Palm Beach County
AI and automation consulting for Palm Beach County businesses, from inside the county.
I’m based in Delray Beach, which means the process mapping that decides whether automation will actually pay off in your business can happen in your office, this week, watching the real work instead of a description of it. From Boca Raton to Jupiter, Palm Beach County is where most of my on-site work happens.
Fixed-fee engagements scoped in writing. Automation projects start at $2,500.
The county I work in
Businesses here run on referrals. Their operations should run on systems.
Palm Beach County is full of businesses that grew on reputation: contractors and trades companies, professional practices, property services, and the small firms that keep all of them running. Most of them win despite their back office, not because of it. Estimates in spreadsheets, dispatch by text message, follow-ups that depend on whoever remembers.
That is the work I automate. Lead intake that catches every inquiry, follow-ups and invoicing that chase themselves, and your CRM, accounting, and scheduling tools finally passing information to each other instead of through someone’s keyboard.
Bottom line: the goal is not to make your business look like a tech company. It is to stop leaving 15 to 20 hours a week on the table.
Where I work on site
- →Delray Beach, Boca Raton, and Boynton Beach, my home stretch
- →West Palm Beach, Lake Worth, and Wellington
- →Jupiter, Palm Beach Gardens, and the north county
- →Everywhere in between, because the county is not that big and the work is worth doing in person
Services
How Palm Beach County businesses work with me
01
Process Diagnostic
One broken process, one 60-minute call, one clear answer for $750: a written verdict on whether AI or automation can fix it, and what it costs you monthly until then. For the whole operation, on site, there is the AI Operations Assessment, from $5,000.
02
Workflow Automation
Repetitive processes automated on infrastructure you own, documented, and handed over with your keys. From $2,500. About workflow automation
03
AI Receptionist
Every missed call in a service business is a lead someone else answers. An AI receptionist catches them, screens the junk, and hands real prospects to your team. Builds from $3,000. See ClearLine in action
Questions
Palm Beach County specifics
I come out. Process mapping and staff walkthroughs happen at your location because watching the real workflow beats hearing about it on a call. The build work itself happens remotely, where it is most efficient, and handover happens in person again. Palm Beach County is my home county, so scheduling an on-site visit is a matter of days, not a fly-in.
Especially for businesses like yours. Contractors, HVAC, roofing, plumbing, and property services run on exactly the repeatable processes automation is good at: estimates, scheduling, dispatch, invoicing, and follow-up. And everything gets built in accounts you own, so your customer list and job history never live inside some platform that can raise prices on you or sell your data.
Usually nothing new. The problem in most Palm Beach County businesses I see is not missing software, it is software that does not talk to each other, so your team is the integration layer, re-typing the same job into three systems. I connect what you already pay for. If your stack genuinely covers it, I will tell you that on the discovery call and we part as friends.
Delray Beach, and I’m a member of the Greater Delray Beach Chamber of Commerce. If you want the fuller picture of how I work before booking anything, start with the Delray Beach page or the videos on this site, and check the work for yourself.
Yes, a solo AI and automation agency, and Palm Beach County is home turf. The approach is what you would expect from any good agency: start with the pain points in how your business runs, then build the custom automation and AI that removes them. The difference is in the build itself: security planned in from the start rather than patched after, systems that live in accounts you own, and fixed fees scoped in writing.
Bring me the most annoying repetitive task in your week.
Twenty minutes, free, no pitch. If automation can take it off your plate, I will tell you how and what it costs. If it cannot, I will tell you that too.
Or call 561-933-5073
Palm Beach County is one part of the full service area. For the complete picture — who I work with, how engagements run, and the background — see the AI consultant in South Florida page.