Map the process
Find duplicated entries, unclear ownership, and missed follow-up.
The Sensible Plan · Consulting
Fewer handoffs. Fewer dropped balls.
Practical automation that connects the tools you already use—forms, calendars, email, CRM, and follow-up—without turning a small business into an IT department.
Let's talk about your business →How I work
Practical first. Complicated never.
Connect the tools
Use sensible workflows through existing platforms such as HubSpot and Make.
Keep people in control
Build simple alerts, checks, and human review rather than blind automation.
Relevant work and results
Systems put to work in the real world.
These examples show the experience behind the service. Results reflect broader team and organizational work where noted.
Scottsdale Elks Lodge #2148
Built connected workflows for committee chairs and volunteers, linking event forms, calendars, email, fundraising, and digital signage. Live ticket counts and event countdowns made information easier to find and update; automated notifications and follow-up reduced manual chasing.
See the workflows and live Lodge site →American Legion Post 44
Supported a more maintainable website and member communications process for a volunteer-run organization, with clearer event information and repeatable updates.
See Post 44 work →Prospective-student follow-up
At the University of Advancing Technology, built HubSpot intake and nurture workflows tailored to audience, timing, and communication cadence, with email and direct mail aligned.
See career experience →Experience behind the work
Senior experience. Hands-on thinking.
Built intake and nurture workflows in HubSpot and connected forms, calendars, and communications for community organizations. Automation should reduce work, not create another job.
Every engagement starts with understanding what the business needs, what is already working, and what isn't worth doing.
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