Leads & follow-up
Missed calls texted back, web-form enquiries answered within minutes, and quiet leads followed up until they book or say no.
e.g. missed-call text-back for a plumber
AI automation · Calgary, Alberta
Practical workflow software for trades, clinics & local operators.
I build AI automations that answer leads, sort inboxes, move data between your tools and draft the documents you write every week.
Missed call from a new number
“Sorry we missed you, what can we help with?”
Site visit booked, details in your inbox
What I automate
Six areas where small service businesses lose the most hours. Most projects start with one of these and grow from there.
Missed calls texted back, web-form enquiries answered within minutes, and quiet leads followed up until they book or say no.
e.g. missed-call text-back for a plumber
Incoming email sorted and routed, replies to common questions drafted for you to approve, and requests turned into tickets.
e.g. tenant requests that become work orders
Receipts, invoices and payouts moved into QuickBooks or Xero, overdue-invoice reminders sent, and a plain summary at month end.
e.g. Square sales posted to the books nightly
Quotes, proposals, reports and letters drafted from a short form or a voice note, in your own format, ready for you to check and send.
e.g. a site-visit voice note becomes a quote
Review requests after every job, Google Business posts, and social drafts made from the photos you already take on site.
e.g. review request when a job is marked done
A simple tool for when the spreadsheet stops being enough: job trackers, booking boards, reorder lists and one-page dashboards.
e.g. a reorder list for a restaurant kitchen
Recent work
Illustrative examples of typical projects, not client results. Real case studies replace these as projects ship.
When the phone rings on site, a text goes out within one minute. The customer picks their job type, uploads photos and chooses a quote visit from the calendar.
Built with Twilio, Make and Google Calendar
Incoming maintenance requests are tagged by urgency, checked against unit numbers and drafted for the right trade, with zero copying between apps.
Built with Claude API, Gmail and Airtable
Daily sales summaries, card processing fees and PDF supplier invoices matched, reconciled and logged with no Sunday bookkeeping marathon.
Built with Square API, Zapier and QuickBooks Online
How it works
Twenty minutes, free. You describe the work that eats your week and I tell you honestly whether it is worth automating.
A one-page plan: what it does, which tools it touches, what could go wrong and a fixed price, before any work starts.
I build it in your own accounts, test it on real examples, and show you it working before anything goes live.
A short written guide and a recorded walkthrough. Everything stays yours, and a care plan is there if you want one.
Latest writing
· 5 min read
An independent method for reviewing CENACE nodal price exports: define the scope, reconcile price components, preserve exceptions and document a human decision.
· 4 min read
The common reasons business automations stop working, how to notice before your customers do, and what ongoing care looks like.
· 5 min read
How small landlords and property managers can use AI to triage maintenance requests, route them to the right trade and keep tenants updated, without missing an emergency.