Designed and deployed a company-wide ClickUp workspace for a 50+ person team covering client onboarding, software development cycles, and cross-team operations. Implemented Scrum methodology into the development workflow and built a multi-layer dashboard architecture providing...
Optimized existing HubSpot workflows, pipelines, and automations to improve sales efficiency, lead routing, and response times across the organization.
Conducted a full CRM data audit, removing duplicates, standardizing fields, and restoring data quality for reliable automation....
Designed and implemented a multi-phase digital transformation for a coaching and consulting business, migrating manual workflows into a fully automated ClickUp ecosystem integrated with Make, Xero, Acuity, and Mailchimp.
Built complex Xero invoicing logic with split billing for...
Built an end-to-end automation pipeline to extract and structure data from 30,000+ resumes across multiple file formats including PDF, HTML, PNG, JPG, and DOCX.
Used n8n parsing modules for standard files and integrated LlamaIndex for resumes that could not be parsed directly....