What I've Built
Case Studies
Operational problems rarely need more meetings. They need better systems. These are the ones I built.
01Case StudyThe Operation Worked Because People Remembered. That Was the Problem.The process worked because skilled people kept quietly saving it — which looked identical to a healthy system until something changed.A revenue operation ran on tribal knowledge until its hidden assumptions became explicit rules, workflows, and human approval gates.Read the story 02Case StudyThe System Worked. The Model Underneath It Didn’t.I built the first version because I couldn’t understand what was happening.How a reporting surface grew into a production operating system—and then exposed a flaw in the model underneath its own numbers.Read the story 03Case StudyVisibility Wasn’t the Product. The Decision Was.The information existed, but it was fragmented.How I built an operating layer across fragmented systems, audited the dead ends in my own product, and rebuilt it around decisions people could actually complete.Read the story 04Case StudyThe Goal Wasn’t to Run Events. It Was to Build the Function.When I took over Events, there was zero documentation and no real handoff.How I turned roughly 40 annual events from undocumented activity into a measurable, repeatable operating function that could run without my day-to-day oversight.Read the story 05Case StudyI Didn’t Know How to Edit Video. So I Built the Tool Instead.I saw a LinkedIn ad where part of the video looked like it came out of the post and into the feed.How one unfamiliar video effect became a reusable local generator with templates, MP4 export, saved presets, and privacy guardrails.Read the story 06Case StudyThe Role Wasn’t Broken. The Operating Model Was.I spent about six weeks operating inside a high-change operations role. From the outside, it looked like a workload problem.Six weeks inside a reactive operations role revealed that the workload wasn’t the real problem. The operating model was.Read the story 07Case StudyThe Automation Worked. That Wasn’t Enough.A recurring virtual-event workflow had a frustrating tradeoff.Rebuilding a virtual-event reminder workflow was straightforward. Making the automation safe enough to trust was the real work.Read the story 08Case StudyHS List FormatterTarget lists come in from every direction — different departments, different formats, sometimes just one column of raw data and a prayer. Depending on the list type, the formatting requirements are completely different.Upload a CSV, map columns, export a HubSpot-ready import file.Read the story 09Case StudyEmail QCWhen you're sending the same email across multiple brands, someone has to check every single one before it goes out.Audit campaign emails for data quality issues before send.Read the story 10Case StudyEmail ApprovalsBefore every major send, someone had to get approval from people who weren't in HubSpot.Get stakeholder sign-off on campaign emails without the zip file.Read the story 11Case StudyWorkflow ClonerTwo portals, the same workflows needed in both. HubSpot lets you clone a campaign — but not across portals. So everything was getting rebuilt by hand in the second one.Clone HubSpot automation workflows across portals in one step.Read the story 12Case StudyEmail ClonerMultiple brands. The same email, over and over — just with different brand names, different subject lines, different references throughout. Clone it in HubSpot, fine. But then you're back in the email making find-and-replace edits by hand, every time.Duplicate campaign email structure across portals in seconds.Read the story 13Case StudyOpp BuilderWe had a giant spreadsheet and a manual process that required you to already know what you were doing before you could even start.Upload a prospect list, assign reps, export a clean, ready-to-import file.Read the story 14Case StudyCohort ExplorerMultiple brands, multiple cohort types, and constant report pulls. Every time someone wanted to understand a cohort — who's in it, how they're moving, where the opportunity is — it was another report, another analysis pass, another mad dash to make sense of raw data.Filter and segment customer cohorts, then export ready-to-use target lists.Read the story 15Case StudyOps HubBy the third tool, nobody knew where anything lived. People kept asking for links to tools that already existed, prompts that had already been written. The work was done — it just had no front door.One front door for every ops tool, prompt, and resource — so nobody has to ask where things live.Read the story
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The method behind the tools on this site. Six phases, from first question to handoff.
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