Illustrative situation
Supplier costs
- The problem
- Invoices drift away from agreed rates.
- What could improve
- Catch possible overpayments before they add up.
What I fix
Where work gets stuck. What changes next.
For founders and COOs at growing service, technology, asset-intensive, field-service and multi-location companies. Practical changes, implemented with your team, not a slide deck.
Prior-employment result
12 → 25
Site visits per technician, per day
More than doubled field-service productivity.
Explore the evidence01 / What I fix
Cost & Profitability
Find the spending, supplier terms and jobs that quietly erode your margin.
A clearer way through
01
Agreed rates
02
Actual costs
03
Exceptions
Clearer margin
Illustrative situation
Job profitability
- The problem
- Busy projects can still lose money.
- What could improve
- See which work earns its place, and which needs attention.
What gets delivered
Contract controls, a purchasing review and margin reporting.
What I measure
Cost, discrepancies and job margin.
AI reads, a person decides / Prior result noted; proposed workflow illustrative
Contracts written for the business you had three years ago
Prices, terms and service levels drift. The agreement doesn't. Nobody finds out until a dispute or a penalty.
What changes: An AI assistant reads every live agreement against your current terms and lists what's inconsistent, expired or missing. I did this by hand once: it's what took penalties from $250,000 a year to zero.
Analysis, built once / Prior result noted; proposed workflow illustrative
Some jobs lose money. Nobody knows which.
Every job's costs and invoice already sit in your software. Nobody has the week it takes to read four hundred of them.
What changes: A monthly job-margin report that names the jobs, customers and services that lose money, and why. I fixed one contractor rate this way and reversed a $100,000-a-year loss.
Purchasing / Illustrative scenario
Quietly overpaying suppliers
Invoices are paid without checking them against contract rates, expired terms or duplicate charges.
What changes: AI reads contracts and invoices, rules flag possible overpayments, and someone checks each flag before a dispute or renegotiation.
Professional services / Illustrative scenario
No idea which projects actually make money
Time, costs and change orders aren't tied back to each project, so pricing is a guess.
What changes: Job costing built once in tools you already own, with a monthly view of margin by project and client.
Let's TalkFree 20-minute introductory call.
02 / What I fix
Operations & Workflow
Make daily work reliable, from the office to the field.
A clearer way through
01
Request arrives
02
Ready to dispatch
03
Work completed
Record complete
Illustrative situation
Field information
- The problem
- Teams arrive without the details or parts they need.
- What could improve
- More complete visits, with less paperwork to chase.
Illustrative situation
Office coordination
- The problem
- Intake and follow-ups depend on manual reminders.
- What could improve
- A clear next step and owner for every request.
What gets delivered
Structured intake, digital work orders, owners and exception checks.
What I measure
Time, errors, repeat visits and completeness.
AI + public data / Illustrative workflow
Renting out vehicles with open safety recalls, without knowing it
A rental fleet can't check hundreds of cars by hand, so nobody does. Transport Canada estimates more than one vehicle in five on Canadian roads has an unresolved recall.
What changes: Every night a small program checks the whole fleet against Transport Canada's public recall data, flags any match, and blocks the car in the booking system until it's cleared.
Configuration, not AI / Illustrative workflow
The website says you have it. You don't.
Inventory, availability or crew capacity is updated by hand, so the website, the booking system and reality disagree.
What changes: One system is the source of truth and feeds the others. Usually a setting in software you already pay for. No AI required, and I'll say so.
Field service / Illustrative scenario
Technicians arrive without the right parts
Dispatch runs on email and spreadsheets, work orders are inconsistent and photos come back incomplete, so visits get repeated.
What changes: One digital work order with required fields and photos, parts checked before dispatch, and a daily AI summary of jobs missing information.
Clinics / Illustrative scenario
Growth is burying the front desk
Intake forms, scheduling changes and follow-ups are handled by hand, and staff stay late to catch up.
What changes: Online intake that fills the record, automatic reminders, and a clear owner for every follow-up. Clinical decisions stay with clinicians.
Let's TalkFree 20-minute introductory call.
03 / What I fix
Customer & Sales
Keep inquiries moving and give every customer request a clear owner.
A clearer way through
01
New inquiry
02
Named owner
03
Reviewed reply
Follow-up
Illustrative situation
Customer answers
- The problem
- Urgent questions get buried in the inbox.
- What could improve
- Quicker answers, grounded in the right information.
Illustrative situation
Sales follow-through
- The problem
- Quotes wait and good leads go cold.
- What could improve
- Keep opportunities moving without relying on memory.
What gets delivered
An intake queue, approved responses and a follow-up process.
What I measure
Response time, overdue inquiries and quotation turnaround.
AI drafts, you approve / Illustrative workflow
Quote requests arrive five ways and die in one inbox
Phone, text, web form, email, voicemail. Whoever is least busy answers, eventually.
What changes: Every request lands in one list with an owner and a reply-by time. AI drafts the reply and the quote from your price book; a person checks and sends.
E-commerce / Illustrative scenario
Hundreds of customer emails, nobody knows which are urgent
Order questions, returns and complaints land in one inbox and wait in arrival order.
What changes: AI sorts and tags each message, checks the order status and drafts a reply. A person approves anything that involves money.
Sales / Illustrative scenario
Plenty of leads, slow quotes, little follow-up
Quote requests sit for days and nobody owns the follow-up, so good leads go cold.
What changes: A simple pipeline with owners and due dates, quote templates, and AI-drafted follow-ups sent on approval.
Let's TalkFree 20-minute introductory call.
04 / What I fix
Projects & Scaling
Build the structure that lets teams deliver without everything returning to you.
A clearer way through
01
Commitment
02
Clear handoff
03
Team delivery
Leadership view
Illustrative situation
Project handoffs
- The problem
- Promises made at sale reach operations too late.
- What could improve
- More dependable delivery and fewer surprises.
Illustrative situation
Leadership capacity
- The problem
- Every exception comes back to the founder.
- What could improve
- Capable owners and more room to lead.
What gets delivered
Clear handoffs, decision rights, a project cadence and trained owners.
What I measure
Milestones, rework, exceptions and leadership time.
Fix the work first / Illustrative workflow
You'd hire tomorrow if the budget allowed it
The coordinator you want would spend the day chasing people, re-typing information and answering "where's my job?"
What changes: Work that shouldn't exist gets removed, work a tool you own can do gets configured, and what's left is usually a smaller role, or a promotion for someone already there.
Homebuilding / Illustrative scenario
Promises made at sale get lost before construction
Upgrades, dates and allowances live in a salesperson's notes and emails, and the site team finds out late.
What changes: A clear sale-to-build handoff with one record, sign-off on selections and an exception list the project manager reviews weekly.
Government bids / Illustrative scenario
Every proposal is written the night before
Requirements are found late, past answers are hard to find and reviews get skipped.
What changes: A bid calendar, a library of approved answers, and AI that pulls requirements into a checklist on day one.
Let's TalkFree 20-minute introductory call.
Where an example says "I did this," it happened in the business I ran. Other examples illustrate prospective improvements, not completed Casa McMaster client engagements. AI reads, drafts or summarizes; accountable people check what matters.
Let's talk
What's eating up your time?
The tasks that keep piling up. The processes that never quite work. The things you keep meaning to fix. Tell me what's slowing your business down, and let's talk about what could be easier.
Ottawa–Gatineau · Working with businesses across Canada