I build custom automations for agencies and service businesses that replace the manual work slowing you down. Fixed-price projects. Clear scope. You get a working system, not a dependency on a freelancer.
Every project is scoped, quoted, and delivered as a working system with documentation. No retainers. No ongoing dependency.
New lead comes in from a form, ad, or webhook. It hits your CRM tagged and sorted. A follow-up sequence fires automatically. You never touch it.
Intake forms, document collection, welcome emails, internal notifications, task creation — all triggered the moment a deal closes.
Your CRM says one thing, your spreadsheet says another, and your invoicing tool has no idea. I connect them so data flows once and stays consistent.
Classify incoming emails. Summarize meeting notes. Extract data from documents. Route support tickets by intent. AI plugged into your existing processes.
A quick call or message. What's eating your time? What keeps falling through the cracks? No jargon needed — just tell me the problem.
You get a fixed price, a clear description of what gets built, and a timeline. Usually 3-7 business days. No surprises.
You get a working system with documentation. I walk you through it. You own it and run it without me. If something's off, I fix it.

I'm Dana. I ran B2B service agencies for 14 years — a lead generation agency and a podcast booking agency — before selling both in 2026.
During that time, I built internal automations to handle the operational work that was eating my team's time: lead routing, CRM updates, client reporting, onboarding flows, outreach sequencing. The kind of stuff that takes 20 minutes per client per day and adds up fast.
Now I build those systems for other agencies and service businesses. I understand your business because I lived it.
I'll tell you upfront if something is or isn't worth automating.
“Great experience working with Dana on a marketing ops automation project. He scoped exactly what I needed and pointed out details I was missing. Delivered within days, and everything works flawlessly. I've known him for several years and always learn something new when I engage with him. Highly recommend.”

Joe Dejene
DuckWeed Media
Tell me what's eating your time. I'll tell you if it's worth automating and what it would cost.
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