Expertise

The technical depth behind the practice services

This page is for the office manager, IT vendor, or partner who wants to know what sits under the hood. Every item below was built or run on a real engagement. Here is how it connects to what a practice cares about.

Recovered calls: AI and voice systems, Twilio call handling, network and hosting troubleshooting.
New patients: Search, structured data, Google Analytics 4, Tag Manager, and paid media.
Patients who come back: CRM architecture, marketing automation, and email deliverability.

Marketing Technology & CRM

HubSpot CRM

Multi-pipeline, multi-brand CRM environment design: four distinct product line pipelines (Versalift, Ruthmann Reachmaster NA, BrandFX, International) within a single HubSpot account
Web lead API integration from contact and quote request forms into HubSpot deal records: custom field mapping, ownership assignment, deal pipeline routing on entry
Trade show lead import workflows: structured CSV imports from ICUEE 2017, 2019, and Utility Expo 2021 into HubSpot contact and deal records
Automated post-show email follow-up sequences: triggered by trade show source tag, segmented by product interest, timed for 24-hour and 7-day follow-up
Proposed scalable HubSpot form consolidation architecture at Colibri Group: single-form profession-field workflow routing to replace per-profession form proliferation
CRM data hygiene: deduplication, list management, suppression lists, hard bounce processing, HubSpot API key rotation

Google Analytics 4 & Google Tag Manager

Property creation, configuration, and account structure design across multi-brand portfolios (15+ concurrent properties)
Custom event tracking for e-commerce (purchase, cart, checkout funnel), cross-domain tracking, GA4 Data API access provisioning
GTM container architecture and workspace management across enterprise multi-site portfolios; trigger and variable configuration, custom HTML tags for third-party pixels, DataLayer push
McKissock membership cart popup conversion tracking (WR-446): identified correct JustUno popup element among multiple overlapping upsell layers

Lead Capture, SEO & Email Deliverability

JustUno: multi-step lightbox configuration with custom jQuery (browser-width responsive switching, slick.js carousel inside post-engagement layers, custom CSS font loading)
Yoast SEO: full-field completion at scale across 10+ concurrent properties (titles, meta, canonical URLs, Open Graph, Twitter Card)
Google Search Console: crawl monitoring, structured data validation, URL inspection; SEMrush site crawl audits and technical SEO reporting
Structured data (JSON-LD): Person, FAQPage, WebSite, WebPage, ContactPage, BreadcrumbList, for AI training content and search engine indexability
SMTP: Post SMTP, Fluent SMTP, SendGrid, Mailgun, Office 365/Exchange OnLine configuration and error diagnosis; MX records for Google Workspace and Microsoft 365
Identified and documented specific error classes: malformed recipient address values, missing email body content from WordPress form handlers, Office 365 SendAs permission failures

Digital Advertising & Ad Tech

Programmatic & Social

HTL BID header bidding implementation on WordPress publisher sites (BlackLove.com): WordPress post taxonomy configuration to expose tags/categories as JavaScript arrays for ad targeting layer
Test page development for ad unit troubleshooting; ad unit density optimization and custom div-targeted placement evaluation
Google Display Network campaign configuration; Meta Business Manager account structure and permission delegation
Multi-platform event activation (Instagram, LinkedIn, YouTube, Facebook): The Vault 2025 and SunNFun 2025, with four-day plans with per-platform responsibility matrix
Push notification strategy (Minnect); content moderation and investment asset language compliance advisory

Creative Production Management

Billboard advertising production coordination (15×49 ft with bleed specs, Adobe Illustrator delivery)
Hype reel video direction and on-site logistics (drone footage, Orlando venue)
Content approval workflow: stakeholder review cycles, CEO/Director sign-off prior to distribution
Adobe Illustrator: marketing collateral creation since the IBM era, most recently at BlockchainIR
YouTube channel creation, admin role delegation, content publishing workflow

Event Marketing Technology

Trade Show Technology (ICUEE / Utility Expo)

Complete event technology function for ICUEE 2017, ICUEE 2019, and Utility Expo 2021, major North American utility industry equipment shows
Lead capture form design and on-site configuration for exhibitor booth
Post-show HubSpot contact import workflow: CSV preparation, field mapping, deduplication
Automated post-show email follow-up: triggered by trade show source tag, segmented by product interest
Pre-show digital marketing: promotional email campaigns, landing pages, social media activation

Conference Production (The Vault 2025 / SunNFun 2025)

5-vendor simultaneous coordination: billboard (15×49 Adobe Illustrator), workbook ad, hype reel video, event landing pages, social media
3-landing-page site architecture: general event page, email autoresponder integration, QR redirect tracking page
Bit.ly URL strategy design: post-event link ownership and ongoing analytics that QR codes alone do not provide
Sponsor signage approval workflow; social media plan across 4 event days × 4 platforms
Earned media coordination: Forbes, USA Today, FOX Orlando

Web Development & E-Commerce

CMS Architecture & Operations

WordPress (expert-level, 15+ years): enterprise contractor at Kaiser Permanente, City of Hope, APUS (Azure-hosted), and Colibri Group (Pantheon CI/CD); multi-environment staging-to-production workflows; custom event calendar application development; ad tech taxonomy configuration
Magento 1.7 CE: SpiderTech/NUCAP composite materials e-commerce rebuild (database migration, customer group pricing, layered navigation, performance optimization)
Joomla (versions 1.5, 1.7, 3.x): SEF URL routing, .htaccess repair, VirtueMart e-commerce, SOBI2 directory component, JoomSocial
osCommerce: version upgrade management (v2.2 RC1 → v2.3.1), QuickBooks bridge scoping, barcode shipping slip, FedEx Web Services integration

E-Commerce Operations

WooCommerce: multi-vendor store builds, payment gateway integration (NMI, Authorize.net, Stripe, USA e-Pay, Paytoo), bundle pricing, shipping configuration, GA4 e-commerce tracking
NMI (Network Merchants Inc.) for BNG Holdings: identified correct plugin where none existed; completed sandbox and live transaction testing
WooCommerce/WPEngine caching cross-user cart injection bug diagnosis: identified hosting-level caching as root cause
Product catalog management at scale: 60+ aerial lift SKUs with technical specifications

Frontend & API Development

JavaScript/jQuery: browser-width-based responsive behavior, popup constraint management, carousel initialization (slick.js), event listener configuration, DataLayer push
CSS/Bootstrap, HTML5 semantic markup, responsive design, theme development (Avada, Divi, Elementor Pro)
Google Maps API: dealer/distributor locator with custom markers; event calendar map integration
HubSpot API, GA4 Data API, FedEx Web Services API, CryptoCompare API, Instagram Graph API, TikTok API, Facebook API

Infrastructure & Cloud Operations

Hosting & DNS

WPEngine: multi-site managed hosting, staging environments, Git push deployment, caching configuration diagnosis
Kinsta: 504 timeout incident response, server reboot via hosting console, uptime management
Cloudways: staging-to-production workflow, UpdraftPlus backup schedule management
HostGator: dedicated server provisioning (cPanel/WHM), disk space monitoring, FTP credential management
MX record configuration across all major email providers (Google Workspace, Microsoft 365, custom SMTP)
DNS: CNAME, A record, domain forwarding, subdomain configuration; SSL/TLS certificate procurement and installation

Security Operations

OSE Anti-Hacker monitoring and response: SQL injection triage (UNION SELECT patterns), directory traversal (JCE path traversal), User Agent probes
Malware remediation: full incident response cycle (detection, removal, DNS repair, Google Search Console de-indexing recovery)
.htaccess repair for Joomla security incident remediation and SEF URL restoration
PCI compliance awareness in e-commerce payment gateway selection and pricing configuration

Business Consulting & Operations

Enterprise IT Solution Consulting

RFP/RFQ/RFI authoring, management, and response: 350+ formal proposals with 65% win rate at IBM
Contract negotiation: terms, conditions, subcontractor labor, OEM hardware/software, IBM delegation authority guidelines
C-level executive relationship building and trust development across SMB through Fortune 500 and public sector
SOX IT audit coordination and consultant documentation support; IBM legal engagement for contract risk elimination

Regulatory Compliance & Healthcare Operations

HIPAA: managed patient data across 30,000+ records in retail pharmacy (Vons/Safeway, Osco Drugs); performed HIPAA compliance audits under Area Compliance Officer direction
Enterprise healthcare delivery: Kaiser Permanente and City of Hope (institutional compliance protocols, IT security clearance, Brand Center standards)
PCI: identified live McKissock CE Plus bait-and-switch pricing risk and escalated with specific PCI compliance framing before go-live
GDPR, CCPA, and ADA/web accessibility: implemented compliance across 14-property Advertising Partners portfolio; responded to ADA lawsuit exposure assessment

Vendor, Project & Financial Management

Directed four-person creative team (BlockchainIR); coordinated five simultaneous event vendor teams (The Vault 2025); managed five-person offshore developer team (Nethuesindia)
Government procurement: City of LA RFQ, IMLS RFP, LA County BioMedTech, SBA Prime Contractor List, Broward County Expression of Interest
Scope definition, specification writing, client training handoff, and post-delivery site stewardship (Versalift six-year retainer model)
Retainer management, multi-tier A/R, international payment coordination (CLABE/SWIFT), budget justification and marketing ROI memos

Blockchain & Emerging Technology

Ethereum Archive Node Infrastructure

Built and maintained full Ethereum mainnet archive nodes using both Reth and Erigon execution clients: local blockchain indexing, deterministic historical state queries, full transaction replay without third-party RPC dependency
Configured execution-consensus client integration (engine API, JWT secret management); implemented OtterSync snapshot-based synchronization for accelerated bootstrap
Tuned MDBX database configuration for large blockchain state datasets; diagnosed and resolved P2P networking and NAT configuration issues affecting peer connectivity
Built JSON-RPC endpoints for internal blockchain data querying; implemented Linux systemd service management with automated restart/recovery for long-running node processes

On-Chain Streaming Analytics (DEX / DeFi)

Streaming ingestion architecture for Ethereum DEX events (Python): block-by-block event processing with replay-safe watermark tracking in PostgreSQL
Kafka producers streaming decoded Uniswap v2 and v3 swap events into partitioned topics; Kafka consumers transforming event streams for analytics ingestion
ClickHouse Kafka engine tables for real-time event ingestion; materialized views transforming raw blockchain logs into analytics-ready datasets
Hybrid Postgres + ClickHouse OLTP/OLAP architecture: PostgreSQL for operational state and watermark tracking, ClickHouse for high-throughput time-series analytical queries
DeFi backtesting: deterministic DEX trade replay engines, AMM invariant mechanics modeling, OHLC price series generation from DEX swap events, market microstructure analysis tools
Apache Airflow DAG-based workflow orchestration for multi-stage ingestion pipelines with retry strategies and automated scheduling

AI-Assisted Engineering & Blockchain Client Work

LLM-assisted development workflows using ChatGPT for system architecture exploration and tradeoff analysis
LLM extraction pipelines converting engineering conversations into structured project records; structured prompt templates for schema-compliant JSON/JSONL output
Cryptocurrency data APIs: CryptoCompare, Nomics, JWT authentication patterns for crypto data applications
Blockchain media and web infrastructure for BlocLeague, WealthMD, myblackblock.com
Digital asset compliance: social media investment asset language legal risk identification and escalation

AI Engineering & Production Agent Systems

Production Agent Systems

Three production-shaped LLM-augmented applications designed, debugged, and operated on personal infrastructure: the Lead Enrichment app (multi-channel prospect intelligence + CRM/voice automation, currently operating across 2,656 California contractor prospects), the AI Screening Pipeline (rules-first screening + two-stage AI evaluation), and the DEX Replay Engine (on-chain DEX backtesting workbench)
Architected production-shaped FastAPI applications with clean repository/service/router layering, dependency-injected DB sessions, lifespan-managed background workers, and request-correlation middleware, applied consistently across three independent codebases
Designed deterministic-first category classification with hard-gate exclusions running before any keyword scoring, then category-weighted scoring + title-anchor bonuses + threshold assignment, keeping the LLM completely out of the categorical decision path
Implemented an agent registry pattern (app/registry.py) as a single source of truth for AGENTS/FETCHERS/WRITERS/CLASSIFIERS/SYNTHESIZERS primitives, with an auto-generated AGENTS_MANIFEST.md refreshed after every meaningful change
Built 20+ specialized background workers with SSE log streaming and cancel-flag support; 200+ pytest tests with an SSE-streamed test runner UI for in-browser triage

LLM Architecture & Cost Controls

Designed and implemented a provider-agnostic LLM abstraction layer (BaseLLMClient ABC + ModelTier enum SIMPLE/MEDIUM/COMPLEX + get_client factory): agents declare a tier rather than a model string; a single LLM_PROVIDER env var switches globally between Anthropic Claude, OpenAI, Gemini, and local Ollama
Architected tier-routed model selection: SIMPLE → Claude Haiku 4.5, MEDIUM → Sonnet 4.6, COMPLEX → Opus 4.6, with per-tier override env vars and deterministic temperature=0.0 for all classification calls
Built a two-stage AI evaluation pipeline (GPT-4.1-mini structured normalization → GPT-5 decision against reference-profile context) with a calibration loop in a dedicated calibration_runs table, tuned against human override history
Input-hash deduplication on scoring calls (SHA-256 over description + keyword signals + company signals): identical reruns become cache hits; batch mode short-circuits hard-negative records before any LLM call
Resolved a silent-temperature-drop bug in the AnthropicClient wrapper where the temperature kwarg was absorbed by the provider SDK without forwarding, restoring deterministic behavior to all SIMPLE-tier classification calls
Implemented centralized prompt-hygiene utilities (inject_date(), today_iso(), today_display()) imported by every agent, eliminating date-related prompt drift across the codebase

RAG, Multi-Vendor Enrichment & Workflow Automation

Designed a RAG pipeline for grounded article-brief generation using pgvector embeddings (IVFFlat index), top-6 chunk retrieval, a 0.45 cosine similarity threshold, and a graceful fallback that proceeds without RAG context when no chunks score above threshold
Built an AI-assisted SEO content-gap analysis pipeline: crawls site sitemap.xml, extracts page topics, ships them to Claude with structured niche/audience/location context, and upserts gaps into a content_gaps table with deduplication on (site_id, keyword)
Designed an AI sweep-reduction layer that runs after a numerical reduction has already produced a stable parameter region, preventing hallucination by anchoring the model to fixed numeric inputs before any natural-language summarization
Designed multi-vendor enrichment waterfall integrations: CSLB license fuzzy-matching (four-pass), Wappalyzer tech-stack detection, Serper signals (five-pass: organic/news/jobs/CSLB/domain), ZeroBounce email verification, BetterContact contact discovery, Twilio Lookup v2 phone-type classification, Google Places
Designed email warmup tick architecture replacing time.sleep()-based pacing with three atomic API endpoints (/warmup/tick, /warmup/reply-tick, /warmup/maintain) driven by n8n cron workflows running every 1-2 minutes, with per-sender peak-hours pacing, Saturday gate, and 45-150 minute reply gate
Built and operated 11 n8n workflows on ARM64 Docker for event-driven CRM automation: grade-differentiated messaging dispatch, drip-board state transitions, GoHighLevel → Vikunja task push, and a dedicated test harness

Platform & Tool Inventory

CRM & Marketing Automation

HubSpot · MailChimp · JustUno · Google Tag Manager · Google Analytics 4 · Yoast SEO · SEMrush · Google Search Console · Post SMTP · Fluent SMTP · SendGrid · Mailgun

CMS & Web Development

WordPress · Joomla (1.5, 1.7, 3.x) · Magento 1.7 CE · WooCommerce · osCommerce (v2.2-v2.3.1) · VirtueMart · Drupal (migration source) · Pantheon CI/CD · WPEngine · Kinsta · Cloudways

Frontend

JavaScript/jQuery · CSS/Bootstrap · HTML5 · slick.js · Avada · Divi · Elementor Pro · PhpStorm + XDEBUG

APIs & Integrations

Google Maps API · HubSpot API · GA4 Data API · FedEx Web Services · CryptoCompare API · Nomics API · Instagram Graph · TikTok API · Facebook API · StoneEdge OMS API

Infrastructure & Cloud

Microsoft Azure · AWS (EC2, Pinpoint) · HostGator (cPanel/WHM) · DNS management · SSL/TLS · FTP/SFTP

Blockchain & Data Engineering

Erigon · Reth · ClickHouse · Apache Kafka · Apache Airflow · PostgreSQL · Python · OtterSync · MDBX · JSON-RPC · ZenLedger · Helium/FreedomFi

AI/LLM Engineering

Anthropic Claude API (Haiku 4.5, Sonnet 4.6, Opus 4.6) · OpenAI API (Responses API, GPT-4.1-mini, GPT-5) · Gemini · Ollama (local inference) · pgvector · RAG retrieval architecture · LLM abstraction layer design · Tier-routed model selection · Matrix Application Service · GoHighLevel CRM integration · Prompt engineering · Structured output generation · LLM extraction pipelines · AI-assisted documentation synthesis

Creative & Event

Adobe Illustrator · Adobe Photoshop · Bit.ly · Reverbnation · YouTube Studio · Meta Business Manager · LinkedIn Campaign Manager

See how this applies to a practice:

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