Portfolio/Selected Case Studies
This page is a look at the kind of work I enjoy most — the projects where systems need to connect, processes need to become clearer, and teams need better visibility into how things are actually working. Whether the work sits in CRM, finance, marketing operations, or workflow design, I’m usually at my best when I can help bring those moving parts into better alignment. I’ve always loved The Princess Bride, and in some ways that same “as you wish” spirit shows up here too — thoughtful, dependable work that helps make things easier for the people around me.
Connected QuickBooks, HubSpot & Noloco
Tools: QuickBooks Online · HubSpot · Noloco · Zapier
What was happening: Finance, CRM, and tickets were living in three separate systems, which created duplicate work, data gaps, and delays for both clients and internal teams.
How I approached it: I built a secure integration across QuickBooks, HubSpot, and Noloco, including row-level permissions, record association logic, and a client-facing portal that replaced spreadsheets and long email threads.
What changed: The integration removed days of manual data entry each week and gave both clients and internal teams a much clearer shared source of truth.
3 days saved · 26 secured permissions · single source of truth
HubSpot Lead Scoring & CRM BuildOut
Tools: HubSpot Sales & Marketing Hub · Workflows
What was happening: Sales and marketing didn’t have a shared definition of a qualified lead, which led to inconsistent follow-up, missed opportunities, and wasted outreach.
How I approached it: I built a custom lead scoring model using behavioral and demographic properties, then created workflows to route leads, trigger sequences, and notify sales reps at the right time.
What Changed: The team improved its lead-to-contact rate, reduced the time from inquiry to first touch from weeks to days, and gained real-time pipeline visibility for the first time.
Built from scratch · 2-business-day follow-up SLA · 0 leads lost
Pricing Strategy & Revenue Campaign
Tools: HubSpot Marketing Hub · QuickBooks · Adobe Express
What was happening: Forty legacy customers were still on outdated subscription terms, with quarterly billing and pricing that no longer reflected the value of the service or current market expectations.
How I approached it: I built and led a pricing modernization campaign that included updated messaging, campaign structure, and multi-year pricing incentives, including 10–15% prepaid discounts to encourage a shift from quarterly to annual commitments.
What Changed: The campaign converted 99% of the 40 legacy accounts and effectively doubled the revenue impact of that existing subscription base.
99% conversion · 40 legacy customers · 2x revenue impact
$218K + Account Recovery
Tools: QuickBooks Online · HubSpot · Excel
What was happening: Aging receivables had built up without a consistent follow-up process, creating cash flow risk and making it harder to track what needed attention first.
How I approached it: I audited the full AR aging report, grouped accounts by risk level, and put a structured outreach cadence in place with clear escalation points. I also created a tracking dashboard so progress could be reviewed weekly.
What Changed: More than $218,000 in outstanding balances was recovered in 14 weeks, average days outstanding came down, and the team had a collections process it could keep using going forward.
$218K recovered · 97% reduction in 90+ day aging · 14-week turnaround