AI Consulting in Lake Mary, FL

I work with Lake Mary business owners who want practical AI that actually saves time and money—whether you're in a professional services firm on Primera Blvd or a growing company in Heathrow corporate park.

Why Lake Mary businesses need AI that actually works

Lake Mary is home to a dense concentration of professional services, financial firms, and corporate headquarters—especially around Heathrow and Colonial TownPark. These businesses run on processes: client intake, reporting, compliance, and follow-ups. AI can make those processes faster and more accurate, but only if it’s set up right.

I see too many companies buy tools they don’t need or get stuck halfway through an AI rollout. My approach is different: I start with what’s actually broken in your workflow, then match it to the simplest tool that fixes it. No buzzwords, no long-term contracts.

What I help Lake Mary businesses do

I work with a range of businesses across Lake Mary and Seminole County. For example, a property management firm near Primera Blvd had their team spending 12 hours a week manually entering lease data. I set up a custom GPT that reads scanned leases and populates their CRM—saving them $1,500 a month in overtime.

A financial advisory practice in Heathrow corporate park needed a better way to summarize client calls for compliance. We built a Power Automate flow that transcribes calls, extracts action items, and logs them into their case management system. Their compliance officer now reviews summaries in 10 minutes instead of 2 hours.

And a small marketing agency in Colonial TownPark wanted to automate their client reporting. I helped them implement Microsoft Copilot to generate draft reports from their data sources, cutting report creation time by 60%.

Boring tech that works

I don’t recommend flashy tools. I recommend what works for your specific situation. Here are the tools I use most often:

• Microsoft Copilot – best for companies already in the Microsoft ecosystem; great for drafting emails, summarizing meetings, and generating reports.
• Power Automate – ideal for automating repetitive tasks like invoice processing, data entry, and approval workflows.
• Custom GPTs – perfect for businesses with unique knowledge bases; I can build a custom chatbot that answers employee questions or drafts client responses.
• ChatGPT – for teams that need a general-purpose assistant for research, writing, and brainstorming.
• Vapi – for companies that want an AI phone agent to handle appointment scheduling or customer inquiries after hours.

How we work together

Every engagement starts with a fixed-fee assessment. I spend a day understanding your workflows, identifying bottlenecks, and recommending the highest-impact AI changes. The assessment costs $1,500 and includes a written report with specific next steps.

If we decide to move forward, I offer 90-day max contracts—no long-term commitments. You’ll see results quickly, and if you’re not happy, we part ways. I also guarantee a 1-business-day reply to any question or issue.

Since I’m based in Orlando, I can be at your office in Lake Mary in about 15 minutes. Most of my work is remote, but I’m happy to meet in person when needed—whether you’re near Markham Woods or in the heart of Colonial TownPark.

Common questions Lake Mary owners ask

I’ve included answers to the most common questions below. If you don’t see yours, just reach out—I’m happy to chat.

No hype. No long-term contracts. Just practical AI that saves you time and money.

Frequently asked questions

What kinds of businesses in Lake Mary have you worked with?

I've worked with professional services firms, financial advisors, property managers, and marketing agencies—mostly in the Heathrow corporate park, Colonial TownPark, and Primera Blvd areas.

Do you work remote or in-person in Lake Mary?

I work mostly remote, but since I'm only 15 minutes from Orlando, I'm happy to meet in person at your office or a coffee shop near Markham Woods or Colonial TownPark.

How much does an AI assessment cost?

The fixed-fee assessment is $1,500. It includes a full day of discovery, a written report with recommendations, and a follow-up call to discuss next steps.

What if I'm not sure I'm ready for AI?

That's exactly what the assessment is for. I'll help you figure out if AI makes sense for your business—and if it doesn't, I'll tell you honestly.

Can you train my team after we're set up?

Yes. I provide training sessions for your team, either in person or via video call. I also create simple documentation so they can reference it later.