Less repetitive administration
Reduce manual copying, reminders and routine updates.
Luis Xavier · Sunshine Coast, Australia.
AI & Automation
for Business Growth.
I help businesses reduce manual work, improve lead follow-up and connect their systems, using practical AI and automation. From identifying the right opportunity to implementation and team training.
Free · 15 minutes.
More consistent enquiry handling
Give each enquiry a clear owner, next step and follow-up.
More capacity for the team
Let staff focus on customers, decisions and exceptions.
Better visibility across systems
Bring connected records and reporting into a clearer view.
Businesses Luis has worked with
Established businesses trust me with their marketing, CRM and email systems.
People I've worked with
Swipe to explore
Services
Your Practical AI Partner.
From a scoped assessment to implementation and team training, with improvements measured against an agreed baseline.
AI Opportunity Audit
Assess selected processes and prioritise opportunities, with estimated benefits, explicit assumptions and recommended implementation steps.
Scoping & Implementation Plan
Agree the workflow, integrations, costs, responsibilities and measures of success before building.
Implementation & Integration
Build and connect the agreed solution using your systems, with testing and human review where needed.
Training & Handover
Prepare your team to use the solution, understand its limits and handle exceptions.
The problem
Hidden Barriers to Better Business Operations.
Disconnected processes make sales, customer service and everyday operations harder than they need to be.
Leads wait for follow-up.
Enquiries arrive, but the next action and responsible person are unclear.
Information gets copied between tools.
Disconnected systems leave staff re-entering the same records.
Staff keep chasing inputs.
Documents, updates and approvals hold up the next step.
Routine decisions depend on the owner.
Reporting and progress checks need your attention before work can move.
Use cases
What could we automate inside your business?
Proposed applications to explore together. Each would be scoped around your tools, source material and review process.
Enquiry handling and sales follow-up
Leads stall without a next step. Capture enquiries, assign an owner and trigger appropriate follow-up.
Customer onboarding and document collection
Missing documents delay work. Connect intake forms, requests and reminders with review checkpoints.
CRM and system integration
Staff copy information between tools. Connect records and handoffs, with checks for duplicates and failed updates.
Reporting and administration
Routine reporting relies on manual chasing. Combine agreed data sources, flag gaps and prepare updates for review.
AI reception and enquiry routing
Calls compete with work already in progress. Capture requests, route enquiries and hand over to staff for confirmation.
Document and content production
Recurring documents start from scratch. Use approved source material and reusable instructions to prepare drafts for review.
Case studies
Real work. Practical results.
Connection Student
Connected CRM and administration
A staged transition from approximately 70 spreadsheets, alongside document requests, consultation workflows, payment communications and reporting.
Connected CRMstaged migration and workflow assets
DocumentsRequests and intake
PaymentsCommunications and reporting
Live transition reported in February 2026. Workflow records do not establish every deployment or measured time savings.
See the client projectNestocar Sunshine Coast
Bilingual enquiries, human handoffs
English and Portuguese reception flows capture contact and vehicle details, route enquiries and pass booking requests to staff.
Two languagesEnglish and Portuguese enquiry handling
CapturePreferred booking time
StaffAppointment confirmation
Recorded calls and reports support use. Staff confirm appointments in the workshop system; conversion uplift is not established.
See the client projectUpflowy
AI-assisted prospecting & outreach
A prospecting and outbound system connecting research, outreach and the handoff to sales.
A$86,400reported annual contract value
270Marketing-qualified leads
5Closed deals
November 2025 reported results. Annual contract value is not cash collected; figures are not independently audited.
See the client projectKingdom Living Home
Repeatable branded document production
AI-assisted catalogue production brings supplier content, product categories and brand rules into a repeatable review process.
Reusable processcatalogues and production instructions delivered
BrandConsistent presentation
ReviewProduct and layout checks
Production time saved has not been measured. This is assisted production, not autonomous publishing or the separately proposed CRM assistant.
See the client projectCase study 2 of 4: Nestocar Sunshine Coast
How we work
Two ways I can help your business.
Find the right opportunity
Assess bottlenecks, review the current process and decide what is worth improving before committing to a build.
Implement a defined project
Scope and build a solution for an identified business need, with clear responsibilities, review points and handover.
About
Meet Luis Xavier.
AI, CRM and automation consultant, and email deliverability specialist.
I work hands-on with business owners and teams to connect systems, reduce repetitive work and improve follow-up, from assessing an opportunity to implementation and training.
Agency owner experience
I understand the realities of running an agency.
Technical implementation
From strategy through to working solutions.
Email deliverability expertise
Experience supporting large email environments.
Practical business focus
Real-world solutions, not just theory.
Tools
Works with the tools your business already uses.
HubSpot
Airtable
Zapier
n8n
OpenAI
Claude
Questions
Common questions.
Let's get started
Find the first business process worth improving.
Use a free 15-minute discovery call to discuss your business needs, see whether we are a good fit and agree on the next step.