AI Consulting & Automation

For Professional Services Providers

We Install Data Fueled AI Integrated Systems That Are Always On

(Financial Advisory | Tax Specialist | Insurance Agency | Asset

Management Firm | Real Estate Broker | Local Professional Service Provider)

TRUSTED BY:

What We Do

At J.W. Crawford, we don't sell hype, we deliver measurable results. We help professional services businesses cut through complexity and unlock hidden value with AI business audits and automation

AI Opportunity Audits

We identify where your firm is wasting time and money. Our audits reveal hidden inefficiencies and set the foundation for automation.

Interview key stakeholders and team members
Map workflows and spot bottlenecks
Highlight repetitive and manual tasks
Detect costly inefficiencies that drain resources

Automation Blueprints

We design data fueled, AI powered, automation plans tailored to your business, so you and your team stop drowning in manual work.

Translate findings into practical automation steps
Build AI workflows for lead generation, reporting, and client delivery
Align automation with business goals
Focus on efficiency without disrupting your team

Deployment Strategy

You get a clear roadmap and plan of action to move your business from insight to execution, delivering results, fast.

Quick wins that save time and money immediately
Long-term automation projects for scalability
Phased approach to reduce risks and increase adoption
ROI calculations to prioritize the right initiatives

We Deliver Measurable ROI

We don't just design workflows, we prove their value with clear numbers. Every recommendation is backed by ROI calculations so you know exactly why it matters.

Decisions Backed by Data

Our easy to understand ROI models give you clear, simple numbers—proof that AI pays for itself.

Turn Time Into Money

We show you exactly how much time and money you're losing, and how automation turns wasted hours into savings.

Unlock New Opportunities

By freeing your team's time, automation opens the door to revenue-generating work and new growth.

What you get

You get a combination of deep technical expertise with hands-on Project Management experience in building automations for professional services firms worldwide. No fluff, just proven results.

AI Ambassadors with deep technical expertise in Sales Force, Go High Level, HubSpot, n8n, and more
Field experienced consultants with backgrounds ranging from Full-stack development, Sales, Marketing, CRM's, & Project Management
Helping businesses cut costs and scale with AI automation
Focus on measurable results, not hype
Hands-on experience in automation building

We don’t sell AI — we sell clarity and results.

We help businesses uncover hidden inefficiencies, quantify their cost, and design AI-empowered solutions that deliver measurable ROI.

Our audits expose the hidden friction draining your time and money, then map out the fastest, highest-impact automations to eliminate it. The outcome: less busywork, more bottom line, and a business built to scale with confidence.

Advice and answers from our team.

Frequently Asked Questions (FAQ's)

What is an AI Opportunity Audit?

An AI Opportunity Audit is a two-week process where we analyze your workflows, identify inefficiencies, and reveal automation opportunities that can save time, reduce costs, and unlock new revenue streams.

Who is this service for?

Our consulting is tailored for professional services providers, like Financial Advisory firms, Tax Advisory firms, Real Estate Brokerages, & Commercial Services firms who want to scale faster, reduce repetitive work, and get clarity on where AI can bring the biggest impact.

Do you implement the recommended solutions after our AI Opportunity Audit?

Yes. After the audit, we provide a clear implementation roadmap. We can either support your team in executing it or manage the full automation build for you.

Can you prove my ROI

Yes! We use a simple but powerful ROI model that translates hours saved into annual cost savings and potential revenue gains. You'll see the numbers before making any investment.

How long does it take to see results after our AI Opportunity Audit?

We combine deep technical expertise (n8n Ambassador, full-stack development) with hands-on Project Management experience building and integrating automations for agencies and firms worldwide. No fluff—just results.

Are You Ready To

Transform Your Business?

Book a free 20-minute strategy call and discover how AI can streamline your operations and unlock new growth opportunities.

0% Risk | 100% Value

We focus on the relationships

As Much As The Results

"I'm facing some things that I'm too busy to

face, but I need to face them!"

Jade N.

"Within 5 minutes of talking with Joseph you will have that confidence that you're wanting."

Mark J.

1st Shield Financial

"His knowledge and client-focused approach demonstratively delivered excellence for outstanding results."

Kim B.

360 Property Group

"He is a valuable asset for any team, he embodies the qualities of a dedicated and caring professional. I surely look forward to doing more work with him in the future!"

Mack H.

"You've done everything you said...

You instill confidence in me"

Marco B.

"It feels personal. It doesn't feel like we're

just another client"

Michael H.

Gold Harvest Group

"Working with Joseph was a breath of fresh air into the noise of marketing. He asked great questions to really get to know who I am and what my business does."