I run operations, automate the busywork and build the websites behind it.

Client Onboarding Automation

I designed and built an onboarding workflow for a wound care distributor. It replaced a manual process that spanned four systems. Once a clinic signs its onboarding packet in Zoho Sign, everything else runs on its own: the CRM account, rep assignment, pricing sheet, filed agreement, welcome email and the clinic's own Smartsheet workspace.

Role

Designed and built the whole workflow

Outcome

Onboarding used to take a coordinator most of a day per clinic. Now it finishes in minutes, with no manual handoffs.

Automated Executive Meeting Reminders

The executive I support needed a text 10 minutes before every item on his calendar, including calls, meetings and focus blocks. Doing it by hand meant watching the calendar all day and catching every last-minute change. I built an AI agent workflow with Claude that does it on its own, running every 30 minutes on two scheduled tasks set 15 minutes apart.

• Reads Google Calendar, skips all-day, cancelled and declined events, and leaves out the task-list calendar on purpose
• Checks for duplicates, so a new or moved event gets exactly one reminder
• Confirms the event still exists when the reminder fires, so he never gets a wrong alert
• Texts the title, start time and video-call link through the business phone platform's API
• Has a fallback: when SMS credits ran out, it switched to sending me a push notification with copy-ready text, so nothing was missed. It also waits and retries on rate limits.

Sales Rep Contracting System

In progress

Rep agreements at a medical products distributor were written by hand, one at a time. I designed a CRM data model and document automation so each contract is generated from the rep's record instead.

• Custom CRM modules for Representatives, Rep Agreements, Commission Terms and Override Terms, with a 30-field model covering every commission structure in use
• Migrated 75 existing reps from a spreadsheet into structured records
• Turned six agreement types into Zoho Writer templates with e-signature fields, so contracts go straight to Zoho Sign without re-typing
• Mapped what happens after signing: the rep is activated, the signed PDF is filed, commission terms are recorded and a welcome email is sent

IVR Agent

An agent that watches incoming insurance-verification forms and logs each one exactly once for the team. I built it safety-first: test mode by default, read-only on client sheets, and live mode locked behind two separate switches.

Role

Planned the phases, built and tested them

Outcome

A careful path to automating a manual intake queue

Mission Control

One installable app for the whole Fergus Medical team. It brings together:

• Dashboard: IVRs waiting, approvals this month, clinics in onboarding and follow-ups due
• IVR queue and orders: each order is matched to its IVR and flagged if the IVR wasn't approved, with tracking links to UPS, FedEx and USPS
• Onboarding, clinics and reps: deal stages, each clinic's terms and links, and each rep's clinics, orders and collections
• Follow-ups: new clinics with no order yet, and accounts inactive 60–90 or 90+ days
• Collections: money collected by month, collection rate, aging and settlements
• Projects: a project management space with Today, Plan, Action items, Contacts and Updates pages
• Notes: follow-up notes with due dates on any clinic, IVR or order

It reads from Zoho CRM and Zoho Books, and an hourly Zoho Flow sync brings in each clinic's Smartsheet data. It never writes to those systems, keeps patient data out of the browser and limits sensitive pages by role.

Role

Designed, built and maintain it

Outcome

Replaced a spread of sheets with one app the team uses daily

Fergus Commissions

A separate app for monthly sales-rep commissions, linked from Mission Control. The preparer enters the month, the app calculates every rep's commission, the CEO approves it, and each rep signs in to see only their own approved statements before payment through Gusto.

• Import invoices and payments from Zoho Books instead of re-typing them
• Separate roles for preparer, approver, admin and reps, with one-time-code sign-in for reps
• Nothing is ever hard-deleted, and every change is written to an audit log
• No patient or bank details are stored

VA Timesheets

Timesheets, approvals, client invoicing and contractor pay for a virtual-assistant agency. VAs log shifts, team leads approve or return them, and only approved hours go on invoices and pay slips. Each client can have its own rates and holiday multipliers.

Role

Wrote the proposal, then built the app

Outcome

Pay and billing math in one system, with tests that check it