Practice 02 · SMB Data, Automation & AI

Clean systems. Clear visibility.
Operations that scale with you.

A practical, implementation-focused practice for growing businesses. We build the data infrastructure, automation, and AI tooling that lets owners and operators see what's happening, remove manual friction, and trust their systems — without hiring a full data team.

Practice lead
S
Sepantam Shojaee
Cofounder · Lead, SMB Practice
AudienceOwners · Operators
EngagementImplementation-led
Position

What this practice actually does.

Most growing businesses have data — they just can't see it. CRMs that nobody trusts. Reports that take a week to assemble. Workflows held together with copy-paste and good will. We rebuild that layer: a clean foundation your team can run on, with reporting they actually look at and automation they don't have to babysit.

Engagements are direct, scoped, and documented. The practice lead does the work hands-on, supported where needed by a small network of specialist collaborators selected for the project. The system we deliver is the system your team owns — no proprietary lock-in, no perpetual retainer to keep the lights on.

Where useful, Abbas advises on engagements that benefit from senior strategic, analytical, or economic judgment — including data-architecture decisions with long-term operating consequences.

Work areas

Six areas of work. Built to be owned.

From the foundation up: clean data, visibility, and automation that earns its keep. Most engagements touch several.

01

Data infrastructure

Clean, structured systems that connect business data across CRM, finance, operations, and other sources — built to stay sane as the business grows.

02

Analytics & reporting

Dashboards, KPI views, executive reports, and automated reporting — built from trustworthy data and refreshed without manual work.

03

CRM systems & intelligence

CRM cleanup, classification, segmentation, account health, pipeline visibility, and risk signals — turning a noisy contact database into a real source of truth.

04

Workflow automation

Reliable automations that replace repetitive manual work — using tools like n8n, custom APIs, and connected systems your team can operate without us.

05

AI implementation

Practical AI workflows for classification, document extraction, internal knowledge access, and LLM-assisted operations. Real systems, not demos.

06

Data cleanup & enrichment

Cleaning, standardizing, classifying, and enriching messy records so reporting, automation, CRM intelligence, and AI systems work properly downstream.

Engagement model

Three project shapes. Each one ends with you owning the system.

SHAPE 01
Build engagement

Scoped delivery of a defined system — data infrastructure, automation, dashboards, AI tooling — handed off with documentation your team can operate.

4 – 12 weeks
SHAPE 02
Operational audit

Structured review of your data, systems, and operating reality — with a prioritized roadmap and the option to engage us for execution or to take the plan in-house.

2 – 4 weeks
SHAPE 03
Ongoing operating partner

A continuing relationship where we extend, maintain, and evolve the systems we built — without taking over the team's ownership of them.

Ongoing
A system you can't operate is a system you don't own. The bar isn't "does it work in a demo" — it's whether the people running the business still trust it six months in, when nobody's watching it.
Sepantam Shojaee — Practice Lead, SMB Data, Automation & AI
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