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Ops & AI Automation Consulting

I run the operations behind
your coaching business,
so you can focus on coaching.

I help coaching and consulting businesses untangle the systems running underneath, so automations keep working and the CRM data is something the team can trust.

Book a Call Systems built for seven-figure coaching and consulting businesses
80+
Automations Shipped
71+
Dashboards Built
20–30
Hours/Week Saved

The Problem

Your business is running on tools
that don't talk to each other.

Most coaching and consulting businesses end up with six or more tools duct-taped together: a CRM here, an automation platform there, a spreadsheet holding the rest of it up. Nobody has a clear picture of what's happening day to day.

GoHighLevel
$297 – $497/mo
Rarely used past a handful of features
Kajabi
$149 – $399/mo
Rarely wired into the CRM
Zapier / Make
$100 – $200/mo
Zaps quietly break and nobody notices
ActiveCampaign
$100 – $200/mo
Data doesn't match the CRM
Notion / Airtable
$50 – $100/mo
Three versions of the truth
Typeform
$50 – $100/mo
Responses live in a spreadsheet no one opens
Databox
$50 – $100/mo
Nobody trusts the numbers
Calendly / Cal.com
$50 – $100/mo
Bookings don't trigger anything downstream
SuiteDash / Copilot
$50 – $150/mo
Clients avoid logging in
Formbricks / NPS tools
$50 – $100/mo
Feedback nobody acts on
ClickUp / Asana
$30 – $100/mo
Tasks live here, context lives elsewhere
Slack
$0 – $150/mo
Decisions get buried in threads
Typical monthly tool spend $800 – $2,100 / month

The tools themselves are rarely the problem. What's usually missing is the wiring between them, or nobody built any wiring in the first place.

What I Do

What I work on with clients.

I'm not selling you another platform. I get into the stack you already have, find what's costing you time and money, and either fix it or build what's missing.

Zapier · Make · n8n
Workflow Automation
Automations that trigger on real events, like a new lead, a stage change, or a missed follow-up, and that keep running instead of breaking quietly two months in.
Airtable · GoHighLevel
CRM Implementation
Pipelines, client records, and role-based access, set up around how your team sells and delivers rather than a generic template.
Databox alternatives
KPI Dashboard Design
Dashboards pulling from your real data, so leadership can see what's happening without asking someone to compile a report.
Client-facing systems
Client Onboarding Systems
A consistent, automated path from signed contract to active client, so onboarding doesn't depend on one person remembering every step.
Fractional / embedded
Operations Management
Ongoing ops support: SOPs, process cleanup, and the day-to-day work of keeping a growing team's systems from falling over.
Applied, not academic
AI Agent & LLM Integration
Practical AI wired into your existing workflow: drafting replies, qualifying leads, summarizing notes. Built to save real time, not to be a demo.

Applied AI

AI that does the work, not a chatbot bolted on top.

I don't build fine-tuning research projects or academic AI experiments. I wire AI into the workflow you already run, so it picks up tasks that used to eat hours every week.

  • Custom SMS or chat assistants that qualify leads and answer routine questions when you're unavailable
  • Drafting follow-ups, summarizing client notes, and flagging stalled deals from your existing CRM data
  • Built to ship in weeks on the tools you already pay for, instead of a multi-month platform build
// Example: SMS lead qualification, live in one of my own systems
Lead → Hey, saw your text. Tell me more?
Assistant → Asks 2 qualifying questions, checks fit against ICP rules
Assistant → Books a call directly on the calendar, or flags it for a manual reply
This is a real example from my own outreach system, not a mockup. Every build I do is scoped to the specific business it's for.

Results

What this looks like in practice.

Real numbers from real engagements with seven-figure coaching and consulting businesses.

Product Career Accelerator

Rebuilding operations for a 7-figure PM coaching company

Rebuilt the operational infrastructure end to end: NPS/CSAT/CES feedback loops, CSM dashboards, contract automations, and moved the sales team off spreadsheets and into a proper pipeline.

Dashboards built 71+
Automations built 80+
Platform leakage eliminated $9,000/yr
Time saved weekly 20–30 hrs

"Shyanne went from juggling 10+ separate tools to one unified system built specifically for her business — while keeping the integrations she needs accessible without ever leaving the CRM."

Beyond The Sale, Coaching & Sales Training

Beyond The Sale ran their coaching business across GoHighLevel, Kajabi, Make, ActiveCampaign, Typeform, Databox, and more. Data lived in silos, automations broke, and new team members had to learn a dozen platforms just to do their job.

Tools consolidated 10+ → 1
Monthly savings Up to $1,946
Team supported 6–7 members
Data ownership 100% theirs

Ready to simplify?

Let's simplify what's running your business day to day.

If your team is running on four or more disconnected tools and it's starting to show, let's talk.

Book a Call

No pitch deck, no pressure. Just a conversation about your setup and whether I can help.

Book a Call

Pick a time that works for you.

20 minutes. We'll look at your current stack and figure out, together, whether it's worth going further.

Calendar not loading? Book directly at calendly.com/ridham-katavon/30min

Prefer Email?

Send a message

Tell me a bit about your business and what's not working. I'll reply personally.

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