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Skills, each with the job that proves it.

Seven core skills. For every one: the project where I used it, what came out of it and a visual of how it worked.

Workflow design & process mapping

Trigger-based sequences, lifecycle stages, conditions, branches, timing, exit logic and exception paths.

Proven jobMailerLiteMay to Dec 2022

E-Commerce Automated Nurture & Retention System

  • Mapped customer-lifecycle touchpoints.
  • Structured abandoned-cart triggers and post-purchase follow-up sequences so communication stays consistent.
  • Tracked campaign and retention outcomes.
42%email open rate
+22%uplift in repeat purchases
MailerLite workflow map: cart recovery and post-purchase
Abandoned cartPost-purchaseNoCartabandonedReminderemailPurchased?Follow-upemailFinal nudgeYesExit sequenceOrderplacedThank-youemailFeedbackrequestRepeatnudgeRepeatpurchase42%Email open rateRecorded for the project+22%Repeat purchasesUplift recorded
Simplified map of the nurture and retention system. Open rate and repeat-purchase uplift are the recorded project results.

CRM & lead operations

Lead lifecycle mapping, contact record consistency, pipeline-stage logic, assignment rules, data validation and duplicate-prevention concepts.

Proven jobCustom CRM pipelineLead routing

PineCRM sales pipeline

  • Stages built around how the business qualifies, proposes, follows up and closes.
  • A named owner and a next action on every deal.
  • Stage-specific task checklists with a timeline per opportunity.
Owneron every opportunity
Reminderstied to each stage
Stalled dealsmade visible
PineCRM sales pipeline board with deal cards across Inquiry, Discovery, Proposal and Decision stages and a task checklist for the selected deal
  • 1Clear ownershipEvery opportunity carries a named owner.
  • 2Stage-specific tasksEach deal has its own checklist and reminders.
  • 3Stage healthCounts per stage show where deals pile up.
  • 4Next actionThe next step sits on the card, so nothing waits on memory.
  • 5Follow-up timelineCompleted and upcoming tasks in one view.

Automation & integrations

Email nurture and retention automation, API integration concepts, data capture, AI-assisted workflow integration, event validation and dependency mapping.

Proven jobWebflowAug 2023 to Mar 2024

Custom Webflow Architecture & AI Workflow Integration

  • Designed and built a responsive web solution with custom API interactions.
  • Added AI-assisted workflow features to streamline initial consultation and data collection.
98+Google PageSpeed score
Webflow and AI intake: simplified architecture
Experience and intakeVisitorAny deviceWebflow pagesResponsive buildIntakeConsultation formCustom APIData in and outAI-assistedWorkflow stepData pathQuality checksValidation rulesClean recordConsistent fieldsTeam handoffReady to actAI-assisted step98+98+Google PageSpeedRecorded in the launch checksNo technical downtimeRecorded during the soft-launchperiod
Simplified view of the intake flow. PageSpeed and downtime figures come from the project launch checks.

Troubleshooting & quality assurance

Root-cause investigation, expected-versus-actual checks, scenario testing, issue triage and preventive controls.

Proven jobLaunch checksSoft launch

Launch checks on the Webflow and AI intake build

  • Planned data movement around validation, conflicting records, unavailable sources, stale states and duplicate events.
  • Defined fallback behaviour and traceable status changes.
  • Recorded launch checks before the soft launch.
98+PageSpeed recorded
No downtimetechnical, during soft launch
Launch checks and failure-mode testing
Google PageSpeed 98+Recorded in the launch checksNo technical downtimeRecorded during the soft-launch periodScenario test matrixExpected behaviour and the control behind itScenarioExpected behaviourControlDuplicate eventProcessed once, no second recordDuplicate-prevention checkConflicting recordsOne trusted value is keptValidation ruleSource unavailableFails safely and tells the userFallback pathStale stateFlagged, then refreshedState-age checkStatus changeWho, what and when are recordedTraceable status log
Launch results are recorded figures. The matrix shows how each failure mode is designed for and tested.

SOPs & technical documentation

Process maps, requirements, acceptance criteria, change notes, issue summaries and clear technical handoffs.

Proven jobJan to Jun 2024

B2B Digital Transformation & Automated Sales Engine

  • Reviewed lead-to-sales steps and process dependencies.
  • Wrote requirements, acceptance criteria and handoff materials so processes can be repeated.
  • Recorded what changed, why, how it was tested and how recurrence is prevented.
Repeatabledelivery from documented handoffs
Documentation: SOP and change note
Lead-to-sales handoffStandard operating procedure, version 1.1OwnerSet at intakeTriggerInquiry receivedVersion1.1Steps1Inquiry received and logged2Qualified, owner assigned3Proposal sent, next date set4Follow-up task runs until decisionAcceptance criteriaEvery lead has one ownerEvery next step has a due dateStage changes are recordedHandoff-readyChange noteWhat changedOwner field is now requiredat intakeWhyLeads stalled when nobodywas named as ownerHow it was testedSample leads walked frominquiry through to closePreventing recurrenceRequired-field rule and acheck for stalled deals
Sample SOP and change-note format used to make handoffs repeatable. Content is illustrative.

Reporting & optimization

Campaign metrics, operational visibility, reporting requirements, conversion-path analysis and performance review.

Proven jobSep 2025 to present

Brand Positioning & Growth Strategy Campaign

  • Applied competitive analysis, customer-sentiment review and root-cause process analysis.
  • Refined positioning and digital growth priorities.
  • Kept identity consistent across customer-facing touchpoints.
+40%brand-search volume
42%email open rate, earlier project
Reporting: results across projects
Email open rate42%MailerLite nurture systemRepeat purchases+22%Uplift after the systemBrand-search volume+40%Brand growth campaignGoogle PageSpeed98+Webflow launch checksBrand-search volume, indexed to the campaign startSep 2025 to now100120140Start: 100140, up 40%Sep 2025NowStart and current values are the reported results. The curve between them is a simplified shape.
Figures are the recorded results from each project. The trend line is indexed so the start equals 100.

Business & system analysis

Translating business goals into functional requirements, user journeys, system dependencies and prioritized implementation steps.

Proven jobJan to Jun 2024

B2B Digital Transformation & Automated Sales Engine

  • Built a digital transformation framework for a B2B service business with low lead conversion and disconnected workflows.
  • Mapped lead-to-sales steps and dependencies for more consistent handoffs.
One clear pathfrom inquiry to follow-up
Business and system analysis: lead-to-sales journey
Who owns this?Owner assignedOwner assignedOwner assignedOwner assignedOwner assignedDependencies mapped from first inquiry to final follow-upWeb formInquiryEmailQualifySpreadsheetProposalCallsFollow-upAdsCloseBefore: disconnected workflows and unclear handoffsAfter: one mapped journey, one owner per step
Illustrates the framework approach: map the disconnected steps, then design one journey with clear dependencies.

Client portals and apps

Web and system architecture applied to products people use every day: one place for a client's sessions, progress and conversations.

Proven jobCoaching appClient portal

CoachSpace client portal

  • Upcoming session with one-click join, plus a calendar.
  • Program progress and recent messages alongside.
One placefor the whole coaching journey
CoachSpace client portal showing an upcoming strategy session, a calendar, program progress and recent messages
  • 1Session aheadThe upcoming session with a one-click join.
  • 2Program progressClients see what is done and what comes next.
  • 3CalendarSessions and milestones at a glance.
  • 4MessagesRecent conversations with the coach in one list.

Have a pipeline that has lost its way? Let's map it.

Tell me where leads stall, what is still manual and who owns what. We will turn it into a system your team can run.

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