Automation Audit
Most businesses come to me knowing something isn’t working — they just don’t know exactly what to fix first, or what it would cost to fix it. That’s exactly what the Automation Audit answers, before you spend a dollar on building anything.
I map your current tools, workflows, and manual processes — every form, every handoff, every place your team is doing by hand what should happen automatically. Then I show you exactly where the gaps are, what they’re costing you, and what it would actually take to close them. Prioritized. Plain English. No jargon, no vague suggestions, no 40-page report you’ll never read.
What you do with it is up to you. Build it yourself using our instructions, or have us build it for you. Either way, you walk away knowing exactly where you stand — which is more than most businesses can say.
- Full workflow and process mapping
- Automation opportunity analysis
- System bridge recommendations
- Prioritized action report with clear next steps
- Instructions to build it yourself — or we build it for you
Want to see what a full scope build looks like after an audit? See the Church Outlet build →
Zoho Audit
You’re paying for Zoho One. The question is whether it’s actually working for your business — or just running in the background while your team builds workarounds around it. I see this constantly. Zoho is genuinely powerful, but most setups use maybe 30% of what’s available, and the rest is either misconfigured or sitting idle.
A Zoho Audit is a structured review of your entire setup — what’s configured correctly, what’s broken, what’s missing, and where you’re leaving real capability on the table. You walk away with a prioritized action report that tells you exactly what to fix and why — not vague suggestions, specific ones.
- Full review of your active Zoho modules
- Workflow and automation audit
- Data quality and field mapping check
- Integration health review
- Prioritized action report with specific fixes
FESible
Florida FES-UA families were drowning in PDFs, manual purpose statements, and portal data entry every reimbursement cycle. FESible is a Chrome extension and companion web app that scrapes purchase data, generates AI purpose statements, and auto-fills the FES portal.
From hundreds of PDFs to 3 clicks. First 50 families are free.
- Chrome extension scrapes purchases automatically
- AI generates purpose statements per item
- Auto-fills the FES submission portal
- Tracks submission status across cycles
- No manual data entry. No PDFs piling up.
HomeschoolDesk.AI
Homeschool families needed more than a planner — they needed the planning to happen for them. HomeschoolDesk.AI is an AI-powered curriculum management platform built from scratch for classical educators, homeschool families, and Classical Conversations participants.
It follows the way great teachers actually plan — not the way software usually forces them to.
- AI auto-generates weekly plans from your curriculum
- Eight built-in AI tools for lesson planning
- Multi-student management with individual tracking
- Classical Conversations integration
- Progress tracking and parent reporting
Proposal IQ
Proposal IQ is a Chrome extension for freelancers and agencies on Upwork. It scans job posts, scores each one against your profile and service focus, and drafts a custom proposal — so you spend your time on the right opportunities, not reading through every posting.
Built for service businesses that live on Upwork and spend too much time writing proposals for jobs that were never the right fit.
- Scans Upwork job posts automatically
- Scores each post against your profile and service type
- Drafts a custom proposal in seconds
- Zoho integration built in
- Version tracking and approval flow
Have a problem that no existing tool solves?
Good. Those are my favorite conversations. Tell me what you keep working around, what your team does manually that makes no sense, or what you’ve looked for and couldn’t find — and I’ll tell you honestly whether we can build it and what it would take.