I build the systems that follow up, remind and organize, so you get your evenings back.
Green steps run on their own.
See what I'd fix firstA few quick questions, then a free call.
Most hectic businesses don't have a people problem. They have too much that depends on someone remembering.
You didn't start a business to do this at 9pm. Most of it can run without you.
For busy service businesses, including trades companies, bookkeeping and accounting firms, and law firms. I start with whatever is costing you the most.
Every inquiry gets a fast, automatic response and lands in your CRM with a next step.
Intake forms, reminders and checklists that run themselves, so you stop chasing people.
Salesforce, HubSpot, GoHighLevel or ClickUp, set up so nothing slips.
Make, n8n and Zapier linking what you already use, with custom AI automations when those won't do the job.
An automated sales system that followed up on leads, so deals didn't go quiet.
"We had no organization or CRM system set up to track our leads and close deals efficiently. When Billy set up our sales funnel and CRM we went from a business that was making money to a business that is optimized to make the most money possible. We now can project what our next months numbers could be and know when we need to increase our outreach/lead flow. Game changer!"
Automation and tracking built in Salesforce, so nothing depended on someone remembering.
"Billy cleaned up everything for us behind the scenes. His ability to identify areas we could optimize was impressive and the amount he was able to automate is eye opening. We are saving so much time every week and nothing slips through the cracks anymore!"
The sales process automated from first inquiry to signed client.
"Having a streamlined sales process that walks our leads through the sales journey has increased our close rate significantly. We feel more professional and the sales feel like they are on auto-pilot."
No long sales process, and you'll get a straight answer about whether automation will actually fix it.
Takes about two minutes. You'll see where I'd start, based on your answers.
We talk through your process. I come prepared, so you won't have to explain everything twice.
You know what you're getting before anything starts.
It's documented, so you're never dependent on me.
"I genuinely just want to see your life get easier. Less hectic. More organized. More freedom to do fun things away from work."
My first business was in the bookkeeping world, so I know what it's like when everything runs through you. I've built these systems for more than 50 bookkeeping firms and for a construction company.
The tools are just how I do it. Giving you your evenings back is the point.
Tell me in about two minutes. If automation won't fix it, I'll tell you that too.
See what I'd fix first