Record #4182
94Dental practice · Ready
New patient form, no reply yet
Call today
AI and operations systems for companies and teams, from professional-services firms to enterprise departments
Results first, with a baseline before we start.
I set up AI that answers new inquiries, sends every follow-up and drafts the routine documents. I start with the software you already have and proven tools on the market, and build custom only when nothing else fits. You approve what goes out and own all of it. In English or Mandarin.

Hours delivered and never written down. That is money already earned, left uncollected.
The second, third, and seventh touch that closes the deal, lost because the person responsible was in a meeting.
A database, a spreadsheet, a stack of cards from last year's event. The names are there. The time to find the twenty worth calling is missing.
Examples by industry. Your setup is built around your business.
Made-up example data to show how it works, not a client result. Yours would be built around your business.
| Record | Sector | Score | Signal | Next action | Status |
|---|---|---|---|---|---|
| Record #4182 | Dental practice | 94 | New patient form, no reply yet | Call today | Ready |
| Record #3907 | Family law | 88 | Second inbound in 10 days | Send proposal | Ready |
| Record #4410 | Accounting | 76 | Referred by past client | Draft follow-up | Drafted |
| Record #2288 | Insurance | 61 | Renewal in 45 days | Queue reminder | Queued |
| Record #4501 | Agency | 34 | Data thin — no contact verified | Hold | Blocked |
Dental practice · Ready
New patient form, no reply yet
Call today
Family law · Ready
Second inbound in 10 days
Send proposal
Accounting · Drafted
Referred by past client
Draft follow-up
Insurance · Queued
Renewal in 45 days
Queue reminder
Agency · Blocked
Data thin — no contact verified
Hold
Process, redesigned
Calls, forms, email, WeChat
No duplicates
Ranked by value and timing
Reply, estimate, invoice
Against your own records
You, in one screen
Delivered, tracked, filed
The bottom row never sends. Thin data is stopped before it reaches a client.
Ask an AI tool for a figure it doesn't have and it will invent one, confidently. Send one fabricated number to a client who checks and your name is done. Every figure in anything I put in front of your clients traces back to a source record, or it doesn't send.
How I work
That's the only way I work.
What's the work you never get to? I tell you plainly whether a tool can take it. If the answer is that you already own the software and just need a setting turned on, I say so and we're done.
Book a 30-minute callWhich tools, wired to what, what it changes, and how it runs. You can stop here and keep everything.
Selected, connected, and running in your own accounts. Training for you and your team is included.
I watch what breaks and fix it before it costs you money, and every quarter I re-evaluate whether what you're running is still the best option — because the tools change fast.
Before setup starts we agree in writing on what success looks like — hours recovered, invoices out, follow-ups sent. We review the results against that agreement. If it doesn't hit, the result portion is waived. I stay accountable long after handoff.
Four things the software doesn't come with.
Most teams already have enough tools. The hard part is choosing. I look at where the time is actually going and name the tool that already solves it. If the answer is “turn on the setting in software you're already paying for,” I tell you that and charge nothing.
The tool is the easy half. I hook it into the software you already use, like your client files, contact list, accounting and calendar, so nobody types the same thing twice. When nothing on the market fits, I build the missing piece.
Software companies sell you a login and a knowledge base. I sit across from you and walk you through it, in English or Mandarin, at your pace, until you can run it on your own.
A password gets forgotten. A connection breaks silently. A setting changes and nobody notices for three weeks. I monitor what I put in and fix it before it costs you money — and every quarter I re-check whether the tool that was right in March is still the right one.
Based in Frisco. I select the tools, connect them to your existing software, and train your team in English or Mandarin. You work directly with me.
Your systems run in your own accounts. Your records stay under your credentials. Access is limited to what the work needs. You keep the setup when the engagement ends.
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