Modernizing your business doesn't mean starting over. We help small businesses —
trades, healthcare, professional services — cut the repetitive work and put
the right tools in place. Simple as that.
We start every engagement with an on-site discovery interview — sitting with you and your team to understand how the work actually moves, where it slows down, and what's worth fixing first. Sometimes the honest finding is that nothing needs changing yet. We'll say that.
On-site with your team
Workflow & process mapping
Written findings + recommendations
02
AI that pulls its weight
Practical LLM workflows — intake triage, customer reply drafting, knowledge bases your team will actually open.
Custom GPTs for your team
Document drafting
Voice & call summaries
03
Quiet automation
We connect the tools you already pay for — CRM, calendar, quoting, accounting — so the same thing isn't typed three times.
CRM ↔ quoting ↔ books
Form-to-pipeline wiring
Approval flows
04
Training the office
Half-day, in-person sessions that take a team from skeptical to capable. We come to you.
Owner & operator sessions
Front-desk playbooks
Quarterly tune-ups
About
A small shop, on purpose.
Catalina Automation is a consulting practice based in Tucson, Arizona.
We work with a small number of clients each year so we can keep showing up in
person — fixing the actual workflow, not the one on a slide.
Get in touch
Tell us what's slow, and we'll have a look.
First call is free and lasts about 30 minutes. We'll either say "here's what we'd do,"
or "you don't need us yet" — usually one of those.