Concept project Order automation

The Cake Co.

Custom orders, less chasing

A baker who is also the bookkeeper, delivery driver, and customer service department doesn't have a free window for Friday-night follow-up. This six-step automation handles the confirmation, the order log, the quote draft, and the delivery reminder — so the only thing she has to do is bake.

Jotform Zapier Google Sheets MailerLite Gmail Square
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Concept project Systems consolidation

The Clean Co.

Connected tools, one clear view

Kim's tools were already doing their jobs. Scheduling in Google Calendar, invoicing in Square, emails when she got around to them. The business just needed a way for information to move between them. Nothing was replaced. Everything was connected.

Google Calendar Zapier Airtable Square MailerLite
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Real client CRM & dashboard

Get Cronk'd

From intake form to live dashboard

Get Cronk'd is a fitness studio that needed a better handle on client intake and internal visibility. We built an Airtable system that takes a client from inquiry form to base record to a live dashboard the team actually uses — without adding new tools or new logins.

Airtable Intake form Live dashboard
Full case study → Systems walkthrough →
Concept project AI writing workflow

Claire Leblanc Photography

Voice documentation and prompt engineering

Claire writes every client email from scratch, which sounds personal until you realize she's typed the same seven sentences four hundred times. The real work here wasn't the automation — it was capturing her voice precisely enough that the drafts actually sound like her.

Jotform Zapier Claude API Gmail
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Own project Live inventory automation

Raven House Co.

One spreadsheet runs the whole stand

A working homestead selling eggs, soap, candles, and garden goods. The owner needed to update what was available without logging into anything, and a way to let egg share subscribers know when the stand was restocked. We built it on a Google Sheet. She updates one spreadsheet on her phone between morning chores, and two things happen automatically: the farm stand board on the website refreshes with current inventory, and subscribers get a formatted email with what's available. No CMS, no app, no monthly fees.

Google Sheets CSV publish Live website board MailerLite Formspree
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Client-inspired concept Real estate systems

Lydia Nichols

Relationship infrastructure for real estate

Most real estate agents treat the transaction as the job. Lydia treats the relationship as the job. We built the systems to match: an email suite for sellers, a six-part buyer guide, an open house flow for visitors, and the kind of follow-up infrastructure that makes clients feel like they're the only one on her list. Everything is written to sound like Lydia, her market, her values, her voice. Nothing reads like a template.

Seller welcome sequence Buyer guide Referral email Open house flow Visitor tracker Follow-up drafts
View the referral email → View the open house flow → View the buyer guide →

Coming soon

Launch Checklist

A pre-launch readiness checklist for small businesses — the structured thinking most people skip because they're too excited to open the doors. Website, Google Business Profile, social presence, email capture, first-impression copy — everything that needs to be in place before you start telling people you exist.