Services

Smarter tools. Better workflows. Real results.

I help businesses and professionals cut busywork and improve execution using modern productivity tools, sensible automation, and clear processes—so projects move faster and work feels lighter.

Core Services

AI & Automation

Remove repetitive tasks and handoffs that slow your work down.

Good for: file routing, approvals, reporting, notifications, data cleanup, checklists, and converting inbox chaos into trackable actions.

What I do

  • Map the steps that should be automated (and the ones that shouldn’t).
  • Build simple, reliable automations your team actually uses.
  • Connect the tools you already own (no heavy platforms required).
  • Add AI assistance where it’s safe and useful (summaries, drafts, checklists).

Typical deliverables

  • Automation workflows with clear owners and fail‑safes
  • Triggered email/Teams/Slack alerts
  • Auto‑generated reports and dashboards
  • Runbooks for support and updates

Workflow Design

Make how work gets done visible, consistent, and easier to run.

Good for: new‑hire onboarding, standardizing file structures, reducing rework, clarifying who does what and when.

What I do

  • Document the real process (not the wishful version).
  • Fix bottlenecks and define handoffs.
  • Create templates, checklists, and SOPs that teams actually follow.
  • Set naming conventions and folder structures that prevent lost files.

Typical deliverables

  • Current‑ and future‑state workflow maps
  • Role/ownership RACI
  • SOPs and checklists (PDF/Docs)
  • Folder & naming standards

Productivity Training

Practical, tool‑specific sessions that stick.

Good for: teams adopting new workflows, leaders who need better execution rhythms, and individuals who want calm, repeatable systems.

What I do

  • Short, focused training with your real examples.
  • Cheat sheets and templates instead of long slide decks.
  • Follow‑ups and office hours to reinforce new habits.

Typical deliverables

  • Live or virtual sessions (recorded if you’d like)
  • 1‑page quick‑reference guides
  • Template files and mini‑videos

AI Training for Teams (8 × 60‑minute sessions)

Safe, repeatable practices that speed real work—without sacrificing accuracy.

Outcomes

  • Shared guardrails, naming/file/email standards, and searchable logs
  • Consistent prompt frameworks and copy‑and‑paste‑ready outputs
  • Doc Q&A with citations; SOPs, templates, and a prompt library
  • Three production‑ready workflows with basic adoption/quality metrics

Session overview

  1. Kickoff, Guardrails & Foundations — Align goals; publish v1.0 folder/file/email standards; introduce an Outlook→Email‑Log workflow for AI context.
  2. Structured Input/Output Patterns — Prompt frameworks for consistent tables/CSV/checklists/memos; build reusable templates.
  3. Document Q&A with Citations — Ask specs/submittals/drawings reliable questions and require sources; create a Doc‑Q&A SOP.
  4. Email & Meetings at Scale + First Tool — Generate searchable email logs; differentiate attachments vs. inline text; intro “vibe coding” and versioning.
  5. Change‑Order Diffs & Drawing Comparisons — Diff rev‑to‑rev documents; surface scope/schedule/pricing impacts; draft a Change‑Impact Brief.
  6. Estimating & Submittals — Speed takeoffs, BOM checks, and submittal packages; prep upload‑ready CSVs for ERP/Compass.
  7. Playbook & Peer Review — Turn wins into a shop playbook; publish prompts/SOPs with ownership and versioning.
  8. Capstone Go‑Live & Metrics — Put three workflows into service; reviewer sign‑off; light metrics on adoption/time‑saved/quality.

Notes: Multimodal inputs supported (text, spreadsheets, PDFs/images via OCR, drawing exports). Sessions are hands‑on and recorded; artifacts stored in SharePoint/Drive.

Starter Projects (fixed‑scope, high impact)

Process Diagnostic (2–3 sessions)

A quick assessment of where time and accuracy are being lost, with a prioritized roadmap.

Deliverables: findings summary, top 3 fixes, implementation options.

Automation Quick‑Win

Build one targeted automation that removes a repetitive task (e.g., intake → organize files → notify → log to tracker).

Deliverables: working automation, runbook, admin handoff.

SOP & Template Pack

Turn a messy process into a clean SOP with a checklist, templates, and a simple tracker so work can be delegated confidently.

Deliverables: SOP, checklist, and starter templates.

Dashboard in a Day

Consolidate scattered updates into a single, reliable view so status checks take minutes, not meetings.

Deliverables: live dashboard + data refresh plan.

Pricing is scoped to your stack and complexity. We’ll align on a fixed price before work begins.

How We Work

  1. Free consult (15 min). Share your goals and a quick tour of the current setup.
  2. Diagnostic. Map the process, surface bottlenecks, and confirm success criteria.
  3. Plan & options. 1–2 clear paths (timeline, cost, responsibilities).
  4. Build. Short, low‑risk iterations with demos to test right away.
  5. Pilot. Run with a small group; adjust based on real use.
  6. Rollout & training. Launch, train, and hand over a simple runbook. Optional support.

What You’ll Get

  • Clear, documented workflows and ownership
  • Automations with sensible guardrails
  • Templates, checklists, and SOPs that reduce errors
  • Dashboards and status views that are easy to maintain
  • Short training that uses your real work

Tools & Platforms

I use what you already have. Common stacks include Microsoft 365 (Power Automate, Teams, SharePoint), Google Workspace (Drive, Docs, Sheets, Apps Script), and integration tools like Zapier/Make—plus simple dashboards and trackers. If you’re unsure what’s best, I’ll recommend the lightest‑weight option that fits.

Industries & Use Cases

  • Trades and field services (job intake, file routing, status tracking)
  • Professional services (deliverable workflows, client onboarding)
  • Small teams and solo pros (email‑to‑action systems, weekly execution rhythms)

Credentials & Assurance

  • PMP® certified project professional
  • B.S., Computer Science
  • Google IT Automation with Python — Professional Certificate
  • Washington State Electrical Administrator — License #ABBOTJC962CQ
  • Washington State Journeyman Electrician — License #ABBOTJC963BK
  • US‑based (Camano Island, WA)
  • Practical, privacy‑minded approach to AI and automation

If you need specific documentation (SOW, W‑9, or security details), just ask.

FAQs

Do you replace systems we already use?

Usually not. We start with what you have and simplify. If a change will save headaches, I’ll explain the tradeoffs.

What about AI—how is it used safely?

Only where it’s appropriate (summaries, drafts, checklists). Sensitive data stays out of AI tools unless we have the right controls in place.

Can you work on‑site?

Most work is remote; on‑site is possible for select projects in the region.

How do you charge?

Fixed‑scope projects or a short retainer for support. No surprises—everything is agreed before work begins.

What does success look like?

Shorter cycle times, fewer handoffs, clearer ownership, and less manual status chasing. We’ll define how to measure it up front.