Pillar 04 · Efficiency

Stop wasting your week on work
your systems should already be doing.

If you're still copying details, chasing follow-ups, updating spreadsheets, or jumping between tools, I can help fix that. I build simple automation systems that connect the moving parts of your business so things happen without you having to babysit every step.

01 / What this means for you

Your business gets easier when your tools finally work together.

Forms, CRMs, emails, spreadsheets, DMs, notifications, follow-ups — I connect the pieces so you're not stuck doing the same little tasks over and over again.

// 01

Save real time

Even 30 minutes of manual work a day adds up fast. I help you get that time back.

// 02

Remove the repeat work

Leads come in, get tagged, get followed up with, and move where they need to go — without you being the middleman.

// 03

Stop missing steps

Follow-ups, reminders, onboarding, and updates can run in the background so nothing slips through the cracks.

// 04

Do more with less effort

You don't need a bigger team for every repetitive task. Sometimes you just need a smarter system.

02 / Before & After

Same business. Same leads. A much smoother week.

The goal isn't to make things complicated. It's to make your daily workflow feel lighter.

// Without automation

Everything depends on you remembering

  • A lead fills out a form, and you have to notice it.
  • You copy their info into another tool.
  • You send the same reply again.
  • You try to remember the follow-up.
  • The whole process only works when you stay on top of every detail.
// With automation

Your system quietly handles the busywork

  • A lead submits a form, and the CRM updates instantly.
  • The right email goes out automatically.
  • You get a clean notification with what matters.
  • Follow-ups happen on schedule.
  • You spend your time on the conversations that actually need you.
03 / See it in action

Someone comments "INFO."
The system takes it from there.

The sequence

// Comment → Message → Capture → CRM → Email → Notify → Follow-up

01Someone comments or fills out a form→
02A personalized message goes out→
03Their details are captured→
04Your CRM or spreadsheet updates→
05The right email is sent→
06You get notified with what matters→
07The follow-up sequence begins↓
You stay focused. The system does the repeating.

// What I can set up

Every business runs differently, so I don't force a cookie-cutter setup. I look at how you actually work and build the automation around that.

AI-powered workflow systems
Lead capture automations
CRM and email triggers
Google Sheets automations
Social DM automations
Task routing systems
Custom AI assistants
Lead routing & scoring

Move faster.
Without creating more chaos.

A good automation system should make your business cleaner, not more confusing. I help you test, tweak, and improve your workflow so it runs the way it should.

  • Test one step without breaking the whole system
  • Reuse past data instead of waiting on new leads
  • Catch issues before they become problems
  • Improve the workflow as your business grows

I connect the tools you already use.
So they finally work together.

Email, CRM, spreadsheets, Slack, forms, calendars, payment tools, AI tools — if your business depends on it, I can usually connect it. You don't have to change everything. I help the tools you already use work better together.

Microsoft Zendesk Wayfair Mistral AI Paddle Onfleet Vodafone Unbabel

// if it has an API, I can probably connect it

04 / Scale your operations

Cut the workload.
Without cutting the output.

The point of automation is simple: less manual work, fewer mistakes, and more breathing room.

Automated operations dashboard
Stop repeating yourself

Updates, checks, reminders, and data transfers can happen automatically once the system is built.

Catch problems earlier

Your system can flag issues, trigger alerts, and help you fix things before they turn into bigger problems.

See what matters in one place

Instead of opening fifteen tabs, your key data and updates can be pulled into one clean view.

One thing first

Automation will not fix a broken process.

It will just make the broken process move faster.

// I clean up the structure first. Then we automate. In that order.

Also available · Outreach

Let's talk about how the
right message got you here.

There's a good chance you landed on this page because of a post, a message, a follow-up, or a simple call to action. That's not luck. That's a system — and I can help build that for your business too.

"Good outreach doesn't feel pushy. It feels like the right message showing up at the right time."

// What most people send
"Hello dear, I am impressed by your profile and would like to offer scalable business solutions..."

Nobody talks like that. And nobody wants to respond to it.

// What I help you send
Hey, I saw your recent post about growing your team. Quick question — how are you handling lead follow-up right now? I might have something useful. No pitch.
Ready when you are

Let's build the quiet system
behind your business.

We'll look at what you have now, find the repetitive work slowing you down, and decide what should run automatically.

Get on my calendar Email Richard

No weird pitch. Just a real conversation about what makes sense for you