AI Consulting · Palm Beach County

AI implementation for Palm Beach County small businesses.

From Boca Raton to Jupiter, and everything between. Workflow automation, AI agents, dashboards, and custom apps for owner-operators. Based in West Palm Beach, so an in-person start is realistic anywhere in the county.

01Where the time goes

Sound familiar?

The same job gets entered twice because two locations use two systems.

I spend more of my week driving between offices than running the business.

Six months a year we are slammed and six months we are quiet, and the staffing never fits either one.

Nobody can tell me how the business did last week without building a spreadsheet first.

02Where we work

The whole county, in one drive.

Palm Beach County runs about an hour end to end. That is close enough that the first working session can happen at your office no matter which end of it you are on.

03What we build

The work that repeats, handled by systems.

Lead intake and follow-up
Multi-location data sync
AI agents for the inbox and CRM
Client portals and custom apps
Owner dashboards across sites
Reporting and document cleanup

Full detail on each one: Workflow Automation · AI Agents · Custom Apps & Portals · Dashboards & Ops.

04Your stack

Built on the tools you already use.

We connect to what you already have. Nothing gets ripped out, and there's 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

Don't see your tools here? If it has an export or an API, we can usually connect to it.

05Proof

Real builds, real numbers.

Commercial fabrication20-person team
4 hours back every Friday

Invoice AI took over the weekly grind. Weekly service capacity up 40%.

Green building consultancySmall team
From 3 customers a week to 10

Automated SOPs for marketing and sales, plus service-delivery automations. Leads close twice as fast.

Our own shopSMB Advantage
12 hours back each week

We run on the same stack we sell: proposals, pipeline, daily job feed. 6x outbound volume.

Client names are left out on purpose. This work sits inside someone's operations, and that is theirs to talk about, not ours.

06Questions owners ask

Before you ask.

"Which parts of the county do you cover?"

All of it. The list above is where most of the work sits, but there is nothing special about those ten names. If you are in the county, you are covered.

"We have two or three locations. Does that change anything?"

It usually makes the case stronger. Multi-location businesses lose the most time to work that gets re-keyed between sites, and that is exactly what automation is good at.

"Our business is seasonal. When should we build?"

Build in the slow months. The team has time to learn the system, and it is running before the busy season arrives. Building at peak is possible, but nobody enjoys it.

"Do you only work with businesses here?"

No. Most of the build work is remote regardless of where you are. Being in the county just means we can start in the same room, which makes the first session better.

07Contact

Where to find us.

BusinessSMB Advantage
LocationBoynton Beach, FL. Serving Palm Beach County and South Florida.
HoursBy appointment

Find where AI actually fits in your business.