Case Studies

Its like this story is long, will you still stay?

1. Startup Streamline Project

A fast-growing digital brand struggled with disorganized workflows and client communication. After implementing the ERICS system, I built an integrated Notion workspace with automated task reminders and SOPs, cutting turnaround time by 40%.

2. Customer Support Revamp

For a small e-commerce store, I restructured their email and chat support systems with AI-assisted templates and escalation rules, improving response time from hours to under 10 minutes.

HERE'S A TIP OF KNOWLEDGE ON ONE OF MY PROJECTS

Secure Scaling for a Coaching Brand

Goal: Build a data-secure client portal + CRM system for a coaching brand to enhance onboarding, transparency, and trust.

Tools Used:
Airtable (CRM database) · Softr (client portal) · Make (automation) · Google Drive (security) · Typeform (intake form)

Process:
I structured the CRM in Airtable with Client Info, Onboarding Status, Session Logs, and Resources tables, each equipped with automation buttons and filtered admin/client views.
Then, I connected it to Softr, creating a password-protected client portal featuring personalized dashboards, session recaps, and uploaded resources.

Through Make automation, onboarding became seamless: new client forms automatically generated CRM entries, sent welcome emails, and shared secure access links.
Sensitive files were stored in encrypted Google Drive folders with restricted permissions and privacy notices embedded across the portal.

Result:
A scalable, trust-centered system that improved client experience and retention by over 30%, proving that security and simplicity can drive stronger client loyalty.

I still stayed, what about you?

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