AI Consulting · Sales Leadership · Custom Development

Where are you leaving
money on the table?

Your competitors are building on AI. Your revenue team could be closing more. I find the gaps in your business and build what fixes them fast.

AI Automation Fractional CRO Custom Dev Sales Training
Book a Free Call See What I Do
91%
of SMBs using AI report increased revenue
20+ hrs
saved monthly by AI-adopting businesses
30%
average reduction in operational costs
78%
of small business owners call AI a "game-changer"

The Problem

The world is building on AI.
Most businesses are watching.

Every day you wait, your competitors get faster, leaner, and cheaper to run. The window is still open but it won't be forever.

Your team is drowning in admin

Scheduling, follow-ups, data entry, reporting Tasks that eat hours every week and add zero revenue.

You're paying for inefficiency

Manual processes, missed leads, slow responses. Every bottleneck costs real money You just can't see it on a report.

Revenue is inconsistent

Without a structured sales process or the right leadership, you're relying on effort instead of system. That doesn't scale.

"I don't need to understand AI. I need my business to run better and my team to close more."
SMBs using AI save per month$500 to $2,000
Average cost reduction from AIup to 30%
Hours reclaimed per week20+ hrs
SMBs planning AI investment96%

What I Do

Two disciplines. One person.
Focused on your growth.

I work at the intersection of AI/technology and revenue leadership the two levers that move businesses fastest.

AI Opportunity Audit

A deep-dive into your operations to find exactly where AI makes the biggest impact With a clear ROI picture before you spend a dollar on development.

Discovery CallPaid Assessment

Automation Builds

Turn your most time-consuming workflows into automated systems. Follow-ups, scheduling, invoicing, reporting Built to run without you.

Workflow AutomationCRM IntegrationTriggers

AI Tools & Assistants

Custom AI built for your exact use case customer-facing chatbots, internal knowledge bases, lead qualification, content generation, and more.

ChatbotsLead CaptureAI Agents

Custom Software & Dashboards

When off-the-shelf tools don't fit, I build what does. Web apps, internal dashboards, data pipelines Built lean and built to scale.

Web AppsDashboardsData Pipelines

AI Strategy Roadmap

Not sure where to start? I build a prioritized AI roadmap scoped to your budget and designed for your team to actually adopt and use.

RoadmappingROI AnalysisChange Mgmt

Ongoing Optimization

Monthly retainer partnerships for businesses that want to keep improving. Your tools evolve as your business grows.

Monthly RetainerIterationPriority Support

Fractional CRO

Get executive-level revenue leadership without the full-time cost. I embed in your business to own pipeline, process, and performance and builds the foundation that scales.

Revenue StrategyPipeline OwnershipPart-Time / Contract

Sales Process Design

If your team is winging it, you're leaving money everywhere. I build a repeatable, documented sales process built for your deal, your buyer, and your team.

Playbook BuildCRM SetupStage Definition

AE Mentorship & Coaching

1:1 coaching for account executives and SDRs. Objection handling, discovery frameworks, deal strategy, and the mindset that separates average reps from top performers.

1:1 CoachingDiscovery FrameworksObjection Handling

Sales Training Workshops

Half-day or full-day sessions for your entire sales org. Prospecting, pipeline hygiene, negotiation, closing Practical skills your team uses the next day.

Team WorkshopsCustom CurriculumOn-site or Remote

GTM Strategy

Launching a new product or entering a new market? I build the go-to-market playbook ICP definition, messaging, channel strategy, and metrics that matter.

ICP DefinitionMessagingChannel Strategy

Revenue Operations

Connect your sales process to your data. CRM hygiene, reporting dashboards, forecasting models So leadership has real visibility into what's working.

CRM OpsForecastingReporting

Industries

I know where to look
in your industry.

Every business has its own inefficiencies. These are the ones I've seen up close.

Restaurants & Hospitality

  • AI reservation & waitlist management
  • Automated review responses
  • Inventory & waste forecasting
  • Staff scheduling optimization

Real Estate & Property

  • AI-powered lead qualification
  • Automated listing descriptions
  • Client follow-up sequences
  • Market analysis dashboards

Contractors & Trades

  • Automated estimates & invoicing
  • Job scheduling & dispatch
  • Customer follow-up & review capture
  • Materials cost tracking

Healthcare & Wellness

  • Appointment scheduling automation
  • Patient follow-up & reminders
  • Intake form processing
  • Insurance workflow automation

Retail & E-Commerce

  • Inventory forecasting & alerts
  • Customer service chatbots
  • Abandoned cart recovery
  • Product description generation

Professional Services

  • Client onboarding automation
  • Document processing & summaries
  • Billing & time tracking tools
  • Internal knowledge assistants

How It Works

From conversation to results
in four steps.

No jargon. No lengthy proposals. A clear process that moves fast.

01

Free Discovery Call

We talk about your business where you're losing time, what's frustrating your team, and where the money is slipping through. No pitch. Just a real conversation.

02

Opportunity Assessment

I map out exactly what I'd build or fix, what it costs, and what ROI looks like. You see the full picture before spending a dollar.

03

Build & Execute

I move fast, typically 2 to 4 weeks for builds. You stay in the loop throughout and see working results early, not just at delivery.

04

Measure & Optimize

We track results from day one. The goal is ROI you can measure, not a tool or process that collects dust after 30 days.

Testimonials

What people say.

Real results from real businesses.

"Josh came in, understood our business in one call, and built an automation that saved us 15 hours a week. It paid for itself in the first month. I wish I'd called him sooner."

MR
Mike R.
Owner, Residential Contracting Co. · Austin, TX

"We hired Josh as a fractional CRO for 6 months. He rebuilt our entire sales process from scratch, trained the team, and we hit our best quarter ever in month four. Worth every dollar."

SL
Sarah L.
CEO, B2B SaaS Company · Dallas, TX

"The AI chatbot Josh built handles 80% of our customer inquiries automatically now. Our team finally has time to focus on the work that actually moves the needle."

TC
Tom C.
Founder, Wellness Studio Group · Chicago, IL

About Josh

I build things
that actually work.

I'm a builder and operator, not a slide deck consultant. I've built and run multiple software businesses from scratch which means I know how real businesses operate, where they leak money, and what it takes to ship and sell.

When I come into your business, I'm not bringing a generic playbook. I'm asking the questions nobody else is asking. Building the specific tools and processes that close your specific gaps.

I've led sales teams, built automation systems, and scaled products from zero. That combination of operator experience and technical depth is rare. It's why I can move fast and actually deliver.

Based in Austin, TX. Working with businesses across the country.


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Built & Operating

Trillage
Trillage
PTA fundraising & community platform
Live
Marvel Card Vault
Marvel Card Vault
Collector marketplace & card tracking
Live
ClarityPTA
ClarityPTA
PTA management & engagement tools
Live

Ready?

Let's find the money
you're leaving behind.

Free 30-minute call. No pitch, no pressure. Just an honest conversation about where I can move the needle for your business.

Call Josh (347) 205-3138 Send an Email