How I Help Local Service Businesses Turn AI Into More Leads and Clients
A clear, practical approach to fixing the marketing and sales gaps costing you business — without hiring anyone or becoming technical.
No hype. No tool overload. Just a clear system, from clarity to implementation.
You Don’t Need Another Tool — You Need a Clear System
Most business owners don't struggle with AI because they're behind. They struggle because no one shows them what to automate, what to ignore, and how to fix lead follow-up and marketing without disrupting how they already run their business.
That's where I come in.
Choose the Starting Point That Fits Where You Are
Whether you’re just getting started or ready to implement, I meet you where you are and guide you forward.
Free Mini AI Marketing & Sales Assessment
Free Mini AI Marketing & Sales Assessment
Who it's for
Business owners who know leads and referrals are slipping through the cracks, but aren't sure what's realistic or worth fixing first.
What we do
A quick, no-pressure call where we talk through where your leads, follow-up, and marketing are falling short — and whether a full audit makes sense.
What you get
- A clear picture of your biggest leak and pain point.
- An honest read on whether AI can help your specific business.
- No obligation — just clarity.
- 1 specific way to save time and money immediately.
The AI Marketing & Sales Assessment
The AI Marketing & Sales Assessment
Who it's for
Business owners who've tried some marketing or a few tools, but still know leads and referrals are slipping through the cracks.
What we do
We review how leads come in, how you follow up, and how consistently you market and ask for referrals — and identify exactly where AI can close the gaps.
What you get
- A clear AI roadmap of where leads and revenue are being lost
- A priority list of fixes, ranked by effort vs. impact
- Tool recommendations with pricing and ROI
- Deep-dive analysis usually uncovers 3-7 bottlenecks in your business.
- A 4-day quick-start plan so something is running within the week
Guaranteed: uncover at least 5 hours a week you can reinvest into marketing and follow-up in 30 days, or get a full refund.
The AI Marketing & Sales Assessment-Step by Step
Over the course of one week, I identify exactly where your leads, follow-up, and marketing are leaking — and hand you a clear plan to fix them, with the option to have it built for you.
Step 1. Discovery call (45 min)
We map where leads, follow-up, referrals, and marketing are falling through the cracks. I'll do a much deeper dive into your business than the free mini AI Marketing & Sales Assessment.
Step 2. AI-powered analysis
Your lead flow, marketing, and sales process get analyzed against real tools that fit a business your size. The deep-dive analysis usually uncovers 3-7 bottlenecks in your business.
Step 3. Your custom report
A priority list, tool recommendations with pricing and ROI, and a 4-day quick-start plan to start closing more business. Also, you're not left with a report that sits in a drawer; you'll have something running within the week.
Step 4. Review call (30 min)
We walk through it together so you leave knowing exactly what to do first. You'll have an audit and AI roadmap for your business.
AI Concierge Retainer
Over 30 days, I design, build, and help you and your team implement AI workflows and custom AI assistants tailored to your marketing (and sales) operations to save time, money, and bottlenecks in your business.
AI Concierge Retainer
Who it's for
Business owners who want leads, follow-up, and marketing running on autopilot — not another thing on their to-do list.
What we do
I build and implement the fixes identified in your audit — lead follow-up systems, review/referral automation, and consistent marketing — then train you (or your team) to run them confidently.
What you get
- Fully built systems, not just a plan.
- Everything connected to tools you already use — no tool overload.
- Simple training so it runs smoothly from day one. Done-with-you implementation.
- Ongoing option: monthly AI Concierge Retainer for continued setup and refinement (two 45-min working sessions/month).
- 24/7 access to me for support between calls.
Why Local Service Businesses Choose This Approach
Built specifically for insurance agents, real estate brokers, home inspectors, accountants, remediation contractors, HVAC companies, and roofing contractors who don't have the time, budget, or headcount to experiment endlessly with marketing tools and trends.
I focus on delivering measurable leads, follow-up, and time savings — not adding more software or complexity to an already crowded day.
My approach is safe, practical, and grounded in real-world marketing and sales work, prioritizing what actually helps you close more business with less stress.
Every system I design is built around how you already run your business day to day, so adoption feels natural, not disruptive.