A web development and automation

A web development and automation project involving a fast-turnaround AI website development using v0 by Vercel, and automated client and team operations using Make.

This project is with a tax, accounting, and finance services firm with 40+ years of experience managing individual, business, and corporate taxes. I led their digital transformation, building and shipping their website in a week. Automated operations within lead capture, inbox management, invoice creation, and AI-powered client communication.

PROJECT GOALS:

Establish a professional online presence with a website, giving them a credible, discoverable digital home.

Streamline end-to-end client engagement by automating lead capture, inbox management, invoice creation, and client communication

Support ongoing visibility and engagement through automated content creation

PROJECT SCOPE:

Full website with home, services, contact, and blog pages

Google My Business profile setup and optimization

Workflow Automation (involving Make, Tally, Notion, Mail, Slack)

STACK: Frontend: v0 by Vercel Hosting: Vercel Domain: Namecheap AI: OpenAI Automations & Tools: Make, Notion, Tally, Quickbooks, Mail, Slack