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Services · Your team stops doing busywork and starts doing revenue work

AI Automation

The short answer

Your team stops doing data entry and starts doing revenue work. We build AI workflows that take over intake, quote drafting, scheduling, document creation, and the data entry between apps. The systems run 24/7, a human reviews anything that matters, and the hours your staff spent on repetitive admin go back to serving customers and closing jobs.

What you get

  • Intake and scheduling handled automatically across your existing tools
  • AI-drafted quotes, documents, emails, and replies in your voice, ready for review
  • Data moved between apps automatically, no retyping, no lost information
  • Human review checkpoints where errors would cost you a customer
  • Monthly reporting so you can see the hours saved and the work completed

Who this is for

Service businesses whose owner or office manager spends 10+ hours a week on repetitive admin: scheduling, quoting, chasing paperwork, copying data between systems. Those hours are revenue hours spent on non-revenue work.

5.6 hrs

saved per week by the average small business worker using AI (Business.com, 2026)

Questions owners ask

Will I have to learn new software?

No. The automation runs behind the tools you already use. Your team keeps their existing workflow; the busywork disappears from it.

What tasks should a small business automate first?

The most repetitive, lowest-risk task that eats the most hours weekly. For most service businesses that is intake and scheduling, quote drafting, or data entry between apps. The strategy call identifies yours in priority order.

How long does setup take?

Most first systems are built, tested against your real workflows, and live within two to three weeks.

What clients say
Lisa has helped me with three transitions in my business: changing from hourly to fixed pricing, developing a new product, and restructuring my costs. She is one of the most naturally creative consultants I have ever seen and takes incredibly seriously the idea of delivering more value than she takes. I highly, highly recommend.

Miles VethCEO, Veth Group

Ai Automation: Before vs After AI automation

Schedule a strategy call with Lisa →

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