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🚀 Automation Architect | Systems Integrator | Workflow Fixer for Growing Businesses If your automations are firing at the wrong time, duplicating data, missing edge cases, or quietly breaking in the background—I fix that. I help businesses design, rebuild, and stabilize automation systems that actually run core operations, not just one-off Zaps. My work focuses on reliability, clean logic, and real business outcomes. This is not surface-level automation. I specialize in workflows where accuracy matters—payments, CRMs, accounting, onboarding, notifications, and approvals. ⚙️ What I Do (Based on Real Client Work) ✨ Payment & Revenue Automations • Stripe / Square triggers that fire only when payment is completed • Replace unreliable native triggers with webhooks • Post-payment actions: CRM updates, email notifications, Slack/Telegram alerts, enrollments • Fix “ghost orders” and premature triggers 📊 CRM & Lifecycle Automation • Sync and segment contacts across CRMs (Mailchimp, HubSpot, FUB, ClickUp CRM) • Correct tagging logic (trial vs paid, active vs cancelled) • Prevent duplicate records and conflicting automations • Build clean pipelines with automated follow-ups and handoffs 🧾 Finance & Accounting Workflows • Funnel form submissions, orders, or emails into QuickBooks Online • Draft estimates → approvals → invoices • Maintain human review where required (no blind auto-sending) • Reconcile data between sales systems and accounting 📁 Documents, Forms & E-Signatures • Google Forms → Autocrat → Drive → DocuSign workflows • Reliable file detection and attachment handling • Structured folder creation and naming conventions • Eliminate known Zapier + Drive edge cases 📋 ClickUp Systems & Automations • Cross-task and cross-list updates based on custom fields • Event/date-driven task updates • Space / Folder / List architecture • Dashboards, automations, and governance that scale with teams 🧠 Broken Automation Diagnosis • Debug Zaps or Make scenarios that “mostly work” • Identify race conditions, trigger flaws, and data mismatches • Rebuild logic to be stable, testable, and documented 🧰 Tools & Platforms I Work With 🔗 Automation & Integration • Zapier (advanced multi-step Zaps, webhooks, code steps) • Make (routers, iterators, error handling) • Jitterbit • BetterCloud • Custom Webhooks, REST & SOAP APIs • JavaScript & Python (Zapier Code, API transformations) 📊 Project Management & Work Management • ClickUp (systems, dashboards, automations, governance) • Monday • Jira • Google Sheets–based operational systems 🧠 CRM, Sales & Marketing Systems • HubSpot • Follow Up Boss • Mailchimp • GoHighLevel • Circle • CRM lifecycle automation, tagging logic, deduplication, and syncing 💳 Payments, Finance & Accounting • Stripe • Square • QuickBooks Online • Payment-complete validation, webhook triggers, draft-to-approval workflow 📁 Forms, Documents & E-Signature • Google Forms • Google Sheets • Google Drive • Autocrat • DocuSign • Document generation, file governance, PDF detection, and routing 🧑‍💼 HR, IT & Identity Management • OneLogin • ManageEngine • ServiceDesk Plus • UKG • User lifecycle automation (onboarding/offboarding, access cleanup) 📨 Communication, Scheduling & Notifications • Gmail • Outlook • Slack • Telegram • Calendly • Zoom • Alerts, reminders, digests, and executive summaries 🌐 Websites & E-Commerce • WordPress • Wix • Squarespace • Shopify • Client intake, purchase-triggered automations, and CRM syncs 🧩 API & Custom Development • REST & SOAP APIs • Authentication (API keys, OAuth, Basic/Bearer) • Payload design, field normalization, pagination • Error handling, retries, and logging • Google Apps Script–based automation systems If your tool isn’t listed, that’s usually not a blocker. I design automation around business logic first, the platform is just the implementation detail 🧠 How I Work • 🧩 Architecture first — I map the logic before touching tools • 🛑 No over-engineering — simple, reliable, maintainable • 🔍 Edge-case aware — duplicates, retries, failures, timing • 📘 Fully documented — logic, mappings, and Loom walkthroughs • 🤝 Collaborative — clear updates, no guessing 💼 Background & Results With years of hands-on automation and systems experience, I’ve delivered solutions that: ✅ Reduced manual work by 40–60% ✅ Fixed unreliable or misfiring payment automations ✅ Improved CRM data accuracy and segmentation ✅ Shortened onboarding, billing, and fulfillment cycles 🎯 As a Certified Scrum Master, I bring structured delivery, clear scope, and predictable outcomes—especially important for complex automations. 🔥 Why Clients Hire Me ✅ Proven experience with real production workflows ✅ Comfortable fixing what others couldn’t ✅ Deep understanding of how tools fail—not just how they work ✅ Clear communication and zero fluff ✅ I explain the system so you’re never dependent on me

I build and maintain VB.NET Windows Forms applications with SQL Server and Microsoft Access backends. With 35+ years of experience, I handle the full stack — systems analysis, database design, stored procedures, UI development, and API integrations (Salesforce, Stripe, QuickBooks). I specialize in custom line-of-business applications where off-the-shelf software doesn't fit. Recent projects include a $50M+ factoring management system, a SaaS tax collection platform used by ~100 municipalities, and an emergency response system for FEMA/Travelers Insurance. I am also currently finishing up work on a software application that landscapers and other similar businesses can use to run their businesses. I like to use DevExpress DXperience controls extensively to create beautiful, feature-rich user interfaces and reports. I also migrate legacy Access/VB6 systems to modern .NET platforms. I excel at being able to come up with innovative, efficient, and user-friendly software solutions and at breaking down complex problems into smaller, more easily understood ones. I pride myself in writing well-organized and easily understandable code, emphasizing object-oriented principles, thereby creating code that is much easier to maintain, for myself and others. I am a clear communicator and a thorough analyst. MS Electrical Engineering | BS Industrial Engineering

As an experienced Technology Consultant with over 20 years in software development, I specialize in transforming complex, siloed data challenges into streamlined, automated business solutions. I bridge the gap between robust backend logic and user-friendly front-end applications by leveraging a dual expertise in Python/Data Engineering and the Microsoft Power Platform. My core strength is designing end-to-end systems: from ingesting raw data via Python ETL pipelines and integrating with APIs, to automating those processes using Power Automate flows and deploying custom Power Apps. I ensure that data is not just collected, but intelligently processed, stored securely (SQL/Snowflake), and delivered through intuitive dashboards. I deliver solutions that save time, reduce manual errors, and provide clear business intelligence.

I build CRM, lifecycle, and retention programs that turn signups into revenue. 50+ clients. 200M+ messages sent. Consistent 50-70% retention lifts across SaaS and mobile apps. Whether you need a lifecycle program built from scratch or a seasoned strategist to come in and level up what you've got, that's what I do. I've done it for startups, Series B/C companies, and enterprise-scale apps with 20M+ users. I'm Braze Level 2 Certified, deeply experienced with Customer io, and I've worked across Iterable, Klaviyo, Clevertap, and most of the major martech platforms. I most recently served as Head of CRM at a fast-scaling AI edtech app, where I built the entire lifecycle program from the ground up using Customer io, Liquid, and a custom ChatGPT integration that generates 1:1 personalized push messages at scale. Before that, I spent years as a senior consultant leading CRM strategy for mobile apps and SaaS brands, and as VP of Growth for a top-20 health and fitness app where my CRM program drove a 52% revenue uplift. A few recent results: 96% increase in re-subscriptions from canceling users (push + email reactivation) 444% YoY increase in premium signups via a single holiday campaign 43.7% of daily push recipients opening the app within 1 hour 70% improvement in Day 7 retention for a wellness app 50% uplift in trial-to-paid conversions, adding $4.5K MRR Migrated an enterprise client to Braze in 3 months after 12+ months of delays What I typically help with: CRM strategy and architecture from zero to launch. Lifecycle audits and optimization for existing programs. Onboarding, trial-to-paid, and churn recovery flows. Email, push, in-app, and SMS campaign design and copywriting. A/B testing frameworks, cohort analysis, and revenue attribution. Analytics integration with Amplitude, Mixpanel, Segment, or mParticle. How I work: I start with a deep audit of your funnel, your data, and your messaging. I build a strategy tied to your actual growth levers, not a template. Then I execute: copy, flows, segmentation, testing, iteration. I'm a strategist who also does the hands-on work, which means nothing gets lost in translation between "the plan" and "the build." "Trever's copy and lifecycle strategy led to huge uplifts in trial-to-paid, retention, and app store rankings. If he's available, hire him now." - Joe Kindness, CEO, AgencyAnalytics Top Rated Plus. Expert-Vetted. 15+ years in SaaS, mobile, and ecommerce. US citizen based in Europe, async-native, and easy to work with. If you're looking for someone who can own lifecycle end to end, let's talk. Keywords: Lifecycle Marketing, CRM, Email Marketing, Retention, SaaS, Mobile App Marketing, Braze, Customer io, Iterable, Klaviyo, Push Notifications, In-App Messaging, Marketing Automation, SMS, Customer Journeys, Activation, Churn, Product Marketing, Amplitude, Segment, Mixpanel, Clevertap, AI, Campaign Strategy, Revenue Growth, Copywriting, Subscription Apps, Onboarding

Are you looking for someone who can do more than enter transactions and reconcile accounts? I help small businesses and law firms build financial clarity, operational efficiency, and systems that actually work. With 20+ years of bookkeeping and accounting experience combined with a long background in software development, IT leadership, and business operations, I bring a rare combination of financial expertise, technical problem-solving, and process improvement to every engagement. My clients hire me when they need someone who can step into complex situations, understand how the business truly operates, and create practical solutions, not just complete tasks. I specialize in bookkeeping, legal operations, and business systems optimization, with particular expertise supporting law firms and professional service organizations. As a Certified Clio Administrator, I understand the unique operational and accounting challenges law firms face, including trust accounting workflows, billing operations, intake automation, reporting, payment processes, and integration with accounting platforms. My approach is collaborative, detail-oriented, and grounded in real business experience. Whether you need ongoing bookkeeping support, Clio optimization, workflow design, reporting, cleanup projects, or operational guidance, I focus on building solutions that are accurate, sustainable, and easy for your team to maintain. Areas of Expertise: BOOKKEEPING & ACCOUNTING • Full-cycle bookkeeping and accounting support • Financial statement preparation and reporting • QuickBooks Online and Quicken administration • Bank and credit card reconciliations • General ledger maintenance and account cleanup • Accounts payable and accounts receivable management • Payroll coordination and journal entry support • Budgeting, forecasting, and financial analysis • Month-end close and financial process improvement LEGAL OPERATIONS & CLIO EXPERTISE • Certified Clio Administrator • Clio Manage and Clio Grow configuration and optimization • Law firm billing workflows and invoice operations • Trust accounting and reconciliation support • Intake and client lifecycle automation • Matter templates, custom fields, and workflow design • Clio Payments configuration and operational support • Reporting, dashboard creation, and process documentation • Law firm operational assessments and implementation guidance BUSINESS SYSTEMS & TECHNOLOGY • Business process analysis and optimization • Workflow automation and systems integration • Custom software solution development • Data cleanup, migration, and implementation projects • Requirements gathering and solution design • Reporting and operational analytics • Technology troubleshooting and process redesign • Documentation, SOP creation, and training support What clients appreciate about working with me: • Strong attention to detail • Clear and proactive communication • Ability to understand both technical and business concerns • Calm, thoughtful problem solving • Reliable execution and follow-through • High level of integrity and confidentiality • Flexible and collaborative working style I believe financial and operational systems should support your business, not create more work. My goal is simple: help you gain confidence in your numbers, improve your processes, and free up your time to focus on what matters most.

I am an expert Microsoft PowerApps and Power Automate application developer with experience building highly complex apps including galleries, forms, and workflows that connect to multiple data sources, including Sharepoint and SQL. I have an analyst background, so I effectively communicate with all levels of the business, and I can make suggestions for improving your app and workflow (if you'd like me to :) ). I build apps using Microsoft best practices, and the apps are optimized for performance. My goal is to build apps that meet the needs of the business, that are easy for end users to understand and navigate, and most important, that are easy for you to administer and manage after I'm gone. I am flexible in my work hours, and I look forward to working with you!