What's included

• AI-Enhanced Systems Integration

  Connect your entire digital ecosystem and unlock data-driven decision-making. I design integrated, AI-powered systems that unify workflows across tools, automate repetitive tasks, and deliver live dashboards that surface the insights leaders need.

• Discovery + process mapping

  Deep dive into your current tech stack, workflows, and data sources to identify automation and AI opportunities.

• Systems architecture plan

  Blueprint of how your tools (CRM, project management, accounting, communication, analytics) connect for end-to-end visibility.

• Multi-platform automation setup (5 total)

  Automated workflows spanning tools such as ClickUp, QBO, HubSpot, Slack, Notion, and Google Workspace—ensuring data moves seamlessly.

• AI integrations + GPT agents (optional)

  Connect or create AI features like task summarization, predictive insights, or custom GPT chat interfaces tied to your data.

• Dashboards + KPI visibility

  Design Google Sheets, Airtable, or Looker Studio dashboards that visualize key metrics, project health, or financial performance.

• Documentation + governance guide

  Technical summary explaining automations, data ownership, and ongoing maintenance steps.

• Implementation walkthrough + team handoff

  Recorded session showing how to operate, adjust, and extend your new system.