An assistant is only useful if the records behind it are clean. We find where your data lives, put it in order, and then automate one job. On a free 20-minute call we will tell you honestly whether that is worth doing yet.
We map where your data lives, score how ready it is, and name the three to five tasks that would save the most time if automated. You get a written report and a ranked plan. If you go ahead within 30 days, the audit fee comes off the build.
We bring the CRM, spreadsheets, point of sale, accounting, and documents into one organized source. Duplicates come out, names match, and every field is labeled so a dashboard and an assistant can use the same records.
We build this for one job: answering customers from your own documents, sending leads into the CRM, chasing invoices, or a weekly note on what changed and why. Anything sensitive waits for a person to approve it, and only the people who should see it can use it.
We keep the data current, watch the automations for errors, adjust the answers, and add another one when you are ready. Each month you get a short report on time saved and what needed a fix.
After the audit, the proposal prices the data work and the first automation. The care plan is optional. Website and store work is listed on the services page.
We will tell you honestly whether AI is worth it for you yet.