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I turn slow, manual operations into software that runs the business.

Production systems built end to end, proven in real use, and kept reliable.

Built for

  • A multi-site medical practice
  • A national commercial real estate firm
  • A home-services sales team
  • A staffing and automation company
  • A commercial real estate acquisitions team
  • A personal-injury medical practice

94 workflow automations, 31 business systems and 23 written case studies.

The right thing should be easy to do. Most projects start with a process the team already knows but still has to carry by hand. I map how the work moves, then turn it into a system with clear records, clear steps, and fewer places for mistakes to hide.

How I work

  1. Map how the work moves

    Where it slows down, which rules matter, what should happen when something breaks.

  2. Turn it into a system

    Clear records, clear steps, and fewer places for mistakes to hide.

  3. Make the quiet parts solid

    Clear permissions, a way back from failure, and tests on the parts that carry risk.

  4. Surface trouble early

    When something needs attention, the system says so before the team has to go looking.

Payroll and finance

Hours to payroll to invoices to closed books, on one engine, exact to the cent.

  • Tests 496
  • Money Exact to the cent
  • Status Live in production

Healthcare operations

A multi-site practice used to learn about missed patient calls the next day. Now every call, queue, and voicemail is on a live board, and a miss is caught the same hour.

  • Tests 1,301
  • Status Live in production
  • Built Solo

Real estate and land

Turn raw land lists into ranked owner opportunities, priced offers, and the next call to make.

Sales and contracts

A full client-acquisition suite, from finding the lead to booking the meeting. Signed copies used to live across an inbox and a folder tree. Now one ledger files them itself.

  • July 3 snapshot 123 counterparties, 215 agreements
  • Agreement types 6 tracked

Every system on record

23 systems built and delivered. Each one has a written case study with the problem, the build, and how it holds up.

Company Operations Hub One operating system for 50+ people, 18 client accounts, and every weekly report. Operations Live in production Payroll & Ledger Engine Hours to payroll to invoices to closed books, on one engine, exact to the cent. Finance Live in production Outbound Sales Platform A full client-acquisition suite, from finding the lead to booking the meeting. Sales Live in production Healthcare Call Operations Phone operations a practice now watches live. Healthcare Live in production TractData Land Acquisition CRM and Lead Engine Turn raw land lists into ranked owner opportunities, priced offers, and the next call to make. Real estate Live in production Patient Intake Gateway An owned callback form that limits collection and keeps clinical questions out of the public intake. Healthcare Build complete Remote Workforce Platform A completed remote workforce build spanning applicants, contractor onboarding, training, and timesheets. Operations Build complete OwnerFile Prospecting Engine 637,386 property and company source records screened across two live territories through one governed qualification and pursuit workflow. Real estate Live across two territories Meeting Intelligence Copilot A desktop meeting copilot with local transcription and configured cloud suggestions. Operations Live in production Scheduling & Booking Suite Two owned booking systems reject overlapping reservations in the database. The client-facing build also checks selected external calendars. Operations Live in production Social Media Content Engine Plan, generate, review, revise, and schedule social content in one controlled workflow. Sales Publishing gated Real Estate Deal Intelligence 9,099 property records, three spreadsheets, one searchable map. Real estate Delivered Inbox Triage Pipeline A full day of email, sorted into a briefing before work starts. Operations Live in production Call Center Operations A live ops dashboard wired straight to the phone system. Sales Live in production Household Finance OS A real double-entry ledger for a household, not a budgeting app. Finance Live in production Physician Revenue Tracker Surgical fees logged by camera, tracked to paid. Healthcare Build complete Contracts Brain Guided contract drafting inside an editor, with controlled storage and human review. Contracts Live in production Margin & Payout Tracker Hours in, cents-based pay and contribution margin out, with evidence on recorded payouts. Finance Live in production Email Autopilot An inbox that sorts and files itself, then drafts your replies. Operations Live in production Meeting Recording Archiver Meeting recordings move themselves off the call platform and into storage. Operations Live in production Cost-Plus Rate Calculator A quoting calculator that works offline, on any phone. Finance Live in production Contract Engagement Ledger A live engagement ledger links counterparties to agreement records. Its July 3 published snapshot shows 123 counterparties and 215 executed agreements. Contracts Live in production Concierge Booking Site A company site that turns a visit into a booked call, and tells the team the moment it happens. Sales Live in production

Tell me where the operation is stuck.

If the work is manual, fragile, or scattered across too many tools, tell me what is stuck. I read every message myself and reply.

Get in touch