Systems & Automation
Make your tools talk to each other.
Your CRM, your project tool, your email, your payment system, your scheduler. They should be one connected operation, not seven tabs you switch between. Every manual copy-paste is a chance for something to fall through the cracks.
I build the automations, integrations, and AI workflows that turn your tech stack into a system that runs itself.
Starts at $1,500 (Operations Teardown). Free discovery call.
Where your stack is leaking time.
You're using 5 or more tools and manually copying data between them every week.
Your CRM and your project tool don't communicate, so you're the human bridge.
Your client onboarding touches DocuSign, Stripe, Calendly, a CRM, and a project tool, and you're the only one who knows the order.
You bought Zapier (or HubSpot or Asana) six months ago and nobody touches it.
You keep hearing 'you should use AI for this' and have no idea where to start.
Your team waits for you to manually trigger handoffs that should happen on their own.
Every one of these is fixable. Most of them in less than a week.
What I build
What I build (and integrate AI into wherever it earns its keep).
Asana buildouts your team will actually open every day. Custom workspaces, templates, automations, custom rules, client trackers. Delivered at Asana Certified Pro level.
HubSpot pipelines that match how your sales actually work. Not the demo version. Setup, optimization, automation builds, sales-to-success handoff, marketing automation.
Zapier and Make integrations between any tools that have an API. Including the ones that technically do not, when there is a workaround worth building.
AI workflows baked into your system. Inbox triage, meeting summaries, content drafts, lead scoring, SOP generation. Whatever AI can handle in seconds that you have been doing in hours.
Client onboarding systems that handle themselves. DocuSign + Stripe + Calendly + CRM + project tool, all talking to each other. From inquiry to kickoff without you sending a single manual email.
GoHighLevel integrations and automations. Connecting GHL to your CRM, payment processor, project management, and AI workflows. The funnel builds themselves live on the Web & Funnels page.
Inbox cleanup with intelligent filters and rules. Real triage. Not "delete the spam." The kind of setup where you open your inbox and only see what actually needs you.
SOPs and platform migrations. Documentation that people actually adopt, and platform moves that do not break what is working.
How it works
Four steps. Zero ghosting.
Discovery Call (Free)
We talk through your current tools, your manual processes, and where you're losing the most time. I'll tell you what's worth building and what's not.
Systems Assessment
I dig into your stack, your workflows, and your team. We map what is connected, what is broken, and where AI can add real leverage. You get a prioritized plan before we build anything.
Build & Test (1 to 4 Weeks)
I build everything in your accounts with your actual data. Nothing goes live until it works. Edge cases get handled. Error fallbacks get built. Your team gets looped in early.
Launch, Document, Support
Everything goes live with written SOPs, a video walkthrough, and 30 days of post-launch support. Your team can run it without you. That is the whole point.
Automated workflows built
Zapier integrations deployed
Platforms connected
Investment
Three ways in. Pick the one that hurts the most.
Custom builds are quoted based on scope. These are the starting points.
Tier 01 · Diagnose
The Operations Teardown
Stop guessing what's broken. I mystery shop your funnel, interview you and your team, build an AI opportunity map, and hand you a 15-25 page prioritized rebuild plan in 7 business days. Plus 3 quick wins you can ship this week.
$1,500
One-time. 7-day turnaround.
Learn moreTier 02 · Most popular
Build One Thing Right
Pick the platform that hurts the most. Asana, HubSpot, GoHighLevel, Zapier, or a fully integrated client onboarding flow. I build it end-to-end in your accounts with AI workflows baked in. Most clients get back 10+ hours a week in the first 90 days.
From $2,500
One-time. 2-4 weeks.
Book a discovery callTier 03 · Full Stack
Connect the Whole Operation
Multiple platforms, AI workflows, full client lifecycle automation. Your CRM, project tool, payments, scheduling, signatures, and email all talking to each other. The full Coastal Collaborative treatment.
From $7,500
One-time. 4-8 weeks.
Book a discovery callFor context
A full-time Director of Operations costs $120K to $200K a year plus benefits. A typical agency build runs $15K to $30K. Mine: a fraction of either, with AI baked in, in weeks not months.
Want maintenance after the build? Roll into Fractional Operations Support from $1,500/month.
Book Your Free Discovery CallTwo smaller ways in
Not ready for a full custom build? Start here.
Operations Triage
Pick ONE thing that hurts most. I build it end-to-end in 10 days. Asana, Zapier, CRM cleanup, an SOP, or a custom workflow. You own it when we're done.
Learn About TriageThe Operations Teardown
Mystery shop your funnel, interview your team, map every place AI and automation can save 10+ hours a week, and hand you a prioritized plan.
Learn About TeardownQuick answers
Common questions
Stop being the middleman between your own tools.
Let's look at where you're losing time and build the systems that get it back. Free discovery call. Zero pressure.
Book Your Free Discovery Call