Sales and revenue teams
Prepare account research, suggested next steps, and CRM updates from approved information. Keep reps in control of outreach and customer commitments.
Explore the service ↗Michael Berger / Tampa Bay, Florida
AI Agents & Business Automation for Tampa Bay.
When sales, marketing, and delivery work in different tools, useful customer context gets lost between teams. I help Tampa Bay businesses connect those handoffs with AI agents and automation designed around a defined job.
Discuss your business ↗Keep customer context moving between teams.
Start with a handoff that crosses departments: a new lead becoming a qualified opportunity, a sales call becoming a proposal, or campaign activity becoming a useful daily report. We define the source information, the destination, and who approves important changes.
I work directly with the owner and team. We agree on the task, tools, access, and review requirements before implementation. Mention your location and preferred meeting format in the inquiry so we can confirm arrangements.
Possible starting points / illustrative workflows
Where the work can improve.
Marketing and growth teams
Connect campaign sources, reporting definitions, content preparation, and follow-up. Review the drafts and make incomplete performance data explicit.
Explore the service ↗Teams with distributed knowledge
Help employees find information in approved documents with references they can inspect. Keep access tied to the underlying permissions.
Explore the service ↗Choose the workflow before the model.
ChatGPT, Claude, and Meta Muse can be evaluated against the task. The decision depends on data access, output quality, integration options, and the effort needed to review the result.
Explore the business AI guide or start with AI consulting and readiness. For website visibility, SEO, AEO, and content systems combine useful answers with crawlable pages and editorial review.
See the work behind the offer.
My existing work includes booking and member operations, automated sales agents, and connected growth systems. Read what was connected and the outcomes documented for each project.
View project examples ↗Questions from Tampa Bay businesses.
Can you help a Tampa Bay business with existing CRM tools?
The audit checks your CRM, APIs or exports, record quality, and access requirements. We scope research, activity capture, follow-up, and reporting around the connections your tools actually support.
Should we buy an AI tool or build a custom agent?
Use an existing tool when it covers the task and your access requirements. A custom agent is worth evaluating when the work needs your own knowledge, several connected tools, and clearly defined approval paths.
Can automation connect sales and customer operations?
A scoped workflow can transfer approved customer details and create the next team’s tasks. We define ownership, duplicate handling, missing information, and exceptions so the handoff remains traceable.
Your next practical step
Describe the task that keeps coming back.
A short outline of your current tools and the work you want to improve is enough to start.
Request an AI audit ↗