Application

A few quick questions

Takes about 2 minutes. This helps me prepare for our call.

What's your annual business revenue?
This helps me understand if the ROI math works for you.
Under $100K
$100K - $250K
$250K - $500K
$500K - $1M
$1M+
What kind of business do you run?
Select what fits best.
Law Firm / Legal Practice
Insurance Agency / Brokerage
Medical Billing / Healthcare Admin
Accounting / CPA / Tax Firm
Dental / Chiropractic / Medical Practice
Mortgage / Title / Escrow
Property Management / Real Estate Brokerage
Staffing / Recruiting Agency
Logistics / Freight / Fleet Management
Marketing Agency / Consultancy
Other
What's eating most of your time right now?
Select all that apply.
Content creation & posting
Lead generation & processing
Client intake & onboarding
Operations & admin tasks
Sales outreach & follow-up
Data entry, spreadsheets, reporting
Scheduling & calendar management
Billing, invoicing & collections
Email & communication management
How many hours per week do you spend on tasks that should be automated?
Be honest. The number is probably higher than you think.
Under 5 hours
5-10 hours
10-20 hours
20+ hours (I am the business)
What's your experience with AI tools?
No wrong answers. Just want to know where you're starting.
Never really used them
Use ChatGPT / Gemini casually
Power user — Cursor, Claude, API access
I've built automations / scripts with AI
If the ROI is clear, are you ready to invest in building this system?
This is a premium service. I want to make sure we're on the same page before the call.
Yes, ready to move now if it's the right fit
Yes, within the next 30 days
Still exploring, but serious
Just curious for now
How much do you currently have to invest in your business?
This helps me recommend the right solution for where you are right now.
I don't have money to invest right now
Under $2,500
$2,500 - $5,000
$5,000 - $10,000
$10,000+
Last step. How do I reach you?
I review every application personally.
✓

You're a great fit.

Based on your answers, I can build something that will genuinely change how your business operates. Pick a time for your strategy call and let's map it out.

Book Your Strategy Call

Here's what I'd recommend instead

Based on your answers, the full buildout might not be the right move yet. But the free Claude Code Blueprint will get you started building automations on your own. It's the same foundation I used.

Get the free Blueprint here

When your business is ready for the full system, I'll be here.