Your business grew. The way you run it didn't. I help service business owners fix the handoffs, the scattered tools and the daily chasing that keep everything depending on them. Bring me the mess and we'll figure out what needs your attention first.
Get your business togetherA client said it better than I could
"There wasn't software that did what we needed it to do. So we built it."
Ericka Peake · Founder, OCD Home Solutions
See the workDay to day, it looks like this
A lead comes in through the website. Someone messages you on WhatsApp.
The client's details are in the CRM. Their notes are somewhere else. The invoice is in QuickBooks.
You remember. You check. You follow up. You answer the "quick question."
At some point, you stopped running the business. You became the system holding it together.
A normal Tuesday, 4:12 PM
You finally get a free hour. You open the laptop. 47 things are waiting for you. You close the laptop.I know. And the frustrating part is that your business isn't failing. It's working. Clients are coming in. Work is getting done. People are getting paid. But behind the scenes? There are too many moving pieces and not enough connecting them. So before you buy another app, hire another person or automate another task... can we look at what is actually happening?
Be honest with yourself for a second
Q.01How many things happen only because somebody remembers to do them? Follow up. Send the invoice. Update the client. Tell the team. Check the payment.
Q.02Your team knows what they're supposed to do. But are you still the one making sure they did it? And when the work leaves the office and the schedule changes, do all those roads still lead back to you?
Q.03And here's my favourite question: if you disappeared for seven days, what would actually stop?
That's where we need to look.
This is operations
Lead → Sale → Scheduling → Dispatch → Field work → Handoffs → Quality control → Completion → Payment → Follow-up. That's your operation.
Your people. Processes. Tools. Information. SOPs. Training. Communication. Automations. AI. They're all pieces.
The question is whether they're actually working together.
So, what exactly does TOMi do?
I look across your people, processes, tools, information and technology to understand how the business actually runs.
Not how the SOP says it runs. Not the pretty version. The Tuesday-at-4:12-PM version.
Sometimes the fix is surprisingly simple. A process needs five steps instead of twelve. Someone needs clear ownership. Your team needs training around how the work should actually be done. Two systems need connecting. An AI agent can handle something repetitive before a human ever touches it.
And sometimes you've genuinely outgrown the software. So we build around the way you actually work.
Your people should know what to do, when to do it, where to find what they need and what happens next. Without you managing every move.
CRM architecture. Workflow design. Process mapping. Team and field operations. Scheduling and dispatch. APIs and integrations. Automations. AI agents. Dashboards. Custom operations platforms. Data and reporting. Whatever the business actually needs. Nothing it doesn't. The technology can get sophisticated. The goal isn't: your business should be easier to run.
A point of view
Maybe you don't need AI. Maybe you don't need another CRM. Maybe the five apps you already pay for just need to start talking to each other.I use AI every day. I build with it, automate with it, create agents with it. And that's exactly why I won't sell you AI before I understand the problem. Sometimes what looks like a people problem is a process problem. Sometimes what looks like a lead problem is a follow-up problem. Sometimes what looks like a staffing problem is three hours of unnecessary manual work. And sometimes the most valuable thing I can tell you is: don't build that. The tech comes after the thinking. Always.
I ask a lot of "why". Why are we entering this twice? Why does the owner need to touch this? Why can't these systems talk? I'm probably not for you if you want someone to install the latest AI tool without questioning whether you actually need it. But sometimes I'll look at your business and think: "Oh. We can make this so much better." Those are my favourite ones.
"Okay, Tomi. But can you actually build this stuff?"
Managing clients, consultations, projects, team members, schedules, quotes, payments and all the moving pieces between them. They tried off-the-shelf project management software. It didn't fit how they worked.
So instead of forcing the business into somebody else's workflow, I built around theirs. One custom operations platform connecting client and lead management, consultations, quotes, project scheduling, Google Calendar, team management, contractor pay, financial reporting, inventory, automated reminders and AI-assisted workflows.
Not another app added to the pile. A system designed around the business.
Custom operations platform · CRM · workflows · automations · AI · reportingEvery morning started with digging. What's in the inbox? What's happening in the industry? What needs attention? What should we talk about today?
So we built AI where it actually made sense: a daily intelligence workflow that reviews incoming information and surfaces what matters, plus an AI coworker trained around the business's own information.
AI where it earns its place. Nowhere it doesn't.
AI agents · business knowledge · automated briefing · information workflowsYou don't have to start with a giant build. Actually... please don't. First, let's figure out what the problem is. You arrive with 47 things fighting for your attention. You leave knowing what actually deserves it first.
I only take a handful of these each month because I'm actually sitting down, looking at your business and thinking through your plan. If there's a spot open, grab it.
Grab a spotWhat having the plan feels like
Not because everything is fixed overnight. Because for the first time in a while, you know what needs fixing first. You don't have 47 priorities anymore. You have a first move.
Keep going
Maybe you take the plan and sort it yourself. Cool. Or we keep going.
"I know things are messy. I don't even know where to start."
We find what actually deserves your attention. Not 47 things. The right things.
"Okay. What is actually causing all of this?"
We map how the work moves, where it gets stuck, what keeps getting repeated, where information lives, where your team depends on you and what the operation should look like instead.
"I don't want another strategy document. I want this fixed."
Good. We build what the business actually needs: processes, training, CRM, integrations, automations, AI, dashboards, internal tools or a custom operations system. The solution around the problem. Not the other way around.
"Six months from now, this won't be the same business."
Exactly. More clients. More people. Different problems. When it makes sense, I stay close and keep improving the operation as the business grows.
Figure it out. Design it. Build it. Keep it working.
Don't tidy it first. Don't spend three weeks writing a brief. Don't pretend the workaround isn't a workaround. Show me how the business really works. We'll figure out what needs your attention first.
Get your business together
