Ecommerce operations & IT · AI agent setup & training

I know where ecommerce operations leak time and money.

A seasoned ecommerce operator at the front of AI agent setup and training. I close those gaps with AI agents set up on your systems, trained on your SOPs, brand voice and data, and a team that knows how to work with them.

Book an ops audit See where the gaps are

Built for ecommerce and subscription brands, and any small business with a busy back office.

The stack I run

Shopify, UltraCart, Kajabi, ShipBob, Stripe, MailerLite, Google Workspace, Squarespace, Slack, monday.com, Asana and Claude.

01 · Where the gaps are

The leaks are rarely where the dashboard says.

They hide in the hand-offs between your store, your suppliers, your 3PL and your inbox. These are the ones I see most often, and how each one gets closed.

  • POs and vendor chasing done by hand

    Fix An agent drafts purchase orders and follow-ups, tracks invoices and receipts, and queues them for your approval.

  • Surprise stock-outs

    Fix Scheduled inventory and shortage checks, plus vendors held to accurate counts.

  • Subscribers who must call to cancel

    Fix Self-serve pause, skip and cancel, with payment plans and retention flows built in.

  • Tools that don't talk to each other

    Fix The right systems, connected, so data moves without copy-and-paste.

  • Numbers nobody has time to pull

    Fix Weekly sales and ad reporting, pulled together for you before the meeting starts.

  • Support questions that wait overnight

    Fix A support chat agent that answers from your help center, day or night.

02 · How an agent plugs into your stack

One assistant, wired into the systems you already run.

An AI assistant connected to your email, store, accounting and inventory, trained on how your business works, and running routines on a schedule. Anything that spends money or speaks for you stops at a person first.

How an AI agent connects to your business systems Your email, store and subscriptions, inventory and 3PL, accounting, and support desk and ads all connect to a central AI agent trained on your business. It handles reports, checks, matching and help-center answers automatically, and sends every payment and outgoing message to a person for approval. Email & inbox Store & subscriptions Inventory & 3PL Accounting Support desk & ads AI AGENT trained on your business Handled automaticallyReports · checks · matchinganswers from your help center You approveEvery payment and everyoutgoing message Your systems feed a central AI agent trained on your business; payments and outgoing messages go to you for approval Email & inbox Store & subs Inventory Accounting Support AI AGENT trained on you AutomaticReports, checks,matching, answers You approvePayments andoutgoing messages
Diagram: your email, store and subscriptions, inventory and 3PL, accounting, support desk and ads connect to one AI agent trained on your business. It handles reports, checks, matching and help-center answers automatically, and routes every payment and outgoing message to a person for approval.

Routines it runs

  • Purchase orders, invoice and receipt tracking, vendor follow-ups
  • Inventory and shortage checks before they become stock-outs
  • Weekly sales and ad reporting, pulled together for you
  • Support chat agents that answer from your help center, day or night
  • Team AI rollout: a shared workspace (e.g. Claude) with brand-voice prompts

You stay in control

A person approves every payment and outgoing message. The agent does the legwork, matching, drafting, chasing and checking, and lines things up so approving takes a glance, not an afternoon.

My agent setups work because I've run these operations myself. I know which tasks eat your team's week, and which systems an agent has to plug into to take them over.

03 · Agent training

An agent is only as good as what it's taught.

Setup gets an agent connected. Training makes it useful. I teach the agent how your business runs, then teach your team how to run the agent.

  1. 01

    Your SOPs

    Your checklists and standard operating procedures become the agent's playbook: what to check, when, and what "done" looks like.

  2. 02

    Your brand voice

    Prompts, examples and guardrails so every draft, from vendor emails to support replies, sounds like you.

  3. 03

    Your data

    Connected to your store, inbox, accounting and help center, so answers come from your numbers and policies, not guesses.

  4. 04

    Your team

    Hands-on training so your staff know how to brief, review and correct the agents, and when to step in.

Then we tune. Review real outputs, tighten the instructions, and add routines as trust builds.

04 · Services

AI agents up front. Real operations experience underneath.

Start with an audit, put a trained agent on the repetitive work, and fix the systems it depends on.

01 Flagship

AI Agent Setup, Training & Automation

An AI assistant connected to your email, store, accounting and inventory, trained on your business, and running routines on a schedule.

Start with an audit
  • Purchase orders, invoice and receipt tracking, vendor follow-ups
  • Inventory and shortage checks before they become stock-outs
  • Weekly sales and ad reporting, pulled together for you
  • Support chat agents that answer from your help center, day or night
  • Agent training: set up, trained and tuned on your SOPs, brand voice and data
  • Team training: your staff learn to work with the agents, plus a shared AI workspace (e.g. Claude) with brand-voice prompts
  • You stay in control: a person approves every payment and outgoing message
02Start here

Ecommerce Ops Audit

  • A focused review of your store, subscriptions, fulfillment, vendors and tools
  • A map of where hours and margin are leaking
  • A prioritized plan: what to hand to an agent, what to fix, what to leave alone
03

Store, Subscription & Checkout

  • Migrations to Shopify that keep your customers and subscribers
  • Subscription programs (e.g. Loop) with payment plans and self-serve pause, skip and cancel
  • Checkout, upsells and launch backends
04

Supply Chain & Fulfillment

  • 3PL network setup and management
  • Product and component sourcing and procurement
  • Inventory control, and holding vendors to accurate counts
05

Growth & Creative

  • Marketing strategy, email and retention campaigns
  • Paid ads management and reporting
  • Product photoshoots for individual products
06

Fractional Operations & IT

  • Meeting cadence: daily check-ins, weekly dashboards, management meetings
  • Vendor and contractor management, KPI reporting
  • IT, website, email deliverability and security support

Not sure where to start?

Most engagements begin with the ops audit. You get a clear map of the leaks and a plan you can act on, with or without me.

Book an ops audit

05 · How we work

Audit. Build. Run.

  1. Step 1

    Audit

    Find the leaks; get a prioritized plan.

  2. Step 2

    Build

    Connect the agent, train it on your SOPs, brand voice and data, build routines, fix the systems, test on real orders, train your team.

  3. Step 3

    Run

    Optional retainer to tune the agents, extend routines and keep it all running.

06 · Recent work

Operator first. Consultant second.

Client names withheld for confidentiality.

  • Replatforming

    Led a skincare brand's UltraCart-to-Shopify migration from scoping to launch, and moved 330+ VIP subscribers to a new subscription setup.

  • Operations

    Run that brand's day-to-day operations, from meetings and sales reporting to its 3PL network, procurement, marketing, ads and photoshoots.

  • AI

    Building the brand's website AI support agent for after-hours questions, and moving its team onto a shared AI workspace with brand-voice prompts.

  • Finance & vendors

    For a music and wellness brand, manage lenders, payment disputes and fulfillment vendors; saw a business loan through to payoff.

Let's find your gaps

Start with an ops audit.

Tell me a little about your store, your team and what's eating your week. I'll come back with where I'd look first.

Book an ops audit [email protected]