01
Inquiries & follow-up
Sort incoming requests, pull out the important details, and prepare replies so the right person can follow up.
Explore lead handlingAI workflow setup · Salt Lake City & the Wasatch Front
Your business has busywork. Let's build a better workflow.
I help small businesses build operational workflows with AI. From the first customer inquiry to the weekly team handoff, I connect your tools, build around how you work, and teach you to run it.
Built with you. In your accounts. With training and a written runbook.
Workflow possibilities
AI can help with more than your invoices.
Here are a few places we can start. Each workflow is scoped around your tools, your team, and the decisions you want to keep in human hands.
02
Scheduling & reminders
Gather booking details, coordinate availability, and prepare reminders so appointments need less back-and-forth.
Explore scheduling03
Customer onboarding
Turn an accepted proposal into a welcome draft, an intake checklist, and a clear handoff to the person doing the work.
Discuss an onboarding workflow04
Documents & everyday admin
Extract details from forms, organize incoming documents, and draft routine updates for someone to review.
Discuss a document workflow05
Team handoffs & SOPs
Turn meeting notes into assigned tasks, document the repeatable steps, and keep open questions visible to the team.
Discuss a team workflow06
Inventory & vendor follow-up
Bring stock counts and order records together, flag gaps, and prepare reorder or vendor follow-up drafts.
Discuss an inventory workflow07
Reporting & weekly planning
Gather updates from your tools into a readable brief: what changed, what is waiting, and what needs a decision.
Explore the weekly brief08
Invoices & financial admin
Prepare payment reminders, organize month-end information, and bring cash-flow questions into view.
Explore invoice follow-upYour workflow might not be on this list. If it repeats, crosses tools, or depends on someone remembering the next step, let's take a look.
What do you keep doing by hand?
Copying a request from an email into a spreadsheet. Chasing a missing form. Turning meeting notes into tasks. Pulling the same numbers every Monday. Small jobs add up, especially when you are the person who remembers all of them.
We start with one of those jobs. I map the steps with you, work out where AI is useful, and build a workflow your team can actually use. You do not need to arrive with a technical plan.
Start with one workflow. Build from there.
Map the work
Show me a task that eats your time. We trace the inputs, the handoffs, and what a good result looks like.
Build it together
I connect the tools, set up the steps, and put human approvals where they belong.
Test the real cases
We try normal days and messy ones. Missing information, unusual requests, and the moments someone needs to step in.
Make it yours
You and your team run it. I leave you with training, a runbook, and a clear next step.
You get a working process, and the know-how to run it.
I build around the tools and habits your business already has. We decide what AI can draft or organize, what needs your approval, and who handles an exception. Then we test it on real examples together.
You get hands-on training and a written runbook. Your team runs the workflow before I hand it over. If you want help maintaining it or building the next one, ongoing support is available.
Built by someone who has done the work.
I am David Van Wagoner. I spent twenty years in food and beverage, from behind the bar to operations manager, and earned an economics degree at the University of Utah. I know the early inventory count, the short delivery, and the handoff that only works because one person remembers everything.
That is what I bring to AI: an operator's eye for the work between the tools. I help you turn that work into a repeatable process, whether you run a roastery, a shop, an agency, or a service crew.
Tell me about the task you would like off your plate.
A few sentences are enough: what you do, which tools you use, and where things get stuck. I will help you figure out whether a workflow could help and what building it would involve.