CRM Cleanup Sprint
Clean up stages, fields, tags, automations, and pipeline visibility so the team knows what is real.
7-Day AI Automation Sprint
Fix One Expensive Workflow Bottleneck in 7 Days
I help business owners use AI, automation, CRM cleanup, dashboards, and lightweight custom apps to stop leaking time, leads, and revenue.
Lead follow-up automationCRM cleanupInternal dashboardsAI workflowsAPI integrationsLightweight custom apps
Workflow Leak Map
Lead intake to revenue operations
Lead Source
Ads + Forms
Leak
Slow Follow-Up
Fix
Auto Routing
Before
- Manual spreadsheet updates
- Unclear lead owner
- No revenue view
After
- Instant lead assignment
- Clean CRM stages
- Dashboard for decisions
Sprint output
1 useful system shipped
The real leak
Your business may not have a lead problem. It may have a follow-up problem.
Leads come in, but nobody follows up fast enough
Calls, forms, texts, and emails are disconnected
CRM stages are messy or outdated
Staff are doing repetitive admin manually
Reporting lives in spreadsheets
You do not know which leads, ads, or workflows are actually producing revenue
Focused implementation
The 7-Day AI Automation Sprint
This is a focused implementation sprint where we identify one workflow bottleneck and build a practical fix fast. The goal is not to start a giant software project. The goal is to ship one useful system that saves time, recovers leads, or improves revenue operations.
Lead Follow-Up Sprint
Connect forms, calls, texts, email, and reminders so new leads get handled quickly.
AI Workflow Sprint
Use AI where it actually helps: intake, summaries, routing, enrichment, replies, and admin work.
Internal Dashboard Sprint
Turn scattered reports into one operating view for leads, revenue, tasks, and bottlenecks.
API Integration Sprint
Connect tools that should already be talking to each other without rebuilding the whole stack.
MVP/App Prototype Sprint
Ship a lightweight custom tool or prototype when off-the-shelf software is slowing the business down.
Packages
Start with the right size fix.
Most businesses start with a focused sprint, not a massive build.
Quick Fix
$750-$1,500
For smaller workflow fixes, tracking cleanup, Zapier/API fixes, landing page fixes, or CRM cleanup.
Most common
Sprint
$2,500-$5,000
For 5-7 day builds: automation, dashboard, app prototype, CRM workflow, or lead follow-up system.
Buildout
$7,500+
For larger internal tools, custom apps, CRM builds, AI workflows, or ongoing implementation.
Proof
Built from real business operations, not theory.
CRM and reporting systems for healthcare operations
Google Ads and Facebook Ads tracking for local businesses
CallRail, GoHighLevel, Zapier, API, and lead workflow experience
Real estate CRM and automation concepts
Supabase, Vercel, GitHub, OpenAI, Claude, Twilio, Resend, and custom app development
Websites, landing pages, funnels, tracking, and internal tools
Good fit
Who this is for
A business owner getting inbound leads
A real estate investor or wholesaler
A local service business
A marketing agency
A clinic or appointment-based business
A founder with a messy MVP
A company using spreadsheets for critical workflows
A team wasting time on manual admin
Process
How the sprint works
Day 1
Audit the workflow
Choose the highest-impact fix and define what needs to ship.
Days 2-3
Build the first version
Create the automation, dashboard, integration, cleanup, or prototype.
Days 4-5
Test and connect tools
Wire up the working pieces, revise the flow, and catch obvious gaps.
Days 6-7
Polish and hand off
Document the system, clean up the details, and make it usable for the team.
Free audit
Want me to find the fastest workflow win?
Apply for a free Workflow Leak Audit. I will review your setup and tell you the first 2-3 places I would look to save time, recover leads, or improve revenue operations.
FAQ
Straight answers before the audit.
What do you actually build?
Practical workflow fixes: CRM cleanup, lead routing, follow-up automation, dashboards, API connections, AI-assisted admin flows, and lightweight custom apps.
Is this just consulting?
No. The sprint is implementation-first. The audit identifies the bottleneck, then the sprint ships a working fix.
Do I need to already have a CRM?
No. If you already have one, I can clean it up or connect it. If you do not, I can help set up the smallest useful version.
What tools do you work with?
Common stacks include GoHighLevel, HubSpot-style CRMs, CallRail, Zapier, Twilio, Resend, Supabase, Vercel, GitHub, OpenAI, Claude, Google Sheets, and custom APIs.
How fast can we start?
If the workflow is clear and access is ready, a focused sprint can usually begin quickly. The audit is designed to find the right first build.
What does it cost?
Small fixes typically land around $750-$1,500. Focused sprints are usually $2,500-$5,000. Larger buildouts start at $7,500.
Do you work with real estate businesses?
Yes. Real estate investors, wholesalers, and teams with lead intake, CRM, follow-up, dispo, or reporting problems are a strong fit.
Do you work with agencies?
Yes. I can help agencies clean up internal delivery systems, reporting, lead handoff, client workflows, and custom automation.