Operational systems, shipped & running.
A mix of automation, CRM, integration and AI-workflow engagements. Each case study is based on real work; client names are anonymized.
- All
- Marketing
- Revenue Ops
- Field Service
- Automation
- AI
- Integrations
GoHighLevel + Vapi.ai voice agent for a US med spa
Booking and inbound-call automation for a multi-location aesthetic clinic. Voice agent qualifies and books 24/7 into the GHL calendar.
Stripe + QuickBooks reconciliation for a Canadian SaaS
Daily reconciliation pipeline replacing a 6-hour-per-week manual export. Subscriptions, refunds, disputes, MRR — all live.
Jobber + Zapier dispatch automation for a UK plumbing co.
Booking-to-review automation across Twilio SMS, SendGrid email and Google reviews. Driven entirely off Jobber events.
GoHighLevel quiz funnel for an Australian coaching practice
12-question diagnostic quiz that segments leads into 4 tiers, books deposit-backed calls, and runs tier-specific nurture.
JobLogic ↔ Salesforce sync for a UK commercial maintenance company
Two-way sync across operational and sales systems for a contractor servicing ~600 sites. Eliminated years of duplicate-entry drift.
Lightspeed Retail + Stripe order flow for a US specialty store
Unified online + in-store order flow. Single inventory source, merged customer history, automatic refund propagation.
n8n + Claude/OpenAI content ops for a marketing agency
AI-assisted content pipeline tripled output without hiring. Voice cards, model routing, Slack-native review.
Twilio + SendGrid notification platform for a US DTC brand
Unified order/shipping/support comms layer. SMS + email orchestration, suppression rules, CS console — cut "where's my order" tickets ~60%.