Kelvin Perez

Email & Marketing Technology Developer

I bring a web developer's engineering foundation and eye for design to responsive email and lifecycle systems. Explore readable layouts, personalization, and controlled implementation evidence across my email and customer journey projects.

Iowa, USA. Fully remote roles.

Watch introduction

Read transcript

Hey, how's it going? I'm Kelvin Perez. I'm a full stack and marketing tech developer, bringing nearly a decade of software engineering experience to marketing systems. My foundation is PHP and Laravel with ReactJS, TypeScript, WordPress, and Shopify.

I connect websites, applications, and the workflows behind them. In this portfolio, you could explore Light Code Labs, my lead capture and automation platform, and also Field Letter, a working HubSpot lifecycle system, covering consent, email nurture and sales handoffs. My AI automation projects cover lead response in Zapier support inbox triage review monitoring invoice processing and brand voice checks as a skill built for agents. I've also built with Shopify and Klaviyo a an entire customer journey from abandoned cart email sign up and coupons and the whole entire customer journey life cycle.

You could explore more on my marketing technology and AI automations link on my website. So these projects are a controlled demonstration because I couldn't show actual client work. And this way I could show the results and the limitations documented and the guardrails that I have implemented to make sure that the workflows aren't going out out of out of whack, or they're actually doing exactly what we want them to do. And the beauty about this is that you could actually inspect the workflows, the emails and the decisions behind the code and why I decided to go with this architecture.

I'm looking for a remote role in a marketing technology automation or software development role. If your team needs someone who could connect the systems has a great eye for design UI UX and I could build applications around anything that you know your heart desires any idea. You know, I do it all day for myself. I have little tools and internal apps and I love to talk, you know.

So the next thing you could do is you could go and you could go to the contact here and you could either copy my email. I made it, you know, anti-bot, you know, so you have to like copy it. You could also book a call with me a 20 minute conversation, 15 minute conversation. Totally fine.

This is my Cal.com calendar. And then you could also view my resume as well. All right, thank you so much for your time. Looking forward to hearing from you and my name is Kelvin Perez and I can't wait to talk.

Download timed captions

Explore my work Resume

Thoughtful email, connected to the customer journey.

Explore my work

Selected work

Production Email Engineering System

Email & lifecycle

Five MJML lifecycle emails connected to the Field Letter HubSpot project.

MJML
HTML
Inline CSS
HubL
TypeScript
Astro

Field Letter

Email & lifecycle

A controlled HubSpot lifecycle, from capture and consent to nurture and sales handoff.

HubSpot
TypeScript
MJML
HubL
HTML email

Morning Beam Coffee: Ecommerce Lifecycle

Email & lifecycle

A Shopify and Klaviyo customer journey connecting consent, checkout recovery, purchase context, and responsive email, verified with controlled test recipients.

Shopify
Liquid
Klaviyo
MJML
TypeScript
SQLite
Testi

What I bring to your team.

Email engineering

Responsive messages with clear hierarchy, thoughtful layouts, personalization, and inspectable source.

Field Letter lifecycle system

Lead capture, consent, personalized email, native nurture, and a verified sales handoff in a developer test account.

Internal tools & integrations

Custom applications connecting clear interfaces with the APIs, data, and background workflows behind them.

The toolkit behind the work.

PHP, Laravel, React, and WordPress form my development foundation. Building direct HubSpot and Klaviyo experience alongside that work.

Experience that carries forward.

Building for the web since: 2016
Years with PHP, Laravel & MySQL: 7+
Client websites supported at Perfect Afternoon: More than 50
Localized SunnySide service pages: 487+

Email and lifecycle, in practice

Inspect the actual email templates, personalization, consent rules, and controlled workflow evidence behind Field Letter.

Marketing technology & CRM

Connected capture, consent, nurture and ecommerce journeys.

Field Letter lead capture landing page with its home service enquiry checklist

Field Letter: Customer Lifecycle System

A HubSpot developer-account implementation connecting tagged lead capture, consent, responsive email, native nurture, automatic sales handoff, native scoring, A/B testing and reporting. Inspect the controlled execution, reliability tests and actual email artifacts.

Explore

Morning Beam Coffee Shopify development storefront

Morning Beam Coffee: Ecommerce Lifecycle

A Shopify and Klaviyo customer journey connecting consent, checkout recovery, purchase context, and responsive email, verified with controlled test recipients.

Explore

AI automations

Human review, connected outputs and recoverable processing.

Saved controlled public-demo result with confirmed Gmail receipt

Zapier · HubSpot · Saved controlled evidence

Field Letter: Speed to Lead

A controlled Zapier lead response workflow connecting HubSpot qualification and consent to scoped opportunities, Slack alerts and independently received Gmail acknowledgments.

Five original replies received, four within 60 seconds. Both later public-demo replies missed the target. No business lift measured.

Explore

Capture of the implemented Gmail, HubSpot and Slack architecture diagram from the support triage validation report — Architecture captured from the implementation report. Native Gmail and HubSpot screenshots are pending.

Support inbox triage

A controlled support workflow that turns Gmail requests into HubSpot tickets, unsent reply drafts and urgent Slack alerts, with a person in control of sending.

Connected tests verified tickets, unsent drafts and an urgent alert. Follow-up reused its ticket and preserved a reviewer-edited reply.

Explore

Saved demonstration, with exact wording approved through human QA. No email was sent.

Brand voice email checker

Reusable review skill
Brand profiles
HTML
Python

Catch off-brand email wording before approval, with clear fixes a marketing manager can review.

See the pushy wording beside the approved revision, and how the checker protects the offer while suggesting changes.

Explore

Email development

Responsive messages, personalization and inspectable source.

Welcome

Your Lead Response Checklist

Checklist delivery and a practical first review.

Responsive strategy: MJML responsive email

Actual Field Letter lifecycle template
HubL personalization and fallback
Controlled developer-account project

Explore

Your Lead Response Checklist

Responsive preview

Source

Compact indentation for easier reading.

<!--
  templateType: email
  isAvailableForNewContent: true
  label: Field Letter Automation | welcome
-->
<!doctype html>
<html lang="en" dir="auto" xmlns="http://www.w3.org/1999/xhtml" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office">
  <head>
  <title>Your Lead Response Checklist</title>
  <!--[if !mso]><!-->
  <meta http-equiv="X-UA-Compatible" content="IE=edge">
  <!--<![endif]-->
  <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
  <meta name="viewport" content="width=device-width, initial-scale=1">
  <style type="text/css">
    #outlook a { padding:0; }
    body { margin:0;padding:0;-webkit-text-size-adjust:100%;-ms-text-size-adjust:100%; }
    table, td { border-collapse:collapse;mso-table-lspace:0pt;mso-table-rspace:0pt; }
    img { border:0;height:auto;line-height:100%; outline:none;text-decoration:none;-ms-interpolation-mode:bicubic; }
    p { display:block;margin:13px 0; }
  </style>
  <!--[if mso]>
  <noscript>
  <xml>
  <o:OfficeDocumentSettings>
    <o:AllowPNG/>
    <o:PixelsPerInch>96</o:PixelsPerInch>
  </o:OfficeDocumentSettings>
  </xml>
  </noscript>
  <![endif]-->
  <!--[if lte mso 11]>
  <style type="text/css">
    .mj-outlook-group-fix { width:100% !important; }
  </style>
  <![endif]-->


  <style type="text/css">
    @media only screen and (min-width:480px) {
    .mj-column-per-100 { width:100% !important; max-width: 100%; }
    }
  </style>
  <style media="screen and (min-width:480px)">
    .moz-text-html .mj-column-per-100 { width:100% !important; max-width: 100%; }
  </style>




  <style type="text/css">

  @media only screen and (max-width:479px) {
    table.mj-full-width-mobile { width: 100% !important; }
    td.mj-full-width-mobile { width: auto !important; }
  }

  </style>

  <style type="text/css">
@media only screen and (max-width:480px) { .headline div { font-size:34px !important; line-height:39px !important; } }
  </style>

  </head>

    <body style="word-spacing:normal;background-color:#e9efec;">

  <div style="display:none;font-size:1px;color:#ffffff;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">Five checks for a clearer path from enquiry to appointment.</div>

    <div aria-label="Your Lead Response Checklist" aria-roledescription="email" role="article" lang="en" dir="auto" style="word-spacing:normal;background-color:#e9efec;">


    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:24px 0;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:600px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="center" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:center;color:#52605d;">Practical notes on lead response for home service teams</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" bgcolor="#fffdf8" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="background:#fffdf8;background-color:#fffdf8;margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#fffdf8;background-color:#fffdf8;width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:0;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:28px 28px 24px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Georgia, Times New Roman, serif;font-size:26px;line-height:32px;text-align:left;color:#153a2a;">Field Letter</div>

      </td>
      </tr>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:11px;letter-spacing:2px;line-height:26px;text-align:left;color:#52605d;">AUTOMATION</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" bgcolor="#244c3b" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="background:#244c3b;background-color:#244c3b;margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#244c3b;background-color:#244c3b;width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:30px 28px 34px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;padding-bottom:16px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:11px;letter-spacing:1px;line-height:26px;text-align:left;color:#e1eadc;">YOUR CHECKLIST · FIELD NOTES 01</div>

      </td>
      </tr>

      <tr>
      <td align="left" class="headline" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Georgia, Times New Roman, serif;font-size:42px;line-height:47px;text-align:left;color:#ffffff;">Give every enquiry a next step.</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:0;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:600px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="center" style="font-size:0px;padding:0;word-break:break-word;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:collapse;border-spacing:0px;">
    <tbody>
      <tr>
      <td style="width:600px;">

    <img alt="A home service technician and coordinator reviewing a job handoff" src="/images/work/field-letter/home-service-handoff.jpg" style="border:0;display:block;outline:none;text-decoration:none;height:auto;width:100%;font-size:13px;" width="600" height="auto">

      </td>
      </tr>
    </tbody>
    </table>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:32px 28px 24px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;padding-bottom:16px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Hi there,</div>

      </td>
      </tr>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Your checklist is ready. Use it to follow five recent enquiries from the first message to the appointment handoff. You do not need to change tools to start.</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:0 28px 12px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Georgia, Times New Roman, serif;font-size:27px;line-height:34px;text-align:left;color:#153a2a;">Start with five recent enquiries</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:16px 28px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

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      <td align="center" style="font-size:0px;padding:0 0 16px;word-break:break-word;">

    <p style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:100%;">
    </p>

    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:544px;" role="presentation" width="544px" ><tr><td style="height:0;line-height:0;"> &nbsp;
</td></tr></table><![endif]-->


      </td>
      </tr>

      <tr>
      <td align="left" style="font-size:0px;padding:0;padding-bottom:5px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:left;color:#52605d;">01</div>

      </td>
      </tr>

      <tr>
      <td align="left" style="font-size:0px;padding:0;padding-bottom:6px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Find the source</div>

      </td>
      </tr>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Could you tell where each enquiry came from and what the customer needed?</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Was one person responsible for the next response, with a clear fallback when they were unavailable?</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Follow the handoff</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Could the next person see the last conversation, next action and appointment details?</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:15px;line-height:24px;text-align:left;color:#263c39;">The full checklist also covers response expectations and outcome visibility. A blank answer is a useful place to start, not a reason to buy another tool.</div>

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      <a href="https://247794066.hs-sites-na2.com/en/lead-response-checklist?utm_source=hubspot&amp;utm_medium=email&amp;utm_campaign=lead_response_welcome" style="display: inline-block; background: #244c3b; color: #ffffff; font-family: Arial, Helvetica, sans-serif; font-size: 16px; font-weight: bold; line-height: 120%; margin: 0; text-decoration: none; text-transform: none; padding: 16px 24px; mso-padding-alt: 0px; border-radius: 4px;" target="_blank">
      Open your checklist
      </a>
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:13px;line-height:21px;text-align:left;color:#52605d;">The checklist is available regardless of marketing permission.</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:15px;line-height:26px;text-align:left;color:#263c39;">Field Letter Automation<br>Lead response systems for home service businesses.</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:20px;text-align:left;color:#52605d;">Simulated postal footer<br>Field Letter Automation<br>100 Example Lane<br>Demo City, ZZ 00000<br>Fictional location<br><br><a href="https://kelvinperez.com/work/hubspot-growth-engine/#project-gallery" style="color: #52605d; text-decoration: underline;">Preference center demonstration (portfolio evidence)</a><br><br>Fictional portfolio company in a developer test environment. Illustrative photography. You are receiving this message as part of a controlled test.</div>

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Text

Your Lead Response Checklist

Hi there,

Your checklist is ready. Use it to follow five recent enquiries from the first message to the appointment handoff. You do not need to change tools to start.

Start with five recent enquiries

1. Find the source
Could you tell where each enquiry came from and what the customer needed?

2. Name the owner
Was one person responsible for the next response, with a clear fallback when they were unavailable?

3. Follow the handoff
Could the next person see the last conversation, next action and appointment details?

The full checklist also covers response expectations and outcome visibility. A blank answer is a useful place to start, not a reason to buy another tool.

Open your checklist
https://247794066.hs-sites-na2.com/en/lead-response-checklist?utm_source=hubspot&utm_medium=email&utm_campaign=lead_response_welcome

Simulated postal footer
Field Letter Automation
100 Example Lane
Demo City, ZZ 00000
Fictional location

Preference center demonstration (portfolio evidence): https://kelvinperez.com/work/hubspot-growth-engine/#project-gallery
Fictional developer-test company.

Preview

Static preview from the Field Letter lifecycle template. The source view shows this resolved fixture; original HubSpot source is available in the gallery.

Missed calls

What happens after an unanswered call?

Interest-based follow-up on callback ownership.

Responsive strategy: MJML responsive email

Actual Field Letter lifecycle template
HubL personalization and fallback
Controlled developer-account project

Explore

What happens after an unanswered call?

Responsive preview

Source

Compact indentation for easier reading.

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  <div style="display:none;font-size:1px;color:#ffffff;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">A simple way to review the gap between a missed call and a response.</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:center;color:#52605d;">Practical notes on lead response for home service teams</div>

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    <div style="font-family:Georgia, Times New Roman, serif;font-size:26px;line-height:32px;text-align:left;color:#153a2a;">Field Letter</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:11px;letter-spacing:2px;line-height:26px;text-align:left;color:#52605d;">AUTOMATION</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:11px;letter-spacing:1px;line-height:26px;text-align:left;color:#e1eadc;">MISSED CALLS · FIELD NOTES 02</div>

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    <div style="font-family:Georgia, Times New Roman, serif;font-size:42px;line-height:47px;text-align:left;color:#ffffff;">The call ends. The follow-up should not.</div>

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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Hi there,</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">A technician is on a job. The office is handling another caller. A new enquiry goes unanswered. The useful question is what your process does next.</div>

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      <!--[if mso | IE]></td></tr></table><![endif]-->
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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


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    <div style="font-family:Georgia, Times New Roman, serif;font-size:27px;line-height:34px;text-align:left;color:#153a2a;">Trace one missed call</div>

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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


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    <p style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:100%;">
    </p>

    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:544px;" role="presentation" width="544px" ><tr><td style="height:0;line-height:0;"> &nbsp;
</td></tr></table><![endif]-->


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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:left;color:#52605d;">01</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Make it visible</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Where does the missed call appear, and can the person responsible find it without checking several inboxes?</div>

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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


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    <p style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:100%;">
    </p>

    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:544px;" role="presentation" width="544px" ><tr><td style="height:0;line-height:0;"> &nbsp;
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:left;color:#52605d;">02</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Give it an owner</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Decide who responds, what context they need and who covers the handoff when that person is unavailable.</div>

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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


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    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:544px;" role="presentation" width="544px" ><tr><td style="height:0;line-height:0;"> &nbsp;
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:left;color:#52605d;">03</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Record the outcome</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Keep a short status: waiting for response, conversation started, appointment agreed or no further action.</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:15px;line-height:24px;text-align:left;color:#263c39;">A callback log is only useful if someone knows which call needs the next action. Start by reviewing one recent example with your team.</div>

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    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:separate;line-height:100%;">
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      <td align="center" bgcolor="#244c3b" role="presentation" style="border:none;border-radius:4px;cursor:auto;mso-padding-alt:16px 24px;background:#244c3b;" valign="middle">
      <a href="https://247794066.hs-sites-na2.com/en/lead-response-audit?utm_source=hubspot&amp;utm_medium=email&amp;utm_campaign=lead_response_missed_calls" style="display: inline-block; background: #244c3b; color: #ffffff; font-family: Arial, Helvetica, sans-serif; font-size: 16px; font-weight: bold; line-height: 120%; margin: 0; text-decoration: none; text-transform: none; padding: 16px 24px; mso-padding-alt: 0px; border-radius: 4px;" target="_blank">
      Request a lead response audit
      </a>
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      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:13px;line-height:21px;text-align:left;color:#52605d;">An audit request starts a conversation about your process. It does not book an appointment or create a qualified opportunity.</div>

      </td>
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      <td align="left" style="font-size:0px;padding:0;padding-top:24px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:15px;line-height:26px;text-align:left;color:#263c39;">Field Letter Automation<br>Lead response systems for home service businesses.</div>

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    </tbody>
    </table>

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      <!--[if mso | IE]></td></tr></table><![endif]-->
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      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:20px;text-align:left;color:#52605d;">Simulated postal footer<br>Field Letter Automation<br>100 Example Lane<br>Demo City, ZZ 00000<br>Fictional location<br><br><a href="https://kelvinperez.com/work/hubspot-growth-engine/#project-gallery" style="color: #52605d; text-decoration: underline;">Preference center demonstration (portfolio evidence)</a><br><br>Fictional portfolio company in a developer test environment. You are receiving this message as part of a controlled test.</div>

      </td>
      </tr>

    </tbody>
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      </td>
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    </tbody>
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    </div>

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Text

What happens after an unanswered call?

Hi there,

A technician is on a job. The office is handling another caller. A new enquiry goes unanswered. The useful question is what your process does next.

Trace one missed call

1. Make it visible
Where does the missed call appear, and can the person responsible find it without checking several inboxes?

2. Give it an owner
Decide who responds, what context they need and who covers the handoff when that person is unavailable.

3. Record the outcome
Keep a short status: waiting for response, conversation started, appointment agreed or no further action.

A callback log is only useful if someone knows which call needs the next action. Start by reviewing one recent example with your team.

Request a lead response audit
https://247794066.hs-sites-na2.com/en/lead-response-audit?utm_source=hubspot&utm_medium=email&utm_campaign=lead_response_missed_calls

Simulated postal footer
Field Letter Automation
100 Example Lane
Demo City, ZZ 00000
Fictional location

Preference center demonstration (portfolio evidence): https://kelvinperez.com/work/hubspot-growth-engine/#project-gallery
Fictional developer-test company.

Preview

Static preview from the Field Letter lifecycle template. The source view shows this resolved fixture; original HubSpot source is available in the gallery.

Scheduling

Carry the context into the appointment

Interest-based follow-up on appointment context.

Responsive strategy: MJML responsive email

Actual Field Letter lifecycle template
HubL personalization and fallback
Controlled developer-account project

Explore

Carry the context into the appointment

Responsive preview

Source

Compact indentation for easier reading.

<!--
  templateType: email
  isAvailableForNewContent: true
  label: Field Letter Automation | scheduling
-->
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  <title>Carry the context into the appointment</title>
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  <style type="text/css">
@media only screen and (max-width:480px) { .headline div { font-size:34px !important; line-height:39px !important; } }
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  </head>

    <body style="word-spacing:normal;background-color:#e9efec;">

  <div style="display:none;font-size:1px;color:#ffffff;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:hidden;">Make the appointment handoff useful for the person doing the work.</div>

    <div aria-label="Carry the context into the appointment" aria-roledescription="email" role="article" lang="en" dir="auto" style="word-spacing:normal;background-color:#e9efec;">


    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
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      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:600px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
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    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:center;color:#52605d;">Practical notes on lead response for home service teams</div>

      </td>
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    </tbody>
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    </div>

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    <!--[if mso | IE]></td></tr></table><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" bgcolor="#fffdf8" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="background:#fffdf8;background-color:#fffdf8;margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#fffdf8;background-color:#fffdf8;width:100%;">
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      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
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      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
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    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
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    <div style="font-family:Georgia, Times New Roman, serif;font-size:26px;line-height:32px;text-align:left;color:#153a2a;">Field Letter</div>

      </td>
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      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:11px;letter-spacing:2px;line-height:26px;text-align:left;color:#52605d;">AUTOMATION</div>

      </td>
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    </table>

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    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" bgcolor="#244c3b" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="background:#244c3b;background-color:#244c3b;margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#244c3b;background-color:#244c3b;width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:30px 28px 34px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
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    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;padding-bottom:16px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:11px;letter-spacing:1px;line-height:26px;text-align:left;color:#e1eadc;">SCHEDULING · FIELD NOTES 02</div>

      </td>
      </tr>

      <tr>
      <td align="left" class="headline" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Georgia, Times New Roman, serif;font-size:42px;line-height:47px;text-align:left;color:#ffffff;">Book the visit. Keep the context.</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:32px 28px 24px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
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    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
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      <td align="left" style="font-size:0px;padding:0;padding-bottom:16px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Hi there,</div>

      </td>
      </tr>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">The customer has explained the problem. The appointment is booked. Then the person attending has to ask the same questions again. That is a handoff worth reviewing.</div>

      </td>
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    </tbody>
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      </td>
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    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
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      <td style="direction:ltr;font-size:0px;padding:0 28px 12px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
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    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
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    <div style="font-family:Georgia, Times New Roman, serif;font-size:27px;line-height:34px;text-align:left;color:#153a2a;">Check the appointment record</div>

      </td>
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      <!--[if mso | IE]></td></tr></table><![endif]-->
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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
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      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

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    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
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    <p style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:100%;">
    </p>

    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:544px;" role="presentation" width="544px" ><tr><td style="height:0;line-height:0;"> &nbsp;
</td></tr></table><![endif]-->


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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:left;color:#52605d;">01</div>

      </td>
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      <td align="left" style="font-size:0px;padding:0;padding-bottom:6px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Keep the service request</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Make the requested work and the customer’s description available alongside the appointment.</div>

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    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
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    <p style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:100%;">
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    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:544px;" role="presentation" width="544px" ><tr><td style="height:0;line-height:0;"> &nbsp;
</td></tr></table><![endif]-->


      </td>
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:left;color:#52605d;">02</div>

      </td>
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Confirm the practical details</div>

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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Check the agreed time, service address and contact method. Note anything the team needs before the visit.</div>

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    </tbody>
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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
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      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

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    <p style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:100%;">
    </p>

    <!--[if mso | IE]><table align="center" border="0" cellpadding="0" cellspacing="0" style="border-top:solid 1px #d4ded4;font-size:1px;margin:0px auto;width:544px;" role="presentation" width="544px" ><tr><td style="height:0;line-height:0;"> &nbsp;
</td></tr></table><![endif]-->


      </td>
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:26px;text-align:left;color:#52605d;">03</div>

      </td>
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      <td align="left" style="font-size:0px;padding:0;padding-bottom:6px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:18px;font-weight:bold;line-height:26px;text-align:left;color:#263c39;">Give changes a route</div>

      </td>
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    <div style="font-family:Arial, Helvetica, sans-serif;font-size:16px;line-height:26px;text-align:left;color:#263c39;">Decide who handles a reschedule or cancellation and where the updated details become visible.</div>

      </td>
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    </tbody>
    </table>

      </td>
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    </tbody>
    </table>

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      <!--[if mso | IE]></td></tr></table><![endif]-->
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    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:16px 28px 28px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="background-color:#f1f2e9;vertical-align:top;padding:20px;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:15px;line-height:24px;text-align:left;color:#263c39;">You do not need every detail in every system. You need the right person to find the current information when they need it.</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:0 28px 16px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:separate;line-height:100%;">
    <tbody>
      <tr>
      <td align="center" bgcolor="#244c3b" role="presentation" style="border:none;border-radius:4px;cursor:auto;mso-padding-alt:16px 24px;background:#244c3b;" valign="middle">
      <a href="https://247794066.hs-sites-na2.com/en/lead-response-audit?utm_source=hubspot&amp;utm_medium=email&amp;utm_campaign=lead_response_scheduling" style="display: inline-block; background: #244c3b; color: #ffffff; font-family: Arial, Helvetica, sans-serif; font-size: 16px; font-weight: bold; line-height: 120%; margin: 0; text-decoration: none; text-transform: none; padding: 16px 24px; mso-padding-alt: 0px; border-radius: 4px;" target="_blank">
      Request a lead response audit
      </a>
      </td>
      </tr>
    </tbody>
    </table>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr><tr><td class="" width="600px" ><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:0 28px 32px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:13px;line-height:21px;text-align:left;color:#52605d;">An audit request starts a conversation about your process. It does not book an appointment or create a qualified opportunity.</div>

      </td>
      </tr>

      <tr>
      <td align="left" style="font-size:0px;padding:0;padding-top:24px;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:15px;line-height:26px;text-align:left;color:#263c39;">Field Letter Automation<br>Lead response systems for home service businesses.</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table><table align="center" border="0" cellpadding="0" cellspacing="0" class="" role="presentation" style="width:600px;" width="600" ><tr><td style="line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![endif]-->


    <div style="margin:0px auto;max-width:600px;">

    <table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="width:100%;">
      <tbody>
      <tr>
      <td style="direction:ltr;font-size:0px;padding:24px 28px 32px;text-align:center;">
      <!--[if mso | IE]><table role="presentation" border="0" cellpadding="0" cellspacing="0"><tr><td class="" style="vertical-align:top;width:544px;" ><![endif]-->

    <div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%">
    <tbody>
      <tr>
      <td style="vertical-align:top;padding:0;">

    <table border="0" cellpadding="0" cellspacing="0" role="presentation" style width="100%">
    <tbody>

      <tr>
      <td align="left" class="footer" style="font-size:0px;padding:0;word-break:break-word;">

    <div style="font-family:Arial, Helvetica, sans-serif;font-size:12px;line-height:20px;text-align:left;color:#52605d;">Simulated postal footer<br>Field Letter Automation<br>100 Example Lane<br>Demo City, ZZ 00000<br>Fictional location<br><br><a href="https://kelvinperez.com/work/hubspot-growth-engine/#project-gallery" style="color: #52605d; text-decoration: underline;">Preference center demonstration (portfolio evidence)</a><br><br>Fictional portfolio company in a developer test environment. You are receiving this message as part of a controlled test.</div>

      </td>
      </tr>

    </tbody>
    </table>

      </td>
      </tr>
    </tbody>
    </table>

    </div>

      <!--[if mso | IE]></td></tr></table><![endif]-->
      </td>
      </tr>
      </tbody>
    </table>

    </div>


    <!--[if mso | IE]></td></tr></table><![endif]-->


    </div>
    </body>

</html>

Text

Carry the context into the appointment

Hi there,

The customer has explained the problem. The appointment is booked. Then the person attending has to ask the same questions again. That is a handoff worth reviewing.

Check the appointment record

1. Keep the service request
Make the requested work and the customer’s description available alongside the appointment.

2. Confirm the practical details
Check the agreed time, service address and contact method. Note anything the team needs before the visit.

3. Give changes a route
Decide who handles a reschedule or cancellation and where the updated details become visible.

You do not need every detail in every system. You need the right person to find the current information when they need it.

Request a lead response audit
https://247794066.hs-sites-na2.com/en/lead-response-audit?utm_source=hubspot&utm_medium=email&utm_campaign=lead_response_scheduling

Simulated postal footer
Field Letter Automation
100 Example Lane
Demo City, ZZ 00000
Fictional location

Preference center demonstration (portfolio evidence): https://kelvinperez.com/work/hubspot-growth-engine/#project-gallery
Fictional developer-test company.

Preview

Static preview from the Field Letter lifecycle template. The source view shows this resolved fixture; original HubSpot source is available in the gallery.

Explore the email lab

Websites & applications

The engineering behind the marketing. Selected work across WordPress, Shopify, WooCommerce, and custom applications.

Laravel, React & TypeScript

Light Code Labs

Built an integrated lead generation and marketing automation platform connecting lead capture, enrichment, CRM workflows, website previews, chatbot knowledge retrieval, and automated follow-up.

Explore

WordPress & technical SEO

SunnySide 24/7 AC

WordPress
PHP
ACF Pro

Custom WordPress platform built with PHP, ACF Pro, and reusable content templates to support 487+ localized service pages.

Explore

A decade in the making.

2016 to today

From WordPress and PHP to ecommerce, AI products, and marketing systems.

2016
WordPress and PHP foundation

Started professional web development in agency environments, building the PHP and WordPress foundation that still supports my work today.

WordPress PHP
- Custom WordPress themes and client websites
- PHP, CSS, jQuery, Git, and production CMS work
- Collaboration with designers, marketers, and business owners
2017 to 2018
Interface design and frontend craft

This is where I began honing my eye for design. Working with Photoshop, Sketch, and Figma, I studied UI/UX fundamentals and became more intentional about how an interface looks, communicates, and feels to use.

Figma Sketch Photoshop CSS JavaScript
- Advanced Custom Fields and structured WordPress content
- UI/UX design, color theory, typography, and visual hierarchy
- Responsive layouts, spacing, feedback, and interaction details
- Modern JavaScript, Sass, reusable components, and page systems
2019
ViViFi agency work

Founded a boutique agency and shipped client websites while learning how to scope work, communicate clearly, and deliver under real business constraints.

WordPress PHP
- WordPress builds for small businesses and creatives
- Client communication, revisions, launch work, and support
- Reusable starter patterns for faster delivery
2020
Chrome extension product work

Moved beyond websites into product workflows by building browser tooling for ecommerce operations with my brother.

JavaScript HTML5 CSS
- Chrome extension development
- Browser automation workflows tied to business operations
- Early product thinking around subscriptions, onboarding, and support
2021
Light Code Labs and NFT systems

Worked through faster moving product surfaces, including NFT launch systems, while continuing to sharpen WordPress, PHP, and modern frontend skills.

React TypeScript
- Technical systems for high traffic launch moments
- Light Code Labs as the ongoing studio identity
- React, TypeScript, and product architecture exploration
2022
Burnout, travel, and reset

After an intense run, I burned out and traveled. That chapter matters because it changed how I think about pace, focus, and the kind of work I want to build long term.

ChatGPT
- Travel through Peru, Thailand, Cambodia, Laos, and India
- A reset around health, discipline, and direction
- A clearer preference for useful product work over hype cycles
- Began experimenting with generative AI in late 2022
2023 to 2024
Applied AI and product exploration

Started exploring an answer engine startup, experimenting with local models and the OpenAI API. Learned to connect models, retrieval, data, and automation into working products while continuing WordPress, Shopify, React, and TypeScript work.

ChatGPT n8n API development & integrations
- Retrieval augmented generation (RAG), vector embeddings, and vector databases
- Voice agent prototypes and visual automation workflows with n8n
- Connecting APIs, retrieval, and business data into useful product workflows
- Continued ecommerce, WordPress performance, and local SEO work
- By late 2024, increasingly used ChatGPT and terminal workflows to turn ideas into working software
2025 to now
Laravel platforms and AI product systems

Brought that AI and automation experience into Light Code Labs Dashboard, my clearest portfolio example of AI connected to a working product. Built with Laravel, Inertia, React, TypeScript, PostgreSQL, and Docker, it connects captured business leads with enrichment, RAG and vector embeddings, and dynamically generated websites and content.

Laravel React PostgreSQL Docker
- Laravel dashboard, queues, jobs, policies, and product workflows
- Chrome extension lead capture feeding the Laravel application
- Docker, staging, production, Hetzner hosting, and operational tooling
- ChatGPT, terminal based coding tools, and specification driven implementation
- Local tools and prototypes alongside ongoing agent and integration experiments
Today
Email and marketing automation

Applying that engineering and AI foundation to email development, marketing automation, and the systems that connect a business with its customers. AI remains part of my daily workflow for exploring ideas, building software, and connecting tools.

HTML5 CSS MJML n8n
- Responsive HTML email development
- Agent workflows, specification driven development, and review of the resulting code
- Inspectable work and clear technical decisions
- A continued focus on useful, maintainable systems

My experience, in one place.

Explore my email development, marketing technology, and supporting engineering experience.

View resume

Let's talk about your team.

A short introduction to discuss the role and the work you need.

Book

Thoughtful email, connected to the customer journey.

Selected work

Production Email Engineering System

Field Letter

Morning Beam Coffee: Ecommerce Lifecycle

Email engineering

Field Letter lifecycle system

Internal tools & integrations

The toolkit behind the work.

Experience that carries forward.

Field Letter: Customer Lifecycle System

Morning Beam Coffee: Ecommerce Lifecycle

Field Letter: Speed to Lead

Support inbox triage

Brand voice email checker

Your Lead Response Checklist

What happens after an unanswered call?

Carry the context into the appointment

Light Code Labs

SunnySide 24/7 AC

Invoice and receipt processor

Review Monitor

Woody’s Traction

John E. Green

DiSC Profiles 4u

Cottage Inn

WordPress and PHP foundation

Interface design and frontend craft

ViViFi agency work

Chrome extension product work

Light Code Labs and NFT systems

Burnout, travel, and reset

Applied AI and product exploration

Laravel platforms and AI product systems

Email and marketing automation

My experience, in one place.

Let's talk about your team.