Available for new projects, May 2026

Practical AI systemsyour team actually uses.

Independent consulting on workflow design, automation, internal tools, and reporting. Built around how your team really works, not the demo.

Experience
12+ years
Operations & AI
Engagement
2 to 6 weeks
Avg scoped build
Based in
Orlando, FL
Remote & on-site
Zack Shields

Zack Shields

AI Automation Builder & Consultant

Tools chosen to fit the workflow, not the demo

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SupabasePostgreSQLVercelNext.jsReactStripeTwilioHubSpotFollow Up BossAirtableSupabasePostgreSQLVercelNext.jsReactStripeTwilioHubSpotFollow Up BossAirtable
Zack Shields
Zack Shields presenting in a boardroom
Zack Shields at a keynote

Zack Shields

Independent consultant, Orlando FL

Connect on LinkedIn
About

Twelve years operating real businesses, before building AI systems.

I've run the workflows I now help teams automate: follow-up, client comms, pricing, reporting, training, day-to-day execution. The work I do today is the work I wish I had access to a decade ago. Practical operating tools, not strategy decks.

The goal is not to bolt AI onto a process and hope. It's a thin operating layer with clear inputs, reliable outputs, and exception handling, built so the people who use it daily actually trust it.

  • 12+ years in operations leadership
  • Real estate, hospitality, and sports analytics
  • Independent consulting since 2023
  • Speaker on AI adoption in operating teams
Numbers

Built from operations experience.

Operating context plus hands-on build work. Understanding the workflow, shipping the system, helping teams adopt it.

  • 12+

    Years operating

    Across business, ops, sales, leadership

  • $1B+

    Real estate transaction volume supported

    Built CRM, follow-up, pricing, and lead management systems

  • 70+

    AI build patterns shipped

    Custom SaaS, voice agents, lead management, dashboards, automation

  • 100%

    Solo build to handoff

    No agency telephone game; same person ships and supports

Services

Where I help teams move faster.

Strategy is only useful when it ships. Engagements run from workflow discovery through build, training, and adoption.

  • From discovery to daily use

    AI implementation

    Workflow discovery, tool selection, build, training, and iteration so the system survives real users and real edge cases.

    • LLM selection
    • RAG & retrieval
    • Adoption design
  • Reliable handoffs, not demos

    Workflow automation

    Repetitive handoffs turned into reliable workflows with approvals, exception handling, and system to system integrations.

    • n8n & Zapier
    • Approvals & exceptions
    • CRM workflows
  • Spreadsheets, leveled up

    Internal tools

    Dashboards, portals, and custom apps for when spreadsheets and off the shelf tools stop fitting how your team actually works.

    • Custom apps
    • Operator dashboards
    • Role-based access
  • Decisions with clean data

    Reporting & visibility

    Cleaner KPIs, dashboards, and reporting workflows so managers stop making calls in the dark and start moving with confidence.

    • KPI design
    • Live dashboards
    • Data hygiene
Process

A practical build process.

Clear discovery, scoped implementation, and adoption support. No dragging your team through vague consulting.

  1. 01Week 0

    Free 30-minute review

    A walk through of your systems, handoffs, bottlenecks, and where AI or automation could create real leverage.

    • Workflow map sketch
    • Opportunity list
    • No obligation
  2. 02Week 1

    Roadmap & build plan

    A prioritized plan covering workflows, integrations, data needs, and adoption risks before anything is built.

    • Scoped requirements
    • Tooling decisions
    • Cost & timeline
  3. 03Weeks 2 to 4+

    Build, train, iterate

    Implementation, rollout, documentation, and training so the system moves from prototype to daily use.

    • Working systems
    • Team training
    • 30-day support
Selected work

A bar inventory SaaS, shipped end to end.

A category-aware inventory platform with AI auto-complete on unknown SKUs, low stock alerts, and theoretical-versus-actual variance reporting. Built so a bar manager can run weekly counts in minutes, not hours.

Read the case study
Inventory by category dashboard with low stock alerts
AI Auto-Complete modal for unknown SKUs
Theoretical vs actual liquor variance table

Project at a glance

Industry
Hospitality
Role
Solo build
Status
In production
Stack
Next.jsSupabaseOpenAIStripeVercel

Operating impact

  • Manual count time

    -93%
    ~3 hours12 minutes
  • Stockout incidents

    -87%
    8 / month< 1 / month
  • Inventory variance

    Tight
    +/- 14%+/- 2.5%
Industries

Built across real workflows.

Industries where I've operated, hired, and built. Useful when the work requires understanding the floor, not just the diagram.

  • Real estate & rentals

    Lead capture, follow-up, pricing, guest messaging, and operator notifications, built for non-technical users.

  • Hospitality operations

    Inventory, purchasing, waste visibility, and manager dashboards that work for back of house teams.

  • Sports & analytics

    Forecasting, knowledge retrieval, and decision support using model selection, RAG, and reporting logic.

Engagement

Clear engagement options.

Start with a review, scope a build when there's a fit, or book hours when you need senior technical guidance.

Tier

Workflow review

Free30 minutes

Walk through your workflows and AI opportunities before deciding what to build.

  • Live workflow audit
  • Opportunity map
  • Honest fit assessment
  • No obligation
Most common

Tier

Project build

Fixedper project

Full implementation for AI workflows, automations, internal tools, or dashboards.

  • Discovery & roadmap
  • Build & deployment
  • Training & docs
  • 30-day support

Tier

Consulting

Hourlyas needed

Focused support for AI adoption, technical review, or implementation guidance.

  • Senior technical guidance
  • Architecture review
  • Adoption support
  • Flexible scheduling
FAQ

Frequently asked questions.

  • What services do you offer?

    AI implementation, workflow automation, internal tools, dashboards, and CRM automation. Most projects start with workflow discovery, then move into a scoped build, training, and iteration.

  • How do we know what is worth automating?

    We map the work as it happens today: frequency, handoffs, data quality, exceptions, and adoption risk. The best opportunities are usually repetitive, high-friction workflows where better systems improve speed, consistency, or visibility.

  • How long do projects typically take?

    A focused automation can move quickly. A custom internal tool needs more discovery, testing, and rollout. Typical engagements are 2 to 6 weeks, scoped after reviewing the actual process.

  • Do I need technical knowledge to work with you?

    No. The work is designed for operators, managers, and frontline users, not just technical teams.

  • What is included in the free consultation?

    A focused 30-minute workflow review. We discuss the process, tools, pain points, and where AI or automation may create real leverage.

Get in touch

Book a free 30-minute review.

We'll talk through your systems, handoffs, and where AI or automation might be worth building. If there's a fit, the next step is a scoped plan.

Free
Cost
30 min
Length
None
Pressure