PROJECT / 01
● AI-Powered · Featured
AI CFO Dashboard
A live business intelligence cockpit for a coaching client — built end-to-end with Claude Code. Pulls revenue, expenses, payroll and goal data into one view, with an embedded AI CFO that answers plain-English questions about the numbers.
Stripe→
Multiple Sources→
Claude Code→
Live Dashboard + AI Chat
Claude Code
Stripe
Airtable
Webhooks
React
Outcome: Replaced a weekly spreadsheet ritual with a real-time decision tool.
cfo.client.app/overview
› What's our biggest cost driver this month?
‹ Payroll, up 6.2% vs April. Mostly contractor hours on Project Atlas.
PROJECT / 02
● AI-Powered
AI Content Production System
A briefing-to-deliverables pipeline. The client drops a brief; Claude Code drafts captions, plans carousels, and roughs reel edits. They review, not write.
Brief→
Claude Code→
Captions + Carousels + Reels
Claude Code
Airtable
Google Sheets
Outcome: ~70% reduction in content production time.
PROJECT / 03
⚙ Automation
Multi-Source Lead Capture
Five+ form sources feeding a single funnel. Webhooks normalize the payloads, Zapier routes by source, GHL and Airtable get the same enriched record, and the lead gets a tagged sequence within minutes.
5+ Forms→
Zapier + Webhooks→
GHL + Airtable→
SMS / Email + Tags
Zapier
Webhooks
GHL
Airtable
Typeform
Fillout
Outcome: Zero leads dropped, every source attributed.
PROJECT / 04
⚙ Automation
Post-Purchase Onboarding
From Stripe success to Skool seat in under a minute. Buyers move through a GHL pipeline, get a welcome series timed to their actual signup, and land in the community already tagged.
Stripe→
Zapier→
GHL Pipeline→
Welcome Series + Skool Invite
Stripe
Zapier
GHL
Skool
Outcome: Customers onboarded automatically, day-one engagement up.
PROJECT / 05
⚙ Automation
Appointment & Follow-Up System
A complete calendar lifecycle. Smart reminders before the call, no-show recovery sequences after, and a tailored post-call email that actually references what was discussed.
GHL Calendar→
Reminders→
No-Show Follow-Up→
Post-Call Email
GHL
Zapier
ActiveCampaign
Outcome: Show-up rate up, manual follow-up gone.
PROJECT / 06
⚙ Automation
Client Records & Ops System
A self-maintaining Airtable backbone. Scripts auto-link records across tables, native automations keep the CRM honest, and ClickUp pings the right person the moment something changes.
Airtable Scripts→
Native Automations→
Auto-Linked Records→
ClickUp Notifications
Airtable
ClickUp
JavaScript
Outcome: Ops team stopped chasing data, started using it.