Real systems. Real results.
Every engagement starts with a clear problem and ends with a working system. Here is what that looks like in practice.
1,000+
Hours Automated
20+
Workflows Deployed
47hrs
Avg Weekly Time Saved
5+
Industries Served
AI-Powered Client Onboarding
22hrs
saved weekly
The problem
A solo coach was spending 4+ hours per week manually onboarding new clients: sending intake forms, scheduling calls, following up, and updating her CRM. It was eating her delivery time and delaying her response to new leads.
The solution
Built a fully automated onboarding pipeline: lead fills out a form, triggers automated intake, schedules a call via Calendly, receives a personalized welcome sequence, and lands in HubSpot with all notes pre-filled.
Outcomes
22 hours saved weekly
Lead response time dropped from 24hrs to under 5 minutes
Client conversion rate increased by 31%
Zero manual data entry in onboarding
Tools used
Unified Ops for a Growing Agency
30%
faster delivery
The problem
A 6-person agency was running on six different tools with zero integration between them. Project notes lived in Notion, client comms in Gmail, tasks in Asana, and invoices in QuickBooks. Nobody had the full picture.
The solution
Designed and deployed a unified operating system in Notion as the single source of truth, with Make workflows syncing data between tools automatically. Built a client portal and project tracking dashboard that updated in real time.
Outcomes
Project delivery 30% faster
Eliminated 3 redundant weekly meetings
Client satisfaction scores up across the board
All team members aligned on one system
Tools used
Tech Stack Simplification
15hrs
reclaimed weekly
The problem
An e-commerce operator was managing five separate apps to run basic operations: a separate tool for each of inventory, customer data, email, fulfillment, and reporting. Manual exports between systems were consuming hours daily.
The solution
Audited the entire stack, eliminated two redundant tools, and built Zapier + Airtable workflows to automate the data flow between the remaining systems. Built a single Airtable dashboard showing all operations at a glance.
Outcomes
15 hours reclaimed weekly
Two tools eliminated entirely
Zero manual data entry in daily ops
Real-time operational dashboard deployed
Tools used