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.
The wrong automation is worse than none. Most technology problems are actually process problems in disguise, and building on top of a broken process just makes things worse. We come to you, talk to your team, learn how work actually moves, and give you a written report you own, whether you hire us for the next step or not.
On-site with your team
Workflow & process mapping
Comprehensive findings report
02
AI that pulls its weight
Practical LLM workflows: intake triage, customer reply drafting, knowledge bases your team will actually open.
Custom AI assistants for your team
Document drafting
Voice & call summaries
03
Bulletproof automation
Set it and forget it. 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 and treating your business with the same care we'd give our own.
Get in touch
Tell us what's slow, and we'll have a look.
Book a free 30-minute call. No pitch, no pressure. Just an honest look at what's slowing you down.