Creative Director & CRM Administrator

I design the brand, build the Workflows, and deploy the solution.

Fourteen years in graphic & web design, now running the creative team for a national mortgage association and managing the CRM it runs on. The work below covers both halves: branding and development.

Branding  ❯  Graphic & Web Design  ❯  CRM Administration & Development

Portfolio

Selected Work

A mix of graphic, web, and motion design, in addition to WordPress plugins and integrations.

  • Development

    Membership Upgrade Flow

    Real-time Supabase membership tier lookup that offers the correct priice to the member based on their tier.

    Development

    Membership Upgrade Flow

    Client

    AIME

    Year

    2025

    Role

    Design & Develop

    Tools

    WordPress, Supabase, HighLevel CRM, Claude, Stripe

    Renewing members were being quoted upgrade rates by hand. Someone on staff had to look the member up, confirm their current tier, and reply with the discounted price, which meant the answer arrived hours after the member asked for it.

    I built a WordPress plugin that queries Supabase in real time from the member's email address, identifies their tier, and surfaces the correct discounted upgrade rate on the page. The manual lookup came out of the renewal path entirely.

    WHAT IT DOES
    • Live Supabase query based on member email
    • Tier-aware pricing rendered server-side
    • Deployed as a self-contained Wordpress plugin

    Additional Images

  • Development

    Membership Check

    Lets approved partners confirm membership status without any member PII being revealed.

    Development

    Membership Check

    Client

    AIME

    Year

    2025

    Role

    Design & Development

    Tools

    Supabase, Claude, Wordpress

    Partner companies offering member discounts needed a way to confirm that someone actually was a member, and at what tier, before honoring a rate. The obvious build would have shipped member records to the partner's browser.

    This one does not. The plugin answers the status-and-tier question and nothing else. All personally identifiable information stays server-side and never enters the client response, so the partner gets the answer they need and none of the data they do not.

    WHAT IT DOES
    • Status and tier confirmation for approved partners
    • All PII held server-side, excluded from the response
    • Access scoped to an approved partner list
    • Built as a WordPress plugin against the member database

    Additional Images

  • Development / Web

    Event Registration Plugin

    Registration, payment, CRM Sync, and automated processes for national conferences and local events.

    Development,Web

    Event Registration Plugin

    Client

    AIME

    Year

    2025

    Role

    Design & Development

    Tools

    WordPress, HighLevel CRM, Supabase, Stripe

    National conferences and local events were running on separate registration tooling or HighLevel workflows that weren't built to be used for registration. We needed something custom tailored to our member benefits and event registration needs.

    I built one custom plugin to handle all of it: registration, payment, member discounts, and sync into both HighLevel and Supabase. One system now covers anything from a 3,000-person conference to a twenty-person local meetup.

    What it does

    • Registration and payment in a single flow
    • Allows for payment plans via stripe invoices scheduled using server-side cron jobs
    • Writes to HighLevel and Supabase on completion
    • Handles both national and local event formats
    • Replaced multiple third-party registration tools

    Additional Images

  • Branding / Development / Web

    AIME Member Portal

    Scoped and deployed the member portal alongside a contracted developer.

    Branding,Development,Web

    AIME Member Portal

    Client

    AIME

    Year

    2021 - Present

    Role

    Project Management

    Tools

    Supabase, HighLevel CRM, HTML/CSS, Stripe, Make

    The association needed one place for members to reach everything the membership actually bought them. I defined the branding, data model, the user flows, and the CRM handoffs, then deployed it with a contracted developer.

    The portal covers educational resources, events, vendor discounts, lender connections, and loan escalation tools, each with its own path back into the CRM.

    What it does

    • Defined data model and user flows
    • Specified every CRM handoff
    • Educational resources, events, and vendor discounts
    • Lender connections and loan escalation tooling

    Additional Images

Tools Ive built that used to require a contracted Developer.

AI-assisted development lets me take a project from an idea to a deployed solution without leaving the marketing team. Three, of many, that I have worked on:

  • Membership upgrade flow — queries Supabase in real time to identify a member’s tier from their email address and surface the correct discounted rate, removing a manual lookup from the renewal path.

  • Partner verification plugin — lets approved partners confirm a customer’s membership status and tier while all personally identifiable information stays server-side and out of the client response.

  • Event registration plugin — handles registration, payment, and CRM and Supabase sync for both national conferences and local events.

Capabilities

What I Bring to the table

DESIGN Adobe Photoshop, Illustrator, InDesign, After Effects; Brand Identity; Motion Graphics; Print & Environmental Design; Ceros
WEB & DEV WordPress & Custom Plugin Development, PHP, HTML/CSS, Supabase, REST API Integration, AI-Assisted Development
MARKETING HighLevel CRM, CRM Administration, Marketing Automation, Make, Stripe, Email & SMS Campaigns, Monday.com
LEADERSHIP Team Leadership, Project Management, Client Management, Mentorship

Capabilities

What I Bring to the table

Design

Adobe Photoshop, Illustrator, InDesign, After Effects; Brand Identity; Motion Graphics; Print & Environmental Design; Ceros

Web & Development

WordPress & Custom Plugin Development, PHP, HTML/CSS, Supabase, REST API Integration, AI-Assisted Development

Marketing

HighLevel CRM, CRM Administration, Marketing Automation, Make, Stripe, Email & SMS Campaigns, Monday.com

Leadership

Team Leadership, Project Management, Client Management, Mentorship