Build the systems. Run the business.

Customer information and scheduling were fragmented across spreadsheets and manual processes in a traditional custom-clothing business.

I migrated customer records, connected booking to the CRM, rebuilt the website, and ran sales and daily operations solo for substantial parts of the year.

1. 01Use a practical Notion CRM with standardized customer fields and lifecycle stages.
2. 02Connect Calendly bookings to the CRM through Zapier so customer context follows the appointment.
3. 03Design workflows around real consultations, fittings, orders, and follow-through.

Migrated more than 750 client files. Recorded solo sales were approximately $57,600 across 36 clients during the 2022–2023 reporting period. Website engaged sessions increased from 1,878 to 3,281 in the recorded comparison.

Solo revenue reflects personally handled business, not incremental revenue attributed to automation. The web comparison does not establish a causal experiment.

Use matched measurement periods and distinguish personally handled revenue from incremental lift.