Author: Benjamin Baez
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A fully automated intake pipeline takes a new therapy client from form submission to signed documents and storage with zero… Read more
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Every new Square appointment automatically generates a personalized Jotform service agreement ready for the technician on-site. Read more
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Leads stuck in “pending” for more than a day automatically get a targeted SMS follow-up via OpenPhone. Read more
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Reads labeled loan-decision emails and automatically updates the matching lead’s status in Monday.com, even with imperfect name matches. Read more
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Once a client signs their tax documents via Xodo Sign, they automatically receive a tailored welcome email, checklist, and payment… Read more
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Sends the right tax forms automatically based on a client’s Calendly appointment type, cutting manual document prep. Read more
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Helped a tutoring business modernize scheduling, billing, and reporting with Teachworks automation, driving measurable ROI. Read more
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A Google Sheets and Apps Script system centralizes player rosters and lets staff message team members without switching tools. Read more
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Every Google Form submission automatically creates a “New Lead” task in Asana, unifying multiple intake forms into one pipeline. Read more
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Apps Script keeps a master tracking sheet, individual team tabs, and a shared summary view perfectly in sync as onboarding… Read more
BAEZ TECH SOLUTIONS 