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AI strategy for executives, owners and foundersAutomation • systems • dashboards • growth capacity

Unlock the full potential of your business with AI, automation, and smarter systems.

For leaders who know the business could operate at a higher level

Umbrella Creative Co partners with business executives, owners, and founders to identify where AI and automation can remove bottlenecks, improve follow-up, connect scattered tools, create clearer dashboards, and unlock capacity across the business without adding unnecessary complexity.

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The goalBuild the operating rhythm behind growth: clearer systems, faster action, better follow-up, and more leadership capacity.

Strategic partner, not just software setup

I help leaders see where the business is leaking time, energy, and opportunity — then build the systems to fix it.

Executives

Get a clearer operating view of what is happening across marketing, sales, customer experience, reporting, and team workflows.

Owners

Reduce the amount of work that depends on you personally by building repeatable workflows, follow-up systems, and automation paths.

Founders

Turn scattered ideas, tools, leads, and processes into a more scalable system that can support growth without constant manual effort.

The real problem

Most businesses do not need more tools. They need clearer systems that help the team move faster.

Follow-up is inconsistent

Leads, inquiries, estimates, emails, and customer questions can get delayed when everything depends on memory or manual effort.

Operations are too manual

Teams spend too much time copying, pasting, rewriting, updating, chasing, checking, and reporting instead of moving important work forward.

Leadership lacks visibility

Your website, forms, inbox, CRM, spreadsheets, calendar, ads, and reports may all hold important information, but they do not always show leaders what to do next.

Important reassurance

AI should support leadership, not replace judgment.

AI can help draft, summarize, organize, analyze, automate, and surface next steps. Your people still approve, decide, sell, serve, lead, and build trust.

The goal is not to chase every new AI tool. The goal is to find the specific workflows that unlock capacity, reduce friction, and help the business operate at a higher level.

Business team reviewing project plans and budget details — Leadership firstThe right AI setup should make decisions clearer and execution easier.

Where AI and automation can unlock capacity

Start with the parts of the business that slow growth down.

01 • Sales

Follow up faster

Draft replies, estimate follow-ups, intake summaries, and next-step messages from form submissions, calls, or customer inquiries.

02 • Marketing

Multiply content

Turn one idea into website copy, emails, social posts, ads, FAQs, blog outlines, and sales talking points.

03 • Operations

Automate busywork

Summarize notes, turn calls into tasks, route customer requests, update internal checklists, and reduce repetitive admin work.

04 • Leadership

See what matters

Build dashboards and reporting flows that help executives, owners, and founders see leads, campaigns, requests, tasks, and next steps.

Expected outcomes

What your business should walk away with.

Clarity

You understand where AI and automation can help, where they should not be used, and what to prioritize first.

Time saved

Common tasks like replies, summaries, content drafts, follow-up, reporting, and task creation become easier to produce and review.

Better follow-up

Your business has a clearer process for leads, estimates, customer questions, booking requests, and next steps.

Less scattered work

Forms, messages, website updates, content, tasks, reporting, and internal processes begin to feel more connected.

More leadership capacity

Executives, owners, and founders spend less time buried in manual work and more time making higher-value decisions.

Realistic expectation

This does not promise overnight growth. It builds a stronger operating system for communication, marketing, follow-up, and execution.

Simple process

Discover. Map. Automate.

Discover

We identify where your business is losing time, missing opportunities, duplicating effort, or relying too heavily on manual work.

Map

I map 3–5 practical AI and automation opportunities that can unlock capacity without overcomplicating your operation.

Automate

We build the first useful workflow, train your team, and create a practical roadmap your business can maintain.

Pricing packages

Choose the level of AI strategy and automation support your business needs right now.

Standalone or bundled.

These packages are for leaders who want a practical partner for AI strategy, automation, workflow clarity, dashboards, and implementation. If you also need a website, landing page, form system, or growth support, the AI work can be bundled into a larger Umbrella Creative project.

Starter

AI Opportunity Session

$750

Best for executives, owners, and founders who want a clear starting point before investing in implementation.

Current workflow review
AI and automation opportunity scan
3–5 recommended use cases
Simple next-step document

Recommended

Business AI Roadmap

$2,500

Best for businesses that want a practical AI and automation plan with useful templates, priorities, and boundaries.

Tool and workflow audit
AI use-case roadmap
Automation priority map
Prompt templates for business tasks
Owner/team training session

Build

AI Systems Setup

$5,000+

Best for businesses ready to connect forms, lead follow-up, content workflows, reporting, dashboards, and simple automations.

Website/form workflow setup
Follow-up templates and automations
Simple dashboard planning
Team training and launch support

Ongoing executive support

For businesses that want continued help with AI, automation, dashboards, website updates, content systems, ads, and growth operations, ongoing support starts at $750/month and is scoped around the level of partnership your leadership team needs.

Money-back guarantee

Start with confidence.

If the first step does not make AI and automation feel clearer, more practical, and more useful for your business, tell me early in the process and I will refund your project payment.

Applies to new Business AI projects paid directly to Umbrella Creative Co. Excludes third-party software, domains, hosting, ad spend, pass-through vendor costs, rush fees, already-approved deliverables, and monthly support after the first billing period.

Start here

Let’s unlock more capacity inside your business.

Tell me where the business feels manual, scattered, or slower than it should be. I will help you find a practical AI and automation starting point.

Your business has more potential hiding in its systems.

You do not need to chase every AI tool. You need a strategic partner who can help you find the highest-value opportunities, simplify the work, and build automation around how your business actually operates.

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