Case Studies
Real results from teams and agencies that transformed their operations with custom systems and automation.
William Pitt Sotheby's International Realty·Real Estate
Unified Business Operating System for Cross-Functional Teams
Designed a centralized Business Operating System in Notion to unify cross-functional teams across multiple locations with AI-powered automation for project management and reporting.
Centralized operations across multiple locations with AI-powered automation
Multiple tools → 1 unified platform
Manual reports → AI-automated summaries
Real-time visibility for all teams
Executive dashboard for strategic decisions
Inge Yang·Coaching & Professional Services
Simplified CRM & Session Management System for Coaching Practice
Built a custom Notion CRM and session management system that transformed manual notebook tracking into an automated, ADHD-friendly business operating system for a life and career coach.
Transformed manual notebook tracking into an automated, ADHD-friendly business operating system
Manual → Automated CRM
30-60 min/week saved
Real-time business dashboard
ADHD-friendly design
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