Developed an AI-assisted lead qualification and conversion system that evaluates inbound leads, applies scoring logic, triggers automated responses, and routes opportunities into the appropriate pipeline path.
The system was designed to reduce response time, improve qualification consistency, and create a repeatable conversion process across multiple acquisition channels, including forms, messaging platforms, and CRM workflows.
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Designed and implemented a structured HubSpot pipeline system for a growth-focused service business. The project included lifecycle stage design, lead qualification properties, automated follow-up workflows, weighted forecasting, and executive reporting dashboards.
The goal was to replace disconnected spreadsheets and manual follow-up processes with a scalable revenue operating model that improved pipeline visibility, forecasting consistency, and sales execution.
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Built a Revenue Intelligence and Decision Support platform designed to give founders and operators a unified view of pipeline health, forecasting confidence, conversion performance, and execution risk.
The system combines CRM data, scoring models, automated workflows, and executive reporting into a single operational layer. I designed the information architecture, forecasting logic, automation flows, and dashboard experience with a focus on helping leadership teams make faster, higher-confidence decisions.
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Designed and built a premium AI-powered Revenue Operations platform for growth-focused service businesses. The project combines CRM architecture, GTM workflow automation, lead qualification, forecasting, and executive reporting into a unified operating environment.
I led the product strategy, UX direction, landing page implementation, automation architecture, and AI-assisted development workflow using Claude Code and OpenAI. The result is a scalable decision infrastructure that helps businesses improve pipeline visibility, reduce operational friction, and make faster revenue decisions.