Business Buddy

Client Projects

Rhode Island Small Business Problems, Solved.

Something isn't working, it's costing time or money, and you need someone to fix it. Here's a look at how that plays out for real Rhode Island businesses.

Case Studies

CRM Setup
4 weeks

From Scattered Spreadsheets to a Real System

The Situation

A career coaching business had client information spread across spreadsheets, email, and a separate course platform. Leads were falling through the cracks and hours were wasted every week on admin tasks.

What I Did

Set up a Monday.com CRM with three integrated boards, migrated 200+ contacts from spreadsheets with zero data loss, and built a Zapier automation that syncs new purchases from their course platform directly into the CRM.

The Result

One-click sync between platforms. Hours of admin time recovered every week. The client requested the final invoice before we even finished the last training call. That's the kind of reaction you want.

Need help organizing your business data? Learn about Business Tools & Setup.

E-Commerce
Phased over several months (complex product catalog)

From Local-Only to Selling Nationwide

The Situation

A maker of custom home accessories was selling locally only. No online store, no way to reach customers outside Rhode Island.

What I Did

Built a full Shopify store with 25 products, 30+ color variants with visual swatches, a custom ordering feature, professional product photography optimization, and complete training documentation. Also set up a monthly retainer for ongoing tech stack management.

The Result

First sale within weeks of launch. National sales capability where there was none before. The store runs mostly on its own now with occasional updates.

Visit the live store at premierpostaccents.com

Looking for a website for your business? See website options by industry.

SEO & Visibility
3 weeks

Getting Found in a Market Nobody Else Was Targeting

The Situation

A specialty manufacturer of reflective safety decals had declining revenue and virtually no online visibility. Their website had security issues, generic product descriptions, and no SEO foundation.

What I Did

Partnered with an SEO specialist to rebuild the site's search foundation. Repositioned the brand as a premium specialist rather than a generic supplier. Set up 15+ directory listings, optimized their Google Business Profile, and targeted zero-competition keywords specific to the first responder market. Also identified and coordinated cleanup of a WordPress security breach discovered during the audit.

The Result

Complete SEO infrastructure built from scratch. Premium brand positioning established. Foundation for ongoing ranking growth in a market where nobody else was competing for those keywords.

Want to make sure customers can find you? Let's talk about it.

Automation

Consistent Follow-Up Without the Manual Work

The Situation

A resume and career services company needed automated client communication. Every follow-up was manual, every reminder was a mental note.

What I Did

Integrated their CRM with ActiveCampaign to create automated email sequences for client onboarding, follow-up, and ongoing nurture.

The Result

A professional, consistent client experience from first contact through project completion, with zero manual effort on the routine communications.

Need your tools connected? Learn about Business Tools & Setup.

Next Step

See Yourself in Any of These?

Every project starts with a conversation. Let's have yours.

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