Case studies · Full view
How the work was actually done.
Project summaries based on real client work. Where possible I include redacted findings rather than publishing private client systems.
Kajabi · Audit · Migration Strategy
Multi-Account Kajabi Audit & Migration Strategy
The challenge: Years of contacts, offers, products and automations had accumulated across three Kajabi accounts. The goal was to understand what was safe to migrate and where the system could be simplified before changes were made.
What I audited: contact exports and overlap, subscriber status, offer inventory, welcome sequences, offer-level triggers, deprecated segments, migration eligibility and external onboarding dependencies.
65K+ contact records620 offers1,829 overlaps13,914 est. verification pool
What I found: cross-account duplication, mixed legacy audiences, bounced and unsubscribed records that should not migrate, duplicate onboarding logic, and a high-maintenance architecture built around many offer-level triggers.
Recommendation: segment before migration, verify only eligible contacts, preserve required customer access, and simplify onboarding entry points after validation.
GoHighLevel · Email Operations
Email Marketing Operations | 30K+ Contacts
I support recurring campaign operations for a media and events platform, including newsletter builds, event campaigns, links, CTAs, audience checks and campaign coordination.
30K+ contacts4–5 newsletters/week
Kit / ConvertKit · Subscriber Flow
Email System & Subscriber Flow Validation
I reviewed and tested an existing email setup to confirm opt-in behavior, sequence entry, subscriber movement and reporting. The work documented what was functioning as intended and where the setup needed closer review.
Notion · Calendly · Client Delivery
Client Onboarding System
I mapped a scattered onboarding process into a structured client journey with a Notion hub, scheduling, intake, resources and repeatable next steps.
10+ hours/week savedstructured Day 1 journey
Kajabi · Thinkific · Canva
Course & Digital Program Operations
I organize modules and lessons, prepare video and audio, create supporting PDFs and resources, upload content and review the student experience across course platforms.
Riverside · Production · Email
Podcast Operations
I manage guest coordination, scheduling, production submissions, episode review, asset handoffs, trackers and go-live communication through a documented recurring workflow.