forecasting for demand and cash flow trends
06

Custom Tools & CRM Layer

  • Custom CRM built around your actual process, not generic Salesforce/HubSpot
  • Centralized dashboard pulling from your existing tools (calendar, POS, email)
  • Custom intake forms that auto-populate records
  • Job/project tracking tailored to your workflow
07

Content Creation

  • Website copy drafting and updates
  • Photo-to-listing descriptions (real estate, retail, menus)
  • Blog and SEO content drafted from your own expertise
Built for your industry

What this looks like by trade

A few starting points by industry — most projects end up mixing pieces from a couple of these.

Contractors / Trades

  • AI quoting from job notes or photos
  • Job photo documentation
  • Before/after report generation

Medical / Dental Offices

  • Patient reminder flows
  • Intake form automation
  • Insurance document summarization

Restaurants

  • AI-assisted menu descriptions
  • Review response drafting
  • Reservation no-show follow-up

Retail

  • Inventory alerts
  • Personalized customer outreach
  • Product description generation

Professional Services (Legal, Accounting)

  • Document summarization
  • Client intake automation
  • Case/file organization
How it works

How a project actually goes

Four steps. No 40-page proposal, no weeks of back and forth.

01

We talk. Free, 30 minutes.

You tell me how the business runs and where it's breaking down. I mostly just listen and ask questions.

02

I put together a plan

What to build, based on what you told me — not a template I already had lying around.

03

You get a scope and a price

What I'll build, what it costs, when it's done. In writing, before I start.

04

I build it, you use it

I handle the design and development. You get something working, plus a walkthrough on how to use it.