Work that ships

HoneyBook Client Operations System

Full HoneyBook setup for a service business: client portal, branded proposal and contract templates, automated follow-up sequences, AI-assisted note-taking during calls, and scheduler integration. New clients get onboarded automatically.

Red & Gold Events

Georgia's leading South Asian wedding planning company needed more than a website. They needed a full business operation built from scratch. We designed and launched the site, then built every system behind it: HoneyBook configured end-to-end for bookings, contracts, and client communications; Google Drive and Docs organized for client-facing document management; 1099 payroll set up for their team; and AI automations that calculate hourly pay automatically, eliminating manual tracking entirely.

Insurance Holding Company: Data & Reporting Architecture

A financial services holding company that runs a portfolio of insurance brands serving diverse communities across the U.S., pairing local market expertise with national operational scale. The organization provides the infrastructure, technology, and strategic leadership required to grow insurance service businesses at scale: acquiring and investing in agencies, delivering shared services and compliance, and enabling scalable growth without compromising brand identity.

Client identity confidential. Standard practice for enterprise and financial services engagements