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Website formCRM SYSTEMS · BUSINESS AUTOMATION · AI TRAINING
CRM, automation, and AI
built around your business.
I help companies organize leads, connect their tools, automate repetitive work, and train their teams to use AI effectively.
Custom proposals based on your company’s needs.
FROM INQUIRY TO NEXT STEP
CRM + automationA process that stays connected.
01 · CAPTURE
02 · ORGANIZE
CRM record
A clear owner, pipeline stage, and next action.
Sales pipeline03 · FOLLOW THROUGH
Team handoff
A task or reminder keeps the conversation moving.
Connected workflowHuman decisions. Connected tools. Clear next steps.Built to fit your business
700+Leads organized in a CRM I built
2 businessesFounded and built using AI agents
B2B salesRegional experience at Spirit Fitness
n8n
Make
Zapier
Claude- Claude API
OpenAI API
Retell AIVapi
Dialzara
ElevenLabs
Twilio
Voiceflow
ManyChat
Tally
Meta Pixel + Ads
Relevance AI
CrewAI
GoHighLevel
HubSpot
Cal.com
Netlify
Cloudflare
Supabase
Hostinger
DigitalOcean
Stripe
Claude Code- Claude connectors
- Claude skills & plugins
Loom
NotionPandaDoc
01 / WHAT I HELP YOU BUILDFour ways to make
Four ways to make
your business work better.
Start with the work slowing your team down. We identify what needs to change, choose the right tools, and build a system your people can actually use.
CRM & lead systems
Keep prospects, conversations, and next steps in one place. Build a clearer path from the first inquiry to a working relationship.
- CRM setup and customization
- Prospect research and lead capture
- Pipelines and follow-up workflows
Workflow automation
Connect the tools your company relies on and reduce repetitive tasks between teams, systems, and stages of work.
- Workflow mapping and tool integrations
- Notifications, handoffs, and reminders
- Testing, documentation, and handover
AI implementation & training
Find practical uses for AI in your business and help your team use it with confidence and appropriate human review.
- AI use-case and tool selection
- Repeatable prompts and work procedures
- Hands-on training for your team
Ad creatives & marketing tools
Develop the ideas and materials behind your marketing, with landing pages and lead capture that connect to your sales process.
- Ad concepts, copy, and creative assets
- Landing pages and inquiry forms
- Creative feedback and funnel review
WHERE DOES WORK GET STUCK?Start where
Start where
work slows down.
Select the challenge that sounds most familiar.
Give every lead a clear next step.
We map how inquiries arrive, where they are stored, and who follows up. Then we scope a CRM and lead-capture workflow that gives your team a shared view of what needs attention.
Discuss your business02 / HOW WE WORK TOGETHERYour needs.
Your needs.
Your systems.
Your proposal.
Every engagement starts with your needs. We agree on the deliverables, timeline, and investment before work begins.
Discuss your projectUnderstand the work
Walk through your current tools, team, and processes. Identify the bottlenecks and what success would look like.
Define the project
Receive a tailored scope covering the solution, responsibilities, software requirements, timeline, and price.
Build & test
Configure the agreed systems and workflows, test the handoffs, and review the work with your team.
Train & hand over
Learn how to use the system, receive practical documentation, and agree on any ongoing support you need.
03 / MEET YOUR CONSULTANTBusiness experience.
Business experience.
Practical technology.
My background combines regional B2B sales, CRM development, digital products, and personal marketing. I understand both the systems a company needs and the people who have to use them.
At Spirit Fitness, I managed regional sales and built a desktop and mobile CRM organizing more than 700 leads, with live mapping, lead tracking, and workflows for individual reps.
I also founded BlueprintOS and built a monetized personal brand. I bring that practical experience to companies looking to organize their operations and make better use of technology.
CRM developmentRegional B2B salesDigital product developmentPersonal marketingFounder, BlueprintOS
THE DETAILS
Before we talk.
Who is this for?
Companies that need better ways to manage leads, connect tools, reduce repetitive work, or help their teams adopt AI. The first conversation establishes whether your project matches my capabilities.
Can you work with our existing tools?
We start by reviewing what you already use. Integrations depend on each tool's access and capabilities; any limitations or proposed replacements are discussed when we scope the project.
What does lead generation include?
Projects can include prospect research, lead-capture forms, landing pages, CRM organization, and follow-up workflows. We define the channels and deliverables in the proposal. Lead volume and sales results are not guaranteed.
Do you run our advertising campaigns?
I can create ad concepts, copy, and assets, and review the funnel they lead into. Campaign management, media buying, and advertising spend remain with you or your media buyer.
What does AI training look like?
Training focuses on tasks your team actually performs. We work through useful tools, repeatable prompts, reviewing AI outputs, and handling company information appropriately.
How are projects priced?
Pricing is custom, based on your company's needs, project complexity, deliverables, and support requirements. You receive a proposal before committing. Any third-party software subscriptions or usage costs are identified separately.
LET'S TALK ABOUT YOUR BUSINESSLet’s build a better
Let’s build a better
way to work.
Describe your business, the tools you use, and where work gets stuck. We'll discuss the right scope for your project.
owenruley@icloud.com