Built a reporting pipeline pulling MRR, churn, and pipeline data from Stripe, HubSpot, and Zoho into a live Google Sheets dashboard refreshed every 24 hours. Eliminated 6 hours of weekly manual reporting. Anomaly detection fires a Slack alert when any metric drops past a set threshold. Built for a 3-person ops team managing $2M ARR.
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Built a scheduled data quality pipeline that audits CRM records, flags duplicates, fills missing fields via enrichment APIs, and standardizes formats across contacts and companies. Processed 14,000 records and reduced duplicate rate from 23% to under 1% in first pass. Runs on weekly schedule with exception logging and an ops summary report auto-delivered every Monday.
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Built an AI agent that reads incoming emails, classifies intent with OpenAI, and routes each message to the right team or triggers the right workflow. Urgent leads go to sales instantly. Support tickets get triaged by category with draft replies queued for human approval. Cut email handling time by 70% and eliminated all misrouted tickets. Human approval gates on every outbound action.
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Built a complete client acquisition and nurture system in GoHighLevel for a marketing agency. Covers lead capture, AI-assisted SMS and email sequences, appointment booking, pipeline triggers, and automated reporting. System runs 24/7 with zero manual touchpoints from ad click to booked call. Integrated with Meta Ads and Google Forms via webhook.
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120
Designed a fully automated SaaS onboarding flow in Zapier connecting CRM, billing, Slack, and project tools. New signups trigger account setup, welcome sequences, task creation, and team alerts with zero manual steps. Built with error handling, retry logic, and filter conditions for edge cases. Cut onboarding time from 2 days to under 30 minutes.
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108
Built a multi-condition lead routing system in HubSpot that auto-assigns leads by territory, deal size, and source. Eliminated manual assignment and cut response time from 4 hours to under 8 minutes with zero leads missed. Includes lifecycle stage triggers, SLA-based follow-up sequences, and deduplication logic across the full revenue pipeline.