Representative work, sanitized

These describe real problems I've solved, with identifying client details removed. Testimonials and named references are on the way. For now, this is an honest look at the kind of work I do.

PROJECT 01

Dispatch, invoicing, and CRM, finally in sync

Context: A field-service business running install and repair crews had sales in one tool, dispatch in another, and invoicing in a third, with someone manually re-typing information between all of them every day.
The work: Rebuilt the CRM in GoHighLevel as the single source of truth, then wired it to the dispatch platform, Airtable, Stripe, and Google Sheets with Zapier so a job moves from lead to invoice without anyone touching a keyboard in between.
Outcome: What used to be a daily block of manual data entry now happens automatically. The team spends that time on customers instead of re-typing the same job three times.

Download the full case study (PDF) ↓

PROJECT 02

A support-ticket system built from nothing

Context: Customer support requests were arriving by phone, text, and email with no central place to track them, so requests got lost and nobody had visibility into response times.
The work: Designed and launched a full ticketing system using custom webhooks, Zapier, and CRM automations. Every request creates a ticket, notifies the right person, and gets tracked until it's closed.
Outcome: Support requests stopped falling through the cracks, and leadership got, for the first time, a real picture of ticket volume and response time.

PROJECT 03

Sales reporting leadership could actually trust

Context: Sales and revenue numbers lived in disconnected spreadsheets that were updated inconsistently, so leadership couldn't get a straight answer on how a rep, or the business, was actually trending.
The work: Built connected reporting pulling directly from the CRM: daily revenue by rep, multi-year sales trends, and KPI dashboards leadership could open any morning without asking anyone to compile it.
Outcome: Reporting turned from a monthly scramble into something leadership checks like a dashboard: accurate, current, and no longer dependent on one person's spreadsheet.

PROJECT 04

Email automation and CRM for an agency's client base

Context: An agency needed lead management and email marketing that could scale across many client accounts without rebuilding the wiring from scratch every time.
The work: Built reusable Zapier workflows connecting the CRM to email marketing automation, along with A/B-tested nurture sequences and the reporting to show which campaigns actually moved the needle.
Outcome: New client accounts could be onboarded onto proven automation instead of custom work every time, and campaign performance became something the agency could show clients with real numbers.

Download the full case study (PDF) ↓

PROJECT 05

Replacing a bookkeeping spreadsheet with a real product

Context: A service-business bookkeeping workbook had outgrown Excel: twelve monthly tabs kept in sync by hand, manual transfer macros, and tax estimates based on guesswork instead of real IRS math. This one is my own product, built and shipped end to end.
The work: Designed and built a Next.js and Postgres web app from scratch: a single transactions ledger, bank reconciliation, P&L reporting, and a Tax Planner with real self-employment tax, QBI deduction, and safe-harbor quarterly payment calculations, verified line by line against IRS sources.
Outcome: The twelve-tab spreadsheet became one system with real validation, and a later tax-accuracy pass caught a stale QBI threshold and a missing law change before either reached a user.

Download the full case study (PDF) ↓

PROJECT 06

Turning a one-page beat store into one that runs itself

Context: An independent music producer's WordPress site could showcase beats but had no structured way to sell them under different license tiers, no automated delivery, and almost no organic search traffic.
The work: Built out the storefront in WordPress and Elementor with tiered licensing and automatic bulk-discount logic, wired up automated order fulfillment so purchases deliver files and confirmations without manual work, and handled the on-page SEO to bring in organic traffic.
Outcome: Licensing, checkout, and delivery now run without anyone touching them, and the site brings in real search traffic instead of depending entirely on social media.

Download the full case study (PDF) ↓

Sound like your CRM?

These are the kinds of problems I solve every week. Tell me what's going on and I'll tell you honestly what it needs.

Get in touch