AI Consulting · South Florida
AI consulting for South Florida small businesses.
AI does specific jobs in your business. It moves an order from one system to the next. It writes the follow-up message your team did not get to. It puts your numbers on one screen. AI is not a chat window on your website, and it is not a new platform to buy. I am based in West Palm Beach.
Most of this work starts in one of three places.
We can build a system for each one. We usually start with one.
01What those three cost you
You pay for these problems every week.
A customer asked for a quote on Tuesday. Your quote went out on Friday. The customer bought from someone else on Thursday.
Your team types each new customer into the accounting system, the CRM, and a spreadsheet. Three times, every time.
Someone builds the weekly report by hand. It takes three hours. The numbers are four days old when you read them.
More work needs more hours from the same people. The next ten customers need a new hire.
02What we build
Four kinds of work.
The work that repeats runs without a person
Orders, invoices, reports, and handoffs move between your systems. Nobody types them a second time.
An assistant that does the job, not just the answer
The agent writes the follow-up, updates the CRM, and chases what is late. A person approves the work.
A tool that fits how your business actually works
Software you can buy fits most of the job. We build the part that does not fit, and you own it.
Your numbers on one screen, current today
One screen shows the money, the pipeline, and the work in progress. You stop asking three people for one answer.
03Your stack
Built on the tools you already use.
We connect to what you already have. Nothing gets ripped out, and there is no new platform to buy.
AI
Claude
ChatGPT
Automation
n8n
Make
Zapier
Custom Builds
CRM
HubSpot
GoHighLevel
Zoho
Pipedrive
Salesforce
Ecommerce
Shopify
Amazon Seller Central
Etsy
Printify
Klaviyo
Gorgias
Field Service
Jobber
ServiceTitan
Housecall Pro
Messaging
Slack
Gmail
Outlook
Twilio
Accounting & Finance
QuickBooks
Xero
Stripe
Plaid
Productivity & Data
Google Workspace
Microsoft 365
Notion
Airtable
Task Management
Asana
ClickUp
monday.com
Trello
Your tools are not on this list? If it has an export or an API, we can usually connect to it.
04What changes
Your week, six weeks from now.
Hours back
Your team types the new customer one time.
The system fills in the other systems. The weekly report builds itself before you ask for it.
Revenue you were already losing
The quote goes out the same day.
A quote that waits three days competes against a quote that did not wait. The system also sends the follow-up message on time, every time.
Room to grow
More volume does not mean more hours.
The system does the same work at twice the volume. The next ten customers do not need a new hire.
Do you want to know which problem to correct first?
The call is free and there is no obligation. If I cannot help you, I tell you on the call.
05How an engagement runs
Small first, then wider.
Find the constraint.
The free roadmap puts your business on a stage and names the one thing that holds it there. It takes three minutes and it does not need a call.
Build one thing.
One workflow, and one number it must move. It is small on purpose. The first build proves itself before you commit to more.
Hand it over.
Your team learns to run it and to change it. Or we host it and keep it running for you. You choose.
06Proof
The same problems in different businesses.
Invoice AI does the weekly work. Weekly service capacity increased 40%.
Automated SOPs for marketing, sales, and service delivery. Leads close two times faster.
The agent writes the emails, updates the CRM, and sets the weekly tasks.
AI writes the meeting notes and sorts the lead lists. Pick-up rates increased 11 points.
The line answers in English or Spanish, collects the case details, and emails them in.
We use the systems we sell: proposals, pipeline, and a daily job feed. 6 times more outbound.
“They did a phenomenal job of creating a fully integrated CEO dashboard for our company.”
They will be our go to team moving forward.
“I highly recommend SMB Advantage!”
A detailed, thorough analysis of my business with excellent insights on how to improve profitability.
“The team was consistently responsive throughout the project.”
We appreciated their attention to detail and the care they put into testing and documentation.
“They provided the solution to my problem.”
Fantastic to work with. Very responsive and timely.
“Delivered exactly what was needed, on schedule.”
Quickly grasped the requirements and kept communication clear.
“They understood the broader business context.”
Thoughtful and professional, rather than rushing into deliverables.
“Completed the project quickly and did a great job.”
I will be hiring them again for future projects.
07Questions owners ask
Before you ask.
What does an AI consultant actually do?
How is this different from hiring an agency?
What size business is this for?
What should a small business automate first?
Why should I trust an operator and not a technologist?
Where are you located?
08Where to find us