Case Studies

Real systems, workflows and client-ready builds.

These case studies explain the business problem, the workflow or website system built, the tools used, and the result each project was designed to create.

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Case Study Framework

01 Problem
02 Workflow / build
03 Tools used
04 Result
n8n and Python OCR automation workflow for mapping handwritten PDF data into HubSpot CRM fields
Document Automation

Handwritten PDF Extraction & HubSpot Mapping

My role: Automation Developer — n8n, Python REST API & HubSpot CRM Integration

Project overview

Smart document automation system that extracts handwritten PDF data and maps it into HubSpot CRM fields through n8n and a Python REST API backend.

Problem

Manual data entry from handwritten PDFs was slow, inconsistent, and difficult to connect cleanly with CRM records.

What I built

Built an API-driven workflow where n8n triggers a Python REST API for OCR processing, parses the extracted data, and maps the output into HubSpot contact or deal fields.

Result

Reduced manual CRM entry work and created a scalable document-to-CRM workflow that can fit into existing HubSpot operations.

n8nPython REST APIHubSpotOCRCRM AutomationAPI Integration
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Large Make.com and Monday.com automation scenario for B2B workflow operations
B2B Workflow Automation

Business-to-Business Automation Using Monday.com

My role: Automation Expert

Project overview

End-to-end B2B automation system built around Monday.com to centralize leads, tasks, communication, and operational data flow.

Problem

The business needed one connected workflow for leads, assignments, status updates, and team collaboration without repeated manual handling.

What I built

Created custom Monday.com board structures, automated task creation, API connections, webhook triggers, conditional logic, and Make.com scenarios for multi-step business processes.

Result

Improved workflow visibility, reduced repetitive operations, and created a scalable automation architecture for growing B2B teams.

Monday.comMake.comREST APIAutomationWebhook Logic
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n8n workflow canvas connecting Stripe payments, Google Sheets, Gmail, HubSpot and Zendesk automations
Payment & CRM Automation

Stripe Payment to CRM & Email Automation

My role: Senior Automation & API Integration Developer

Project overview

Multi-branch n8n workflow that connects Stripe payment events with CRM updates, Google Sheets records, email confirmations, and ticket creation.

Problem

Post-payment actions, contact updates, confirmation emails, and support routing needed to happen reliably after customer activity.

What I built

Built n8n workflows for post-Stripe automation, sitemap-to-HubSpot contact mapping, and Zendesk ticket creation with routed branches and email actions.

Result

Created a connected post-payment and support workflow that reduces manual follow-up and keeps CRM, email, and ticket systems aligned.

n8nStripeGoogle SheetsGmailHubSpotZendeskWebhooks
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Make.com automation pipeline connecting Google Sheets OpenAI YouTube and Shopify for automated content production
AI Content Automation

Automated Content Pipeline: Sheets → AI → YouTube → Shopify

My role: AI Automation Engineer & No-Code Workflow Architect

Project overview

Fully automated content pipeline that turns Google Sheets data into AI-generated assets, YouTube videos, Shopify syncs, and channel updates.

Problem

The client needed a scalable content engine without relying on hours of manual content production and publishing work.

What I built

Designed a Make.com automation that generates GPT prompts, creates AI images, compiles and uploads videos, converts URLs, syncs Shopify, publishes content, and updates Sheets.

Result

Reduced content production from 4–6 hours to under 5 minutes per batch and saved an estimated 20–30 hours weekly.

Make.comOpenAI APIYouTube Data APIShopifyGoogle SheetsAPI Integration
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n8n AI lead generation automation workflow with form submission AI agent CRM tools and Slack actions
Lead Generation Automation

n8n Automation Expert for Lead Generation

My role: Automation and API Integration Developer

Project overview

Lead generation automation connecting forms, ads, CRMs, alerts, and AI-powered qualification logic through n8n workflows.

Problem

Businesses needed faster lead capture, routing, qualification, and team alerts without manually moving data between tools.

What I built

Built workflow logic that connects form submissions, AI agents, memory, CRM/user tools, manager checks, Slack alerts, and profile update actions.

Result

Created a 24/7 lead handling system that captures, qualifies, organizes, and alerts teams faster.

n8nAI AgentLead GenerationCRM AutomationAPI IntegrationSlack
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Soliqlo Shopify product page customization showing BohoVibe sneakers product layout
Shopify Development

Soliqlo Shopify Product Page Customization

My role: Shopify Developer

Project overview

Shopify product page customization for Soliqlo, improving mobile pricing visibility, review badge placement, and custom content sections.

Problem

The store needed cleaner product presentation, better mobile readability, and custom sections that matched the brand experience.

What I built

Modified product forms, centered review badges above price on mobile, increased mobile price font size, and built custom image/banner/content sections with CSS styling.

Result

Improved storefront usability and product page presentation across mobile and desktop shopping experiences.

ShopifyJavaScriptSCSSHandlebarsTheme Customization
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WordPress cruise parking booking website hero section with booking form and Southampton cruise parking message
WordPress Booking System

Car Parking Booking System

My role: WordPress Developer

Project overview

WordPress booking system work for cruise parking slots using WooCommerce Bookings and custom plugin fixes.

Problem

The parking service needed smoother booking operations and fixes around the slot reservation process.

What I built

Worked on WooCommerce Bookings and custom plugin logic to support parking slot selection, booking flow, and operational fixes.

Result

Improved booking reliability and user flow for customers reserving cruise parking spaces online.

WordPressWooCommerce BookingsPlugin CustomizationAPI Development
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Real estate research and CRM database building graphic for property lists ownership research and LLC research
CRM Data Research

Real Estate Research & CRM Database Building

My role: Database Building, Research & Ownership Lookup

Project overview

Property research and CRM database building for real estate ownership lookup, property lists, and contact organization.

Problem

Real estate teams need accurate property, owner, and contact information before outreach or deal research can begin.

What I built

Researched properties, ownership details, and required data points, then structured the findings for CRM and outreach use.

Result

Built organized real estate research data that supports cleaner prospecting, ownership lookup, and CRM preparation.

Database ResearchData MiningData ScrapingGoogle DocsCRM Data
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Commercial real estate research tools showing property reports ownership records and contact research workflow
Commercial Real Estate Data

Commercial Real Estate Properties Research

My role: Commercial Real Estate Research and CRM Database Management

Project overview

Commercial real estate contact and ownership research focused on property managers, real estate directors, development managers, and industrial property data.

Problem

CRE teams needed accurate decision-maker contacts, ownership details, property information, and phone/email research for outreach.

What I built

Used real estate research tools and contact discovery sources to locate property contacts, ownership information, and related CRM-ready records.

Result

Produced structured commercial real estate data that supports outreach, leasing research, and CRM database management.

Real Estate ResearchCRM SoftwareExcelData EntryContact Research
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HubSpot CMS custom page for gas solutions company showing insulating gas handling hero section
HubSpot CMS Development

Gas Solutions Website — 2 Custom HubSpot CMS Pages

My role: HubSpot Expert, CMS Developer, Designer & Custom Template Specialist

Project overview

Two custom HubSpot CMS pages for a gas solutions company, focused on performance, usability, responsive layout, and conversion-focused content flow.

Problem

The company needed custom CMS pages that explained technical services clearly while supporting lead generation and mobile usability.

What I built

Developed responsive HubSpot CMS pages with custom template design, structured content blocks, optimized navigation, and conversion-focused sections.

Result

Delivered fast, mobile-optimized HubSpot pages that present technical services clearly and guide users toward contact or booking actions.

HubSpot CMSHubLCustom Web DesignResponsive DevelopmentLead Generation
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Flagship CMS HubSpot website hero for digital signage CMS and A/V professionals
HubSpot Growth Website

Flagship CMS HubSpot Website for Growth & Lead Generation

My role: HubSpot Specialist, CMS Developer, Automation & Growth Expert

Project overview

HubSpot website build for Flagship CMS, designed to communicate digital signage solutions, improve navigation, and support lead generation.

Problem

The brand needed a modern HubSpot website that positioned its CMS solution clearly for A/V professionals and growth-focused buyers.

What I built

Built a HubSpot CMS site structure with clean solution tiers, feature sections, navigation, conversion CTAs, and scalable content areas.

Result

Created a performance-driven website experience that supports lead generation and strengthens the brand’s digital growth positioning.

HubSpotCMS DevelopmentWeb DesignWebsite CustomizationGrowth Website
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Virtru blog HubSpot API integration screenshot showing blog grid and content marketing layout
HubSpot API Integration

Virtru Blog HubSpot API Integration for Marketing Automation

My role: HubSpot Expert, Developer, API Integration & Automation Expert

Project overview

HubSpot API integration for Virtru’s blog operations, supporting content workflow efficiency, system communication, and marketing automation.

Problem

The marketing workflow needed more reliable data exchange between blog content systems and campaign-related operations.

What I built

Implemented API integration logic to support blog updates, campaign content flow, data synchronization, and scalable content operations.

Result

Improved workflow efficiency and content system communication for marketing operations.

HubSpot APIMarketing AutomationBlog IntegrationData SyncCMS Workflow
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Testimonials & Results

Proof notes from the work

Until individual client quotes are approved for publishing, this section focuses on what the delivered work demonstrates: automation depth, stronger operations, CRM structure, and conversion-focused websites.

Proof note

Automation clarity

The strongest proof across these projects is workflow depth: multi-step routes, API calls, status updates, CRM mapping, and documented operational logic.

Proof note

Operational speed

The AI content pipeline shows measurable speed improvement, reducing a 4–6 hour process to under 5 minutes per batch.

Proof note

CRM structure

HubSpot, Monday.com, and CRM research projects show the ability to turn scattered business data into organized systems.

Proof note

Website conversion

HubSpot CMS, Shopify, and WordPress work show practical page structure, responsive layout, and customer action flow.

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