Workflow Automation Consultant in Encinitas, CA
Local to Encinitas & Solana Beach. I build custom ai-automation-carlsbad-ca.html" style="color:#0ea5e9;text-decoration:underline dotted">AI-powered workflows for North County San Diego businesses — law firms in Cardiff, real estate teams in Leucadia, med spas on 101, contractors in Carlsbad. $100/hr, no retainer, you own the code.
The Short Answer
- Who I am: PJ Zonis, based in Encinitas. I consult in person across North County San Diego — coffee in Leucadia, calls from Cardiff, whiteboarding in your Carlsbad office.
- What I do: Map your current workflow, identify the 3-5 tasks eating your team's hours, and build automations using Zapier, Make, n8n, OpenAI, and custom Python/JS where it matters.
- Pricing: Flat $100/hr. No retainer. No package deals. No "strategy sessions" that bill for reading your email. You pay for work done.
- Ownership: Every script, API key, Airtable base, and automation lives in your accounts. I don't hold your business hostage on my infrastructure.
Why a local Encinitas consultant matters
Most workflow automation consultants are remote teams in Manila or Austin selling templated Zapier setups. I live off Moonlight Beach. If you're running a business on the 101 corridor — Encinitas, Cardiff, Solana Beach, Del Mar, Carlsbad — we can meet in person, walk through your actual screens, and ship something that works this week.
North County businesses I've helped
Real estate teams automating MLS-to-CRM flows. Med spas syncing Mindbody bookings with follow-up SMS. Solo attorneys auto-drafting engagement letters from intake forms. Ecom brands in Carlsbad automating Shopify → QuickBooks → email sequences.
What workflow automation actually fixes
The stuff burning 10+ hours a week: copy-pasting between tools, manually sending the same email, re-entering data in three systems, chasing invoices, qualifying leads, scheduling, onboarding clients, reporting. If a human is doing it repeatedly, it can probably be automated.
Tools I build with
Zapier, Make.com, n8n, Airtable, Google Workspace APIs, OpenAI/Claude for AI steps, Twilio for SMS, Stripe for billing automation, custom Python when the no-code hits a wall. I pick the right tool for your budget, not the one I get kickbacks on.
How the first engagement works
Free 20-min call. If there's a fit, I scope the first automation — usually 2-6 hours of work. I build it, you test it, you pay for hours used. No contracts, no lock-in. If you want more after that, great. If not, you still own everything.
Common Encinitas workflow automation projects
Client intake → proposal → contract
Form submission auto-creates CRM record, triggers AI-drafted proposal, sends DocuSign, updates project management, notifies the team. 4 tools, one click.
Lead qualification with AI
Inbound leads scored by GPT against your ideal customer profile, routed to the right salesperson, with a suggested first-touch message already drafted.
Invoice and AR automation
QuickBooks/Stripe invoices auto-sent on project milestones, follow-up sequences for unpaid invoices, Slack alerts when something's 30 days out.
Internal reporting dashboards
Pull numbers from 5 sources into one Airtable or Google Sheet, refreshed hourly. Monday-morning report drops in your inbox automatically.
I've lived in Encinitas long enough to know which coffee shops have good wifi and which ones want you gone by 10am. Text me what's eating your team's time — I'll tell you honestly if automation fixes it or not.
Ready to stop doing the same task 40 times a week?
Free 20-minute call. Local to North County San Diego. No pitch deck, no retainer pressure.
Text 858-461-8054 Call Now