Whether you’re just starting your AI journey or ready to scale what’s working,

my services meet you where you are and move you forward.

1. AI Audit & Readiness Assessment.

It all begins with a plan.

Before you invest in any tools or systems, it’s crucial to understand where AI can deliver the biggest impact. I’ll assess your business operations, data, and goals to uncover high-value automation and optimization opportunities — then map out a clear, actionable roadmap to get you there.

✅ Identify inefficiencies and automation opportunities
✅ Prioritize high-impact use cases
✅ Develop an AI adoption plan aligned with your goals

Your starting point for AI transformation starts with an initial phone call to discuss your business, your goals, what's not working and where you want to be.

Learn more about an Ai Audit

2. Automation Architecture & Workflow Design.

Smart Workflows That Scale.

I design and build Ai workflow automations that connect your existing tools and systems — eliminating repetitive tasks, improving response times, and freeing your team to focus on what matters most.

Whether you’re running on CRMs, email platforms, or project management tools, I create automations that actually talk to each other and drive measurable results.

✅ CRM and marketing automation
✅ Lead management and nurturing sequences
✅ Operations and administrative automations

3. Chatbots, co-pilots and AI Agents.

AI Agents that Drive Productivity.

Before you invest in any tools or systems, it’s crucial to understand where AI can deliver the biggest impact. I’ll assess your business operations, data, and goals to uncover high-value automation and optimization opportunities — then map out a clear, actionable roadmap to get you there with Ai-powered chatbots and voice agents.

✅ Identify inefficiencies and automation opportunities
✅ Prioritize high-impact use cases
✅ Develop an AI adoption plan aligned with your goals

4. Custom AI implementation.

From Roadmap to Real Results.

No cookie-cutter setups here — as your Ai Implementation Partner, I design systems built specifically around your workflows and objectives. Whether you need an internal knowledge assistant, data-driven reporting, or predictive analytics, I help integrate the right tools and ensure everything works together seamlessly.

✅ System selection and configuration
✅ Data integration and prompt design
✅ Ongoing testing, training, and optimization

5. Team Training & Implementation.

Because AI is only powerful when people use it.

Technology adoption succeeds when your team understands it. I provide Ai adoption training and hands-on workshops and ongoing support to help you and your staff confidently use AI and automation tools — including TREC-approved Continuing Education (CE) training for real estate agents and investors.

✅ Team onboarding and workflow training
✅ AI and automation CE courses through TREC
✅ Ongoing education for evolving AI tools

6. Ongoing Optimization & Support.

AI evolves fast — and so do I.

I stay connected long after the setup is complete, continuously monitoring and improving your systems for performance, accuracy, and ROI. From fine-tuning workflows to introducing new technologies, I ensure your business stays ahead of the curve. I offer continuous support, performance tracking, and system optimization to keep your AI infrastructure ahead of industry changes.

✅ Regular system reviews and updates
✅ Performance tracking and optimization
✅ Scalable solutions that grow with your business