Bottleneck and workflow map
A clear view of what is slowing the business down, where information gets lost, and what the new system needs to carry.
Let's Talk About Your BusinessI find the bottlenecks, map the work around them, and build a connected AI-supported system for the leads, customers, and routine operations your team needs to manage.
Custom scope and pricing
Let’s Talk About Your BusinessThis may be the right fit if
You do not need a perfect diagnosis. You only need to recognize what keeps happening.
What is included
A clear view of what is slowing the business down, where information gets lost, and what the new system needs to carry.
The workflows, tools, instructions, and handoffs needed to move the work from beginning to end.
Your offers, voice, policies, examples, limits, and review points built into the system.
I put the system to work with real examples, check the handoffs, and adjust what does not hold up.
The people using the system learn what it does, what it does not do, and when a person needs to step in.
We review what changed, fix what is still getting stuck, and keep the system useful as the business changes.
How it works
We look at where time, leads, customers, or information are being lost before choosing any technology.
I learn what happens now, who is involved, which tools hold the information, and what must stay human.
I create the workflows, context, guardrails, handoffs, and review points around the way your business operates.
We run real work through the system, find the weak points, and make the process dependable.
Your team learns how to use the system without needing to become AI experts.
We look at what is working, what still needs attention, and what the system should carry next.
What changes
Every business system is different. Pricing depends on the workflows, tools, integrations, training, and follow-up involved. You receive a clear scope and price before work begins.
Built for real work
A system I built and run
The call handler logged every call to a spreadsheet and notified me of exactly nothing. It had been sitting inactive since July.
Every call now ends with an email carrying the summary, the outcome, the transcript and the recording, and a text to my cell so I know to go read it. A filter sits in front of it, because the phone system posts every status change to the same address. Without the filter I would get a text every time a call twitched instead of once when it ended.
Verified on a real call. Three status messages correctly dropped, the end of call report ran the whole path with no errors, and the row landed in the log.
The text step and the logging step cannot take the email down with them. If the spreadsheet is unreachable, the email still goes.
“Tami built a CRM system that easily captures data, nurtures new clients, and takes the drudgery out of my business.”
Questions people ask
You do not need to arrive with the system mapped. We start with what is not working.
It can support connected work such as CRM and lead capture, lead nurturing, customer follow-up, onboarding, offboarding, client intake, routine communication, reporting, and information flow between tools.
The AI Starter System handles one contained workflow. A Custom AI Business System is for work that crosses several processes, tools, or people and needs a connected build.
That is not the goal. The system carries routine work and prepares information. People keep responsibility for judgment, relationships, exceptions, and decisions where trust matters.
Pricing depends on the scope, workflows, tools, integrations, training, and follow-up required. You receive a written scope and price before work begins.
No. I work with small and medium businesses in South Florida and with businesses across the United States.
Start with a conversation
I will help you decide whether this is the right place to start. If it is not, I will say so.
Let’s Talk About Your Business