Business Process Automation
Before I automate anything, I map it. Most process automation fails because someone tried to automate a broken process. I find the friction first, fix the steps that don't earn their place, then automate what's left — so the system runs the busywork and your team handles the judgment calls.
How I work
Process discovery: I map the current workflow end to end, including the manual steps nobody documents and the handoffs where things stall.
Bottleneck analysis: I find the steps that cause delays, errors, or rework, and decide which to eliminate, simplify, or automate.
Automation design: I build the triggered workflows, sequences, and task assignments that run the repetitive part without a human in the loop.
What gets automated
Lead intake and routing, appointment scheduling and reminders, status updates and notifications, document generation, and recurring reporting.
Anything that's the same every time, happens on a trigger, and doesn't need a judgment call — that's the work to remove from human hands.
Frequently asked
How do you decide what to automate vs. leave manual?+
If a step is repeatable, triggered, and doesn't require judgment, it's a candidate. If it needs context, negotiation, or a relationship, it stays with a person — and the automation supports them rather than replacing them.
Do I need to already have a CRM to start?+
No. Part of process automation is choosing the right tools. I'll recommend where your process should live based on how your team works, not the other way around.
What if my process changes after the automation is built?+
I build automations as composable, documented modules — so when a step changes, you update that module, not the whole system. The architecture is designed to evolve.