Case studies
AI systems, automations and audits I've built and run for clients, plus two of my own. Clients are described by industry only.
Non-emergency transportation
Transportation system: trip logging, billing and referral intake
Invoicing went from 30+ days to one day after month-end close.
Sole builder and project lead: scoping, build, rollout and monthly operations
May 2026 to present
My own agency: multi-client operations
An agentic operating system for running 10+ client accounts
AI agents work across 10+ client accounts. Anything that touches money or a client message waits for my approval.
Designer, builder and daily operator
March 2026 to present
Veteran VA-claims coaching
Secure client portal with HighLevel onboarding
When HighLevel onboards a new client, the portal account, document folder and CRM fields are created automatically, and running it twice makes no duplicates.
Sole builder: design, build and CRM integration
April to September 2026
Real estate investing
Seller outreach by voicemail drop and email
A 10-day voicemail-drop and email sequence in HighLevel. First list: 1,268 of 1,271 leads enrolled, 46 callers, 6 interested sellers.
Designed and ran the system: list cleaning, cohort loads, the HighLevel workflow and reporting
September to October 2026
International business nonprofit
Member matchmaking portal rebuild
Rebuilt in 11 phases, with an authorization test suite that proves each member company sees only its own data.
Led a phased rebuild and ran the HighLevel and WordPress integration and the go-live
June to October 2026
My own product: consulting subscription
Paid sign-up with an emailed activation code
Live since October 2026: a payment in HighLevel issues a one-time code that unlocks the booking app.
Product owner and builder
October 2026
Residential and commercial cleaning
CRM automation audit and technology plan
Audited all 210 CRM automations and sorted them into 7 categories.
Ran the audit, wrote the plan and handled the monthly follow-through
May 2026 to present
Auto repair (two sister shops)
On-page SEO for two auto-shop websites
One site went from 0 of 39 images with alt text to none missing, and the schema validator showed 0 errors and 0 warnings on both sites.
Ran the audits and made the on-site fixes with AI agents connected to WordPress
October 2026
Estate planning law firm
In final testingNew website and client-journey automation in Lawmatics
A rebuilt website in the firm's own brand, with its client journeys built in Lawmatics. Now in final testing.
Project lead and builder: website rebuild, Lawmatics setup and automation
August 2026 to present