Automation | Business software selection & setup

Time is money – use software to streamline and automate repetitive tasks.

Case Studies

Multiple reports from one data source

A local business operates multiple business locations and was generating the same type of report one-by-one for each location. I built a report that automatically compiles individual reports for each location using the client’s raw data, without needing to manually edit any spreadsheets, and then emails it automatically to each location on a weekly schedule.

Send emails with custom data

A client had to send information specific to each of their customers via email, and was writing each email one by one. I implemented a system that automatically pulls data from a spreadsheet and sends every email simultaneously with a single click.

Ecommerce notifications

An ecommerce vendor needed to send documentation to customers who bought a specific product from their store. They were sending a separate email manually when orders for that product came in. I coded their purchase confirmation emails to display custom information and a PDF download link that appears only if that specific product was purchased, making the process completely hands-off.

Client estimates

A company was sending email requests to leads, asking them to submit certain types of information to receive estimates. I replaced this process with an online form that customers can easily use to input data and upload files. Form confirmations are then sent to the estimates department automatically.

Let’s free up your schedule.

Other Services

Marketing

Think of me as your Marketing Manager — a team member who can take marketing tasks off your plate and get things done.

Websites

A website is above all else a business tool. It should be fast, provide a good first impression, and convert visitors into leads.

Search Engine Optimization

In a world where “Google” is a verb, you can’t afford to have a website that doesn’t rank well. SEO is challenging but it works.