Building a lead source attribution dashboard for a lawn care business
How we closed the attribution gap for a lawn care company on Jobber: a web form to Jobber automation that captures the original lead source on every request, and a Looker Studio dashboard that breaks down revenue (not just lead count) by source and service line.
Member Matchmaking Tool
The Upside needed a better way to match members together at scale. At first, the founder was personally matchmaking people based on her intuition and knowledge of their profiles. Then, they moved to unwieldy spreadsheets as the membership grew. Finally, they tried a matching tool with an expensive annual subscription which didn't fit their ideal process. We created a community-facing tool with an admin backend to create and manage matching 'rounds'. Members can answer a few questions to get matched up based on their similarity and automatically get connected for one-on-one conversations. This new tool saved thousands per year in subscription costs and had high member engagement, which leads directly to higher member retention.
Knowledgebase App 'Q'
We built this platform for G2 Venture Partners on Bubble.io a few years ago. We custom code most projects now, but this app still functions well on Bubble. This app pulls together many disparate systems they were using without becoming a 'source of truth'. They're able to still use the tools they're used to for data management, while using Q as a way to get to information quickly, as well as quickly enter new deals into their systems. After using it for a while, they nicknamed it 'Q' after the all-knowing Star Trek character.
Creating a Jobber Data Dashboard
How Datos Operations built an automated reporting dashboard for Graffitico, a field service company — overcoming Jobber's API limitations using n8n, Retool, Hookdeck, and Google Sheets.
Saving Righteous Felon $600/mo by migrating to N8N
Our client Righteous Felon Craft Jerky is a boutique distributor of all-natural, high protein meat snacks. They work with businesses like hotels, airlines, independent grocers, and national retailers like Costco, Sprouts, Wawa, and Ralphs to offer their snacks to customers, and provide their clients with a customized experience that makes ordering, delivery, and inventory management […]
Streamlining Legal Operations: Migrating from Keap to Lawmatics
A highly-rated estate planning law firm* based in Newport Beach, California approached us with a common problem: their current CRM, Keap, was no longer meeting their needs. The system was slow and cumbersome to use, lacking in critical features, and unable to serve as both a CRM and case management system.
Building a custom checkout and donation-based sponsor-matching system
“I hired Gio and his team at Datos to help me launch an online course. From the beginning I found Gio (and his team) to be professional and stellar communicators. Beyond that was his knowledge of a world I could not have navigated on my own. Gio was able to put resources together that had […]
Transferring Frump Fighters from Zapier to N8N
We worked with Frump Fighters to move their existing automations from Zapier to N8N while taking care to exactly match or exceed current functionality, while also avoiding missing any users who purchased while the migration occurred.
Dynamic quiz results email for How I Met My Dog
How I Met My Dog created a new quiz where users could answer personality questions about themselves and up to four of their dogs. These answers are processed with custom code to give the user results and insights about how their personality compares to their dog(s)’. The team hired me to take those results and […]
Built lead generation funnel which delivered 3x ROI
Built an ugly but effective case study lead generation funnel. Users opt in to receive the case study, then are solicited to schedule a call. I set up the funnel with Clickfunnels, followup emails in ActiveCampaign, and ran the ads from Facebook. We got 885 email optins, generated dozens of calls, and converted 2 of […]
Implementing HubSpot for 300+ employee tech company
Implemented HubSpot for a tech company with complex systems and multiple sources of data. The challenge: Set up a system that works seamlessly with 3-4 other email marketing systems for the same company Figure out how to import complex data from a variety of sources into the HubSpot system with an API and map it […]
Integrating Calendly with ActiveCampaign
My client uses Calendly to schedule calls, and they’re the most important activity that leads to a high-ticket sale. Calendly can integrate with our email system, ActiveCampaign, through Zapier. However, what you can do with just Zapier is pretty limited in this case. I wanted to go a few steps further, so I wrote some […]