A focused two-week engagement for founders and small teams that need practical automation—not another pile of disconnected tools.

I map how leads, customers, tasks, and information currently move through your business, identify the highest-value breakdowns, and design an operating system your team can actually follow. The work can include CRM or Odoo workflow design, lead routing, follow-up automation, AI-assisted drafting and classification, reporting cadence, and clear ownership.

Leads are arriving, but follow-up is inconsistent

The founder is still coordinating too much manually

CRM or Odoo exists but the team is not using it consistently

AI tools are being tested without a clear operating purpose

Sales, marketing, and delivery handoffs are creating friction

1. Diagnose: Review the current workflow, tools, roles, and failure points.

2. Design: Build the future-state process, ownership rules, automation logic, and reporting rhythm.

3. Configure and document: Set up agreed no-code or native-system workflows where access and platform capabilities allow, then document the operating process.

4. Handoff: Walk the team through the system, responsibilities, and next implementation priorities.

This is an operations and automation engagement, not custom software engineering. If development work is required, I provide the functional architecture and manage the handoff to your developer.