Carter Simmons

Audit. Manage.
Lead.

AI consulting for founders and SMBs. Start with a one-time AI Audit. Move into a monthly retainer where I build the systems, then keep them running. Tampa-first. Working nationwide.

Start with an audit → See how it works
7-day
Audit turnaround
$750+
Audit. Credited to Build.
Mo-Mo
Retainer. Cancel anytime.
Audit · Manage · Lead · AI consulting for founders & SMBs · Implementation, not slide decks · Tampa-first — working nationwide · Audit → Manage → Lead · Month-to-month retainers · Fractional AI leadership available · AI consulting for founders & SMBs · Implementation, not slide decks · Tampa-first — working nationwide · Audit → Manage → Lead · Fractional AI leadership available ·
Who this is for

Three walls every operator hits.

Founder or SMB — if any of these are you right now, an audit is the cheapest way to find out what's actually worth building.

01

You know AI should help. You don't know where.

Every newsletter says automate something. Pick the wrong thing and you waste two months on a toy. Pick the right thing and you free up 20 hours a week. The problem is choosing — not building.

02

You've tried tools. They didn't stick.

A trial here, a Zapier maze there, an AI feature your team forgot about by Friday. The issue isn't the software — it's that nothing was built around how your business actually runs.

03

Your time is going to ops. Not growth.

You're the bottleneck on follow-up, on quoting, on hiring, on every workflow you touch. The work that grows the business is the work you can't get to. AI — done right — is how that ends.

Your unfair advantage

I don't just advise.
I build.

Most consultants leave you with a slide deck and a roadmap. I leave you with working AI systems running inside your business — the ones we agreed were highest ROI in the audit.

I've shipped AI tools for real businesses from scratch. Outreach automation, lead follow-up sequences, CRM intelligence, internal ops, content pipelines. Build clients get 1–2 of these implemented every month — not theory, not a recommendation. The actual thing, integrated and running.

Start with an audit →
What I can build for you
⚡
AI Outreach System
Automated prospecting and personalized message generation that finds and contacts your ideal customers daily — without you lifting a finger.
🔁
Lead Follow-Up Automation
AI-powered follow-up sequences that nurture leads and book calls automatically. Never lose a warm prospect to a missed follow-up again.
📊
CRM & Pipeline Intelligence
Smart CRM setup that tracks every lead, flags priority conversations, and tells you exactly who to contact next and what to say.
✍️
Content & Copy Engine
AI tools trained on your voice and positioning that produce outreach copy, social posts, and sales emails in minutes instead of hours.
Who's in your corner

I built this
from nothing.

I'm Carter — a founder who built Milo, an AI CRM for home service contractors, from zero to paying customers — and have since shipped multiple AI tools for real businesses across sales, ops, and customer ops.

I run my consulting the way I run my products: figure out what actually moves the number, ship it, measure it, iterate. No frameworks for the sake of frameworks. No deliverables you can't use on Monday.

Built for founders & operators

You have a real business. AI should be making it faster.

Founders 0–18 months in, or SMBs with established revenue and recurring workflows — you've got real ops, real customers, real bottlenecks.

That's not an AI vendor problem. That's a build & integration problem — and it's solvable in weeks, not quarters.

7d
From audit kickoff to build plan
3×
Tiers: Audit · Manage · Lead
How you get there

Audit. Manage. Lead.

01 / The AI Audit
A focused review of your sales, ops, and admin workflows. You walk away with the top 3–5 prioritized AI opportunities, a written implementation roadmap, and a 60-min delivery call. $999, one-time. The natural on-ramp into the Management retainer.
02 / AI Management
Monthly retainer. 1–2 systems built in month 1, then ongoing monitoring, optimization, and new automations added each month as your business grows. Async support, monthly performance report, month-to-month — cancel anytime.
03 / Fractional AI Officer
Embedded leadership for SMBs that want full strategic ownership. I run your AI roadmap end-to-end — picking what to build, building the big systems quarterly, training your team, monthly ROI reporting, and same-week turnaround on new builds.
How an engagement unfolds
Audit kickoff — 90-min discovery
Day 1
Workflow review + opportunity scoring
Days 2–5
Audit report + walkthrough call
Day 7
Management kickoff — 1–2 systems built & deployed
Mo 1
Monitoring, optimization, new automations added
Mo 2+
Move up to Fractional AI Officer — strategy ownership
When ready

The on-ramp: Every audit ends with a roadmap that points directly into the Management retainer. You leave with a plan you can execute yourself — or hire me to run.

Pricing · Audit. Manage. Lead.

Start with an audit.
Scale with a retainer.

Every engagement starts with a paid AI Audit — a full review of your sales, ops, and admin workflows with the top AI opportunities and a written implementation roadmap. From there, most clients move into the AI Management retainer where I build the systems and keep them running. Tampa-first. Remote nationwide.

01
Audit
Entry point · One-time · 7 days
→
02
AI Management
Build + maintain · Monthly
→
03
Fractional AI Officer
Strategy ownership · Monthly
01 · Entry point
The AI Audit
The door opener. A focused review of your business that ends with a written roadmap pointing at the highest-ROI places to deploy AI — and a natural on-ramp into the Management retainer.
$999
one-time
One-time · Delivered in 7 days
  • Full workflow review (sales, ops, admin)
  • Top 3–5 AI opportunities identified
  • Written implementation roadmap
  • 60-min delivery call
  • Entry point that feeds directly into AI Management
Book the audit →
No long-term commitment · Roadmap is yours either way
Most clients land here
02 · The retainer
AI Management
The natural follow-on to the audit. I build the priority systems from your roadmap in month 1 — then keep them running, optimize, and add new automations as your business grows.
$1,999
/ month
Month-to-month · Cancel anytime
  • 1–2 AI systems built in month 1 (setup included)
  • Ongoing monitoring, optimization, and updates
  • New automations added monthly as the business grows
  • Async support for questions and changes
  • Monthly performance report
Apply for Management →
Application required · Limited active clients
03 · Embedded leadership
Fractional AI Officer
Embedded AI leadership for SMBs that want strategy ownership, not just execution. I run your AI roadmap end-to-end — picking what to build, building the big systems, training your team, and reporting ROI.
$3,500
/ month
Month-to-month · Cancel anytime
  • Full AI strategy ownership
  • 1 major AI system built per quarter
  • Ongoing monitoring & optimization of existing systems
  • 2 strategy calls per month
  • Team training & tool stack management
  • Monthly ROI reporting
  • Priority response Mon–Fri
  • First in line for new builds + same-week turnaround
Apply for Fractional AIO →
Application required · 1–2 seats open
✓ Tampa-based, working nationwide remotely
✓ Every Audit ends with a roadmap into the Management retainer
✓ Management is month-to-month — no long-term contracts
✓ Every engagement is reviewed personally — not for everyone
Client results

In their words.

"
Went from 0 to 4 paying customers in 45 days. The outreach system Carter built is still running 6 months later. Best money I've ever spent as a founder.
MT
Marcus T.
SaaS Founder · AI Management
"
The audit alone reframed three workflows I'd been bandaging for a year. Two weeks into Build, our follow-up tool was live and quoting deals while I slept. Worth every dollar.
PK
Priya K.
B2B Services · Audit → Build
"
Closed $8,400 in new contracts before day 60. The AI follow-up system Carter built alone paid for the retainer 5x over. He doesn't just tell you what to do — he builds the thing.
JR
Jake R.
B2B Software · Fractional AI Officer
Common questions

Everything
you want
to know.

How is this different from a course or a coach?+
A course gives you information. A coach gives you advice. I give you AI systems built and running inside your business. Engagements start with a paid AI Audit and graduate into a monthly retainer where I do the actual implementation — not just recommend it.
How does the engagement work?+
Every engagement starts with the AI Audit ($999, one-time) — a full workflow review with the top 3–5 AI opportunities and a written roadmap. From there, most clients move into AI Management ($1,999/mo, month-to-month) where I build 1–2 systems in month 1 and add new automations each month after. Founders and SMBs who want full strategic ownership move up to the Fractional AI Officer retainer ($3,500/mo, month-to-month).
Why should I trust you?+
I co-founded Milo (an AI CRM for home service businesses) and have built and shipped multiple AI tools for real businesses — outreach automation, lead follow-up, CRM intelligence, content pipelines. I consult on what I've actually built and run, not theory.
How much of my time does this take?+
The Audit is 2–3 hours of your time across discovery and walkthrough. AI Management clients have async access plus check-ins as we ship. Fractional AI Officer engagements include two strategy calls per month. The implementation work is on me — not on you.
What kind of business do I need to have?+
Founders 0–18 months in with a real product, and SMBs with established revenue (typically $250K+ ARR) looking to use AI to compress operational cost or expand sales capacity. If you have repeated workflows, customer touchpoints, or sales motions — there's almost always something to automate.
Low-friction entry

The audit pays
for itself.

The AI Audit is the cheapest, lowest-risk way to find out what's worth building. Here's what you walk away with — whether you upgrade to Build or not:

✓Workflow audit + 2–3 prioritized AI opportunities
✓ROI estimates & tooling recommendations
✓Written report + 60-min walkthrough call
✓Audit fee credited to Build if you upgrade in 30 days
"
Most AI consulting ends in a slide deck. Mine ends in software running in production — built around how your business actually works.
Audit. Manage. Lead. One funnel. Three commitments. Real systems shipped.
Start with an audit.

The cheapest way to find out
what's actually worth building.

7 days. $999. The natural on-ramp into the AI Management retainer — with a roadmap that's yours to keep either way.

Book the audit → or email me directly

Tampa-first. Working nationwide. Every engagement reviewed personally.