Deacon Ridley · Christian-owned · DFW, Texas
Connect your tools. Reduce repetitive tasks.
I connect the software you already use to automate inquiries, CRM updates, reminders, inventory records, and reports. Your team spends less time copying information by hand.
I learn the process with the people who use it and work with your existing providers. We start with one handoff or repetitive task, then agree on what I will maintain and improve as the business changes.
Find the steps that cause delays.
A form arrives, but no one follows up. A sale changes the stock count, but another system still shows the old number. Someone rebuilds the same report every week.
We follow the process, find where information gets lost or entered twice, and decide what to change.
Build around the tools you have.
I check what your software can connect to before choosing an approach. An automation can move a form submission into your CRM. A bot can help read documents, gather information, or prepare a report.
What I can automate
- Route new inquiries to the right person and CRM record.
- Send reminders and follow-up messages at the right time.
- Keep records aligned across business tools.
- Collect information for recurring reports.
- Connect stock records and sales planning.
- Organize document intake, preparation, and review.
Make it clear when someone needs to step in.
I check how the automation handles missing information and failed steps, as well as routine tasks. When it needs a person’s attention, that should be clear.
Related projects
The Provision House: Inventory entry, storage locations, and Shopify sales planning. Read the project →
HOJ Management: Deal stages, custom fields, and CRM automations. Read the project →
Mobile Dental Surgeon: Forms, reminders, and outreach follow-up. Read the project →
2S Ranch: Recurring reports and inventory workflows. Read the project →
Do we have to replace our CRM?
We start with what you have. If a tool cannot do what you need, I explain the limitation and your options before changing the plan.
What does someone keep doing by hand?
Show me the steps and the tools. We can decide which task to automate first. We can start with a defined piece of work and discuss ongoing support.