Our Services
Welcome to AI Sales Genie
Experience the future of sales with AI Sales Genie. Our AI-powered solutions bring clarity, efficiency, and growth, transforming your strategy and driving lasting success.
Three Wishes. One Genie. Your Sales Strategy Just Got Smarter.
Clarity - A Smarter Sales Process
Ditch the chaos. We’ll help you streamline your outreach, automate follow-ups, and build a sales process that actually works for you and your team. With clarity, you’ll finally see what’s working, what’s broken, and where to focus first.
Systems - The Right AI Tools (Finally)
Stop guessing. Together we’ll design practical systems and choose the AI tools that make sense for your business. No more tool overload! Just the right ones, used the right way, so your sales team has consistency they can rely on.
Scale - More Time & More Wins
Let the Genie do the heavy lifting. With AI powering the repetitive tasks, you’ll free up headspace for strategy, improve lead quality, and create real momentum without burning out.
Industries We Partner With
Trade Businesses
Contractors, home services, specialty trades, and local providers who rely on steady leads, timely follow-ups, and repeat customers.
Professional Services
Attorneys, accountants, financial advisors, insurance agents, benefits brokers, and real estate professionals who balance client work with the constant need to keep new business flowing.
teams in growth mode
Growing teams who need clarity, structure, and scalable systems to handle more leads, close deals faster, and keep momentum without losing consistency.
Frequently Asked Questions
Got Questions? We’ve Got Answers.
Whether you’re curious about how AI Sales Genie works, what tools we use, or how quickly you’ll see results, our FAQ section is here to give you clarity and confidence before you take the next step.
What makes AI Sales Genie different from other business consultants?
Most consultants give advice and leave you with a list of to-dos. I take a different approach. With 20+ years in banking and business operations, I know how important it is to see a return on investment. In banking, I evaluated companies daily weighing risk against reward. As a business owner, I’ve also purchased tools and hired consultants that didn’t deliver.
That’s why I do things differently. I don’t add complexity; I simplify. I map your sales process, design systems your team will actually use, and guide you in applying AI where it saves time and produces measurable results. My clients walk away with clarity, working systems, and real momentum not theory that sits on a shelf.
Do I need to know anything about AI before working with you?
Not at all. Many of my clients start out feeling intimidated by AI. My job is to make it simple. I’ll guide you to the right tools (not more tools) and show you how to use them step by step. No jargon, no overwhelm just practical ways to save time and strengthen your sales process.
What if I have a small sales team?
We work with both large and small sales teams. Whether you’re building out your first sales function or managing a seasoned department, our strategies scale with you. Smaller teams gain clarity and consistency, while larger teams benefit from streamlined systems and stronger alignment.
Will AI replace my team?
No. AI doesn’t replace relationships it supports them. The right tools take care of repetitive tasks like meeting recaps, proposal drafting, and follow-up reminders so you and your team can spend more time building trust and closing deals. Think of AI as your assistant, not your replacement.
Can you work with my existing tools and CRM?
Yes! If you already have a CRM or sales tools, I’ll work within what you’re using today. If you don’t, I can recommend simple, affordable options that fit your workflow. The goal is always to make your tools work for you, not create extra busywork.
How soon will I see results?
Most clients see quick wins within the first 30 days. A Clarity Audit delivers immediate insights, while full Systems and AI projects are usually completed within 4–6 weeks. By then, you’ll already have better follow-up, cleaner processes, and more time back in your week.