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Workflow + Automation

AI Wrangler Ops

Less admin, more business.

Email triage, CRM setup, task routing, admin automation — for small businesses ready to stop running their day on paper, sticky notes, and group texts.

Your business runs on memory, paper, and prayer.

Same tasks every week. Same questions every day. Same mistakes every month.

You bought a CRM. Nobody uses it. The sticky notes are still on the monitor.

Your team can't onboard new hires because nothing is documented or automated.

AI Wrangler Ops

A real ops layer — built around the way you actually work.

We map every workflow in your business, then automate the repeat stuff and clean up the messy stuff. Result: less drag, more output.

Email Triage

Inbound emails sorted, prioritized, and routed automatically. No more scrolling through 200 'just checking in' messages.

CRM Setup

Pick the right CRM, set it up, migrate your data, and train the team. Or rip out the one that's not working.

Task Routing

When a thing happens, the right person gets the right task — automatically. Across email, SMS, and your CRM.

Admin Automation

Quotes, invoices, payments, follow-ups, payroll prep — running on a system instead of a spreadsheet.

In the wild

What this looks like in real businesses.

01

Operations Audit + Cleanup

Half-day audit, 30-day cleanup. We map every workflow and automate the obvious wins.

02

CRM Migration + Training

Migrate from a tool you're not using to one you actually will. We train the team and run the change.

03

Quote-to-Cash Automation

Lead → quote → contract → invoice → payment → follow-up. All automated.

Engagement options

Three ways to start.

Pick the shape that fits where you are. Custom pricing is shared on the call.

Starter

Quick wins

Best for: 1–2 workflows

Operations audit
1–2 workflow automations
CRM setup or cleanup
Team training (1 session)
Recommended

Growth

Full ops layer

Best for: Whole-business cleanup

Everything in Starter
5+ workflow automations
Quote-to-cash automation
Quarterly ops review
Documented playbooks

Custom

Operating system rebuild

Best for: Multi-location / scaling

Custom ops architecture
Multi-location dispatch
Embedded ops co-pilot
Quarterly executive review

30-day post-launch warranty on every engagement. If it isn't working as scoped, we fix it free. No tickets, no change orders.

If it's a repeat task, it should be a system.

We turn your day-to-day chaos into a clean, automated operation.

Simplify Your Operations

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