We help small and mid-size businesses assess their tech, streamline operations, and deploy AI-powered automation. No jargon. No six-figure contracts. Just practical improvements that pay for themselves.
If you run a $1M–$50M business, you're stuck in the gap. Too big for manual everything, too small for enterprise software.
Five SaaS tools that don't talk to each other, spreadsheets filling the gaps, and one person who "just knows" how everything connects.
Scheduling, approvals, client intake, reporting — if that key employee leaves, the process walks out the door with them.
Revenue, margins, pipeline, utilization — they're scattered across QuickBooks, spreadsheets, and email threads. You're flying blind.
Data entry, document processing, follow-up emails, reporting — your highest-paid people spend 30%+ of their time on tasks a machine should handle.
Every software shop wants to build you a custom platform. Six months, six figures, and you still have to manage the vendor.
You know AI could help, but nobody's assessed YOUR infrastructure, YOUR workflows, YOUR actual readiness — just generic pitches.
We meet you where you are. Some clients need a full tech audit. Others know exactly what to automate and just need it built.
We audit your tech stack, infrastructure, and workflows. You get a scored readiness report across 6 dimensions and a prioritized roadmap — even if you never hire us for the build.
AssessmentWhere should AI fit in your business? We build a practical 12-month roadmap based on your current state, budget, and goals — not a generic playbook.
StrategyBefore automating anything, we make sure the process is worth automating. We map, simplify, and redesign workflows so the automation actually sticks.
StrategyReplace manual handoffs, approvals, data entry, and follow-ups with AI-driven workflows. Quoting, onboarding, invoicing, scheduling — on autopilot.
BuildConnect the tools you already have — CRM, accounting, project management, email — so data flows automatically instead of being re-keyed by hand.
BuildSee revenue, margins, pipeline, and utilization in real-time. Pulled automatically from the tools you already use. No more month-end scrambles.
BuildExtract data from contracts, compliance docs, invoices, and reports. Turn unstructured paperwork into structured data your systems can use.
BuildTools only work if people use them. We train your team on AI tools, build internal playbooks, and make sure the automation sticks after we leave.
TrainingWe move fast because the tools move fast. Most engagements deliver value within the first month.
We audit your IT infrastructure, tech stack, and workflows. You get a scored automation readiness report and a prioritized roadmap — even if you never hire us for the build.
1 week · $2,500–$5,000We build and deploy the automations, integrate with your existing tools, and train your team. No throwaway prototypes — production-ready from day one.
2–4 weeks · $5,000–$15,000Ongoing support, performance tuning, and expansion. As your business grows, we add new automations. Think of us as your fractional AI team.
Ongoing · $1,500–$5,000/moThese aren't mockups. They're live platforms built with AI tools — no traditional development team.
Multi-city home services pricing platform. Real permit data, auto-generated SEO pages, contractor analytics. 15 service categories across 4 Texas metros — built in under a week.
Resort comparison platform with real pricing. 91 winter resorts, 67 summer destinations, pass calculator, and comparison tools. Full data pipeline built with AI.
Interactive assessment scoring businesses across 6 dimensions — tech maturity, process documentation, data readiness, team capacity, integration health, and AI opportunity.
Most AI consultants are developers who learned business. We're the opposite: a business operator who learned to build with AI.
That matters because the hard part isn't the technology — it's knowing which process to fix, how to get your team to adopt it, and how to measure whether it's working. That takes someone who's spent 15 years in restructurings, integrations, and operating model redesigns.
We bring that same discipline to small and mid-size businesses — at a fraction of the cost, using tools that make the old consulting model obsolete.
Book a free 30-minute discovery call. We'll map your biggest opportunity — and you'll walk away with a plan whether you hire us or not.
Or email us directly: david@peaklineadvisory.com