Case Studies
A collection of projects across property management, professional services, construction, real estate, and e-commerce — each starting with a real operational problem and ending with a working system.
Property Management
Transforming a manual monthly billing process into a structured, auditable workflow using Mercury bank data, a custom property/tenant database, and Stripe billing — reducing admin time across a Vancouver, WA portfolio.
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Professional Services
Using NotebookLM and Zapier to turn coaching session transcripts into polished client presentations and milestone calendars — freeing the coach from hours of manual formatting.
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Construction & Trades
A Wix website chatbot with a custom renovation cost structure, project-specific question flows, and CRM integration — turning the website into an active lead qualification and estimating tool.
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Real Estate
Using Make to connect Real Geeks, Google Forms, Gmail, and CRM into a unified intake system with categorization, routing, AI-generated lead summaries, and immediate agent notifications.
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E-Commerce
A custom WordPress/WooCommerce build with CSA membership management, customer credit tracking, and a custom PHP integration with an existing in-store POS — enabling online ordering and local delivery at scale.
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