Portfolio

Recent work

Problem → solution narratives from real client work.

Automated client onboarding for a consulting practice

Automation

Problem

A solo consultant was manually entering every new client into their CRM, calendar, and email tool after each discovery call. Over a month, this ate six to eight hours of billable time.

Solution

We built a single automation that triggers when a new form is submitted, creates the CRM contact, sends a welcome email sequence, and books the first session — without any manual copy-paste.

Outcome

Recovered 6–8 hours per month of billable time; zero missed follow-ups in the first 30 days.

Synced inventory between e-commerce and accounting

Integration

Problem

An online store owner was updating inventory in Shopify, then manually logging the same numbers in their accounting software. Stockouts and oversells were common because the two systems disagreed.

Solution

We connected the e-commerce platform and accounting tool so stock updates flow automatically in real time, with an alert when items drop below threshold.

Outcome

Eliminated manual inventory reconciliation; stockout alerts now trigger before orders are oversold.

Faster customer replies for a field service business

AI-assisted communication

Problem

A small HVAC company was missing calls during the workday and responding to inquiries hours later. Leads were going to competitors who answered faster.

Solution

We set up an AI-assisted reply system that drafts responses to common questions, qualifies leads by asking about urgency and service type, and schedules appointments — all reviewed by the dispatcher before sending.

Outcome

Response time dropped from hours to under 5 minutes; dispatcher review kept control before sending.

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