Take the repetitive marketing and client-operations work off your firm.
Your team spends time on clients, not admin. Built for small accounting, advisory, financial and professional services firms.
I pick and set up the AI that handles the repetitive parts of your marketing and client operations: the research, the outreach, the follow-up, the reporting.
The proof is how I’ll reach you. The same AI outreach setup I run for clients is the one I use to find them.
How it works: audit → setup → run
A prioritised map of your firm’s repetitive workflows, the single highest-value automation to set up first, and a clear cost and timeline, whether or not we set anything up.
AI Opportunity Audit
Half to full day mapping your firm’s repetitive workflows and identifying the highest-value automation. You leave with a prioritised plan, whether or not we set anything up.
AI Setup
2 to 3 weeks setting up one workflow end to end: an outreach pipeline, a lead-enrichment engine, lifecycle automation, or a live reporting dashboard.
AI Ops
Monthly retainer to run, monitor and extend it as your firm grows.
Why work with me
I’ve run marketing and shifted partner models inside the accounting world, not guessing from outside.
- You work with me, not an account manager.
- The audit is simple and cheap, free for webinar attendees.
- Set up properly and kept running, not handed over and forgotten.