Services

AI Automation Consulting & Delivery for B2B Teams

I work as your AI automation consultant and your build team — I scope what's worth automating, then design, build, and ship it. Every solution is custom-built for your workflows, your tools, and your goals.

What an AI automation consultant actually does

Most teams don't need another SaaS subscription — they need someone to look at how the work actually flows, find the steps a machine should be handling, and build that. I map your processes, quantify what the manual version costs, and come back with a short list of automations ranked by payback. You can estimate that cost yourself with the ROI calculator first.

Then I build them: custom AI agents, workflow automation, data pipelines, and internal tools, using the Claude API, n8n, and custom code chosen to fit your stack. You work directly with me the whole way — the person scoping the project is the person writing the automation. I'm an Anthropic Registered Claude Partner, so Claude is the tool I know deepest and build with first.

Weighing whether to hire an AI automation expert, an agency, or a freelancer? The honest answer depends on your situation — here is a full breakdown of the agency vs. freelancer trade-offs and what AI automation actually costs in 2026.

AI Workflow Automation

Eliminate manual, repetitive tasks across your organization. I design end-to-end automation workflows that connect your tools, route data intelligently, and execute multi-step processes without human intervention.

From employee onboarding to invoice processing, my automation workflows handle the heavy lifting so your team can focus on strategic work. I use Claude, n8n, custom APIs, and AI models to create systems that learn and improve over time.

Automated workflow connecting business tools across a B2B operations stack

Key Capabilities

  • Multi-step workflow orchestration across 200+ tools
  • Error handling and automatic retry logic
  • Conditional branching based on business rules
  • Real-time monitoring and alerting dashboards
  • Version control and rollback capabilities

CRM & Sales Automation

Supercharge your revenue engine. I build automated pipelines that score leads, enrich contact data, trigger personalized follow-ups, and sync everything back to your CRM in real time.

Stop losing deals to slow response times and forgotten follow-ups. My AI-powered sales automation ensures every lead gets the right message at the right time, while your team focuses on closing high-value opportunities.

AI-driven sales pipeline automating lead scoring and CRM follow-ups

Key Capabilities

  • AI-powered lead scoring and prioritization
  • Automated email sequences and follow-up cadences
  • Contact enrichment from 50+ data sources
  • Pipeline analytics and conversion tracking
  • Bi-directional CRM sync (Salesforce, HubSpot, Pipedrive)

Data Pipeline & Reporting

Transform raw data into actionable insights automatically. I build ETL pipelines that extract, clean, and deliver data to dashboards and stakeholders on schedule — no manual exports needed.

Your data is scattered across dozens of tools. I unify it into a single source of truth with automated pipelines that run reliably, scale effortlessly, and adapt as your data sources change.

Automated ETL data pipeline feeding scheduled reporting dashboards

Key Capabilities

  • Automated ETL from databases, APIs, and spreadsheets
  • Real-time and scheduled reporting dashboards
  • Data quality validation and anomaly detection
  • Cross-platform data synchronization
  • Custom metrics and KPI tracking

Custom AI Agent Development

Purpose-built AI agents that handle complex tasks autonomously — from customer support triage to document analysis and decision-making workflows.

My custom AI agents go beyond simple chatbots. They understand context, access your internal knowledge base, take actions across your tools, and escalate to humans only when truly necessary.

Custom AI agent handling support triage and document analysis autonomously

Key Capabilities

  • Natural language understanding tuned to your domain
  • Multi-tool orchestration (email, CRM, databases, APIs)
  • Knowledge base integration and retrieval-augmented generation
  • Human-in-the-loop escalation workflows
  • Performance analytics and continuous improvement

How engagements work

Every project runs the same way: a free audit, a fixed-scope proposal, then the build. You know the price and the timeline before anything starts.

01

Free automation audit

I map your processes, quantify what the manual version costs you, and identify where automation actually pays off. No cost, no obligation.

02

Fixed-scope proposal

You get a written proposal — fixed price, timeline, and statement of work — agreed before any build starts. No hourly meter, no scope creep.

03

Build, test & deploy

I design, build, and QA the automation with milestone check-ins, then deploy it live on your own accounts and infrastructure with full documentation and training.

04

Ongoing support

An optional monthly retainer for monitoring, tuning, and new workflows as they come up — only if you want it. Otherwise the build is yours to run.

See how pricing works or book your free audit.

AI automation for your industry

I build for B2B teams across sectors. Each of these has its own playbook for what to automate first:

Not listed? Tell me about your process — the underlying work is the same.

FAQ

AI Automation Services FAQ

What does an AI automation consultant do?
An AI automation consultant looks at how your team works, finds the repetitive or slow steps that software should be handling, and either builds the automation or hands you a plan to build it. I do both — the audit and the roadmap, then the actual build, testing, and deployment.
How do I hire an AI automation expert?
Start with a scoped conversation, not a contract. Book a free automation audit and I'll map one or two of your processes, tell you honestly whether automation pays off yet, and give you a fixed-scope proposal if it does. You hire the person who does the work, not a sales team.
What does workflow automation consulting cost?
Price follows scope, not hours on a clock. Automating one clear workflow costs far less than rebuilding how a whole department operates. Every engagement starts with a free audit that ends in a written, fixed-price proposal, so you see the number before anything is built. The pricing page breaks down what moves the cost.
Should I hire an AI automation agency, a freelancer, or a consultant?
Each has trade-offs. Agencies bring process and headcount but add account-manager layers and markup. Freelancers are cheaper but quality varies. A founder-led consultant gives you senior work with direct access and no handoffs, at the cost of raw capacity. My blog has a full agency-versus-freelancer comparison if you're weighing it up.
Do you build AI automation for my industry?
Most likely. I work with real estate, e-commerce, manufacturing, marketing agencies, logistics, and SaaS teams, and each has a dedicated playbook on the solutions pages. If your sector isn't listed, the underlying work is the same — tell me about your process and I'll say what's feasible.
How long until my automation is live?
Most focused workflows go live within two to four weeks of the proposal being signed. Multi-system builds and autonomous agents take longer to scope and stabilize. The audit gives you a realistic timeline before you commit to anything.