Josh K.

Business Systems Setup, AI & Automation | Software Integrations Need to get a new system set up, automate a time-consuming process, or connect the software your business relies on? I help businesses build and implement systems that save time, reduce operating costs, and make daily operations more reliable. With experience across 500+ software platforms and systems, I can work with your existing tools, help you choose the right software, and handle the setup and integration needed to get everything working together. Whether you’re starting from scratch or improving an existing setup, I handle the implementation: configuring software, connecting systems, building automations, testing workflows, and preparing your team to use them. Businesses hire me to: • Get new software and business systems set up correctly from the start • Reduce repetitive work, administrative costs, and duplicate data entry • Connect software so information moves accurately between teams and systems • Speed up onboarding, follow-ups, and service delivery • Give managers clear visibility into workload, progress, and bottlenecks • Handle more customers, employees, or projects without creating more manual work Setup and implementation can include: • Business software selection, configuration, and rollout • Workflow automation and integrations between platforms • AI setup and integration into everyday business processes • CRM systems, sales pipelines, and automated follow-ups • Project management systems, dashboards, and reporting • Testing, documentation, and team training My experience spans 500+ platforms and systems, including tools such as n8n, Make, Zapier, ClickUp, Airtable, GoHighLevel, and Slack. The right setup depends on your business, your team, and the outcome you need. Recent results: • Helped UGC Factory reduce editing department labor costs by 40% in under 90 days through workflow improvements and process documentation. • Rebuilt ClickUp for a 15-person fulfillment team, providing real-time task visibility and capacity planning. • Connected Slack, GoHighLevel, Airtable, and ClickUp into a lead-to-delivery workflow for a marketing agency doing over $100K per month. • Implemented a client health scoring system that flagged churn risks 14 days earlier and helped retain $18K in monthly revenue across three clients. I start with what you need to accomplish, then work through the setup and implementation required to get there. You’ll have a working system, tested workflows, and clear documentation so your team understands how to use it. From small businesses setting up their first systems to larger companies connecting workflows across departments, I help put the software and processes in place to support better operations. Tell me what you need set up, what’s slowing your team down, and the result you want to achieve.