catalina automation
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Your business, minus the busywork.

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. Keep what's working. Fix what isn't.

How we work

A process, not a one-off.

DiscoverStart here

AI Blueprint

The wrong solution 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 steps or not.

  • On-site with your team
  • Workflow & process mapping
  • Comprehensive findings report
Build

AI that actually works

Practical LLM workflows: intake triage, customer reply drafting, knowledge bases your team will actually open.

  • Custom AI assistants
  • Document drafting
  • Voice & call summaries
Build

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
Adopt

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
EvolveOngoing

A partner, not a project

Technology won't sit still, and neither will we. Stay on for ongoing guidance: what's worth adopting, what to skip, and how to keep your setup sharp as the tools change. The work doesn't end at handoff. We're in your corner as the business grows.

  • Monthly advisory retainer
  • What to buy, what to skip
  • Roadmap as tools evolve
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.

Thanks

We'll be in touch within a day.

Expect a short email, a calendar link, and no pitch deck.