4.5 years. Three companies. Real results.

CRM Build from Zero

Designed and built the entire CRM infrastructure from scratch across three companies. Custom pipelines, automation rules, lead routing, and reporting. No template — built to match how the business actually operated.

Cross-Company Data Integration

Built an automation that connected the data of two separate companies — Solar Max and Velocity Air Conditioning — creating a $5M revenue pipeline that didn't exist before. One workflow. Real money.

KPI Dashboards

Built Google Sheets dashboards pulling live data from the CRM and operational systems. Leadership could see revenue, pipeline health, job completion rates, and team performance in real time.

19,000+ Monthly Automations

Built and maintained the full automation stack — Zapier, Google Apps Script, and eventually MCP-based integrations. At peak: over 19,000 automated tasks running every month across all three companies.

AI Call Quality Assurance

Deployed an AI system that listened to sales and service calls, scored them against defined criteria, and flagged issues for review. Replaced manual call auditing entirely. Consistent, scalable, and faster than any human review process.

AI Photo Inspection — Job Completion Compliance

Built for the HVAC division (Velocity Air Conditioning). Technicians submit job completion photos through ServiceTitan. Photos route to Google Drive, where an image hashing and AI review system checks for compliance before the crew leaves the job site.

Predictive Dialer Campaign

Built and managed a predictive dialer campaign that generated over $1M per year in revenue — off a single $150/month seat license. The ROI on this one was hard to explain to people who hadn't seen it.

Vehicle Inspection System

Built a weekly vehicle inspection process that starts every Monday. Technicians complete digital inspection forms in the field. Results escalate through the week — reminders, manager alerts, and compliance tracking — until resolved.

HVAC Truck Inventory System

Built a weekly inventory tracking system for HVAC service trucks. Technicians submit inventory counts via form. System generates a pull list, flags low stock, and sends restocking requests with escalating warnings if not addressed.

Samsara Vehicle Telematics Integration

Samsara charges $30+ per vehicle per month for data exports. With 50+ vehicles on the fleet, that was a significant cost. Built a custom workaround that pulled the same telematics data into the reporting stack at no additional cost.

Technician Scheduling & Dispatch Automation

Built automated scheduling workflows that reduced manual dispatch time and improved technician utilization. Jobs routed based on skill set, location, and availability — with customer notifications triggered automatically at each stage.

Digital Marketing Infrastructure

Contributed to the digital marketing strategy and was part of the process for building tracking infrastructure, campaign attribution, and lead source reporting. Focused on making sure the data behind the marketing was clean and actionable.

Monday.com Implementation

Core contributor to the Monday.com rollout across the organization. Built approximately 60% of the boards, automations, and integrations. Connected Monday.com to the CRM and operational data sources so project status reflected reality.

IT & Infrastructure Support

I did all of it — and when something needed to be connected, moved, or wired up, that was me too. Workstations, phones, network connections — whatever it took to keep operations running. I had someone handling the internal hardware on the PCs, but everything else that needed to be plugged in, set up, or figured out? That landed on my desk.