For service business owners

The work keeps growing. You’re still the one holding it together.

A 45-minute workflow audit that finds the repetitive work eating your team’s week, ranks it by what’s actually worth fixing, and tells you where to start.

One workflow at a time
Your existing tools stay
Plain English
Jimmy Roman
calmer, not busier
The problem

The work grew.
The systems didn’t.

Every new client sets off the same sequence. Someone has to notice the lead. Someone has to send the same five onboarding emails. Someone has to answer the question that’s already been answered forty times.

Often that someone is you.

You’ve probably tried an AI tool by now. Maybe a few people have subscriptions. Nothing about how the work actually moves has changed.

That isn’t a discipline problem. It’s a scoping problem. Nobody told you which workflow to fix first, so nothing got fixed.

What it costs

Leads go to whoever replied first.

Your process lives in one person’s head.

Every increase in volume turns into a conversation about hiring.

What changes

Out of the middle of the work.

01

Leads get answered in minutes, without anyone remembering to.

02

Onboarding runs the same way whether you’re in the room or not.

03

Nobody re-answers a question that’s already been answered.

04

You take on more work without another hire, and you know what to fix next.

Jimmy Roman
hi, I’m Jimmy
Who I am

I’ve spent years building the systems businesses run on.

Most of it was web development for marketing and ecommerce, which means I spent a long time in the unglamorous parts. Forms, CRMs, order flows, and the integrations between them.

For the last few years I’ve built AI workflows inside a company. Long, tedious processes that ate people’s days. The kind of work nobody defends but everyone keeps doing.

Here’s what that taught me that a demo can’t. I had to live with everything I shipped. When something broke, I fixed it. When people didn’t use it, I found out why.

That’s why I start with one workflow instead of a strategy deck. The projects that survive are small, boring, and chosen carefully.

It looked like judgment. It wasn’t.

1,000+
Applications a year, read by hand
40
Reviewers · 1–2 hours each
$23,000
A year in review time, recovered

A selective program receives over a thousand applications a year. Each one read by hand and scored against a rubric across three documents: a CV, a letter of recommendation, and the application itself. Forty reviewers. One to two hours per application. A few weeks of calendar time, every year.

It had never been automated because it looked like judgment. It wasn’t. It was a rubric, applied consistently, at volume. That’s a system’s job.

I built it. Same rubric, same criteria, applied the same way to every applicant. A person still makes the final decision. They just stopped doing the reading a machine can do.

Conservatively, that recovered about $23,000 a year in salaried review time. The build happened once. The recovery repeats every year.

Your business probably doesn’t grade applications. But if anyone there reads a stack of documents and scores them the same way every time, you have that workflow wearing different clothes.

Resume screeningRFP qualificationIntake triageClaims reviewVendor evaluation
How it works

Three steps. No strategy deck.

one workflow at a time
1

Book the audit

Forty-five minutes on your actual workflows. Not a demo.

2

Get the plan

Three to seven recommendations, ranked by hours recovered against effort to build.

3

Build the first one

Or take the plan and run it yourself. Both are fine.

Is this for you

A quick, honest filter.

Probably yes if:
Leads come in and someone has to notice them.
Onboarding means the same emails, documents, and reminders every time.
Somebody answers the same five questions every week.
You’ve been considering a hire, mostly because things are slipping.
Probably not if:

You’re pre-revenue, or you don’t have a repeatable process yet, or you want someone to run a company-wide AI rollout. I do one workflow at a time.

Turning work away is part of the deal. If nothing in your business is worth automating yet, that’s an answer too.

What I’ll promise you

Six things, in writing.

We start with one workflow, not a transformation.

No rip and replace. Your existing tools stay.

A person stays in the loop wherever the decision matters.

You own everything we build.

Plain English. No agent jargon.

If nothing in your business is worth automating yet, I’ll tell you.

where to start

$999. Forty-five minutes. A ranked plan you can act on with or without me.

Book the AI Workflow Audit — $999

Not ready? Read Worth Automating — a weekly note on which workflows are worth fixing and which aren’t.