AI Automation Services

Custom Systems to Save Time, Reduce Manual Work & Scale Smarter

Automate What’s Repetitive. Focus on What Matters.

Through SDR Creative Solutions LLC, we design and implement customized AI automation systems that help businesses operate more efficiently, respond faster, and reduce the manual workload that slows growth.

These solutions are not “plug-and-play” tools. They are strategic systems built around how your business actually operates.

Who AI Automation Is For

AI automation services are ideal for:

Service-based businesses

Solopreneurs & small teams

Growing businesses overwhelmed by manual tasks

Owners who want systems, not more work

Common industries we support include:

Home services (HVAC, roofing, contractors)

Salons & appointment-based businesses

Consultants & professional services

Online and hybrid service businesses

If you’re spending too much time on repetitive tasks, automation can help.

What We Automate

Every automation system is customized based on your goals, workflow, and industry.

Common Use Cases

Lead capture and follow-up automation

Email campaign setup and sequencing

CRM workflows and client pipelines

Appointment scheduling and reminders

Internal task automation

Industry-specific AI agents

Automation can support both customer-facing and internal processes.

How Our AI Automation Process Works

We take a structured, consultative approach to automation to ensure systems are effective and sustainable.

Step 1: Strategy Call

We identify your goals, pain points, and current systems.

Step 2: System Design

We design automation workflows tailored to your business and industry.

Step 3: Implementation

Your AI automation system is built, tested, and deployed.

Step 4: Optimization & Support

Ongoing support ensures your systems continue to perform as your business grows.

Pricing Overview

AI automation is a strategic investment, not a one-time setup.

Standalone AI Automation Services

$3,000 initial setup fee

$750 per month ongoing support

Add-On Discount

Clients who also receive bookkeeping or tax services may qualify for a 25% discount on the initial setup fee.

Pricing and scope are finalized during the consultation to ensure alignment with your needs.

What Makes Our Approach Different

Custom-built systems — not templates

Industry-aware automation design

Clear documentation and defined scope

Ongoing support and optimization

No unnecessary tools or complexity

We focus on practical automation that actually saves time and improves operations.

What AI Automation Is Not

To ensure expectations are clear, our services do not include:

“Set it and forget it” tools

Guaranteed revenue outcomes

One-size-fits-all software solutions

Generic chatbot installs

Automation is most effective when paired with clear goals and consistent operations.

What to Expect When Working With Us

Clear scope of work

Defined implementation timeline

Secure access and system handling

Transparent pricing and communication

AI automation engagements begin with a consultation to determine fit and feasibility.

Ready to Explore Automation for Your Business?

If you’re ready to reduce manual work and implement smarter systems, the first step is a strategy call.

During the call, we’ll:

Review your current processes

Identify automation opportunities

Discuss implementation options

Outline next steps

Schedule an AI Automation Strategy Call

Note

Shara Resch Financial Services provides bookkeeping and tax preparation services. AI automation and consulting services are offered through AI Creative Solutions. Both brands operate under SDR Creative Solutions LLC.