Salesforce + PandaDoc implementation
Multi object Salesforce build with generated onboarding forms and field write back. Found and fixed the silent picklist failures and the SSO loop nobody could pin down.
Built & shippedFour years turning manual business processes into automated systems. Enterprise BPM on Appian first, now co-founder of a PandaDoc Premier Partner agency, scoping and shipping AI proposal, CRM and inbound systems for clients end to end.

I automate my own work first. If I do something twice, it becomes a system. Claude is in almost everything I ship, and a person signs off on anything that leaves the building.
automating business processes, enterprise to startup
posts shipped by one content pipeline, for about $11 of API spend
client builds across PandaDoc, HubSpot and Salesforce
rule: a human signs off before anything sends
Co-founded a productised automation agency. I own delivery: scoping, building and shipping client systems, plus the internal ops that run the business.
Salesforce and HubSpot integrations across dozens of builds. Multi currency CPQ catalogs. Conditional proposal templates a sales team can run without breaking. Build vs buy evaluations with real cost numbers.
Proposal generation with human sign off before send. Inbound lead classification and routing into the CRM. A content pipeline that shipped 120 posts in 60 days for about $11 of API spend.
Call recording to transcript to structured brief to a ClickUp task, populated automatically with tier, pricing and CRM IDs.
PandaDoc, HubSpot, Salesforce, Claude API, n8n, Supabase, Relay.
Enterprise process automation for government, insurance and policing clients, Sprint 0 through production.
First consulting role, client facing from day one.
Multi object Salesforce build with generated onboarding forms and field write back. Found and fixed the silent picklist failures and the SSO loop nobody could pin down.
Built & shippedOne template the whole sales team can run without breaking it. Toggleable services, scenario driven content, locked pricing.
Built & shippedScoped a chat invoked assistant: proposal drafts pulled together from Microsoft Graph, Monday.com and PandaDoc. Drew a hard line around what was safe to automate.
Scoped & architectedA prototype that looked nearly finished mostly wasn't. Ran the build vs buy numbers and recommended a hosted platform instead, saving weeks of build time.
Assessed & advised