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Loona
Loona AI Consultancy · Meet your team where they are

Customer & operations magic.
Built on the tools you already run.

Led by Naval Aviator and Navy AI Leader Alex Delgado, Loona turns your existing Microsoft 365, Google Workspace, Excel, QuickBooks, and field software into one connected platform.

Microsoft 365 & Outlook ──► Excel & Google Sheets ──► Loona Connected Layer ──► QuickBooks & Jobber
Zero rip-and-replace · Owned in your accounts
Workflow Record Existing Client Tools What Loona Automates Status Weekly Impact
Automated RFQ & Quote Drafts OutlookExcel Reads incoming RFQs, matches rate sheet, stages complete draft reply Live in 2 wks 18m → 40s per quote
Crew Dispatch & Route Briefings JobberCalendar Converts approved estimates to scheduled jobs & texts 0630 crew brief Live in 3 wks Saves 8+ hrs/wk
Vendor Invoice & Job-Cost Sync QuickBooksPDFs Extracts supplier PDF line items & reconciles job costs without re-typing Live in 3 wks Same-day billing
Private Company SOP Assistant SharePointDrive 24/7 staff lookup across handbooks, checklists & warranty policies Isolated RLS Instant staff answers
0800 Owner Scorecard & Radar SlackQuickBooks Morning summary of billed jobs, cash collected & open quotes >72h Daily 0800 Full visibility
Works directly with the tools your staff already uses
Microsoft 365 Google Workspace QuickBooks ServiceTitan Jobber Shopify HubSpot Slack
01 · How Our AI Consultancy Works

Modeled around how your people actually work.

We meet your team where they are. Your staff keeps their familiar daily software, and we wire intelligence directly between the tabs they already have open.

Phase 01 · Week 1

Walk the Floor & Map Bottlenecks

We sit with you and the people doing the work: estimators, dispatchers, and office managers. We trace how emails, spreadsheets, and invoices move through your business and pinpoint the highest-return fixes.

Deliverable: Written Bottleneck Map + Flat Scope
Phase 02 · Weeks 2 to 4

Build Inside Your Existing Stack

We wire custom automations, cross-app bridges, and private company AI teammates directly inside your existing Outlook, Gmail, Excel, QuickBooks, and CRM accounts with full audit logs.

Deliverable: Live Connected Workflows in Your Accounts
Phase 03 · Ongoing or Turnkey

Train Your Crew & Scale With You

We train your staff side by side in plain language until the workflow is second nature, measure weekly hours saved, and stay on as your hands-on AI partner or hand over the keys cleanly.

Deliverable: Trained Staff + Measured Weekly ROI
02 · Principal & Founder

Led by a Navy AI leader who solves operational problems at scale.

"Across the Navy, I have seen firsthand that technology only works when it respects the crew doing the job. We bring that exact discipline to your business: meet your team inside the tools they already trust, cut out the manual busywork, and ship systems that earn their keep in week one."

Consulting on complex operational problems across high-tempo Navy commands taught Alex how to walk into a busy organization, earn the trust of front-line operators, cut through vendor hype, and ship reliable systems under pressure. Combined with his training as a former Navy Mass Communication Specialist, he translates advanced AI workflows into clear, everyday habits your whole staff can use.

01 · Deckplate First Diagnose the workflow

We map how your people actually work before writing a single line of code.

02 · Fleet Safety Isolated & auditable

Per-company memory isolation, role permissions, and human review gates.

03 · Clear Training Built for adoption

Plain-language SOPs and side-by-side coaching for every employee.

05 · Start a Conversation

Book your 20-minute workflow review.

Speak directly with Principal Alex Delgado at alex@loonausa.com or send a quick note here.

Do we have to replace our current software?

No. We build directly on Microsoft 365, Google Workspace, Excel, QuickBooks, Jobber, ServiceTitan, Shopify, and Slack.

On-site across Hampton Roads & remote nationwide

We walk your floor in person across Norfolk, Virginia Beach, Chesapeake, and the Peninsula, or meet over video nationwide.

Ready to connect the software your team already uses?

Start with a free 20-minute operations walkthrough with Alex Delgado.

Book your 20-min review Email alex@loonausa.com