Your business-led automation partner.
I embed in your B2B service business to map and standardize 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 process is unclear, unstandardized, inconsistently followed by the team, and poorly documented
This leads to systems that simply automate and scale chaos, require constant rebuilds, and are abandoned by the team.
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, business transformation requirements, onboarding and adoption strategy.
I eliminate these pitfalls by fixing your operations before implementing any automation initiative, and ensuring every system adapts to your team’s operational reality and incentives.
How I operate: operator mindset, lean execution
Clarity first
Automation fails without clear rules. As an operator, I run operational discovery and standardize your business processes.
Lean validation
The biggest risk is executing on the wrong systems. I validate the riskiest hypotheses before any operational system or automation is implemented.
Business transformation
Every initiative is deeply rooted and built around your real business needs, incentives and way of working. I lead operational initiatives and team enablement, so adoption happens naturally.
The roadmap for ongoing operational leverage
Phase 0: Operational diagnose
The focus: Audit your company’s end-to-end processes to identify operational bottlenecks, unwritten rules, tacit knowledge locked in key people’s heads, friction points, and gaps in governance and ownership. Classify all operational activities based on their true business value.
The result: Roadmap of operational initiatives that address the gaps and bottlenecks found.
Phase 1: Operational readiness
The focus: Validate and implement the operational initiatives that address the blockers found in the previous phase, along with the requirements for their long-term sustainability (governance, ownership, change management, documentation, etc.).
The result: Stable operational system that provides clarity, guarantees adoption, fits the real needs and incentives of both the team and the company.
Phase 2: High-priority task automation
The focus: automate time-consuming, repetitive tasks that block or slow down high-value activities using deterministic automation and AI.
The result: Reclaimed time for what truly matters and an operation where automation serves as an amplifier for high-value work.
Phase 3: Integration and visibility
The focus: connect all process steps, data, tools and automations into a single source of truth, and develop reporting systems with key metrics to monitor process health.
The result: Reclaimed time for what truly matters and an operation where automation serves as an amplifier for high-value work.
Phase 4: Autonomy expansion
The focus: identify high-level operational opportunities for “AI decides – human approves” and “AI executes – human monitors” architectures, validate their feasibility, and implement them.
The result: increased autonomy.
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
Claude
Stripe
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.