Your business-led automation partner.
I embed in your B2B service business to map operations, isolate bottlenecks, and build automated systems that eliminate them.
Avoid low automation ROI
Most companies fail to unlock strong returns on automation because they jump straight into implementation without a strategic approach. The main pitfalls are:
The operational bottleneck is not deeply understood
This translates to automations that miss the real bottlenecks (which just resurface elsewhere), target problems with operational rather than technical roots, or address opportunities with low business value.
No discovery phase is conducted
The system is designed without deep context on how the team actually works and their specific pains and incentives, creating friction and killing adoption.
Organizational requirements are not considered
The implementation does not contemplate initial and ongoing organizational measures, including system ownership, onboarding and adoption strategy.
I eliminate these pitfalls by running a continuous loop: identifying your highest-leverage bottlenecks, analyzing them within your team’s real context, implementing tailored systems, and leading operational adoption.
How I operate: intrapreneur mindset, lean execution
No more heavy consulting reports with painful handoffs, and technical implementations where your business goals get lost in the middle. Just agile loops to detect bottlenecks, validate solutions, and execute.
28 day loops
From bottleneck priorization to automation in production in 28 days.
Full process ownership
No management needed, I practively and independently align stakeholders, report progress and lead the initiative.
Business-first transformation
Automation as a catalyst for business transformation, built around your business needs and team’s incentives. I lead operational assessments and initiatives, onboarding and training, so adoption happens naturally.
My framework for ongoing operational leverage
Phase 1: Opportunitity diagnose.
The goal is to understand the business process end-to-end (roles and key activities) and top-to-bottom (business strategic goals, KPIs breakdown, and reporting), and identify the biggest bottlenecks that can be addressed by automation and their associated business cost.
How my framework audits and isolates leverage points:
1. Interview with key roles in the process
Business-led automation, not the other way around. Prevent building solutions that deliver no substantial business value or aren’t tailored to your specific needs.
2. Map of the process activities, classified by business value, and the biggest bottlenecks, classified by their opportunity cost.
Clearly understand the most valuable business activities over the noise, and the bottlenecks classified by both cost-reduction impact and revenue acceleration potential.
3. Key design requirements for bottleneck resolution and automation, taking into account operational architecture and participant incentives.
An effective system accounts for the unique operational characteristics of your business and embeds human behavior and incentives directly into its design. Obtain the key guidelines for a successful implementation that guarantees adoption.
4. Suggested automation solutions for bottleneck resolution and potential costs.
Understand the solutions to the bottlenecks, how they work step-by-step and their cost.
5. Operational and business transformation requirements for initiative success.
Understand the key operational activities that must be put in place before starting the automation project to maximize value generation in a sustained way.
6. Bottom up data aggregation diagram to structure an effective reporting system.
Comprehend the data paths required to visualize your business’s key performance indicators in an effective reporting system.
7. Value measurement strategy for the automation solutions.
Comprehend how the metrics architecture works to measure the value generated by the solutions over time.
Phase 2: Operational discovery and validation
The goal is to build and validate a prototype with your team to capture every operational nuance
- User testing sessions.
Ensure the solution aligns with every detail of your team’s day-to-day operations, delivers an optimal user experience and secures high adoption rate.
2. Prototype creation and validation with your team.
Building a system directly without a prior validation phase is a recipe for future rework. Guarantee the solution fits your company’s unique business rules before it is actually built.
3. Creation and validation of the operational reporting system and the value measurement system.
Ensure the operational monitoring system aligns with the needs of both the team and the executive board, while guaranteeing that the value it generates is fully measured.
4. System specification and governance.
Get total clarity before development begins, everything from the system architecture to its operational and governance model is defined.
Phase 3: Delivery and adoption
The goal is to develop the solution and guarantee a friction-free adoption.
1. Operational automation system in production.
Eliminate the bottlenecks that were holding back your business growth.
2. Onboarding, training and documentation.
Guarantee that the team adopts the solution smoothly and naturally from day one.
3. Ongoing system maintenance.
Operational peace of mind, without the headaches: your partner ensures the system functions seamlessly at all times.
Common automation use cases
Revenue and growth operations
Accelerating your sales pipeline from the first touchpoint to the signed contract.
Lead sourcing and enrichment
Streamline the identification and data enrichment of high-value prospects to accelerate your prospecting speed without sacrificing lead quality.
Lead qualification and routing
Instantly qualify and route inbound leads to eliminate slow response times and capture high-intent buyers.
Deal nurturing and pipeline management
Proposal, contract and payment management
Client onboarding operations
Eliminate friction from day one to set a high standard for the entire client relationship.
Sales-to delivery-handoff
Transfer contract data and client requirements to the delivery team instantly to ensure execution begins without operational delays.
Project setup
Client onboarding experiencie
Streamline the welcome process, intake forms, and access to deliver a frictionless and professional day-one experience.
Project delivery operations
Accelerating execution velocity and protecting margins through an intelligent delivery system
Delivery workflow automation
Risk and delay alerts
Status communications
Operational visibility and reporting
Centralizing fragmented data into a single source of truth for real-time leadership decisions.
Cross-department data aggregation
Sales and onboarding reporting
Delivery and capacity reporting
Do you need inspiration? Explore our
Case Studies
Why work with me as Business Automation Partner?
Most business leaders struggle to translate their needs into scalable systems because they don’t speak “tech”.
Conversely, most implementers build technically sound tools that fail to solve real business pains.
I bridge business strategy, product management and technical execution. My core principle: a system is only as good as the business logic behind it.
Strategic business understanding
I deeply understand how your business operates and identify where automation creates the greatest impact. I also provide the strategic operations consulting to ensure your systems are built for long-term scale.
Product mindset
I effectively translate business needs into sustainable products that address them.
Technical automation expertise
I build sophisticated solutions that are both scalable and maintainable. I have built +100 automations for businesses in different verticals.
What my clients say
“David has a deep understanding of automation. From the first conversation, his level of expertise was clear from the questions he asked. It’s rare to find someone with such a strong command of both business and automation.”
Albert G.
Founder of a Digital Marketing Agency
“Im always happy to work with David. He always have a great understanding of my demands and fulfills my needs methodically.”
Archad B.
Founder of a Football Agency
“David delivered outstanding automation work, combining deep expertise, speed, and strong empathy for client needs. He goes above and beyond, offering solutions and alternatives you wouldn’t expect.”
Roberto D.
Founder of a Home Services Company
A unified operational infrastructure, powered by your existing tools
I connect your software to create a seamless operational flow. No more data silos or manual handoffs. Just a high-performance business engine designed to support your company’s scale.
Make
Airtable
Google Drive
Clickup
Notion
Monday
High Level
Slack
Gmail
Telegram
Hubspot
Pipedrive
Brevo
Gemini
Open AI
Stripe
Tally
Typeform
Calendly
Name it!
Ready to create real leverage with business automation?
I will help you identify the highest-impact automation opportunities and turn them into systems that streamline how your business runs. Fill out the form and I will get back to you shortly.