Samuel Ochoa
I find the revenue your business is leaking.
I audit how your business handles new leads, quotes, and repeat business, put a dollar figure on every leak, then build the fix. Businesses of 1 to 25 people.
Came from my call or email? The sample audit link above shows exactly what you would get.
Proof, in their own words.
Ashel Troncoso
Owner, ATI Insurance Group · atsigroup.com
"I was as skeptical as could be. I didn't trust AI and didn't think it would work, but Sam convinced me to give it a try and I'm so glad I did. He's built workflows that save me time every day, from reminders and organization to e-sign prep and PDFs. He's patient, he genuinely loves teaching it, and if you want someone who will actually teach you AI, he's your guy."
Zack Petrocca
Experienced Real Estate COO · Co-Founder, Curio Studio
"Working with Sam fundamentally changed how I approach AI in my business. He didn't just hand me tools, he built systems I actually understood and could implement immediately."
"If you're a business owner serious about building with AI, Sam is the person you want in your corner."
William S. Kanas, Esq.
Sanford L. Pirotin, P.C. · pirotinlaw.com
"Sam modernized our IT department a decade ago, and the work still keeps our office running at peak efficiency. He has now embraced AI, and once again our office is the beneficiary of his expertise."
David Greaves
President, Uniondale Neighborhood Center, Inc. · byrncenter.org
"Sam's approach made it stick because he didn't just set it up and leave. He made sure I understood the system well enough to run it myself, adapt it, and build on it. For a small nonprofit doing big community work, that changes everything."
Found money, not another software pitch.
Most tools tell you what they do; the audit tells you what you are losing: I trace your three money journeys (new lead, quote, and repeat business), and every place money depends on someone remembering to do something gets a dollar figure.
- Free 15 minute leak check call.
- Five business days auditing your real numbers.
- You get the leak map and fix plan.
- I build the fix only if the math earns it.
The Filing Desk. Your team stops retyping.
Everything that hits your service inbox, the change requests, the voicemails, the forms, gets read, summarized, matched to the right client, and turned into a ready entry. Someone on your team clicks approve, and it files. Nothing goes out to your customers, and nothing touches your records without a human okay.
It reads
Every email or voicemail that hits the inbox gets read and summarized in one sentence, with the details pulled out: who, what, which client or account.
It matches
The request is matched to the right client in your book. Anything uncertain gets flagged for a human instead of guessed.
You approve
Ready entries land in a simple queue. Your person confirms in seconds instead of reading and retyping for minutes. Nothing files itself.
Builds are $2,500 to $5,000 flat from a standard menu, and the audit tells you which one pays for itself first.
Find it. Fix it. Keep it running.
I start with the audit, build the fix that earns its place, and keep it running if you want me to.
The Audit
$1,500 flat. Founding rate $750 for the first 3 businesses through September 30, in exchange for an honest testimonial if the work earns one. Five business days. If the audit does not find at least one measured leak worth more than the fee, I refund it. The audit fee credits toward any build within 90 days, up to 25% of the build price.
The Build
$3,000 to $7,500 flat. One fix from the menu, live in your own accounts.
The Guard
From $297 per 4 weeks. I keep it running, plus you get a monthly report of what the systems recovered.
Find a measured leak worth more than the fee, or I refund it.
Only measured leaks count toward the guarantee. Estimates and benchmarks are labeled as such. Everything I produce is yours to keep either way.
I shipped a full AI-native CRM.
ALE, an AI-native CRM
Proof I build real systems: a producer workspace that runs quote, bind, and renewal with agents instead of tabs. I built it end to end, not a slide deck.
See ALE →The autonomous AI handbook
A 40+ page knowledge base on Claude, MCP, agent patterns, and shipping AI that runs on its own.
Read the framework →Want to know what your business is leaking?
Start with the free 15 minute leak check, no slides, no pitch, and if the audit is not worth it for you I will say so.