Public work and demo concepts only. No confidential client information is displayed.
Challenge: Communicate a growing service offering spanning CRM, automation, systems and websites without feeling overly technical.
My role: Positioning, information architecture, brand direction, funnel strategy, conversion copy and front-end prototyping.
Challenge: Leads arrive through multiple channels and follow-up depends on memory.
Solution concept: Centralized CRM pipeline with automated acknowledgment, nurture, booking reminders and onboarding triggers.
My role: Journey mapping, pipeline design and automation logic.
Challenge: The post-sale handoff is inconsistent and requires repeated manual coordination.
Solution concept: A trigger-based onboarding workflow that sends welcome information, creates internal tasks and moves clients into delivery.
My role: Process design, automation architecture and experience flow.
The dedicated Systems Lab page includes the fuller CRM and automation concept from the attached GraceDigiWorks HTML, including its interactive ROI estimator.
Show me the current process and I’ll help you simplify the next version.
