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You're drowning in busywork. There's a tool to fix that.

I help small businesses and firms find where AI actually saves time. You walk away with a clear plan: which tools to use, in what order, and why.

A closer look at a recent client assessment
24/7 responses
Every enquiry answered in seconds, day or night
Customized replies
Replies built from your own business information
Already paid for
Most of it runs on software you already have
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Safety and security guards. Nothing sends on its own until you say so

You know AI matters. You just don't know where to start.

Every week there's another AI tool to read about. Meanwhile the real work, like intake, scheduling, invoicing, drafting, and reporting, still eats hours you could be billing.

MIT's Lead Response Management study found leads contacted within five minutes are 21 times more likely to qualify than leads contacted after thirty. Most owner-run businesses answer in hours.

Hours disappear into admin

Client intake, follow-ups, document prep, and reporting can take a day or more each week. That's exactly the kind of work AI is good at now.

Too many tools, no signal

There are hundreds of AI products, all making the same promises. It's hard to tell which ones actually fit a firm like yours.

Fear of over-engineering

You don't want a six-figure custom build or a rip and replace. You want a few smart moves that pay for themselves fast.

Who I work with

You're running a real business.

You got into this to serve clients and grow something, not to spend your evenings chasing emails, preparing invoices, and rekeying the same information between apps. I help owners who'd rather put those hours back into their clients and their business.

Med spas & clinics

Bookings & intake

Accountants & lawyers

Document extraction

Real estate agents

Client comms & listings

Marketing agencies

Reporting & brainstorming
The engagement

The Northlight AI Roadmap

A clear assessment that turns "we should use AI" into a specific, ranked plan built around how your firm actually works. It's written in plain English, and it's yours to keep.

  • Executive summary. The three biggest wins for your firm, with a real estimate of hours saved each week.
  • Effort and impact matrix. Every tool I recommend, plotted so the priorities are obvious at a glance.
  • Quick wins. The two or three high-impact, low-effort tools to start with, plus how to set them up.
  • Four-day quick-start plan. A day-by-day path so nobody's left wondering what to do first.
What you walk away with
A roadmap, not a subscription
$999 once. Nothing recurring, nothing to cancel.
Discovery call, your roadmap within 48 hours, then a live review call to walk through it together.
The Northlight guarantee. If your roadmap doesn't give you at least three specific changes worth making, I refund in full.
If you decide you want the changes implemented, your $999 comes off the price of that work.
How it works

Four steps. One week. 75 minutes of your time.

Two calls on your side. The analysis and the roadmap happen on mine, so nobody on your team has to stop working.

01
Discovery

The discovery call

A 45-minute conversation about where your team's time really goes. I listen and take notes. No pitching.

02
Analysis

Deep analysis

I find your highest-friction workflows and research the specific tools that fix each one for a firm like yours.

03
Roadmap

Your roadmap

A clear, ranked report with quick wins first, short enough for any partner to read in five minutes.

04
Review

The review call

We go through the roadmap together, I answer your questions, and you decide what to put in place. With me or on your own.

The upside is measured in billable hours

8 hrs/wk
Won back
×
$150/hr
Billable rate
=
$62k/yr
Recovered capacity
Illustrative. Your roadmap includes an estimate built on your firm's real numbers.
Who will you work with

Big-company tech, pointed at your firm.

I've spent more than 10 years in tech, including work with Fortune 500 companies. Along the way I've put AI tools to work on the everyday jobs that slow a business down: invoicing, email and inbox management, and automating the repetitive processes that move data between apps. With Northlight, I want to take that expertise beyond the tech world and put it to work for our local communities.

I don't sell software, and I won't hand you a fragile custom system to babysit. My job is knowing which off-the-shelf tool solves which problem, and pointing you at the few that are worth your time. Most of the time, that comes with little or no added cost to you.

10+ years in tech Fortune 500 experience

What firms ask before booking

What does it cost?

$999, once. That covers the discovery call, the roadmap, and the review call where we go through it together. There's no subscription and no add-ons. If you go on to have me implement any of it, the $999 comes off the price of that work.

Is my client data safe?

I don't need access to your systems. On the call you talk me through how you work; nothing gets connected, and if you share your screen I'm noting the shape of your workflows, not copying records. For anyone holding health, financial or privileged information, the roadmap flags what each tool requires before you can legally use it, including where data is stored and whether a written agreement is needed. If a tool can't meet that bar, it doesn't go in the roadmap. Happy to sign an NDA before we talk.

Can't I just ask ChatGPT which tools to use?

You can, and it will give you eleven, all plausible. What it won't do is tell you which two problems in your business are actually worth solving first, check that the tool still does what it claims at a price that makes sense for your size, or work out what has to happen before something else can. That judgment is the deliverable. The tool names are the easy part.

What have you worked on before?

Mostly four things: lead capture and replies, knowledge bases built from a business's own material, email and inbox triage, and automating the repeated admin that moves data between apps. The pattern is usually the same. A business is paying for software with half its features switched off, and the fastest win is turning those on rather than buying anything new.

What does the lead reply system actually do?

It answers every enquiry within seconds across text, web chat and social, day or night. The answers come from your own material, past enquiry threads, CRM history, pricing and service pages, so it replies with your business rather than generic AI. It qualifies, checks your live calendar and books the real ones in, then keeps following up warm leads for months, stopping the moment a real conversation starts. It runs in draft mode first, so you approve every reply until you trust it.

Do I need any technical knowledge?

None. The whole point is to put AI in plain business terms. If you can walk me through a normal week at your firm, you're ready for the call.

How much of my time does this take?

About 45 minutes for the discovery call and another 30 for the review. The analysis and roadmap happen on my side, so your team keeps working.

Are you going to build custom software for me?

No, and that's on purpose. I recommend proven, off-the-shelf tools you can start using right away. The value is in the right prescription, not a system you'd have to maintain.

What kinds of firms do you work with?

Small professional and service businesses: med spas and clinics, law practices, accountants, agencies, real estate teams, and owner-run shops with repetitive, time-consuming work.

What if the roadmap isn't useful?

Then you don't pay for it. If it doesn't give you at least three specific changes worth making, tell me and I refund the $999 in full. You keep the roadmap regardless, and I'd rather hear that it missed than have you quietly not use it.

Find your firm's quickest wins.

Book a 15 min call to know more. Prefer email? Reach out any time.

Book your complimentary call Send me your details
Not ready for a call?

Tell me about your business instead.

Six questions, about two minutes. I'll read it myself and come back with where I'd look first, whether or not you book anything.

How many people are on your team, including you?
Roughly what share of the team deals directly with customers, versus working behind the scenes?
Which of these are already part of how you run things? Pick all that apply
Have you tried any AI tools in the business so far?