Customer experience
Make discovery, availability, tour booking, proposals, and the couple portal feel like one branded journey.
Strategy • Websites • Platforms • Business Systems
The website is just the front door. I build what happens behind it.
I design custom websites and digital systems around how customers buy, how the team works, and how the owner actually runs the business—from direct booking and payments to customer portals, staff workflows, dashboards, and automation.
Tomorrow's trips
Direct bookings, passengers, captains, waivers, and payments.
Needs action
Trips6
Booked$4.8K
Captains open2
UpcomingStatus
Private Charter6 passengersPaid
Half-Day Tuna12 passengersWaiver due
Coronado Islands8 passengersCaptain needed
Owner actionAssign a captain to Coronado Islands and resend 3 outstanding waivers.
Selected Systems
Open the dashboard. See how the business runs.
Each business gets a different operating system because the work is different. Switch tabs to see the actual visual direction and operating model behind each platform.
Command Center
Everything operational, at a glance.
Demo Mode: On
2Today's Trips
1On Water Now
2Captains Needed
7Waivers Outstanding
$8.4KRevenue Booked
6Total Trips
September Calendar
Trips, assignments and readiness in one view.
SunMonTueWedThuFriSat
6
7
86:00 · Offshore
9
107:30 · Tuna
11
128:00 · Coronado
13
145:30 · Charter
15
16
176:30 · Coastal
18
19
Attention Required
Items blocking trip readiness.
Coronado Islands needs captainTrip departs tomorrow at 6:00 AM.Assign Captain
7 waivers outstandingPassenger reminders have already been sent.Open Passengers
Boat 2 fuel log missingYesterday's closeout is incomplete.Review Fleet
TripCharterDateCaptainStatus
TRP-2409Private OffshoreOct 03Mike R.On Water
TRP-2410Half-Day TunaOct 04Alex P.Ready
TRP-2411Coronado IslandsOct 04—Assigned
Venue operating system
Good morning, team.
Open inquiries31
Tours this week9
Proposal value$86K
Booked events24
Lead to BookingLive sales pipeline
Inquiry · 12
Anna + MarcusJune 14 · 140 guests
Priya + DevAugust 8 · 110 guests
Tour · 9
Emily + ChrisFriday · 4:00 PM
Proposal · 6
Harper + Jake$18.4K proposal
Booked · 24
Danielle + LeoSeptember 21
Today's appointments.
Bookings, technician matching, travel and service status.
Bookings today14
Gross bookings$2.9K
Techs available7
Tips paid$486
Dispatch BoardLive technician assignments
4:00 PMLa Jolla
Maya T. · Gel-X + ArtInspiration uploaded · $185
Sophia R.12 min away · 4.9★
En Route5:30 PMDel Mar
Janelle M. · Acrylic SetNatural almond · $160
Unassigned3 qualified techs nearby
Needs Tech6:15 PMCoronado
Rachel S. · Bridal Group4 guests · Deposit paid
Team 2Nina + Camila
ConfirmedOwner dashboard
Del Mar performance.
Revenue Today$8,940+12.4% vs avg Wed
Membership MRR$92.4K+3.1% this month
Suite Utilization82%Peak 5–8 PM
Intro → Member54%Target 60%
Revenue · 7 Days$56,820
THU
FRI
SAT
SUN
MON
TUE
WED
Host operations
Your portfolio is guest-ready.
Turnovers, cleaners, service vendors, issues, approvals and property readiness in one operating layer.
⌂Add PropertyBuild the operating profile
✓Create TurnoverSchedule cleaning + QA
!Report IssueRoute repair to a vendor
$Review ApprovalsParts + labor awaiting you
Guest Ready Today7 / 81 turnover in progress
Turnovers This Week1894% on time
Open Issues42 awaiting vendor
Portfolio Spend$3,842Cleaning + service
Active TurnoversToday · San Diego
PropertyCleanerCheckoutStatus
Ocean Beach · Apt 3Coastal Clean Co.11:00 AMQA Complete
Mission Beach · Unit 8Maria + Crew12:00 PMIn Progress
La Jolla · TownhomePrime Turnovers1:30 PMAssigned
Little Italy · LoftCoastal Clean Co.2:00 PMScheduled
Wedding Venue / Lead-to-Event
Aurelia keeps the luxury venue brand inside the operating system.
The cream, sage and editorial venue interface carries inquiries into tours, proposals, couples, seating, vendors, payments and event-day planning.
Lead CRMCouple PortalSeating + Vendors
Walk the Experience
See the system as the customer does.
A good platform is not just an admin dashboard. It connects the customer experience to the operational work happening behind it. Here is what that can look like for a wedding venue—from first visit to event day.
What the couple sees
A venue website built to move them forward.
They land on a focused venue experience with imagery, capacity, packages, social proof, and one obvious next step: check whether their date is available.
Wedding venue websiteGuest view
THE WILLOW ESTATE
A place worth gathering for.
Private celebrations for up to 180 guests. Indoor + outdoor ceremony spaces, getting-ready suites, and flexible packages.
Check Your DateExplore the Venue
Check availability2 min
Tell us about your day.
Preferred dateSeptember 21, 2027
Guests140–160
Budget$20K–$30K venue + catering
StyleOutdoor / modern romantic
What matters most?Great food, outdoor ceremony, easy guest experience.
See Available Tours
Book a private tourSeptember
Choose a time.
Friday · 4:00 PM60-minute private tour
Saturday · 10:30 AM60-minute private tour
Saturday · 1:00 PM60-minute private tour
Sunday · 11:00 AM60-minute private tour
Your proposalValid 7 days
The Willow Estate · September 21
$18,400Venue + selected package
$4,600Deposit to reserve date
IncludedCeremony + reception spaces
OptionalLate-night extension + rentals
Reserve My DateAsk a Question
Anna + Marcus143 days to go
Your wedding workspace.
Planning Timeline7 of 11 items complete
PaymentsNext payment due May 15
Vendors4 confirmed · 2 remaining
Guest + Seating118 guests added
DocumentsContract + floor plan
Messages2 new venue updates
Event daySeptember 21
Today’s timeline.
ScheduleStatus
Wedding party arrival1:30 PMConfirmed
Ceremony4:00 PMOn schedule
Cocktail hour4:45 PMReady
Reception6:00 PMReady
What happens behind the scenes
The website starts the operating workflow.
The customer sees a simple experience. The venue gets structured information and a clear next action instead of another random inbox message.
01
Capture intentTrack source, page, preferred date, and the CTA that converted.
02
Pre-qualifyUse capacity, event type, and availability rules before staff spends time manually.
03
Create leadA qualified inquiry is ready for the venue team with context attached.
Business resultBetter leads enter the pipeline with less manual sorting.
What happens behind the scenes
A real lead is created automatically.
Instead of copying form responses into a CRM, the system creates the opportunity, applies qualification logic, and moves the couple toward the next step.
01
Lead createdCouple, date, guest count, budget, source, and notes become structured fields.
02
Availability checkedConflicts and unavailable dates are caught before staff replies manually.
03
Follow-up triggeredConfirmation email and tour options can be sent immediately.
Business resultFaster response time and cleaner lead data without additional admin work.
What happens behind the scenes
The lead advances and the team gets prepared.
The calendar, lead stage, reminder workflow, and internal preparation can all update from one customer action.
01
Calendar reservedThe tour is placed on the correct venue/team calendar.
02
Pipeline updatedLead moves from Inquiry → Tour Scheduled automatically.
03
Team prepThe coordinator sees couple details, priorities, budget, and notes before the tour.
Business resultFewer scheduling emails and a better-prepared sales conversation.
What happens behind the scenes
The venue can see exactly where the deal stands.
Proposal behavior, deposit status, agreement status, questions, and follow-up timing become visible instead of disappearing into email threads.
01
Proposal trackedThe team knows when it was sent, viewed, and whether the couple has acted.
02
Deposit + contractPayment and agreement status sit on the same opportunity.
03
Follow-up logicIf the proposal stalls, the venue gets a clear follow-up task instead of relying on memory.
Business resultA shorter path from tour to signed booking with better deal visibility.
What happens behind the scenes
The venue sees planning progress without chasing everything manually.
The same portal that feels convenient to the couple gives the venue structured visibility into outstanding decisions, payments, vendors, and deadlines.
01
Planning statusSee what the couple has completed and what remains outstanding.
02
Automated remindersPayment, document, and planning reminders trigger based on dates and status.
03
Vendor coordinationKey vendor details and required documents stay attached to the event.
Business resultA better client experience with fewer repetitive check-in emails for the coordinator.
What happens behind the scenes
The operational side becomes the run-of-show.
The venue team sees the same event from an operational perspective: staff assignments, vendors, timing, outstanding issues, and completion status.
01
Run-of-showStaff and vendor timing are visible in one operational timeline.
02
Issue handlingAny day-of issue can be logged, assigned, and resolved with context.
03
Post-event flowCompletion can trigger final payment checks, review requests, referral prompts, and archive steps.
Business resultThe system supports the relationship from first click through post-event follow-up.
One customer action should create the next operational action. That is the difference between designing pages and designing the system behind the business.
What I'd Build for Your Business
Pick the business. See the system.
Different companies need different digital infrastructure. Choose the closest business type and I'll show you the customer experience, operating layer, automations, and owner visibility I'd think through first.
System blueprint
Main risk: handoff gapsWhat I would connect first
Operations
Give the venue team a lead pipeline, event workspace, vendor status, payments, seating, documents, and run-of-show.
Automation
Tour reminders, proposal follow-up, payment reminders, planning deadlines, vendor document requests, and review requests.
Owner visibility
Pipeline value, tours, proposals, booked events, upcoming deadlines, payment status, and events needing attention.
Customer experience
Trip discovery, availability, direct booking, passenger details, payments, waivers, reminders, and Manage My Trip.
Operations
Owner calendar, fleet status, captain availability, passenger counts, payment status, and trip readiness.
Automation
Booking confirmations, waiver reminders, pre-trip instructions, captain alerts, weather/status notices, and post-trip reviews.
Owner visibility
Upcoming revenue, unassigned trips, incomplete waivers, fleet issues, captain coverage, and high-value bookings.
Customer experience
Services, inspiration upload, location, availability, travel pricing, checkout, appointment tracking, and reviews.
Operations
Dispatch board, technician availability, service areas, booking assignment, check-in/out, completion proof, and payouts.
Automation
Assignment notifications, arrival updates, appointment reminders, travel-fee rules, review requests, and payout status.
Owner visibility
Unassigned bookings, technician coverage, revenue, travel cost, payout exposure, cancellations, and customer issues.
Customer experience
Service discovery, booking, packages, membership, reminders, account history, rebooking, and reviews.
Operations
Provider schedules, room utilization, appointment status, package balance, guest notes, memberships, and capacity.
Automation
Waitlist fills, appointment reminders, rebooking prompts, membership save flows, review requests, and lapsed-guest recovery.
Owner visibility
Utilization, average ticket, rebooking, membership MRR, cancellations, provider performance, and open capacity.
Customer experience
Appointment request, vehicle details, estimate review, digital approvals, repair status, payment, pickup instructions, and service history.
Operations
Work orders, technician assignments, inspection status, parts needs, approvals, labor progress, invoicing, and ready-for-pickup queue.
Automation
Estimate reminders, approval requests, status updates, pickup notices, maintenance reminders, and review/referral requests.
Owner visibility
Cars in shop, approval delays, technician workload, average repair order, parts blockers, revenue, and comebacks.
Customer experience
Treatment education, consultation booking, forms, appointment management, treatment plan visibility, memberships, rebooking, and reviews.
Operations
Lead pipeline, consultation status, provider schedules, room capacity, treatment history, memberships, and follow-up queues.
Automation
Lead nurture, consultation reminders, no-show recovery, rebooking prompts, membership follow-up, review requests, and dormant-client winback.
Owner visibility
Leads, booking conversion, show rate, provider utilization, revenue per appointment, rebooking, membership, and retention.
Owner outcomeOne view from first inquiry through event completion.
Where Businesses Usually Break
The website usually isn't the only problem.
These are the places I look for before deciding what should actually be built. The goal is to fix the operating friction behind the customer experience—not just redesign the surface.
01 · Conversion
Leads come in. Follow-up is inconsistent.
People submit forms, call, DM, or request information—but the next step depends on someone remembering to respond and track it.
System fixStructured intake + pipeline + automated follow-up
02 · Booking
Scheduling creates unnecessary back-and-forth.
Availability, staff, resources, travel time, or service rules live in different places, so booking requires manual coordination.
System fixDirect booking + availability logic + confirmations
03 · Customer Experience
After the sale, customers disappear into email threads.
Payments, documents, updates, messages, and next steps are scattered—creating repetitive questions and a weaker experience.
System fixBranded customer portal + status + self-service
04 · Operations
The team runs the business through texts and spreadsheets.
Assignments, notes, status changes, proof of work, and handoffs happen manually with little structure or visibility.
System fixStaff / vendor workflows + assignments + operational status
05 · Owner Visibility
The owner has data, but no operating view.
Revenue may live in one tool, bookings in another, customers somewhere else, and urgent problems inside someone's inbox.
System fixOwner dashboard + needs-attention + key business metrics
06 · Retention
The business wins customers and then forgets to bring them back.
Rebooking, reviews, renewals, referrals, memberships, and dormant customers are often left to manual follow-up.
System fixLifecycle automation + rebooking + retention workflows
Sometimes the answer is not more software.If the current tools already solve the problem, I would rather connect or simplify them than rebuild something just to call it custom.
Before → After
Stop stitching the business together with disconnected tools.
The point isn't custom software for the sake of custom software. It's reducing handoffs, duplicated work, customer friction, and the number of things the owner has to remember manually.
What many businesses have now
A website on the front. Chaos behind it.
WebsiteMARKETING
Calendly / booking appSCHEDULING
Stripe linksPAYMENTS
SpreadsheetOPERATIONS
Texts + emailHANDOFFS
Owner memoryFOLLOW-UP
What I build toward
One connected operating experience.
WebsiteDISCOVERY
Booking / purchaseCONVERSION
Customer portalEXPERIENCE
Staff workflowFULFILLMENT
AutomationFOLLOW-UP
Owner dashboardCONTROL
What I Build
Three sides of the same system.
Instead of treating the website, customer journey, and internal operations as separate projects, I design them as one connected experience.
01 · Customer Experience
Make it easier to discover, buy, book, and come back.
The public-facing experience that turns attention into action.
- Custom marketing websites
- Direct booking & scheduling
- Customer portals
- Checkout & payments
- Account management
02 · Business Operations
Give the owner one place to run what matters.
The operational layer behind the customer experience.
- Owner / admin dashboards
- CRM & pipeline workflows
- Scheduling & dispatch
- Reporting & visibility
- Payments, billing & approvals
03 · Team Systems
Give staff, vendors, and contractors the right tools.
Role-specific workflows instead of endless texts and workarounds.
- Employee portals
- Contractor / vendor portals
- Assignment workflows
- Check-in / completion flows
- Notifications & automation
Why This Is Different
Most developers start with the feature list. I start with how the business makes money.
That consulting layer changes what gets built. The goal isn't to add more software. It's to understand the business well enough to know what technology should actually solve.
How do customers buy?Customer journey
Where does the process break?Friction
What is still being done manually?Operations
What does the owner need visibility into?Control
Where are customers dropping off?Conversion
What should technology actually solve?Strategy
How I Work
Business first. Build second.
The strongest systems come from understanding where the business is going, how the customer moves through it, and what the team actually needs to operate.
01
Understand
Learn the offer, customers, team, tools, bottlenecks, and current workflow.
02
Map
Design the customer journey, roles, handoffs, data, and operating logic.
03
Design & Build
Create the website, dashboards, portals, booking experience, and connected workflows.
04
Launch & Improve
Test the system, train the team, launch, and refine based on real usage.
Best Fit
When this makes sense.
This is for businesses where the website is only one piece of the actual problem—and where a better system can improve both the customer experience and how the company operates.
Custom builds typically start around $5K.Customers jump between multiple toolsStrong fit
Booking or scheduling is too manualStrong fit
The owner lacks visibility into operationsStrong fit
Staff rely on texts, spreadsheets, or workaroundsStrong fit
You want to own more of the customer relationshipStrong fit
You only need a basic brochure websiteProbably overkill
FAQ
Before we build.
Do you only build websites?
No. Websites are often the entry point. I also design booking platforms, customer portals, owner dashboards, staff or contractor experiences, payments, workflows, and custom operational systems.
Do I need to know exactly what I need?
No. Explain how the business works today, what is frustrating, and what you want to improve. Defining the right system is part of the work.
Can this replace some of the tools we use now?
Sometimes. The goal is not to rebuild every tool. It's to simplify the places where disconnected software, manual handoffs, and poor customer experience create unnecessary work.
Can you connect payments, booking, CRM, or automations?
Yes. The exact stack depends on the project, but systems can be designed around payments, scheduling, CRM workflows, notifications, email/SMS, databases, and third-party integrations.
What does a project cost?
Custom builds typically begin around $5K and increase with complexity, number of user types, integrations, payments, workflows, and operational requirements.
Start a Project
Tell me how your business works. I'll show you what I'd build.
Tell me what you're using today, where the process gets messy, and what you're trying to improve.