Client lookup that provides details on recent interactions and contact information.
0
67
Example of the kind of workflow I build: messy or repetitive business data goes in, gets cleaned and reconciled, then comes out as a consistent, client-ready report with validation built in.
This demo passed 12/12 validation checks and is designed around repeatable reporting, data cleanup, and reducing manual work.
1
159
The CX Marketing Kit is a structured lifecycle marketing framework designed for startups and growth-stage teams that need clarity, automation, and retention strategy without hiring a full internal lifecycle team.
It provides AI plug and play foundational templates, journey maps, segmentation logic, and QA systems needed to launch scalable customer engagement programs across email, SMS, and in-app channels.
Sample build: AI reporting automation for accounting teams. This turns spreadsheet exports, invoice data, and month-end checks into scheduled summaries, exception alerts, and clean review notes.
0
45
Interaction log to stay aware of follow-ups and customer relations.
0
78
Custom built CRM dashboard within Google Sheets that adjusts via automation to stay up-to-date based on incoming data.
4
1
563
Sales pipeline and contact information of a personalized CRM, fully functional with formulas and conditional formatting for insights.