HubSpot implementation, CRM automation, reporting, web development, technical SEO implementation, and internal tools. Each one began with a sentence containing “quick question.”
CRM + Web
Main Habitat
Mystery Logic
Natural Enemy
CRM Architecture
Reworked a complex HubSpot setup across CRM structure, lifecycle logic, pipelines, properties, deduplication, governance, automation, and reporting so the portal became easier to operate and trust.
HubSpot CRM, automation, reporting, web development, CMS, technical SEO, and internal-tool projects. Also several perfectly normal amounts of documentation.
CRM Architecture
Rebuilt a live HubSpot CRM across properties, lifecycle logic, pipelines, automation, governance, reporting, and data cleanup while resolving a large duplicate population without pausing day-to-day operations.
Large duplicate cleanup
Status / Published case study
Lifecycle Automation
Built a multi-system HVAC lead lifecycle across HubSpot, Zapier, Instantly, Aircall, Slack, and Meta workflows, including multi-touch nurture, role-based sequencing, hot-lead routing, win-back, monthly drip, and deal-based suppression.
Multi-touch nurture
Status / Published case study
HubSpot Automation
Built and QA’d a multi-touch audit nurture with primary and fallback paths, booking and reply exits, webhook-driven deal creation, reconciliation, scheduling, error alerts, and production isolation safeguards validated through extensive automated testing.
Extensive QA coverage
Status / Published case study
CRM Data Operations
Audited a large Pardot prospect database, separated unmailable records, resolved duplicate groups, created cleaned master and sendable audiences, then supported imports, nurture enrollment, scoring review, and sender-authentication cleanup.
Large database audited
Status / Published case study
Marketing Ops Tool
Built a Python and Playwright crawler that rendered 397 website pages in Chromium, extracted active HubSpot form IDs, separated cloned and internal identifiers, compared each page against one approved target form, and exported review-ready CSV classifications.
397 pages scanned
Status / Published case study
AI Knowledge System
Built an AI-assisted Obsidian second brain spanning 14 vault sections, five operating modes, protected journal originals, project tracking, metadata rules, cross-note recall, contradiction checks, and agent instructions designed to turn personal notes into an active working system.
14 vault sections
Status / Published case study
The work repeatedly crosses CRM architecture, automation systems, reporting and data, and web development. Different briefs; same four ecosystems finding new ways to become each other’s problem.
Objects, properties, pipelines, lifecycle stages, associations, governance, migrations, and less archaeology.
Workflows, routing, nurture, alerts, webhooks, integrations, and fewer people doing robot jobs.
Dashboards, segmentation, source tracking, cleanup, backfills, imports, and arguments settled by definitions.
Next.js, WordPress development, HubSpot CMS development, landing pages, responsive builds, accessibility, performance, QA, and browser diplomacy.
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Send the CRM, automation, reporting, or web development task that “should be simple.” Historically, that phrase has not performed well under observation.