Hours back every week
Repetitive tasks run in the background, so your team can focus on customers and higher-value work.
AI For Small Business
Put AI to Work on Your Busywork.
I find where AI can save your team time, cut repetitive work, and help your business grow. Then I build the tools and make sure they work.
Think of it as adding a digital employee for the repetitive, computer-based work that eats up your team's day. You don't need to know anything about AI. You need someone who understands how a business runs and can build solutions that fit yours.
Sound Familiar?
Your team spends hours copying information from one system into another.
Good people are stuck doing work that doesn't need their judgment.
New leads wait too long for a follow-up, and some never get one.
The same customer questions come in every day, and someone has to answer each one.
Invoices, orders, and forms pile up faster than anyone can process them.
You keep hearing about AI and have no idea where it would fit in your business.
Most businesses already have these opportunities inside them. The hard part is knowing where to start.
What Changes
Faster response times
Leads get followed up and routine questions get answered quickly, even after hours.
Fewer errors
Less manual data entry means fewer typos, missed steps, and things falling through the cracks.
Room to grow
Handle more customers and more volume with the team you already have.
Software that works together
Your existing tools connect, so information moves where it needs to go without someone retyping it.
What This Can Look Like
AI works best on tasks that follow a pattern and happen often. Here are a few examples. Every business is different, so we'll focus on the ones that matter most for yours.
Sales
A new lead comes in. AI researches the company, adds the details to your CRM, and drafts a personalized follow-up for your team to review and send.
Operations
Invoices, orders, or intake forms arrive by email. AI reads them, pulls out the key information, and updates the right systems.
Customer Service
AI answers routine questions about hours, pricing, scheduling, or order status, and hands anything unusual to a person on your team.
Back Office
AI prepares weekly reports, reconciles records, and flags anything that looks off for someone to review.
In every case, your team stays in control. AI handles the repetitive steps. People make the calls that matter.
How It Works
01
Free Discovery Call
We talk about your business, where your team's time goes, and what's frustrating you. No commitment, and no AI knowledge required.
02
AI Assessment
I spend time with you and your team to understand how work actually gets done. I map your key processes and identify where AI can make the biggest difference. You get a clear, prioritized plan with the expected impact of each opportunity.
03
Build and Implement
I build the tools and workflows, connect them to the software you already use, and test them with your team before anything goes live.
04
Train and Support
Your team learns to use the new tools with confidence. Ongoing support is available so everything keeps running smoothly as your business changes.
Every business is different, so every engagement is scoped after the assessment. You'll know the cost and the expected impact before any building begins.
About
Hi, I'm Jeff Allen.
I've spent 20+ years in technology, leading product teams, guiding organizational transformation, and building software that solves real business problems. Today I build agentic AI systems: tools that can carry out multi-step work across the software a business already uses.
I studied at Stanford and earned an M.S. in Applied Data Science from the University of Michigan. That combination of business judgment and technical skill means I can sit down with an owner, understand how the business runs, and then build the solution myself.
What I care about most is that AI fits the way your business already works, makes your team's day easier, and pays for itself.
Questions You Might Have
Do I need to know anything about AI?
No. You know your business. I handle the technology and explain everything in plain English.
Will AI replace my employees?
The goal is to take repetitive work off your team's plate so they can spend more time on customers, judgment calls, and the work you hired them to do. Most businesses use that time to grow without burning people out.
Do I have to switch to new software?
Usually not. Solutions are built to work with the tools you already use, like email, your CRM, accounting software, and shared drives.
Is my data safe?
Security and privacy are part of every recommendation. We decide together what information AI tools can access, and nothing goes live without your approval.
How much does it cost?
Every engagement is scoped after the assessment. You'll see the cost and the expected impact up front, before any building begins.
How long does it take?
It depends on the scope. Your assessment plan includes a timeline for each recommendation, so you know what to expect before we start.
Do you work onsite?
Yes, in Marin County and San Francisco. For businesses elsewhere in the Bay Area, we usually start remotely and meet in person when it helps.
What if AI isn't a good fit for my business?
Then I'll tell you. An honest answer is the point of the assessment.
Booking
Not Sure Where AI Fits? That's the First Conversation.
Book a free discovery call. We'll talk through how your business runs and where AI could make a real difference. No pressure, and no jargon.
Prefer to send a message first? Fill out the form below and I'll get back to you within one business day.
Jeff Allen | AI For Small Business