Featured Systems
Built systems. Real outcomes.
Every project is documented as a system — architecture, metrics, and measurable results.
AI Client Acquisition & Operations System
End-to-end AI-powered lead qualification & onboarding
Lead qualification time 15–20 min/manual → <30 sec automated
Proposal turnaround 1–2 days → Under 5 minutes
AI Customer Support Agent
RAG-powered autonomous support with escalation routing
Routine ticket resolution 100% manual → 80% autonomous
Escalation accuracy Inconsistent → High-confidence routing
AI Invoice Intake & Approval System
Automated invoice extraction, validation & approval routing
Invoice processing speed 2–3 days → <4 hours
Manual data entry Fully manual → Zero manual extraction
MAKE
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Lead Capture Automation with AI
AI-personalized email responses with real-time lead alerts across 4 parallel routes
Email response Static generic template → AI-written per inquiry
Lead alert None → Instant Discord ping
MAKE
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AI Lead Scoring Pipeline
Qualify, score, and route inbound leads in seconds with zero manual effort
Lead response time Hours → Seconds
Manual lead sorting Every lead → Zero
MAKE
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Automated Monthly Client Reporting
AI-written branded PDF reports delivered to clients on the 1st — hands-free
Monthly reporting time 2 hours manual → Zero
Report delivery Inconsistent → 1st of every month, automatic
MAKE
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Client Onboarding Automation
Full client setup in 0 minutes — triggered the moment an intake form is submitted
Client onboarding time 45 minutes manual → Zero
Team notification Manual, often missed → Instant email + Slack
MAKE
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Invoice & Payment Follow-Up System
3-stage escalating reminders on day 7, 14, and 21 — fully automated
Manual follow-up emails Hours per month → Zero
Duplicate reminders sent Common → Zero — timestamped audit trail
MAKE
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Social Media Content Scheduler
AI captions, client approval, and auto-publishing to LinkedIn and Facebook
Caption writing time per post 30 minutes → Zero — AI in under 10 seconds
Publishing delay from scheduled time Manual, variable → Within 5 minutes
ZAPIER
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Client Onboarding & Delivery Operations System
AI intake analysis, auto-provisioning, reminders, and implementation handoff
Onboarding admin work Repetitive manual setup per client → Eliminated
Stalled onboarding follow-up Manual, often missed → Automated multi-stage reminders
ZAPIER
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AI Job Applicant Screener
Resume scoring, routing, and scheduling — zero manual screening
Resume screening time Hours of manual reading → Seconds
Applicants without a response Common → Zero — all routed automatically
ZAPIER
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Customer Success Drip Email Sequence
5 personalized emails over 30 days — welcome, onboard, check-in, inspire, upsell
Onboarding consistency Depends on team bandwidth → Identical for every customer
Manual follow-up effort Per customer → Zero
Roofing Business Automation System
Full lead-to-client pipeline automation with CRM, invoicing, and reporting
Lead response time Hours or next day → Under 10 seconds
Follow-up consistency Manual — when someone remembers → Fully automated 7-day sequence
Churn Prevention & Monitoring System
AI risk scoring across every client tier — daily alerts before anyone cancels
Churn visibility Found out after cancellation → Flagged days or weeks before
Manual client health monitoring Hours per week → Zero
Operational Outcomes
What Better Systems Create
Automation is not just about reducing clicks — it's about creating operational consistency, faster execution, and systems that scale without increasing manual workload.
Faster Lead Response
Reduce delays between inquiry, qualification, and follow-up with automated intake and routing systems.
Lower Manual Workload
Eliminate repetitive admin tasks, duplicate entry, and disconnected workflows across operations.
Centralized Operations
Connect CRMs, communication tools, spreadsheets, and databases into one structured workflow ecosystem.
Faster Internal Decisions
Automate approvals, escalations, notifications, and operational handoffs with real-time workflow logic.
Better Process Visibility
Track workflow states, approvals, lead stages, and operational activity from a centralized system.
Scalable Workflow Infrastructure
Build processes that continue operating reliably as volume increases without adding operational complexity.