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VetSource is a veterinary technology and pharmacy company founded in 2008 that delivers a suite of pharmacy, technology, and business services for the pet health industry. Its offerings span home-delivery prescription management (an online pharmacy and prescription workflow that lets veterinary practices prescribe and fulfill medications with…
Strengthen client relationships with this n8n workflow automation. It checks Google Sheets for birthdays and anniversaries, generates personalized Gemini AI messages with tailored investment suggestions, and sends them through Gmail for consistent client engagement and relationship management.
A worked example: leading the client engagement function for a philanthropic capital platform: performance, escalation, and relationship infrastructure.
Quenza is a digital care and client-engagement platform for coaches, therapists, and other helping professionals. Practitioners build activities - worksheets, exercises, psycho-education, intake forms, reflection prompts, and surveys - bundle them into timed pathways (care programs), and share them with clients through a branded client portal and…
Homebot is a homeownership platform that helps loan officers, real estate agents, banks, and credit unions engage clients with personalized home-finance insights and behavioral intelligence.