Real workflows, running inside real businesses
No inflated case studies. These are the actual systems I’ve built and run. Each one solves a specific operating problem, uses real business information, and supports a real decision or action.
Daily briefing workflow
BriefingsOwners start the day reacting to whatever surfaces first instead of what matters most.
Assembles an operational briefing every morning before the day starts, automatically.
Sales data, staffing, open tasks, yesterday's exceptions, calendar, and inbound priorities.
A single readable morning brief. Supports the first decision of the day: where attention goes.
Retention scorecard
RetentionCustomer churn is invisible until it already happened. Nobody has time to watch individual behavior.
Monitors customer activity and scores retention risk on a recurring cycle.
Purchase history, visit frequency, engagement signals, and cohort trends.
A ranked scorecard of at-risk customers with context. Supports targeted outreach before customers quietly leave.
KPI reporting workflow
ReportingKPI reports depend on someone's spare afternoon, so they arrive late, inconsistent, or not at all.
Builds and delivers performance reports on schedule with no manual assembly.
POS and sales data, labor data, marketing metrics, and targets.
Consistent scheduled reports with anomalies flagged. Supports managing by the numbers as a rhythm, not an event.
Monthly financial reporting
FinanceFinancial reports arrive weeks late and in accountant language, so they inform nothing.
Turns monthly financial data into a plain-language summary with variances explained.
P&L, cash flow, budget targets, and prior-period comparisons.
A readable monthly financial narrative. Supports faster course corrections on spend and revenue.
Meeting prep and follow-up
PrepPeople walk into meetings cold and walk out with commitments nobody tracks.
Prepares context before meetings and captures commitments after, then follows up until closed.
Calendar, prior meeting notes, recordings and transcripts, and open action items.
Pre-meeting briefs and post-meeting commitment tracking. Supports follow-through without manual chasing.
Email triage workflow
TriageImportant messages drown in noise, and follow-ups slip because inboxes have no memory.
Sorts inbound email by what actually needs the owner, drafts routine responses, and tracks threads awaiting replies.
Inbox activity, sender history, and open commitments.
A prioritized queue and a follow-up review list. Supports responding to what matters and dropping nothing.