Evidence over promises.

Challenge

A growing advisory practice managed 40,000+ client records across a legacy CRM, spreadsheets and inboxes. Review cycles were tracked manually and compliance evidence took days to assemble.

Solution

Consolidated records into a governed Salesforce instance, redesigned the client review lifecycle, and automated meeting prep, follow-up and documentation capture.

Tools

• Salesforce
• Google Apps Script
• Google Workspace
• Looker Studio

Key takeaways

• Adoption follows clarity – simplify the object model before training.
• Automating the review cycle made compliance a byproduct of doing the work.

Challenge

Renewals were tracked in a shared spreadsheet. Missed touchpoints created churn, and no one could forecast the book of business month to month.

Solution

Designed a renewal pipeline in HubSpot with staged automation, generated policy documents programmatically, and shipped a live retention dashboard for leadership.

Tools

• HubSpot
• Google Sheets
• Apps Script
• Looker Studio

Key takeaways

• A pipeline is a process, not a dropdown – stages must trigger real work.
• Forecast confidence rose the moment reporting stopped being hand-built.

Challenge

Transaction coordination lived in one operator's head. Growth stalled because onboarding a new coordinator took months of shadowing.

Solution

Documented the full transaction lifecycle, standardized checklists and templates, and automated milestone alerts across the team's workspace tools.

Tools

• HubSpot
• Microsoft 365
• Slack
• Excel

Key takeaways

• Documentation is a growth asset, not administrative overhead.
• Standardization made the team's quality independent of who was on duty.