Donatelli ServicesRemote operations & automation
I set up the systems an owner-run business runs on: lead intake, work management, a knowledge base your AI assistants can actually use, and the playbooks that hold it together. Remote. Fixed price. On accounts you own.
01What I do
Each one ends with something that runs without me: a pipeline, a board, a knowledge base, a playbook. Set up in your accounts, documented, handed over.
Every inquiry — web form, phone, text, email, referral — lands in one pipeline, gets an acknowledgment within minutes, and moves through stages you can see. Follow-ups fire on their own. Nothing depends on someone remembering.
Your jobs in a tool that matches how the work actually moves — set up from scratch, or migrated off the tool that stopped fitting. Boards, statuses, ownership, and only the automations that earn their keep. History comes along.
Your pricing rules, process steps, templates and tribal knowledge, organized so an assistant answers from your facts instead of guessing. Works with Claude, ChatGPT, Copilot, or the assistant built into your tools.
The written version of how the business runs: intake to invoice, who does what, what “done” means. Short enough that people use it, and matched to the systems above so the document and the tool agree.
02Who it is for
Contractors, trades, design and field-service firms, and small professional practices — usually a few to a few dozen people, usually past the point where a shared inbox and a spreadsheet are enough. If every request still goes through you, that is the job.
ProofRecent work
Sales, design, estimating, permitting, building, and warranty, with the same few people touching all of it. Lead intake, a job pipeline, and the playbook to match, set up remotely on the client’s own accounts and handed over with a fix-it guide.
03How an engagement runs
Six steps. Discovery is paid and credited back. The build is fixed price. Support is optional.
What is slow, what it costs you, what you have tried. If it is not a fit, I say so and point you somewhere useful.
A fixed fee to look at how work actually moves — the inbox, the spreadsheet, the phone. Credited back in full against the build.
One scope, one price, one finish date. No hourly meter.
Remote, on accounts you own. Short written updates as it moves. Nothing goes live without a walkthrough.
Training for the people who will run it, plus a written fix-it guide for when something stalls.
A monthly block for changes, questions, and the small fixes that keep a system honest. Only if you want it.
04Scope, stated plainly
A short list, so you are not guessing and neither am I.
I configure and connect tools you can buy off the shelf, and write small pieces of glue code when nothing else will do. If you need an app built, I say so and point you to someone who builds apps.
No ads, SEO, social media, or content. I make sure the leads your marketing produces do not fall on the floor.
I connect your systems to the people who do those. I do not do them.
Hardware, networks, email hosting, and device setup belong to your IT provider.
Everything is set up under your logins from day one. If we never speak again, it keeps working.
Scope, price, and finish date are agreed in writing before the build starts.
I set up things that run, then show you they run.
Optional support covers the systems. Running the business stays with you and your team.
Thirty minutes, no prep, no pitch. If it is not a fit, I say so and point you somewhere useful.