FOR OWNER-OPERATED HEALTH, WELLNESS & FITNESS BUSINESSES

Your team is doing work that machines should handle.

Every week, your front desk spends 15–20 hours on scheduling, follow-ups, intake forms, and reporting. Most of it could run itself.

I find the manual work that's costing you the most time and money — then I build the AI systems that eliminate it. You get your hours back. Your team focuses on patients. Your operations scale without adding headcount.

Delivered in 5 business days · You keep the report · $750 credits toward your first build

What one scan uncovered

5 automations mapped

18 hrs/week back to the team

Paid for itself in 30 days

Situation

Multi-location aesthetics practice, $1.2M revenue. Three systems that didn't talk to each other. Owner pulling reports by hand every month. Front desk buried in scheduling and follow-up calls.

Finding

Manual intake eating 6 hours/week. Zero automated follow-ups — clients slipping through the cracks. Review requests handled one-by-one. Monthly reporting took the owner an entire weekend. Five high-impact automations identified, ranked by hours saved and financial impact.

Result

Top 3 built in 4 weeks. Front desk reclaimed 18 hours/week — reallocated to patient experience. Owner hasn't manually pulled a report since. Estimated $47K/year in recovered capacity.

Representative example. Delivery format is real; figures are illustrative.

How it works

Scan. Build. Compound.

No six-month engagement. No 50-page strategy deck. You get answers in a week and results in a month.

Scan

No prep needed.

A 30-minute call where I map your tools, workflows, and time sinks. Then I go under the hood — read-only access to your scheduling, CRM, or accounting system. In 5 business days you get a ranked report: your top 5 automation opportunities with hours saved, financial impact, and build priority. You keep the report no matter what.

1

Scan

No prep needed.

A 30-minute call where I map your tools, workflows, and time sinks. Then I go under the hood — read-only access to your scheduling, CRM, or accounting system. In 5 business days you get a ranked report: your top 5 automation opportunities with hours saved, financial impact, and build priority. You keep the report no matter what.

1

Build

Pick the win that matters most.

I take your #1 opportunity and build it. Working automation, integrated with your existing tools, delivered in 2–4 weeks. Your team gets trained. You get 30 days of support. One system that actually works beats a binder full of recommendations.

2

Compound

Your operations get smarter every month.

Once the first system is running, we add more. Monthly optimization. New automations each quarter. A 30-minute strategy call to stay ahead. The businesses that win aren't the ones that automate once — they're the ones that keep compounding.

3

Your data stays yours

Read-only system access

No long-term contracts

You own everything I build

You keep everything.

The Scan report. The automation blueprints. The ROI estimates. Whether we work together after the Scan or not, it's all yours. No strings. No "proprietary methodology" you can't see. Full transparency — because if the findings are good enough, you'll want to keep going anyway.

Offers
Start with clarity. Scale with systems.
The AI Opportunity Scan shows you exactly where you're losing time and what to fix first. From there, we build — as fast or as gradual as you want.
Start hereRecommended
AI Opportunity Scan
$750
Your operational X-ray. Top 5 automation opportunities, ranked by time saved and ROI. Delivered in 5 business days. You keep everything.
Start within 14 days and the $750 credits toward your first build.
One-time30-min call + system walkthrough
Ranked opportunity report with financial impact
Impact vs. Ease prioritization matrix
90-day implementation roadmap
Debrief call with live demo of automation #1
Get Your Scan →
Most popular
Quick Win Build
$3,000–$7,500
I build your highest-impact automation from the Scan. Fully functional in 2–4 weeks. Your team gets trained on it. 30 days of post-launch support included.
Best for practices ready to eliminate their #1 time sink immediately.
Project2–4 weeks
Custom automation integrated with your existing tools
Team training and documentation
30-day support window
Book a Call
Growth
Full Implementation
$10,000–$25,000
The full overhaul. 3–5 automations across your operations with system integration so your tools actually talk to each other.
Best for practices ready to stop patching and start scaling.
Project4–8 weeks
3–5 integrated automations
Full system connectivity (EMR + CRM + scheduling + accounting)
Custom AI agents for your workflows
60-day support and optimization
Book a Call
MonthlyCompounding
Ongoing Optimization
$2,000–$5,000/month
Monitoring, optimization, and expansion. New automations quarterly. Monthly strategy call. On-call support. Your systems keep getting smarter without you thinking about it.
Best for practices that want AI operations as an ongoing advantage, not a one-time project.
MonthlyOngoing
System monitoring and performance tuning
1–2 new automations per quarter
Monthly 30-min strategy call
On-call support
Book a Call

Delivered in 5 business days

Read-only access only

You keep everything

FAQ'S

Answers

Clear boundaries upfront, so the work stays high-leverage and repeatable.

Health & Wellness

Fitness

What exactly is an AI Opportunity Scan?

A 30-minute call where I walk through your current tools and workflows, followed by a system review where I identify the 5 biggest automation opportunities in your business. Each opportunity includes the current manual process, the AI-powered version, estimated hours saved per week, and financial impact. Delivered in 5 business days. You keep the report whether we work together or not.

Do I need to be technical?

What about patient data and security?

Who is this for?

What kinds of things can you automate?

How is this different from buying software or hiring a developer?

How do we get started?

What if we're not ready for AI yet?

Meet Lucas

I ran my own startup for 4 years. Real cash pressure, imperfect info, decisions that couldn't wait for perfect data. Then 5 years running finance across SaaS and services — managing P&Ls from $5M to $200M, finding the operational gaps that were silently costing millions.
Now I use that lens to help business owners see what's actually happening inside their operations — and build the AI systems that fix it. Not theory. Not recommendations. Working systems that save real hours and real money, starting in weeks.

AI Operations

Process Automation

Financial Analysis

System Integration

Workflow Design

profile pic

AI Operations Consultant

Fawkes

Currently

FP&A

Multiple

2021-2025

Co-Founder, CFO

BoomBar

2019-2023

Meet Lucas

I ran my own startup for 4 years. Real cash pressure, imperfect info, decisions that couldn't wait for perfect data. Then 5 years running finance across SaaS and services — managing P&Ls from $5M to $200M, finding the operational gaps that were silently costing millions.
Now I use that lens to help business owners see what's actually happening inside their operations — and build the AI systems that fix it. Not theory. Not recommendations. Working systems that save real hours and real money, starting in weeks.

AI Operations

Process Automation

Financial Analysis

System Integration

Workflow Design

profile pic

AI Operations Consultant

Fawkes

Currently

FP&A

Multiple

2021-2025

Co-Founder, CFO

BoomBar

2019-2023

Meet Lucas

I ran my own startup for 4 years. Real cash pressure, imperfect info, decisions that couldn't wait for perfect data. Then 5 years running finance across SaaS and services — managing P&Ls from $5M to $200M, finding the operational gaps that were silently costing millions.
Now I use that lens to help business owners see what's actually happening inside their operations — and build the AI systems that fix it. Not theory. Not recommendations. Working systems that save real hours and real money, starting in weeks.

AI Operations

Process Automation

Financial Analysis

System Integration

Workflow Design

profile pic

AI Operations Consultant

Fawkes

Currently

FP&A

Multiple

2021-2025

Co-Founder, CFO

BoomBar

2019-2023

NEXT STEP

Book your Scan

The AI Opportunity Scan is a paid diagnostic ($750). The 15-minute call is free.

AI Opportunity Scan
30-minute call + system walkthrough
What you get
Ranked opportunity report with financial impact
Impact vs. Ease prioritization matrix
90-day implementation roadmap
Debrief call with live demo of automation #1
What I need from you
30-minute discovery call (I ask the questions)
Read-only access to scheduling, CRM, or accounting system
That’s it — no prep needed on your end
Boundaries by design
No PHI or patient data accessed
Read-only system access only
You own everything I deliver
AI Opportunity Scan is $750. Paid at booking.
Prefer to talk first? Book a free 15-minute call
Choose a Scan time
30 minutes • booked instantly
If the calendar does not load, book directly here.

Available For Work

Find out where your team is losing time.

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