Workflow automation consultant

Workflow automation for business systems that keep slipping.

I help owner-led businesses find the manual steps that cost time, cause errors, or quietly leak revenue. Then we build the smallest useful system that actually fixes it.

Start with a workflow audit Send me the workflow
Leak points

Where the work usually slips

  • Leads, orders, customer records, or inventory updates are getting missed.
  • Your team copies the same details between email, spreadsheets, CRM, QuickBooks, Shopify, Amazon, or Airtable.
  • Reporting takes too long and still misses the answer the owner actually needs.
  • A Zapier-style setup worked for a while. Now it's brittle and nobody trusts it.
Method

Starting without overbuilding

  1. Map how the work actually moves today. Exceptions included.
  2. Pick one workflow or operating system we can measure, not a vague "process."
  3. Build the smallest useful version. Human review wherever the stakes are high.
  4. Measure what changed, then decide whether expanding is worth it.
Common first builds

Where projects can start

The first useful build might catch inquiries, clean up SKU mappings, show order status, route approvals, draft follow-up, or flag shipping exceptions. The point is not to automate everything. It is to fix the system causing the most drag.

Numbers we'd watch

  • Manual work hours per week
  • Percent of tasks handled within the target window
  • Manual data-entry time
  • Missed or stale task count

Start with a workflow audit

If the process is still fuzzy, I start by mapping it. The audit hands back the bottleneck, build options, and a measurement plan before anyone touches a tool.

Start with a workflow audit