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San Diego AI & Automation

Stop Drowning in
Spreadsheet Work.

We build custom automation systems for SMBs that eliminate manual data entry, sync your software, and free your team from the “work about work” that Asana’s 2024 Anatomy of Work Index pegs at 60% of the week.

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Our Expertise

What We Do

Direct, high-impact solutions built to solve your unique operational challenges.

AI Agents & Automation

Autonomous bots for lead qualification, customer support, and voice/SMS handling.

See Agents

AI Strategy & Training

Executive roadmaps, team training, and high-level consulting for AI adoption.

Plan Future

Internal Tools & Apps

Custom portals, dashboards, and platforms built for how your business actually works.

View Tools

Process Improvement

SOP creation, journey mapping, and workflow cleanup to prepare for scale.

Optimize Ops

Software Development

Custom CRM setups, API integrations, cloud migration, and website rebuilds.

Build Tech

Data Analysis & Dashboards

KPI dashboards, pipeline analytics, customer segmentation, and insights.

Get Insights
SEO Social

Search & Social Growth

Dominating the discovery loop. We synchronize high-intent search strategy with automated social media engines.

Generate Pipeline

E-Commerce Optimization

Storefront conversion copy, product page SEO, and social content that turns traffic into revenue.

Optimize Store

Branding & Design

Identity refresh, logo design, messaging, landing pages, and UX reviews.

Start Design

Industries We Serve

Solutions built for your industry.

Want to see what these capabilities look like in production? Jump to case studies ↓

Operations & Workflow Automation

  • Unified Dashboards
  • AI-Powered Assistant
  • Process Bottleneck Analysis

Sales Intelligence & Analytics

  • Sales Activity Tracking
  • Lead-to-Conversion Analytics
  • Revenue Forecasting

E-Commerce & Retail

  • Dynamic Pricing
  • Abandoned Cart Flows
  • Conversion Rate Optimization

Healthcare & Clinics

  • Patient Scheduling
  • HIPAA-Compliant Automation
  • EHR Integration Support

B2B Sales

  • Intelligent Prospecting
  • CRM Hygiene Automation
  • Pipeline Visibility Dashboards

Agriculture & Food

  • Supply Chain Tracking
  • Inventory Automation
  • Compliance & Traceability

Real Estate

  • Automated Lead Follow-up
  • Client Portals
  • Property Management Portals

HR & Recruiting

  • Resume Parsing
  • Interview Scheduling
  • Onboarding Workflow Automation

Case Studies

Proven Impact

Real results from real partnerships. Here is how we move the needle.

UTILITIES · COMPLIANCE

Wildfire-Risk Inspection Command Center

CPUC-regulated utility — statewide field operations

A single executive view replaces six regional trackers. Structure inspections, crew deployment, weather holds, and AI-assisted dispatch decisions are surfaced in real time, with a live activity feed and a running read on the regulatory deadline.

REGIONAL ROLLUP
AI DISPATCHER
DEADLINE PACING
COMMERCIAL REAL ESTATE

Multi-State CRE Portfolio Intelligence

Commercial real estate operator — four states, mixed asset classes

A connected suite of dashboards replaces a stack of spreadsheets. Leadership sees portfolio-wide NOI, occupancy, AR aging and risk flags in one place — and asks questions of the data in plain English through an LLM-powered query assistant. Click the preview to flip through executive, financial, and asset-inventory views.

PORTFOLIO ROLLUP
LLM QUERY
RISK SIGNALS
SPORTS · COMMUNITY SAAS

APBF Tournament & Ranking Platform

Amateur Pickleball Federation — playapbf.com →

A mobile-first web app that runs the federation end-to-end: members discover and register for ladders and tournaments, climb a live global leaderboard with singles/doubles PR and TP scoring, and administrators manage events, divisions, and results from a single back office.

EVENT & REG MGMT
GLOBAL RANKING
OAUTH MEMBERS
AI SAAS · SALES OPS

ESR Lead Pro — AI Sales OS

Proprietary platform — the system we run our own pipeline on

Multi-campaign lead discovery grounded in a written brief (offer, target, persona, CTA). Every prospect is auto-verified against Google Places, website signals and contact-role evidence, then triaged into auto-approve, review or hold. From the per-lead workspace we generate stage-aware email, SMS and call scripts and track token spend, funnel conversion and outreach response in live analytics.

GROUNDED DISCOVERY
SCORE-BASED TRIAGE
MULTI-CHANNEL DRAFTS

More case studies on the way

We publish work as clients sign off. If you'd like a deeper walkthrough of any system above — or a private demo of patterns we've shipped in B2B sales, support automation, or e-commerce performance — request a call and we'll bring relevant examples to the conversation.

How We Work

From Vision to Value

A transparent, agile process designed for speed and impact.

1

Discovery

We map your operational landscape and bottlenecks.

2

Design

Architecting a high-leverage solution for maximum impact.

3

Build

Rapid development sprints with real-user testing.

4

Enablement

Comprehensive training ensures your team owns the system.

5

Evolution

Ongoing support to adapt as you scale.

Stop Building, Start Scaling.

We are a San Diego-based consultancy that turns enterprise-grade AI and automation into practical systems for ambitious SMBs. Our clients typically reclaim 15–25 hours per week per role from manual back-office work.

Practical Systems

No buzzwords. Only high-leverage tools that solve real pains.

Speed to Impact

Agile deployment means you see ROI in weeks, not months.

Unified Intelligence

We break down silos to create one cohesive data ecosystem.

Partner-Led Growth

We act as your technical co-founders for the long haul.

50+
Workflows Automated
Based on 2025 implementations
10k+
Hours Saved / Year
Across our client portfolio
3-6
Weeks to ROI
Average time to net-positive impact

About ESR Solutions

Built for Founders, Not Just Features

ESR Solutions was founded on a simple observation: most small-business owners are buried in “the hollow work” — manual data entry, chasing leads, fighting rigid software — the same coordination overhead that Asana’s 2024 Anatomy of Work Index measures at 60% of the average workweek.

We don't just "deploy AI." We act as your technical co-founders to architect systems that buy your time back. We believe modern technology should be an invisible engine for your growth, not another task on your to-do list.

ESR Solutions Team

Guided by Experience

Eduardo Roldan

LinkedIn

Principal Consultant, Tech

"Our team built ESR Solutions after more than 20 years working across marketing, software, and operations. I ran my own company for over a decade and later led product design and development teams on large technical projects. Those years shaped how we approach AI today."

Luisa S. Avalos, PMP

LinkedIn

Principal Consultant, Ops

"When you work with ESR, I'm the one who sits down with you to review your activities and build the systems around how your team actually operates. I build JIRA processes from scratch and implement product lifecycle management tailored to your needs."

Get in Touch

Let's Reclaim
Your Time

Ready to stop drowning in manual tasks? From custom AI agents to seamless business processes, we build the systems that help you scale without the stress.

24h Response

Expect a direct reply from our consultants within 24 business hours.

Expert Consultation

Speak 1-on-1 with a principal consultant to review your operations.

Custom Roadmap

Every message starts a conversation about your specific bottlenecks.

Direct Call:

(619) 365-5518

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