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

- 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.
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.
Troubleshooting & quality assurance
Root-cause investigation, expected-versus-actual checks, scenario testing, issue triage and preventive controls.
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.
SOPs & technical documentation
Process maps, requirements, acceptance criteria, change notes, issue summaries and clear technical handoffs.
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.
Reporting & optimization
Campaign metrics, operational visibility, reporting requirements, conversion-path analysis and performance review.
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.
Business & system analysis
Translating business goals into functional requirements, user journeys, system dependencies and prioritized implementation steps.
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.
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.
CoachSpace client portal
- Upcoming session with one-click join, plus a calendar.
- Program progress and recent messages alongside.

- 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.
