Things I’ve built and fixed

A few real projects, described by what each client does rather than by name. I don’t put anyone’s business on my website without asking, so you’ll get the work instead of a wall of logos.

  • A car-wash chemical, equipment and service company

    CRM rebuild · online store order sync · service tickets · 9 custom record types

    A CRM rebuilt around how they actually run

    What was going on

    Customer, site, order and service records lived in a notes app, the online store and a couple of older tools. Recurring chemical reorders weren’t getting followed up, and there was no single view of each wash site they serve.

    What’s different now

    The team works in one system now. New orders arrive on their own, service requests are ranked, and invoicing is moving in next.

    What I built

    I started with a requirements map that marked every need as native, partial or a gap. Then I rebuilt the CRM around the way the business works: wash sites, the chemicals each site uses, equipment, inspections, work orders and orders. There are two pipelines (sales, and service and repair), three ticket boards (service by priority, chemical and parts fulfillment, equipment installs), and a live sync that brings every online-store order into the CRM, with a daily catch-up pass so nothing is missed or counted twice.

  • A title company with a field sales team

    custom app · CRM integration · route ordering · maps

    A phone app that plans each rep’s day

    What was going on

    Reps spent the day driving to in-person visits. Putting the stops in order by hand meant juggling fixed appointment times, while calls and texts cluttered the same list.

    What’s different now

    It’s live on the company’s own web address, and the reps have been trained on it.

    What I built

    A web app for phone and desktop that pulls each rep’s appointments and tasks for the day from the CRM and puts the in-person stops in the best driving order. Fixed-time appointments are honored, the route updates when one moves, and calls and texts are listed separately. One tap opens directions, and managers can see their reps’ routes.

  • An author and retirement-transition mentor

    Keap · quiz · tagging · email series

    A quiz that starts the right follow-up in Keap

    What was going on

    The goal was to follow up with each person based on where they actually are, inside the Keap account he already had.

    What’s different now

    Live since late August, running inside the Keap account he already had.

    What I built

    A nine-question quiz on his own web address. Each set of answers sorts the person into one of three results, tags them in Keap, sends them to the matching results page, and starts the matching four-email series.

Smaller builds

the same habits, at a smaller size
  • A homeschooling mentorA checkout with pay-in-full or three monthly payments, and a launch price that switches itself off after 72 hours.
  • A health coachComment a keyword on a video and get the recipe by direct message. Reply with an email address and the PDF arrives, with the person tagged in the CRM.
  • A money coachA webinar setup that gets rolled to each new date and tested end to end, from the first invitation to the one-hour reminder.
  • A storytelling coachA word wall for live events. People scan a code and add their name and one word. The word appears on the wall, and the person lands in the CRM.

Have something that looks like one of these, but broken? Start with a check-up.