Confidential client — distribution
Ongoing
B2B Wholesale Marketplace
A PHP and PostgreSQL marketplace running on a formal, versioned release train. We closed an unauthenticated SQL injection on the login path, rebuilt the offer, shipping and EFT payment workflows, moved transactional mail off a suspended sending account onto Mailgun, and provisioned a fresh AWS development environment with a re-runnable QA seed.
Confidential client — financial education
Ongoing
Investor Education Company
A HubSpot portal holding 693,000 deals, with close dates that no longer matched the events behind them. We built the audit, the record fingerprinting and the PHP migration tooling to repair the 137,000 in scope — validated 500 out of 500 against source event data before a single live record was touched — plus a payment-gateway sync into HubSpot that survives rate limits and poison-pill records.
Personal Injury Law
Ongoing
Boltz Legal — Evidence Saver
A product, not a page. Evidence Saver is a multi-step accident-evidence capture tool: conditional logic that branches on whether law enforcement actually filed a report, voice-to-text and audio capture for people who cannot type one-handed, embedded instructional video, and a deliverability fix that got the confirmations out of junk folders. Launched and then iterated on live traffic. A WooCommerce storefront and a managed hosting retainer run alongside it.
Landscape, Hardscape & Lighting
Delivered
Revive Your Lawn
The whole operation, rebuilt around the CRM. A Keap campaign rebuild with lead-source and order-category tagging; a digital work-order, proposal and addendum system in Formstack with QR codes feeding straight into Keap; a branded cancellation landing page wired into six emails; weekly and monthly sales, lead-cost and advertising reports generated out of Keap through Zapier; and a website rebuild covering landscape, drainage and permanent-lighting services.
Health Coaching — NZ & AU
Ongoing
Miraculoss
Australian customers were paying and receiving nothing, and everybody assumed Zapier was the culprit. We audited all seventy-plus zaps, proved none of them had fired all year, and traced the break to Keap native e-commerce instead — then pinned the failure to a nine-day window using auto-tag last-fire forensics. Stripe subscription billing got rebuilt on the way back out.
Dental Practice Marketing
Ongoing
AIM Dental Marketing
Built the full ten-email Persuasion Blueprint nurture sequence in Keap and tested it end to end on both entry points. Score App field mapping repaired, a second manual-entry form embedded on the funnel page, a thirty-second cut of the founder intro produced for the mid-sequence email, and the final email wired to the live order form.
Estate Planning & Disability Law
Ongoing
Tower Law Group
Google Local Service Ads and Performance Max stood up and tuned, ongoing technical SEO, an automated Google Reviews campaign, Lawmatics automations, and a “pick up your estate plan” win-back campaign for signed clients who never collected their documents. We also scoped an AI tool to read and analyze Social Security ALJ decisions.
Residential Construction
Delivered
Phoenix Home Remodeling
Five construction contracts mapped into SignNow and driven from Keap through Zapier, so an agreement goes out and comes back without anybody retyping it. We also diagnosed and fixed a tagging bug that was corrupting the employment handbook and contract flow, then rebuilt the employment form and the zap behind it.
Author, Speaker & Coaching
Delivered
Valorie Burton — The CaPP Institute
A Keap audit that produced an actual tag taxonomy and naming convention instead of another spreadsheet, then four order forms with date-gated two- and three-month payment plans and promo codes, Keap landing pages, an alumni referral form issuing per-affiliate unique links, a Spiffy checkout integration, and a Calendly rollout.
HOA & Community Management
Ongoing
Community Management Specialists
Migrated the site off a locked-in industry platform and GoDaddy onto managed SiteGround hosting, rebuilt request-for-proposal routing in WordPress and Gravity Forms, and ran a WCAG 2.1 AA accessibility review. DNS, SSL and plugins have been managed here ever since.
Italian Market & Catering
Ongoing
D’Amico & Sons Market
A WooCommerce storefront that has to behave like a real deli counter. Brand subcategories and per-page tuning across the shop, Clover merchant-ID validation fixed, a Rollo label printer wired into order fulfillment, security remediation after a plugin incident, and a catering module that switches on and off with the season.
Cabinetry E-Commerce
Delivered
Stock Cabinet Express
Rebuilt and tested five Keap campaigns, fixed DMARC and SPF so the mail actually landed, built a free-guide download page onto an X-Cart storefront, stood up a WordPress landing page on a shop subdomain, and wired Facebook Lead Ads through Zapier into Keap with name-splitting and tagging on the way in.
Healthcare Clinic
Delivered
Medical Acupuncture Group
Migrated the site onto SiteGround, then rescued the email program behind it: DMARC and DKIM configured properly, the list verified and purged of inactives, and suppression rules put in place to keep it that way. Seasonal campaign landing pages and an ongoing technical SEO fix list ran alongside.
Public Adjusting — Florida
Ongoing
Claim Resources Public Adjusters
Site and Google Business Profile built out with license display handled correctly, an LLMS page targeting water damage and roofing intent, and a social content program written against Florida Rule 69B-220.051(4)(c). In this industry the compliance review is the hard part, not the copy.
Tax Resolution
Delivered
CITO Tax Resolution
Mapped the RingCentral API into Keap so call activity lands on the right contact record instead of dying in a phone system nobody logs into, then built the campaign framework around it.
Legal & Mediation
In build
Florida Divorce Mediation
Fourteen separate deposit workflows, ten of which silently failed to record what a client had actually been billed. We are collapsing them into a single Stripe-triggered automation, replacing a thirteen-variant PDF-filler family with Google eSignature, and putting an idempotency guard and real file-ID tracking underneath the whole thing.
DTC Skincare
In build
Face Forward
A complete direct-to-consumer launch stack, including a full brand change mid-project. WooCommerce product setup with an order bump and a one-click post-purchase upsell, the funnel and policy pages, Shippo fulfillment, ad accounts and pixels — and an FDA cosmetic-versus-OTC-drug classification gate before any claim went near the site.
Bookkeeping for the Trades
Ongoing
Badgers Financial Services
Two full months of scripted social content aimed squarely at contractors — job costing, retainage, markup versus margin, 1099 versus W-2, Section 179, Florida sales tax — plus a homepage CTA cleanup and an llms.txt so AI assistants can describe the business accurately when someone asks.