Business automation that truly unlocks operational scale and leverage
I embed in your B2B service business to map operations, isolate bottlenecks, and build automated systems that eliminate them
Eliminate the "growth tax"
As businesses grow, a growth tax emerges: operational chaos, messy handoffs, and information silos that trap your team in low-value work.
Hiring more people or adding software don’t help with the issue, as the root cause is operational.
Relying on separate consulting and development leads to long timelines with reports that are difficult to hand off, and implementations where your business goals get left behind.
I solve this by becoming your Strategic Business Transformation and Automation Partner, finding the right automation opportunities, and designing and implementing the systems that address them.
The framework for ongoing operational leverage
Opportunity analysis and prioritization
I identify your operational bottlenecks and prioritize them based on business impact, not just time savings.
Solution discovery and system design
I understand your bottlenecks in context: I map the end-to-end flows, business rules, stakeholders, and tools involved and design solutions that will be validated with your team.
Automation system implementation
Using your existing tools, I architect and build a tailored operational system that addresses the bottlenecks, eliminates friction and fits the way your team works.
System adoption and enablement
Your team receives the documentation, onboarding, and training necessary to ensure the system is adopted and maintained for the long term.
PHASE 1: OPPORTUNITY ANALYSIS
Objective: 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.
Deliverables and Benefits
⚬ Interview with 3-5 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.
⚬ Map of the process and its activities, classified by business value.
✔ Clearly understand the most valuable business activities over the noise.
⚬ Map showcasing the biggest bottlenecks, classified by both cost-reduction impact and revenue acceleration potential.
✔ Visualize the bottlenecks that generate most of the inefficiency and quantify their opportunity cost.
⚬ 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.
⚬ Key design requirements for bottleneck resolution and automation, taking into account operational architecture and participant incentives.
✔ An effective system must account for the unique operational characteristics of your business and embed human behavior and incentives directly into its design. Obtain the key guidelines for a successful implementation that guarantees adoption.
⚬ Suggested automation solutions for bottleneck resolution and potential costs.
✔ Understand the solutions to the bottlenecks and how they work step-by-step.
⚬ Value measurement strategy for the automation solutions.
Comprehend how the metrics architecture works to measure the value generated by the solutions over time.
⚬ 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.
The foundation that scales your operations
Lead capture, qualification and routing
Stop losing opportunities to slow response times. Automatically capture leads, qualify them against your criteria, and assign them instantly to the right person.
Sales pipeline and deal management
Keep your team focused on closing, not admin. Automatically update your pipeline based on real-time activity, trigger timely follow-ups, and provide leadership with clear visibility into revenue health.
Proposal and contract management
Client and employee onboarding
The onboarding experience defines the relationship from day one. Let the onboarding system handle contracts, payments, folder creation, and task assignments smoothly in sync with your team, ensuring projects and new hires launch without administrative delays or confusion.
Project and delivery workflows
Eliminate manual hand-off delays, errors, and constant status-checking. By unifying your delivery workflows, every next action is triggered automatically, keeping your operations perfectly aligned without the need for constant manual coordination.
Billing, payments and financial operations
Financial operations shouldn’t drain your company’s time. Automate billing, payment tracking, subscription management, and accounting sync to eliminate errors, improve visibility, and keep your finances running smoothly.
Internal and client communication
Stop wasting time chasing updates. Scale your business without losing speed by automating notifications that deliver the right information to the right people at the righ moment, keeping your team and clients perfectly in sync.
Operational visibility and reporting
Stop managing by guesswork. Consolidate fragmented data into real-time dashboards that provide leadership with a clear, unified view of performance, delivery capacity, bottlenecks, and overall operational health.
Tailored automation for any business process
Any repetitive process that follows a clear logic can be transformed into an automated system.
Why work with me as a Business Transformation and Automation Partner?
I bridge business strategy, product management and technical execution.
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.
My core principle: a system is only as good as the business logic behind it.
Strategic business understanding
With a background in startup incubation, business strategy and innovation consulting, and as an Entrepreneur in Residence, I quickly 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
My background in product management allows me to affectively translate business needs into products that address them, as well as account for all it takes to build a product that is truly sustainable and resilient.
Technical automation expertise
I effectively translate business needs into resilient and frictionless systems that address them. My automation experience, including +100 automations for businesses in different verticals, allows me to build sophisticated solutions that are both scalable and maintainable.
What my clients say
“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 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
“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
Tally
Typeform
Calendly
Stripe
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.