What it's for.
You have spent years building a business that works, but your client information is spread between phone messages, a notebook, the whiteboard, a WhatsApp group and the memory of two people. Nobody knows for certain who to call this week, which warranty expires, who still owes a payment or who was promised something three months ago. It is not disorder: the business grew faster than its tools. And the real risk is that all of it lives in a phone that can be lost, broken, or leave with whoever leaves.
Si se pierde o se daña, se pierde la relación con años de clientes.
Los seguimientos dependen de que alguien se acuerde.
El mismo cliente en tres listas, con tres teléfonos distintos.
This fits you if…
Agentes de seguros
Veinte años de pólizas en carpetas y renovaciones que se avisan de memoria.
Contratistas y oficios
Los clientes viven en el celular y las garantías en la cabeza.
Restaurantes y locales
Pedidos, proveedores y clientes frecuentes en una libreta.
Negocios familiares
La información está repartida entre dos o tres personas y nadie tiene el mapa.
Every step, and where it stops.
- You tell us where your information lives today
Five questions in writing: where your data lives, how many clients, what you want to happen on its own, which channel you use with them and who else would use the system.
- A 20-minute diagnosis, at no cost
With a scheduled time. By the end of that call you know the price range out loud: the written proposal never surprises you.
- Agreement and deposit
A one-page annex states exactly which phases you buy, what is in and what is out. It is signed, the phase 1 deposit is paid, and you receive your login: from there you see and approve everything that follows.
No signature and no deposit means not a single file of yours is opened.
- Cleanup of your data
We extract from wherever it is, clean, remove duplicates and validate. Then it is loaded into your portal for you to review row by row.
Nothing is built on top until you approve your database from your login.
- A demo with YOUR data
Not a generic mockup: the system running on your real information. One round of adjustments included; a second round is quoted separately.
The system is not finished until you approve the demo from your portal, and that approval is recorded.
- Build, delivery and training
It is finished, delivered with a one-page record — what was delivered and what you were trained on — and the balance is paid.
- Monthly support
Adjustments, backups and seasonal campaigns. At 30 days we ask how it is going and, if you are happy, we ask for your testimonial.
It is bought in phases, and in this order.
1. Cleanup and migration
We pull everything out of wherever it lives, clean it, remove duplicates and validate what remains. It is phase zero of everything else.
2. Your client system
The custom application: follow-up, reminders, warranties, referrals — whatever YOUR business needs to track.
3. AI agents
Message writer, date watchers that alert you before something expires and, where it applies, a WhatsApp or text agent with its own log.
4. Monthly support
Adjustments, backups and seasonal campaigns. So the system stays alive after delivery.
Your login, from day one
Your own access where you see progress, review what is delivered and leave your approvals on record. Nothing to dig out of email.
Choose the tier that fits you.
Data cleanup and migration
For anyone whose clients are spread between messages, paper and memory
- An inventory of where each piece of data lives today
- Extraction from phone, messages, spreadsheets and paper
- Cleaning, deduplication and normalization
- Validation of what remains and a report of what could not be recovered
- Delivered as a file of your own, even if you buy nothing else
Custom client system
For when the data is clean and it is time to put it to work
- An application designed around YOUR way of working, not a template
- Follow-up of each client and where they stand
- Date reminders: warranties, renewals, birthdays
- A record of what was promised and what was delivered
- Access by role: who sees what
AI agents
To automate the repetitive part, once there is clean data to automate
- A message writer in your voice, not a robot's
- Date watchers that alert you before something expires
- A WhatsApp or text agent where the case allows it
- A log of every message sent, with consent rules
Monthly support
So the system stays alive instead of becoming another abandoned file
- Adjustments and new features as the business asks for them
- Verified backups
- Seasonal campaigns and messages
- A direct channel when something breaks
What this solution does not include.
A clear process, step by step.
Initial diagnosis
A free conversation about your operation, your data and the result you are after.
Scope and proposal
We define deliverables, timeline and price in writing before starting.
Phased execution
We work in short iterations, with visible progress you can review at each delivery.
Validation with data
We measure the result against the baseline: improvement is shown with numbers, not promised.
Handoff and transfer
You receive the documented result, and your team the knowledge to sustain it without us.
Scope first, price after.
The rule that protects us both: nobody buys the AI agents without having done the cleanup. Automating on dirty data multiplies the mess and sends the wrong messages to real clients — and that costs more than the whole project.
Frequently asked questions
Shall we talk about your project?
Initial conversation with no commitment. Tell us what you need and we'll tell you how we can help — and if it's not our thing, we'll point you in the right direction.
Legal notice
León & Asociados LLC es una empresa de consultoría profesional registrada en el estado de Minnesota. Ofrecemos dos líneas de solución: (1) preparación de formularios y documentación migratoria, y (2) consultoría en optimización de procesos, análisis de datos, metodología Lean Six Sigma y automatización.
León & Asociados LLC NO es una firma de abogados y ninguno de sus representantes es abogado, ingeniero profesional licenciado (PE), ni asesor legal o financiero.
Las soluciones de preparación migratoria se limitan a la organización y preparación de formularios conforme a las instrucciones oficiales de USCIS; no constituyen asesoría legal de ningún tipo. Las soluciones de consultoría técnica se basan en metodologías de mejora de procesos y análisis de datos; no constituyen práctica profesional de ingeniería regulada.
Para asuntos que requieran representación legal migratoria o soluciones de ingeniería profesional licenciada, León & Asociados LLC recomienda consultar con un abogado de inmigración licenciado o un ingeniero profesional (PE) con licencia activa.
León & Asociados LLC is a professional consulting firm registered in the state of Minnesota. We offer two lines of service: (1) preparation of immigration forms and documentation, and (2) consulting in process optimization, data analysis, Lean Six Sigma methodology, and automation.
León & Asociados LLC is NOT a law firm, and none of its representatives is an attorney, licensed professional engineer (PE), or legal or financial advisor.
Immigration preparation solutions are limited to the organization and preparation of forms in accordance with the official USCIS instructions; they do not constitute legal advice of any kind. Technical consulting solutions are based on process-improvement methodologies and data analysis; they do not constitute the regulated professional practice of engineering.
For matters requiring legal immigration representation or licensed professional engineering solutions, León & Asociados LLC recommends consulting a licensed immigration attorney or a professional engineer (PE) with an active license.
León & Asociados LLC · Professional consulting · Not a law firm or licensed engineering firm · Minnesota, USA