The software you already pay for, working as one system.
I connect the systems your business runs, automate the work between them, and put AI agents on top for the judgment calls. One monthly retainer covers the build and the upkeep. Based in central Arkansas, working with businesses here and remote.
Diagram: twelve everyday business systems, such as web forms, a CRM, scheduling and accounting, sitting on one connected loop around the Total Initiatives mark.
Why does your staff still re-key the same data three times?
A customer fills out a form on your website. Someone on your staff types it into the CRM by hand. A week later the follow-up slips because the reminder lived in one person's head. Your business pays for three or more good tools, and none of them shares a record with the others.
You see it in three places.
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Re-keying. Your staff type a web form into the CRM a second time, and a job sheet into accounting to raise the invoice. Each pass adds a typo and an hour.
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Missed follow-ups. The call back to a lead, the renewal due next month, the quote waiting on a signature: each one lives in an inbox, a spreadsheet, or someone's memory. Some of them get done.
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Copying between tools. Whoever notices first pastes address changes, renewal dates, and payment status from one system into the next.
The tools are fine. The gaps between them are people doing the same job by hand.
What does Total Initiatives build?
Three things, in this order. Integrations that let the systems your business runs, whatever they are, pass records to each other. Automations that run the repeatable steps between those systems. And AI agents that watch the live data and make decisions, with a person approving anything that matters.
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Integrations
Your website form writes to your CRM. Your CRM writes to your scheduling and billing tools. Reporting pulls from all of them. Whatever the systems are, I connect them, host the connections on infrastructure you own, and document them so the next person can read them.
Diagram: two systems joined by one line through a shared node.
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Automations
The repeatable steps between systems: create the record, assign the owner, schedule the follow-up, send the request, flag the stale item. Ordinary, predictable code that does the same thing every time and logs what it did.
Diagram: one line with four evenly spaced steps that repeat in order.
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AI agents
An agent is software that watches live data from your systems and makes decisions on it, with a human approving anything that matters. Most of the system stays ordinary, predictable code. AI handles only the judgment calls: reading a messy note, deciding who should get a lead, spotting a record that looks wrong. You approve before anything consequential happens.
Diagram: a line watched at one point, with a human check mark above it.
How does an engagement work?
Two phases. Build: I map the systems you run, agree on a scope, and connect them on infrastructure you own. Run: I monitor the connections, fix them when a vendor changes its API, tune the agents, and add automations within scope, for a flat monthly retainer. You get one person who knows how data moves through your business.
Build.
- Map. I sit with the people who do the re-keying and write down where each record starts, stops, and gets copied.
- Scope. We agree on the first connection, the ones after it, and what stays out. You get a written scope and a price before any work starts.
- Connect. I build the integrations and automations, migrate you off whatever you're replacing, and hand over documentation.
Run.
- I monitor the connections and fix them when a vendor changes an API or a field.
- I tune the agents as your team approves or corrects their decisions.
- I add new automations within the agreed scope as your processes change.
- You get one number a month. It does not go up when something breaks.
Is this a fit for your business?
Yes if you run a business with 5 to 50 people, such as a clinic, an insurance agency, a trades company, or a nonprofit, and you use three or more systems that don't share data. No if you want helpdesk, endpoint management, break-fix, or MSP-style device support. I don't offer those.
A good fit
- 5 to 50 people. Big enough that re-keying costs real hours, small enough that one person can hold the whole map.
- Three or more systems: for example a form tool, a CRM, and at least one of scheduling, quoting, billing, accounting, or reporting.
- Someone on staff who can approve an agent's decision and tell me when a process changes.
- A preference for owning your infrastructure over renting another subscription.
I don't do
- Helpdesk or ticket queues.
- Endpoint or device management.
- Break-fix on laptops, printers, or networks.
- MSP-style device support of any kind.
If you need those, hire an MSP. If you have an MSP and your systems still don't talk to each other, that is the gap I fill.
What does this look like in practice?
One example: a financial advisory firm was collecting client information through Typeform and re-entering it into their CRM. I moved them to self-hosted forms that feed the CRM, running on infrastructure the firm owns. Their planning and estate tools connect next, so one intake reaches each system the advisors use.
- Before: Typeform for intake, a CRM that never saw the form data until a staff member typed it in, planning and estate tools kept up by hand.
- Build: Self-hosted forms on the firm's own infrastructure, writing to the CRM as the client submits. Typeform retired.
- Run: Planning and estate tools connect next under the retainer. The firm approves each new connection before it goes live.
Not published yet
- TODO: client testimonial (name, role, business type, quote). Do not publish without written permission.
- TODO: results (hours saved, error rate, follow-up completion). Only real numbers from a real engagement.
- TODO: client logos, if any client agrees to be named.
How much does it cost?
You pay for an onboarding build, scoped and priced before any work starts, then a monthly retainer. The retainer covers monitoring, fixes when a vendor changes its API, tuning the agents, and new automations within scope. You know the number before we start, and it does not change when something breaks.
- Onboarding build.
- A fixed scope: the systems, the connections, the order they ship in. Priced from that scope in the proposal.
- Monthly retainer.
- Monitoring, vendor API fixes, agent tuning, and new automations inside the agreed scope.
- Out of scope.
- A new system, a new department, or a rebuild gets its own scope and price. I tell you before I start.
Questions owners ask before they call
These are the questions I hear on first calls, and the ones people type into a search box before they book one. Short answers below. If yours is missing, put it in the email and I will answer it before we talk.
What is the difference between an integration, an automation, and an AI agent?
An integration moves a record from one system to another. An automation runs a fixed set of steps, the same way every time, when something happens. An AI agent watches live data and makes a judgment call the fixed steps can't, and a person approves anything that matters before it happens.
Do I have to replace the software my business already uses?
No. I connect the tools you already pay for. I replace a tool only when it can't be connected or when you're paying a subscription for something a self-hosted version does better, as with the Typeform example above. You decide.
Who owns the systems you build?
You do. Integrations, automations, and agents run on infrastructure your business owns, and I hand over documentation for each one. If we part ways, everything keeps running and the next person can read how it works.
What happens when one of my vendors changes its API?
I fix it under the retainer. Monitoring tells me a connection failed, often before your staff notices, and the fix is part of the monthly number rather than a new invoice.
Is it safe to use AI with my customer data?
The agents I build run on infrastructure you own and only handle the judgment calls, such as reading a note or routing a lead. Most of the system is ordinary code that does the same thing every time. A person on your staff approves anything consequential before it happens, and the agent logs each decision it makes. Your customer data stays on systems you control.
How long does the onboarding build take?
It depends on how many systems and connections are in scope. The proposal gives you a date for the first connection to go live, and later connections ship in order under the retainer.
Do you work with businesses outside central Arkansas?
Yes. I work remote with businesses outside Arkansas and on site with companies near Little Rock. The build and the monitoring work the same either way.
How is this different from hiring an MSP?
An MSP keeps your laptops, network, and email running and answers helpdesk tickets. I don't do any of that. I connect the business systems your MSP doesn't touch and keep the data moving between them. Keep your MSP; the two jobs don't overlap.
Diagram: the connecting line arrives and the three arrow ring closes into one loop.
Ready to stop re-keying?
Book a call. We'll walk through the systems your business runs, where the data gets stuck, and whether a build makes sense. If it doesn't, I'll say so on the call. If it does, you leave with a written scope and a price before you commit to anything.