WHAT I CAN HELP WITH
I can come in, understand how the process works today, build the technical pieces, and help make sure the new process works for the people using it.
Automation & integrations
Connect the systems, move the data, and take the manual steps out of the process.
CRM setup, cleanup & migration
Bring order to the data, pipelines, follow up, and handoffs your team relies on.
Reporting, data & dashboards
Automate the collection and cleanup, then make the numbers useful for real decisions.
Chatbots & conversational AI
Connect useful conversations to approved knowledge, structured intake, and a clear human handoff.
Explore the service & demoAI voice & enabled workflows
Design the call flow, CRM updates, and the moment a person needs to take over.
Customer operations & support
Give the team clear ownership, useful reporting, and fewer avoidable steps.
Healthcare technology & data
Work through the data, systems, and handoffs that healthcare teams depend on.
Technical operations & implementation
Keep the technical work, people, and delivery moving in the same direction.
THE DETAILS MATTER
Map contacts, accounts, associations, lifecycle stages, ownership, and historical activity. Review marketing, billing, support, reporting, and workflow dependencies before cutover. Test the migration and plan a rollback.
Plan input validation, centralized error handling, rate limits, retries, alerts, duplicate protection, and safe repeated execution. Leave clear logs, fallback behavior, and manual recovery steps.
Clean CSV and Excel files, align columns and inconsistent values, combine department records, and review duplicates. Validate required fields and import errors before making the data someone else's problem.
Summarize notes, classify requests, extract structured details, prepare follow up, or route the next task. Keep human review in the process when a decision needs judgment.
THE SAME PATTERNS, DIFFERENT BUSINESSES
These are service applications. The linked project library shows my documented prior work.
Deal flow, company and contact relationships, fundraising pipelines, portfolio reporting, and vendor tracking.
New leads, trials, onboarding, active and former customers, reminders, follow up, and reactivation.
Prospect pipelines, multiple prospect types, form intake, onboarding tasks, and reporting around the team's existing process.
Status based assignments, inspections, move in and move out tasks, collections follow up, payroll coordination, and project visibility.
CONVERSATION MEETS OPERATION
Approved answers. Better intake. A clear next step. See how I approach conversational AI that fits into an actual workflow.
Explore chatbots & try the demoHOW I WORK
A practical process, from the first conversation to the final handoff.
Start with how the work happens today, including the exceptions and manual steps.
Focus on the repeated work, delays, errors, or unclear ownership that matter most.
Configure the system and test the whole workflow, including the handoffs.
Check missing data, duplicate runs, access problems, and unavailable systems.
Document the setup so your team can run and maintain it after the project.
A FEW COMMON QUESTIONS
Yes. A lot of the work I take on starts with something that already exists. I review the setup, understand what works, and improve the part causing problems without rebuilding everything by default.
Yes. My background includes technical implementation and operations. I can work on the automation, CRM, data, or integration while looking at how the team actually uses it.
No. Healthcare is a large part of my background, but I have also worked in SaaS, venture backed companies, CRM products, support operations, and business systems.
Yes. I review the current environment, identify what is complete, find the gaps, and scope the remaining work before making major changes.
Yes. Documentation and handoff are part of the work when your team needs to maintain the system after the build.
If we met through Upwork, project communication needs to stay on Upwork until a contract is in place. After that, we can use the tools that make sense for the project.
LET'S MAKE THE WORK EASIER.
Have a workflow that needs a better way? Start with the work that looks closest to yours.
If you found this site through Upwork, please keep project communication on Upwork until a contract is in place.