Automation, grounded in your real data

Serious Automation for People Who Outgrew the Easy Tools

You have tried the templates and the chatbots. They got you part of the way. The automations that actually move the needle are the ones grounded in your own data, and those are exactly the ones that break when you build them alone.

PhD systems thinker · 29 years · 350+ CEOs advised · $50M+ in incremental revenue

29 yrsExperience
350+CEOs advised
$50M+Incremental revenue
PhDSystems thinking
★★★★★ 5.0 on Google
Work spans dental groups, credit unions, B2B SaaS, marketing teams, and multi-location operators.

Two minutes with Jed on what separates an automation that demos well from one you can actually rely on.

The real problem

Where most automation goes wrong

The tools are not the problem anymore. Almost anyone can wire two apps together or get a model to write something useful. The problem is that people automate a process they never actually mapped, so they end up with a faster version of a broken process.

Then the failure modes show up. The source data has a format nobody accounted for. A step fails and nothing tells you. The model changes under you. The automation that saved you an hour now costs you two, because you have to keep checking whether it is still right.

This is the gap we work in. Not the tool, the judgment about what to automate, how to handle the data, and how to build it so it survives contact with the real world.

Built alone: a fragile flow that breaks at a step, leaving you to check it by hand. Built to hold up: a mapped, validated flow with quality control that keeps running.

Floor / Core / Beyond

Find yourself on this map

The valuable automations are the ones that touch your real data. Those are exactly the ones DIY gets wrong, and exactly where we do our best work.

The Floor

Easy and commoditized

Templates and single steps. Anyone can do it, and you should. Hire no one for this.

The Core

Data-grounded automation and RAG

Multi-step systems built on your own data, with the quality control that keeps them accurate. Genuinely valuable, genuinely hard.

✓ Where we work

Beyond

Multi-person, in-house enterprise dev team

If you truly need a standing engineering org of your own, you need to hire and run that team, not an advisor. We will tell you the moment you cross that line.

What we build

Outcomes, not feature lists

A sampling of real systems, grouped by what they do.

Intelligence and decision support

  • A daily executive briefing that reads across your sources overnight and lands one oriented summary in your inbox before the first meeting.
  • An offer and audience designer that runs structured research with a human approval gate at each step, turning fuzzy positioning into a defensible answer.

Data, personas, and reporting

  • A persona engine that groups your customers and computes conversion, revenue, and value indexes for each.
  • Practice and performance dashboards that connect to your source systems, clean inconsistent data, and track what matters on a rolling basis.
  • Analytics reporting that ingests raw exports, calculates month-over-month and year-over-year change, on a steady cadence with no manual export-and-format.

Acquisition and pipeline

  • A lead pipeline that scrapes target companies, enriches each with AI research, loads qualified contacts for review, and launches tailored outreach.
  • Competitive pricing and market-landscape research that visits the sites you name, finds others worth watching, and returns a consolidated read in one run.

Content and local marketing

  • Google Business Profile management that generates ready-to-publish posts, gathers reviews, and keeps many client profiles flowing from one place.
  • Semantic topic maps and content decision trees that turn scattered ideas into a prioritized publishing roadmap.

Operations and finance

  • A daily cash-flow summary that pulls billing data and flags work delivered but not yet invoiced.
  • Self-maintaining trackers for leads, transactions, and promotions that keep themselves tidy on schedule.

This is a partial list. The common thread is not the tool. It is a process mapped correctly, data handled properly, and quality control built in.

The Automation LibrarySee the full range of what is possibleBrowse what data-grounded automation can do across four layers, from sales and pipelines to back office and AI agents, with real results and where DIY breaks down.Explore the library →

Not sure what is worth automating?

Take our 2-minute data-readiness assessment. Get a candid read on where automation would actually pay off for you, and where it would not.

Take the assessment

Selected builds

What we have built, and what DIY misses

Healthcare · client

Dental practice revenue dashboard

25 months of treatment data, reconciled across multiple locations. The source system was full of inconsistent procedure codes. We ingested it, reconciled the codes, and built a dashboard tracking planned versus completed treatment value on a rolling 180-day basis.

What DIY misses: a tool would have happily charted the dirty data and the practice would have trusted a number that was wrong. The value was in the reconciliation, not the chart.
Data pipeline

Audience persona engine

Raw customer data turned into ranked personas with conversion, revenue, and value indexes. It is the analytical backbone behind our audience reports, and it runs the same way every time.

What DIY misses: the indexing and modeling is the hard part. The visualization is the easy part everyone copies.
End to end

Lead generation pipeline

3 audiences, 150 contacts per campaign: scrape, enrich, human review, then outreach. Target companies are scraped, each enriched with AI research, then qualified and loaded to a database for human review before anything sends.

What DIY misses: this is the automation everyone tries to build and abandons at the third broken step. The orchestration and the review gate are what make it usable instead of dangerous.
AI system

Daily executive briefing

One oriented briefing in the inbox every morning, built from multiple sources overnight. An always-on chief of staff that reads everything so the day starts already in focus.

What DIY misses: keeping it relevant and non-repetitive day after day is a data and retrieval problem, not a prompt.
We also run a gated data-readiness assessment on this very site, so the lead tool you may have used was built by the same hands.
5.0★★★★★on Google
★★★★★

“I really appreciate having JLytics as an extension of my team, offering analytics guidance and execution. We work with JLytics to support our clients’ analytics programs, and this really helps us dig into actionable insights.”

Kristina Witmer · via Google
★★★★★

“JLytics leveled up the analytics capabilities for my marketing team. The out-of-the-box Google Analytics 4 was not cutting it, so Jed and his team created customizations that made it much more useful for us.”

Russell Bohannon · via Google

The differentiator

Why a systems thinker, not just a builder

Above the surface, the tools look the same. The difference is everything underneath.

Street-level cross-section of two similar buildings. One sits on a shallow, near-empty foundation; the JLytics building extends many stories underground, packed with data systems, dashboards, and controls.
Same street, same tools above ground. Underneath, one company is built on 29 years of experience, systems thinking, and process mapping. That hidden depth is what keeps an automation standing when the data shifts and a step fails quietly.

A tool in the wrong hands is just a faster way to make the wrong thing. My edge is the layer most automation help skips.

I spent more than twenty years running a data-driven marketing agency, hold a PhD in systems thinking and an MBA in marketing, and I build these systems myself. I map the real process before touching a tool, find the one leverage point worth automating, design for the ways it will break, and make it something a team can actually maintain.

And I can talk to your whole org, from a CEO on strategy and risk to the marketing team that runs the thing day to day. The conversation changes depending on who is in the room, and I have spent a career in all of those rooms.

Ownership model

Who runs it after we build it

The question most vendors avoid, answered up front. Three ways to own what we build.

Build

Fixed scope, fixed price, clear deliverable. We design it, build it, and ship it.

Recommended

Run

We keep it monitored, patched, and accurate. For live data and RAG, this is how it stays trustworthy instead of quietly rotting.

Handoff

Prefer to own it in-house? We document the system, train your team, and hand over the keys. Priced into the build.

An automation nobody is responsible for is just the DIY trap with extra steps. We will not leave you there.

How engagements work

Clear scope, clear price, clear owner

Most clients start with a fixed-scope build so we can prove the work on one real process. From there we either move into a Run plan or expand into larger data and RAG systems. Bigger builds are scoped individually after a short discovery.

You always know what you are getting, what it costs, and who is responsible for keeping it running.

Engagements start with a two-week discovery at $3,999. Build and Run plans are quoted to fit, typically $500 to $5,000 per month. Larger data and RAG builds are scoped individually.

Questions

Before you reach out

Do you build it, or just advise?
We build. Jed designs and builds the systems himself. The advice is part of getting it right, not the whole engagement. You end up with a working automation, not a slide deck.
Who owns it after you build it?
Your call. Build: we ship it and you run it. Run: we keep it monitored, patched, and accurate (recommended for anything on live data or retrieval). Handoff: we document the system and train your team, priced into the build. You are never left with an automation nobody owns.
What does it cost?
Engagements start with a two-week discovery at $3,999. Fixed-scope builds and ongoing Run plans are quoted to fit, typically $500 to $5,000 per month. Larger data and RAG builds are scoped individually after discovery.
How long does it take?
A first build is usually weeks, not months, because we scope it to one real process and prove the work there before expanding. Discovery itself is two weeks.
What if our data is messy?
That is the normal starting point, and it is where most of the value is. Cleaning and reconciling the data is part of the build, not a prerequisite you have to solve first.

Tell me what you keep meaning to automate.

The best first conversation is concrete. Bring the process that wastes the most time, or the automation you started and could not finish. We will figure out whether it belongs on the floor, in our core, or with a team, and what it would take to do it right.

Book a 30-minute fit call

30 minutes, just you and Jed. No pitch, no pressure.