Chores I take off your plate.
If your team of 3 to 15 spends hours a week on these, you may be thinking about hiring for it. Try this first.
- Data entry that gets typed twice: once on paper or in email, again in the system
- Quotes built from scratch every time
- Invoices that wait for the weekend, so money comes in late
- Scheduling and reminders done by hand
- Follow-up emails that slip through the cracks
- A CRM or job tool that nobody fills in
How it runs.
- Step 1
A free call.
Thirty minutes. Walk me through a normal week. I'm listening for the work that repeats.
- Step 2
A Ride-Along sets the scope.
Half a workday with your office. Within 5 business days, a one-page plan with a fixed quote and one small but meaningful fix running.
- Step 3
I build, you test, I adjust.
All with the tools you already have.
- Step 4
Make sure it sticks.
Training, follow-up, whatever it takes until your team actually uses it.
Every workflow starts with a Ride-Along. It ends with a fixed quote, and its fee comes off Workflow Design if you go ahead within 30 days.
What you get.
- A fixed price, agreed before we start
- Your AI tools set up for the chore, with the fix built in
- Training for the people who'll use it, and follow-up until they do
- A setup your team runs and you own, all of it
From my last job
A CRM nobody filled in, fixed.
At my last job, a four-person sales team had a CRM that was barely used, and much of what was in it was wrong. I made entering data quick and easy. The team got its time back, and the records finally got good enough to use.
less time on data entry, at most
back for the team each week, about
What it costs.
Starting at $1,250. Your fixed quote comes out of the Ride-Along, before any work begins.
Launch pricing for my first 3 clients. You pay for your own AI subscription; I don't resell software.
Ride-Along · Ongoing help · Training · Sterling · Loudoun County
Questions about Workflow Design.
Do we have to buy new software?
Usually not. I start with what you already pay for and add only what the chore needs. You pay for your own AI subscription.
We don't use AI at all. Is that a problem?
No. Most of what I fix is plain office work. I use AI where it helps and leave it out where it doesn't.
How soon do we see a result?
Most workflows take two to five weeks once the plan is agreed, and you see a real result before you spend more.
What if the scope changes?
The price is fixed. Anything extra gets a written change order first.
Let's see if this is worth doing.
Based in Sterling, Virginia
If it's urgent, email [email protected].