Founding Client Round · Only 3 spots
Find out exactly where AI can give you your time back.
The AI Integration Audit is a guided look at how your practice actually runs, so you know which tasks AI can take off your plate, which it can help with, and which should stay human. No tech skills required. No guessing.
$97 founding rate (regularly $997)
So, what is an AI integrator?
Think of me as the translator between your business and the AI tools everyone keeps talking about.
You don't need another app, another course, or another late night watching tutorials. You need someone who understands how a practice actually runs (the inbox, the intake calls, the scheduling, the follow-ups) and can figure out where AI fits without breaking what already works.
That's what an AI integrator does. I find the manual, repetitive work eating up your week, decide what AI should take over, what it should help with, and what should stay human. Then, if you want, I build it for you.
I've spent years running operations for therapists and private practice owners. AI is just the newest tool in the toolbox. The goal hasn't changed: more time for the work only you can do.
How the audit works
Simple on your end. That's the whole point.
01
Book & get your checklist. Grab your spot and pay the $97 founding rate. I'll send a short pre-audit checklist so we can make the most of our time together.
03
Your roadmap. You get your LOOP Opportunity Scan, a written AI Opportunity Report, and an Implementation Roadmap with your top priorities in order. Then I walk you through it.
Your working session. We meet on Google Meet and walk through your day-to-day: inbox, scheduling, intake, follow-ups, invoicing. I'm locating every task AI could take over or speed up.
02
Is this a fit?
It's a small round, so I'm looking for the right 3 people. This is for you if:
-
This is for established practices and small businesses with real operations to streamline, not brand-new ideas.
-
Invoices, emails, scheduling, intake, data entry. If it feels like Groundhog Day, it’s a candidate for AI.
-
No tech skills needed. Figuring it out is my job, not yours.
-
Your roadmap is built to be used, not filed away in a folder you never open again.
Founding Client Round
3 spots. $97.
Regularly $997. Once these spots are gone, the founding rate goes with them.
Book your AI Integration Audit and find out exactly where AI can save you time and money, without figuring any of it out yourself.
The LOOP Method
The framework behind every audit. Four steps, one loop, zero guessing.
1. Locate
We audit how your business actually runs and find every manual, repetitive task eating up your time.
2. Optimize
We decide what AI takes over, what it assists with, and what stays human. (Your clients still get you.)
3. Operate
We build the actual system: the workflows, automations, and AI helpers that do the work.
4. Partner
You get a trusted human in the loop, keeping it running and adjusting as your business grows.
The audit covers steps 1 and 2. Steps 3 and 4 are there if and when you want them.

