Revenue Operations
5 projects
Commission Tracker 2.0
Full-stack commission tracking platform — logs agent sales, computes tier-based payouts, and surfaces discrepancies before they become disputes. Replaced a fragile Excel workbook used by 200+ agents.
Commission Dashboard
Real-time commission dashboard with tier breakdowns, agent rankings, YTD attainment, and payout projections — one screen replaces five separate reports managers ran manually each week.
Sales Attainment Tracker
Quota attainment tracker with goal-vs-actual visualization across agents, teams, and regions. Built to surface who's on track, who needs intervention, and where pipeline is stalling.
Live Sales Scoreboard
Floor-mounted live scoreboard that updates agent rankings in real time. Drives healthy competition without requiring managers to manually update numbers — runs on the TV behind the sales floor.
ROLI — Return on Lead Investment
Calculates return on lead investment by channel — blends cost-per-lead, close rate, average premium, and persistency score to produce a true ROI figure for every lead source in the mix.
AI & Automation
6 projects
GoHighLevel MCP Server
MCP server that connects GoHighLevel CRM to Claude Code — 70+ tools for managing contacts, pipelines, calendars, and invoices directly from the terminal. Bridges AI and CRM without writing custom API integrations.
n8n Workflow Builder MCP
MCP server for building n8n automation workflows via Claude Code, Windsurf, or Cursor. Describe a workflow in plain English — the AI builds it. Deploys directly to n8n without touching the visual editor.
Call Transcript Analyzer
Analyzes sales call transcripts for talk ratio, objection count, script adherence, and close attempts — then scores each call and flags coaching opportunities. Processes hundreds of calls without manager review.
Rebuttal Royale
AI-powered objection handling roleplay game — agents spar against a simulated skeptical prospect, earn points for effective rebuttals, and get scored on technique. Turned compliance training into a competition.
AI Sales Objection Coach
Python-based AI coach that generates realistic objection scenarios, evaluates agent responses, and provides structured feedback. Built as a self-service prep tool so agents could drill before live calls.
MeetingMind
AI-powered meeting intelligence — extracts action items, decisions, and follow-ups from recordings. Structured output goes directly into task management instead of living in someone's notes app.
Coaching & Training
5 projects
OnboardingPro
Structured agent onboarding platform with milestone tracking, certification paths, and manager sign-off workflows. Codified the onboarding process that scaled from 5 to 200+ agents — now replicable without me in the room.
Coaching Platform
Sales coaching platform that logs session notes, tracks action items, and monitors follow-through across 1:1s. Gives managers a longitudinal view of each agent's development instead of scattered notes.
CAP — Coaching & Accountability Platform
Tracks coaching touchpoints, KPIs, and accountability commitments for each agent on the floor. Built to close the gap between what managers say in a 1:1 and what actually changes on the scoreboard.
CAP Scheduler
Scheduling system for coaching appointments, agent check-ins, and accountability sessions. Integrates with calendar systems to ensure coaching cadences don't slip when managers get busy.
Agent Ramp Tracker
Monitors new-hire progression through ramp milestones — week 1 call volume, week 4 close rate, 90-day premium targets. Surfaces who's on track vs. who needs intervention before they're a sunk cost.
Data & Analytics
4 projects
Lead Source Dashboard
Tracks every lead source's true cost-per-acquisition, close rate, average premium, and persistency score. Surfaces which vendors are burning budget and which deserve a bigger slice of the spend.
Policy Persistency Tracker
Monitors policy lapse rates and retention cohorts by agent, channel, and product line. Connects post-sale persistency back to pre-sale behaviors so managers know which habits drive churn.
License Tracker
Insurance license tracking and renewal management for a multi-state agent workforce. Sends automated renewal reminders before deadlines and surfaces compliance gaps before they become regulatory issues.
Persistency Calculator
Browser-based calculator for projecting policy persistency rates by cohort. Lets managers model scenarios — what happens to revenue if lapse rates drop 3 points next quarter?
Operations & Tools
5 projects
Luminary Life CS Portal
Customer service portal for Luminary Life — ticket management, agent routing, and resolution tracking. Built to reduce escalations by giving CS agents a unified view of client history and policy status.
Agent Profitability Calculator
Needs-based insurance coverage calculator for agents — inputs household income, debts, and dependents, outputs a defensible coverage recommendation. Helps agents anchor conversations on need rather than price.
Internal Ticketing System
Custom ticketing system built on Zendesk for Luminary Life's internal operations. Routes requests to the right teams, tracks resolution SLAs, and replaced an email inbox that was losing issues daily.
Attendance Impact Analyzer
Correlates agent attendance patterns with performance metrics — quantifies the revenue cost of absenteeism at the team level. Gives managers a business case instead of a policy argument.
Agent Practice Application
Guided practice environment for new agents — simulates real application workflows so they drill submission accuracy before going live with actual prospects. Reduced submission errors by letting agents fail safely first.