Results, not references.
We describe engagements by industry and outcome — not client names.
How We Built an AI Operations Layer for a Tree Service Company
A unified AI layer connecting job management, CRM, and phone systems — cutting lead response from hours to minutes and automating quoting, scheduling, and inbox management.
Challenge: Disconnected job management, quoting, and CRM
Solution
Integrated GHL + Jobber, built field operations platform
Outcome
Unified customer lifecycle from lead to job completion
Challenge: Manual draw management and invoice processing
Solution
Fractional back-office ops, structured reconciliation process, Excel-based register
Outcome
Validated workflow ready for tooling and scale
Challenge: Purchasing operations fragmented across email and spreadsheets
Solution
Microsoft 365 purchasing ops system, AI enablement, Infor N4 ERP advisory
Outcome
Structured procurement process with AI assist layer
Challenge: No scalable way to handle client intake and strategy queries
Solution
Built "Ask Jeff" — a two-surface AI platform for client queries and internal command center
Outcome
AI-powered intake and lead scoring, currently in deployment