Automation health checks
Built troubleshooting processes and Python-based checks for missing records, reporting gaps, incorrect tags, and CRM data mismatches.
Portfolio
Work that made the operation easier to run.
I’m most useful when a business has outgrown the way work is currently being handled. These projects show how I translate operational friction into a clearer system.
GoHighLevel · Home servicesRead full case study
Affordable Window Systems CRM & operations rebuild
Replacing a legacy CRM while connecting sales, production, reporting, compliance, customer follow-up, dashboards, and handoff documentation.
3core pipelines
5+live dashboards
87-steponboarding SOP
Make.com · Revenue ops
Stripe → Zoho CRM subscription automation
Subscription-created, updated, and deleted events routed through Make.com to maintain the correct CRM tier state automatically.
Read case studyOperations · Property
Property operations across UK, Australia & New Zealand
Guest support, compliance, vendor coordination, records, reporting, and administrative workflows across different property businesses.
Read case studyAdditional work
Systems thinking beyond the flagship builds.
Not every useful piece of work needs a giant automation diagram. Sometimes the highest-leverage fix is clearer ownership, better QA, or better visibility.
Client onboarding architecture
Forms, checkpoints, follow-up, access requirements, ownership rules, handoffs, and SOPs designed so onboarding does not rely on memory.
AI-assisted workflows
Voice, messaging, internal assistance, and human-in-the-loop workflows where AI supports the operation without becoming the operation.
Need something similar?
Tell me where the process keeps getting stuck.
I can help map the problem, simplify the workflow, and build the system behind it.