This commercial real estate company needed its CRM, phone system, and project management platform to work together so the team could spend less time updating records and more time serving clients. I designed an automation and integration strategy that connected HubSpot, Aircall, Monday.com, and LoopNet into a unified system.

The project included building Monday.com boards that automatically created property listings from HubSpot deal data, synchronizing contacts between HubSpot and Monday.com, and creating dedicated boards to track missed calls and voicemails from Aircall. I also automated the capture of LoopNet leads using email forwarding, an AI-powered email parser, and Zapier to distribute lead information across every platform.

The team now has a connected operational system that improves data accuracy, streamlines communication, and ensures leads, listings, and customer interactions stay synchronized across every platform.

This franchise consulting business needed a reliable way to capture leads and guide prospects through an educational, email-driven sales process. I designed and implemented two custom ActiveCampaign pipelines: one for franchise leads and another for candidates progressing through an educational experience in Kajabi.

The project included automating contact creation, deal generation, tagging, pipeline progression, personalized email sequences, website form integrations, and Calendly scheduling for both lead and candidate consultations.

The business now has a scalable sales and education system that automatically nurtures prospects, reduces manual follow-up, and delivers the right information at every stage of the customer journey.

This estate planning law firm wanted an automated way to educate prospective clients through webinars and follow-up emails that encouraged consultation bookings. I designed a marketing system that connected their webinar platform, CRM, email marketing, scheduling tools, and reporting into one cohesive experience.

The project included integrating WebinarJam with ActiveCampaign, creating segmented campaigns for registrants, attendees, no-shows, and replay viewers, and connecting the entire journey to Calendly so prospects could easily schedule a complimentary estate planning consultation. I also built nurture campaigns, appointment reminders, educational follow-up sequences, and automated KPI reporting that exported lead, webinar, and appointment data into Google Sheets.

The firm now has a fully automated webinar funnel that consistently educates prospective clients, increases consultation bookings, eliminates manual reporting, and provides real-time visibility into marketing performance.

This insurance claims support company wanted to help homeowners navigate the often confusing claims process through education rather than high-pressure sales. I designed a marketing system that combined automation, educational email campaigns, and an AI-powered website assistant to deliver the right information at the right time.

The project included building segmented nurture campaigns based on each homeowner's stage in the claims process, creating automated customer journeys across multiple lead sources, and developing lead capture strategies. I also collaborated on an AI chatbot that helped visitors identify their situation and receive personalized next steps.

The business now has an education-first marketing system that builds trust, increases engagement, and guides more homeowners toward personalized claim support.

This organization had a bloated CRM with more than 80 custom fields, over 400 tags, and monthly manual imports for members across 26 locations. There was no reliable way to identify leads, current members, or alumni.

I redesigned the CRM architecture by reducing 82 custom fields to 12 and consolidating more than 400 tags into 10 meaningful segments. I also integrated Drip with HubSpot and built automations that automatically assigned contacts to the correct location, membership status, and product-interest segments.

The team now has a clean, scalable CRM that's easier to manage, improves reporting, and automatically keeps contacts organized.

To improve customer retention and support, I designed a series of proactive automations that helped identify customers who needed attention before issues became problems. These workflows included 30, 60, and 90 day check-ins, unengaged email follow-ups, portal signup reminders, subscription past-due notifications, and bounced email alerts.

Each automation monitored customer activity and notified the support team whenever personal outreach was needed, ensuring automation supported relationships rather than replacing them.

The business now delivers a more consistent customer experience while giving the team more time to focus on meaningful conversations.

This online education company managed multiple cohorts every month, requiring the team to manually send onboarding emails, reminders, Zoom links, educational content, and graduation information for every student.

I redesigned the process so each Typeform submission automatically triggered an ActiveCampaign workflow that assigned cohort-specific details, including orientation dates, Zoom links, graduation schedules, roster information, and personalized email sequences.

The team now spends far less time managing email logistics and more time supporting students throughout their learning journey.