Implementation & AI Automation

Your tech should work.
Let's make it.

I help service businesses get their tools set up, connected, and actually running — then layer in AI automation to stop leads from falling through the cracks.

10+ Years of Implementation

250+ businesses onboarded
40%
faster to first revenue
90%+
client renewal rate
$2M+
ARR managed
1 wk
first result, guaranteed
🚀 Launch pricing — first 5 clients only
Shopify Certified
Klaviyo Certified
HubSpot & Salesforce
n8n & Zapier Automation
Stripe & Payment Flows
Houston, TX

Services

Pick your starting point.

Three clear engagements. One goal: get your business running on systems that work, then make them smarter.

Launch pricing active — first 5 clients get 50%+ off

Starter

Quick Win Automation

$500 $1,500

Launch pricing — limited to first 5 clients

One high-impact automation, done in a week. Instant lead response, a follow-up email sequence, a booking workflow — whatever makes the most immediate difference. Your foot in the door to what's possible.

Includes

  • 1 custom automation build
  • Integration setup & testing
  • Walkthrough call

Timeline: ~1 week

Premium

AI-Powered Lead Engine

$3,000 $5,000–$8,000

Launch pricing — limited to first 5 clients

The full system — AI that texts and emails leads within seconds, qualifies them automatically, books appointments, and feeds everything into your CRM. Plus a website chatbot for after-hours coverage.

Includes

  • Everything in CRM & Workflow Buildout
  • AI chatbot
  • Instant lead response automation
  • Appointment booking integration
  • After-hours AI handling

Timeline: 3–5 weeks · Specialist support brought in as needed

Available after any project:

Maintain & Optimize

$500 / month

Monitoring, performance tweaks, minor updates, one new automation per month, monthly reporting.

Growth Partner

$2,000–$3,500 / month

Active optimization, new automation builds each month, fractional ops/tech support, priority response.

Discovery Process

Before we touch a single tool, we audit what you've got.

Most businesses don't have an AI problem. They have a clarity problem. Every engagement starts the same way — figuring out exactly where automation will actually move the needle.

This is included in

Every engagement starts here — whether you book a $500 Quick Win or the full AI Lead Engine.

1

Map

We map your core workflows

We start by listing every repeatable process in your business — from first contact to post-sale. Nothing gets skipped, especially the small stuff. That's usually where the time actually goes.

Lead management Marketing & content Client comms Transactions Ops & admin
2

Diagnose

We track time and find the bottlenecks

Once the workflows are mapped, we figure out where time disappears and what keeps getting delayed or dropped. Three questions guide this:

We ask

What tasks do you dread? What gets delayed or forgotten? What could someone else do if they were properly trained?

3

Score

We score every process on five criteria

Not every painful task is a good automation candidate. We run each workflow through our Automation Scorecard — rated 1 to 5 on each dimension. Anything above 15 is ready to build.

CriteriaScore
Repetitive
Happens the same way every time
1 – 5
Time-consuming
Eats up significant hours weekly
1 – 5
Rules-based
Can be broken into clear if/then logic
1 – 5
High-impact
Automating it would visibly change outcomes
1 – 5
Data-driven
Relies on structured inputs
1 – 5
Total — 15+ means it's ready to build/25
4

Prioritize

We separate quick wins from the strategic builds

Not everything gets built at once. We sort candidates into two buckets — things we can ship in days, and bigger plays with a longer ROI horizon. The goal is always to put a real win on the board within the first seven days.

For example

Auto-responding to new leads is a quick win. Building an AI-powered lead scoring system is a strategic play. Both matter. We do them in the right order.

5

Protect

We make sure you don't build on a broken foundation

Automating a broken workflow just makes the problem faster. Before anything gets built, we flag the traps — bloated processes, overly complex first builds, and one-size-fits-all tools that won't fit. Your team usually knows exactly where the real pain is. We make sure their input shapes the plan.

What you walk away with

A clear picture of what to build, in what order, and why.

Full workflow map of your business
Ranked automation candidates with scores
At least one quick win ready to build
30/60/90-day implementation roadmap
Tool recommendations tailored to your stack

Automate what slows you down. Double down on what moves the needle.

Who I Help

Built for businesses that are ready to stop running on manual.

The sweet spot: doing $500K–$5M in revenue, spending money on tools they barely use, and losing leads to slow follow-up.

🏠

Home Services

HVAC, roofing, plumbing. High-ticket jobs ($5–20K each) mean recovering 2–3 lost leads pays for the entire engagement. Huge ROI.

🏡

Real Estate Teams & Brokerages

Already tech-forward, understand lead response time matters, and actively spend money on tools they underuse.

💆

Med Spas & Dental Practices

High-ticket services, steady lead flow, and consistently poor follow-up systems. Very retainer-friendly.

📊

Service Businesses ($500K–$5M)

Big enough to afford the tools and the fee. Small enough that they don't have an internal IT or ops person to figure it out.

Ready to start?

Let's put a win on the board in one week.

Start with the $500 Quick Win. I'll identify the highest-ROI automation in your business and have it running within 7 days. No long contracts. No fluff.

Houston, TX · chriskelley85@gmail.com