01
Leads that don’t go quiet
New inquiries get answered, followed up and routed, without someone having to remember to.
OPERATIONAL SYSTEMS & AUTOMATION
I fix how work moves through your business, then automate it.
Strategic Automation Architect
Leads go quiet, quotes sit unanswered, and orders wait for someone to pass them along. I design connected workflows that handle the follow-up for you, with people in the loop wherever judgment matters.
For owner-led businesses where follow-up still lives in someone's head, and slips the moment that person gets busy.
HUMAN × STRATEGY
AUTOMATION × AI
AUTOMATION × AI
SYSTEMS
THAT MOVE
THAT MOVE
01 POSITION
I work where
strategy meets execution.
17+ years inside operations taught me how execution actually breaks down. My career at JPMorgan Chase evolved from customer service and team leadership into client onboarding and treasury product implementation across Client Service, Treasury, Compliance, Legal, Product, and Documentation.
Getting new clients set up at JPMorgan taught me where work gets stuck between people. I still start there: understand how the work moves, then automate it.
AUTOMATION IS THE MECHANISM.
CONTINUITY IS THE OUTCOME.
02 WHAT I BUILD
What I take
off your plate.
02
Orders that move themselves
From sale to production to the customer’s inbox. No retyping, and no “did anyone pass this on?”
03
Admin that files itself
Reports, records and documents land where they belong the moment the work is done.
04
Questions answered consistently
Routine customer questions get the same right answer every time, and anything uncertain goes to a person.
Built with n8n, Make, Zapier, GoHighLevel, APIs, and AI where it actually helps.
03 PROOF OF WORK
Inside a
real build.
A look inside the actual workflows behind these systems. Open any one to see how the pieces connect, where the work moves, and where people step in.
ZAPIER · CLIENT PROJECT · DELIVERED
Agency Lead Engagement Workflow
Follow-up no longer depends on someone remembering. Every change in a lead's status triggers the next step, and second nudges go only to people who haven't replied.
See the full build →
MAKE · CLIENT PROJECT · DELIVERED
Bookkeeping Report Automation
Closing a client task in Asana now attaches that client's transaction report, with no exporting from Xero and no attaching by hand.
See the full build →
N8N · CLIENT BUILD · PRE-LAUNCH
Post-Order Operations Architecture
Orders from three sales channels land on one production board, and customers are kept informed at each step without anyone retyping an order.
See the full build →
N8N · PROPOSAL
Dental Clinic Patient Inquiries
Designed so patients get consistent answers to routine questions on Messenger, while anything the clinic hasn't approved goes back to its staff.
See the full build →04 PROCESS
From operational friction
to a system your team can run.
01
Diagnose
Map the operational friction, dependencies, handoffs, and points where leadership or team capacity is being consumed.
02
Architect
Translate the process and business rules into one connected operational system rather than isolated automations.
03
Institutionalize
Document the logic, create visibility, and make the system understandable and manageable beyond the person who built it.
04
Optimize
Refine the operational system as goals, volume, teams, and tools evolve.
WORKING TOGETHER
What it looks like to work with me.
01 · START
A free discovery call
We walk through how the work moves today: where it stalls, who it depends on, and what breaks. You don't need a solution in mind.
02 · TWO WAYS TO WORK
Project build
One connected system, designed and built end to end around your process.
Ongoing support
Fixes, changes and improvements as your volume, team and tools evolve.
03 · AT HANDOVER
Yours to run
- Documentation of how the system works
- Training so your team can run it
- A support window after launch
05 LET'S TALK
Have something in your operation
that shouldn't depend on you?
Tell me where execution is getting stuck. You don't need to know what the solution is yet.
Philippines · Remote · Available across time zones
NOTE→REVIEW→CONVERSATION