I build custom CRM pipelines in Airtable, automated workflows through Make.com, and process-driven AI agents. Wired together, so your firm can grow without adding headcount.
Most professional services firms run on a patchwork of separate systems. It is held together by manual effort and memory.
Client information lives in spreadsheets, inboxes and someone's head. Your CRM, if you have one, is half full. Nothing connects. Every status update means asking three people.
Your team copies the same information between tools every day. New leads sit in an inbox until someone makes a record by hand. Proposals get built from scratch each time, because templates live nowhere useful.
Key workflows exist only in one person's head. When they go on leave, things stall. When they resign, the process walks out the door with them. Nothing is written down. Nothing is automated.
I do not sell software. I build the layer that connects your tools, automates your processes, and puts AI to work on repeat tasks.
Purpose-built client and project databases in Airtable. Track leads, engagements, deliverables and revenue in one place. Designed around how your firm actually works, not how a generic CRM thinks you should.
Multi-step workflows that connect your tools and remove manual handoffs. New enquiry comes in? It gets logged, assigned and followed up on its own. Invoice overdue? The reminder goes out without anyone pressing send.
AI agents that handle repeat knowledge work. Draft client summaries from meeting notes. Sort incoming enquiries by service line. Write first-pass proposals from your templates. Built on the Claude API, tuned to your firm's context.
I follow the same clear process for every engagement. No scope creep. No guesswork.
I check every tool, workflow and handoff. I note where data lives, how it moves, and where things break. This becomes the plan for everything that follows.
I design and build your CRM in Airtable. I create the Make.com scenarios that connect your tools. I set up any AI agents. Everything is built to your needs.
I wire your CRM, automations and AI agents into a single layer. Data flows between tools on its own. Your team stops copying and pasting.
I watch the workflows. I check the AI output. I refine the automations based on real use. Your system gets sharper over time, not more fragile.
Each system is built for your firm. No off-the-shelf templates. No generic setups.
Custom Airtable bases with linked tables, views and automations. Matched to your client lifecycle, from lead capture to project delivery to invoicing.
Written process maps for every automated workflow. You will know exactly what triggers each action, what data moves where, and what happens at every step.
Ready-to-run automation scenarios connecting your tools. Email to CRM. Form to pipeline. Invoice to follow-up. And everything in between. Tested and watched.
Custom AI agents built on the Claude API for repeat tasks. Drafting, sorting, summarising, or turning messy input into clean output. Tuned to your firm's language and context.
Every system comes with clear documentation. Database schemas, workflow logic, AI agent prompts and troubleshooting guides. Your team can run it without me.
Hands-on training for your team. I walk through every workflow, view and automation. So your people know how to use the system from day one.
Growth that adds manual work does not scale. This is not a stage of its own. It is the layer that keeps every stage running without you feeding it, so the workload stays flat while the firm grows.
I will map your processes, build the setup, and hand you back a firm that runs on systems instead of heroics. No templates. Built for your workflows.