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jeremydossantos

Services for Every Need

Client Conversion Engine

For service firms & studios that lose time in pre-sales. 

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Turn prospects into paying clients faster with automated pre-engagement, proposals, and onboarding.

What You Get:
 

  • Smart intake & briefing forms that adapt to client type

  • Auto-generated proposals & business cases

  • Meeting minutes automation (AI transcribes + structures by workflow stage)

Bonus

  • Template pack of “Done-for-You” client docs (contracts, proposals, follow-ups) 

  • Team training session on scaling client conversion

We guarantee

If we don’t cut your pre-sales admin time by at least 50% in 30 days, you don’t pay.

Knowledge Hub

For founders & teams with scattered files and lost insights. All your content — instantly searchable, summarized, and ready for a chatbot interface.

What you get

  • Ingestion workflows for PDFs, docs, spreadsheets, audio, video

  • Auto-metadata generation: tags, summaries, topics

  • Centralized knowledge hub 

  • Consistent naming & versioning

  • Integration with Box/Drive/Notion/Sheets

Bonus

  • Chatbot trained on your knowledge base

We guarantee

If we can’t process your files 10× faster than your current method, we’ll refund you

Ops Automation Hub

For growing teams stuck in ClickUp, Notion, or manual project admin. Projects that manage themselves — tasks assigned, docs created, reporting updated.

What you get

  • Automated task creation & assignment in project management 

  • Workflow rules that reflect your business logic

  • Auto-generated client dashboards & reporting

  • Internal notifications & escalations

Bonus

  • SOP library + Loom walkthroughs

  • Quarterly review workshop to scale ops automations

We guarantee

If we don’t save your team at least 10 hours/week, we’ll work free until we do.

Custom Webapp

For innovators who want custom tools, not generic apps. A lightweight webapp tailored to your workflow — powered by AI, built in weeks.

What you get

  • End-to-end scoping & wireframing

  • Custom webapp built with AI APIs 

  • Iteration cycle (1–2 rounds included) 

Bonus

  • Priority support + future feature discounts

Limited access

 

Only 2 early-access clients per quarter while I scale this service.

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