You run an appraisal, surveying, customs, or freight operation in central Ohio. The licensed or expert work is the product — but the day fills up with order intake, status calls, document chasing, and report formatting. That's exactly the layer AI and automation are good at, and exactly the layer nobody's built for a five-to-twenty-person shop. That's my thing.
The same four places, almost every firm: intake arriving as free-text email, missing the same three details every time; "where's my report?" answered by hand all day; the same data re-keyed into the request, the file, the invoice, and the status update; and expert time going to formatting instead of judgment. None of these need a person — they need a process with a human checkpoint.
Brokers, lenders, attorneys, and shippers keep emailing and calling like they always have. The fixes live on your side: forms that capture the missing details up front, acknowledgments that answer status questions before they're asked, templates that start every report eighty percent done. Built inside your own systems and logins — I configure, I never hold your files.
Entry dates, closing dates, inspection windows, dock schedules — miss one and it costs real money. That's why the plan always favors boring, reliable automation with a human sign-off over anything clever. If a step matters legally — a certification, a classification, a stamped survey — a person keeps signing it. The system just makes sure it never waits in an inbox.
One hour, evenings or weekends — around inspections and dock schedules. You talk through how orders, documents, and status questions actually flow. You leave with a one-page plan: the three fixes ranked by payoff, what each saves and costs, one you can do yourself that week for free, and at least one thing I'd tell you to skip. See a sample review →
Ten free review slots this quarter. When they're gone, they're gone.
Claim a free reviewColumbus-based, calls on your schedule. If AI genuinely can't help your shop, the plan says so.