AI automation that takes real work off your plate.
I set up AI and marketing automations for small businesses: replying to new leads in seconds, following up until they book, asking for reviews, and building the reports someone currently does by hand every Monday. I start with the one or two places it clearly pays off.
- Instant lead repliesEvery new lead gets a text and email within a minute, with a link to book.
- Follow-up sequencesA series of check-ins that stops the moment someone replies, so nobody falls through the cracks.
- Missed-call text backWhen you can't pick up, the caller gets a text so they don't call the next business on the list.
- Review requestsHappy customers get asked for a Google review at the right moment.
- Intake and schedulingForms, qualification questions and booking that fill your calendar without back-and-forth.
- Automatic reportingYour numbers pulled from your tools into one report or dashboard, on a schedule.
- AI assistantsChat or voice assistants trained on your own material, for customers or your team.
- CRM setup and cleanupGoHighLevel, HubSpot or Salesforce set up properly, or untangled if it's a mess.
- Leads wait hours or days for a reply.
- Someone on your team spends hours a week copying data between tools.
- You know AI could help but you don't know where to start.
- You bought a CRM and only use a fraction of it.
One-off automations are a fixed price agreed up front. If you want me to keep improving them and add new ones, that's part of the ongoing partnership. Software subscriptions (your CRM, texting) are billed by those tools directly.
From first call to finished.
A 30-minute call
You tell me how the business runs and where it hurts. Free, no obligation.
A written plan and fixed price
What I'd build, what it costs and what you can skip. It's yours even if we never work together.
Build, launch and hand over
I build it, walk your team through it, and hand over everything. Or keep it running for you month to month.
What's the best first automation for a small business?
For most businesses it's lead follow-up: an instant reply to every new inquiry plus a short follow-up sequence. It's quick to set up and the payoff shows up in your calendar within weeks. Here's how that setup works.
Do I need to buy new software?
Usually not. I start with the tools you already pay for. If something is missing, I'll recommend one option and explain why, and I'll tell you which subscriptions you can cancel.
Will automated messages sound robotic?
They shouldn't. I write them in your voice, keep them short, and set them to stop the moment a real conversation starts.
Which tools do you work with?
GoHighLevel, HubSpot, Salesforce, Google Workspace, Zapier and Make, Stripe, common booking tools, and AI models from OpenAI and Anthropic. If you use something else, we'll check on the call.
Tell me what's slowing you down.
30 minutes, free. You'll leave with at least one idea you can use, whether or not we work together.
Prefer email? dave@upshiftsolutions.net