Creating Multimodal Multi-Solution Automation Isn’t New, There Are Just New Tools

Back in My Day We Didn’t Have No Fancy AI

But We Still Built It Better

The Challenge
Three businesses. Three sets of systems. One brand identity struggling to hold it all together. A client came to me with a triad of companies—an insurance franchise, a CPA/tax prep service, and a group insurance arm—each operating in silos. Disconnected tools, inconsistent user experiences, and fractured follow-up sequences were costing them credibility, conversions, and clarity.

The Solution

I stepped in as systems architect, strategist, and COO-in-action—mapping out inefficiencies, pain points, and opportunities across all business layers. Then I built a unified tech ecosystem designed to connect, automate, and scale.

• Connecting the Dots
  Created custom API integrations and embedded hooks between the corporate site and franchisee platforms. This turned fragmented digital islands into a seamless brand experience.

• Supercharged Lead Management
  Implemented Salesforce as a centralized CRM. Automated nurturing with Twilio (calls/texts), Mailchimp (email), and Zapier triggers to keep leads warm and workflows moving.

• Communication that Clicks
  Upgraded voice systems with OnSIP VoIP, aligning call routing with team structure and improving response time and reliability.

• Brand Cohesion from the Top Down
  Standardized messaging across platforms and tools to ensure brand consistency—from first touchpoint to follow-through.

• Smart Automation for Smart People
  Designed a lightweight customer service network using SMS, emails, and recorded bot calls to handle account hygiene, support reminders, and lead activation—without taxing internal bandwidth.

The Results

• +40% Lead Conversion Rate

• 15–20 Hours Saved Weekly per Team

• 25% Drop in Site Abandonment

• Zero-Day Scalability: system supports growth without rework

Reflection & Impact

I didn’t just build a tech stack—I built a connective tissue between brand, workflow, and client experience. This was a playbook in how to link the human side of service with automated, scalable infrastructure. It delivered real value, fast—and gave the client the operational lift they needed to grow with confidence.

And yes, while building that, I was also hacking together bots for Facebook Pages using user tokens in the pre-OAuth era. Let’s just say we didn’t have fancy AI, but we had ingenuity—and it worked.