Building SkillStacker: a complete system for field service training and retention
How we built SkillStacker, a multi-tenant SaaS that gives field service companies and contractors a blueprint for training and retaining their workers.
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.
Proxy Chatbot
One of the primary ways users can interact with Proxy is with the chat assistant. We built it on the Claude Agent SDK, and they can access it through a chat interface online (using Voiceflow) or by texting the Proxy phone number. The agent has message validators that help constrain its responses, access to numerous research tools that give it access to Proxy data, and a persistent memory that allows it to personalize its approach to each user across platforms. For text messaging, it changes its response style to use shorthand and avoid long, overwhelming messages. Proxy can also check in on users over time proactively and listen to voice messages. It functions as a knowledgeable thinking partner.
Proxy Web App
This project began when we were building exclusively with no-code tools, so we built it in Bubble.io. The app walks users through an interactive form to build their profile, then uses that information and their location to provide recommendations on how they can claim back their time. It suggests services they can hire from the vetted network, as well as an action plan for what they can start doing in the next month to reduce the overwhelm.
Mastermind Internal AI Platform
We built an AI assistant platform for the team, connected to their Microsoft and Salesforce accounts. It has the ability to take actions for them, such as creating tasks in Salesforce or drafting emails. It can process PDFs, audio files, and more and includes a 'conversation mode' for voice-to-voice AI interaction. It goes beyond the capabilities of major chatbot interfaces like Claude or ChatGPT by providing precise, customized tools which maximize the ability of AI agents to take the right action, and provides collaboration features for the team.
Gantt Extension for Airtable
Airtable's Gantt view didn't have sufficient features based on what Riot needed, so we custom coded our own Gantt view which used the data model we had created to its full capacity, making useful features like the ability to move an entire timeline by shifting one piece.
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 […]
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 […]
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 […]