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Full Stack

Tools & Platforms

The complete list of platforms, tools, and technologies I configure, integrate, and build on. If your organization runs on it, there's a good chance I've worked with it.

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Tools are only useful when they're set up correctly, connected intentionally, and documented so someone else can maintain them. Every platform listed here represents hands-on configuration experience — not just familiarity.

CRM & Client Management

Intake · Contracts · Proposals · Pipelines

Client relationship and intake platforms — configured for your actual client journey, not the default setup. Includes contract automation, proposal workflows, payment triggers, and onboarding sequences.

Dubsado ★ Certified HoneyBook HubSpot Zoho CRM Pipedrive Clio Lawmatics Salesforce Monday CRM FreshSales

Automation & Workflow

Triggers · Sequences · Multi-step Flows

End-to-end automation design across platforms — connecting your CRM, forms, email, calendar, and database so information moves without manual intervention.

Zapier Make (Integromat) Power Automate Airtable Automations AI-Driven Workflows SMS/Email Sequences Intake Automation Adobe Workfront

Database, PM & Workflow

Tracking · Organization · Project Delivery

Project management and database platforms configured for real operational use — not just default views. Custom bases, linked records, dashboards, and approval workflows.

Airtable Notion ClickUp Monday.com Smartsheet Jira Planview PPM Pro Asana Microsoft Project

Web & Infrastructure

Sites · DNS · Security · Hosting

Enterprise-level WordPress builds, Cloudflare configuration, DNS setup, bot blocking, SSL, and platform migrations. Built to perform and secured to stay that way.

WordPress Cloudflare DNS Configuration Bot Blocking SSL & Security Google Tag Manager Squarespace → WP Migration Netlify GitHub / Cloudflare Pages Divi Kadence Astro

Forms & Documents

Intake · Lead Capture · PDFs · Routing

Form builds with conditional logic, submission routing, database integration, and follow-up triggers. Fillable PDFs built for actual use — not just appearance.

Gravity Forms Forminator Typeform JotForm Fillable PDFs Lead Capture Forms Conditional Logic Submission Routing Airtable Forms

Email Infrastructure

Setup · Deliverability · DNS · Campaigns

Domain-authenticated email setup, DNS record configuration (SPF, DKIM, DMARC), deliverability tuning, and email marketing platform configuration. Your emails actually reach inboxes.

Google Workspace Zoho Mail MXroute Mailchimp SPF / DKIM / DMARC Deliverability Setup Domain-Authenticated Email ConvertKit

SEO & Digital Visibility

Local Search · Analytics · GEO · Tracking

Local search optimization, Google Business Profile management, on-page SEO, GEO for AI-driven search engines, citation building, and conversion tracking configuration.

Google Business Profile Local & On-Page SEO GEO / AI Search Optimization Citation Building Google Analytics (GA4) Conversion Tracking UTM Configuration Search Console Yoast / RankMath

AI Tools & Platforms

Workflow Integration · Prompt Engineering · Content

Practical AI integration into real business processes. Tool selection, prompt engineering, AI-assisted content production at scale, and GenAI workflow design that actually saves time.

Claude (Anthropic) ChatGPT Gemini Jasper Perplexity Microsoft Copilot Gamma Prompt Engineering GenAI Workflow Design

Analytics & Reporting

Dashboards · Data Visualization · KPIs

Reporting frameworks and dashboards built for non-technical stakeholders. Data visualization that communicates what actually matters to decision-makers.

Power BI Google Analytics (GA4) Excel / Advanced Formulas Airtable Dashboards Google Looker Studio

Ready to put these to work?

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