Digital Design (Minimal Code)

When I am asked to build a website from scratch, redesign a website, or just build landing pages I always ask “who is your target customer?”.

I am not just a “do as I am told” kinda guy. I make sure my clients receive a website that will make them stand out and reach their target customers.

Software I use for Digital Design:

Website Builders: WordPress, Wix, Shopify, Squarespace, WordPress Multisite, FMG Suite

Mobile/Web App Development: Glide, Adalo,

Hosting: AWS, GoDaddy

Analytics: Sinium SEO, SEM Rush, Google Search Console, Google Analytics, Google Tag Manager, Data Studio

Security: SSL, UpdraftPlus


Process Automation

Ever wanted to automate tasks in your sales, marketing, or customer service funnels? Well using tools like Zapier, an email marketing platform, and a CRM I have helped businesses 2x their productivity.

The methods I use for Process Automation have three main purposes: save time, save money, increase efficiency.

Software I use for Process Automation:

CRM: Redtail, Hubspot, Zoho, Salesforce, Bit24

Marketing: Zapier, Buffer, Hootsuite, Facebook Ads, Chatfuel, Google Ads, Constant Contact, Activecampaign, Mailchimp, Getresponse, ProspectIn, DuxSoup

Project Management: Trello, Slack, Asana, ClickUp, Kanban, Google Suite, Office 365, Smartsheets


Automated Processes:

  • Emails Scheduling

  • Prospect and Client Workflow

  • Sales Process

  • Lead Gen

  • Branding

  • Form Submissions

  • Website Analytics

  • Marketing Analytics

  • Social Media

  • Online Content Distribution

Digital Transformation

I help businesses tackle the new digital ecosystem with intrapreneurial efforts. I focus on minimizing manual processes, accelerating online presence, and generating success based on KPI’s. My methods are based on the LEAD Strategic Model (Learn, Educate, Automate, Diversify).

I have used CRM’s and Project Management platforms to scale operations 10x. I help you develop a strategy that meets and exceeds digital transformative standards in your industry.

Software I use for Digital Transformation:

CRM: Redtail, Hubspot, Zoho, Salesforce, Bit24

Automation: Zapier, Buffer, Hootsuite, Chatfuel, Constant Contact, Mailchimp, Getresponse, ProspectIn, DuxSoup

LMS: Thinkific, Tovuti

Project Management: Trello, Slack, Asana, ClickUp, Kanban, Google Suite, Office 365, Smartsheets


Digital Transformation initiatives:

Wealthline Financial Advisors


    • Took existing workflows in their CRM and updated them.

    • Introduced automation techniques

    • Coached their team on digital transformation in their opperations

Flex Wealth Management


    • From task planners to Redtail CRM automation and workflows

    • Increased operational efficiency by 30%

Leadership Reality

    • Scaled from 10 Smartsheets to 1000+ regularly used and updated Smartsheets

    • Build custom Digital Strategy based on LEAD methodology

    • Scheduled 5+ sales appointments per week

    • Built Analytics Hub for all Sales, E-commerce, and Online Engagement statistics