Work With Me | AI Automation Consultant
Freelance AI automation for B2B teams
Book an AI Workflow Audit for one messy B2B workflow.
If your team is copying CRM notes, researching leads manually, turning raw inputs into content briefs, or cleaning up unstructured documents, this is the main place to start.
I’ll review the workflow, identify what AI should extract, where validation belongs, and what needs human approval before clean output reaches your tools.
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Best-fit buyers
- B2B SaaS founders with manual handoffs between sales, success, and ops
- Agencies turning research, interviews, and notes into repeatable deliverables
- RevOps and Sales Ops teams cleaning CRM fields after calls and campaigns
- Content teams turning expert input into briefs, outlines, and draft-ready assets
- Operators who need a validated prototype before committing to a larger build
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Workflows I audit
- CRM notes that need structured fields, next steps, and missing-information checks
- Lead research that should happen before a prospect enters the CRM
- Content briefs built from transcripts, product notes, and subject-matter input
- Unstructured documents that need extraction, validation, and approval
- Internal updates that need cleaner routing across tools and teams
Engagement options
Start with the smallest useful scope, then build only what proves value.
AI Workflow Audit
Map one workflow, identify inputs and approval points, and leave with a practical automation plan.
CRM Hygiene Agent
Extract structured fields, follow-ups, and missing-information checks from CRM notes, emails, and calls.
Pre-CRM Research Agent
Turn public account research into reviewed company summaries before records enter the CRM.
Custom AI Automation MVP
Build a lightweight prototype that extracts, validates, and prepares clean output for human approval.
How a project works
We turn one real workflow into a reviewed automation path.
The goal is not to remove judgment. The goal is to make messy inputs easier to extract, validate, approve, and turn into clean output.
Prefer a freelance platform?
Start the project through Contra if that fits your buying process.
If your team wants marketplace messaging, project records, or platform-based contracting, Contra is available as a lightweight way to start an AI Workflow Audit or custom automation MVP.
Work With Me on ContraMain conversion page
Send me your workflow
Share the workflow you want cleaned up. I’ll use it to decide whether an audit, CRM hygiene build, lead research workflow, content system, or custom automation MVP is the right first step.
- Good inputs: CRM notes, lead research steps, content brief examples, document workflows, or screenshots of the current process.
- What I’ll look for: extraction points, validation checks, human approval moments, and the clean output your team needs.
- What happens after submit: The form sends your workflow inquiry through a form submission endpoint and shows a confirmation after submission.