Examples of automation work. Each project started with a specific problem and ended with measurable improvement.
Liability Waiver Flow
Problem: A sailing center used a Salesforce screen flow as their liability waiver. It was poorly designed, frustrating customers and creating a bottleneck. Families, in particular, struggled to sign a waiver for themselves and each of their children.
What I did: Mapped the existing Flow and redesigned it. I designed it to more accurately tie to existing contacts within Salesforce and allow a parent to sign for themself and their children at once.
Result: Cut average waiver completion time in half. Reduced rate of duplicated contacts by 40%. Improved first impressions for 10,000+ customers annually.
Configuration Tracking
Problem: Admins spent hours each month manually tracking case type configuration changes in a legacy CRM.
What I did: Built a streamlined tracking system that automated the tedious parts and surfaced changes clearly.
Result: Freed admins from 6 hours of manual work per month.
Email Template QA
Problem: High-visibility communication errors were slipping through with no structured review process.
What I did: Built a structured QA review system for 100+ email templates with clear approval workflows.
Result: Averted 10+ high-visibility communication errors.
Have a Similar Problem?
Book a 15-minute call. Bring the issue—I'll tell you what I'd do.